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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3076
S
Sachetta
Massachusetts
$231K +$210K 11 0.11% New
3077
IAG
Investment Advisory Group
Massachusetts
$231K -$19.7K 1 0.11% Reduced
3078
WC
Whitney & Co
New York
$231K $0 1 0.03% Maintained
3079
Destination Wealth Management
Destination Wealth Management
California
$230K +$210K 1 0.01% New
3080
EWM
Elevatus Welath Management
New York
$230K -$1.98K 1 0.1% Reduced
3081
SDJVC
St. Denis J. Villere & Co
Louisiana
$229K -$47.8K 1 0.02% Reduced
3082
ST
Somerset Trust
Pennsylvania
$227K -$31.9K 1 0.1% Reduced
3083
NRC
New Republic Capital
North Carolina
$227K -$15.3K 1 0.16% Reduced
3084
AR
Apeiron RIA
Texas
$226K $0 1 0.07% Maintained
3085
KA
Kure Advisory
Minnesota
$226K -$10.8K 1 0.12% Reduced
3086
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$226K +$44.4K 2 0.18% Increased
3087
WLIM
White Lighthouse Investment Management
Massachusetts
$225K -$9.56K 1 0.05% Reduced
3088
ANBT
American National Bank & Trust
Texas
$225K -$174K 3 0.04% Reduced
3089
TC
Trilogy Capital
California
$225K +$205K 1 0.01% New
3090
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$225K -$49.9K 1 0.04% Reduced
3091
BSC
Brown Shipley & Co
United Kingdom
$225K $0 1 0.11% Maintained
3092
TIMH
Tilt Investment Management Holdings
New York
$225K -$2.53M 1 0.24% Reduced
3093
IWN
Independent Wealth Network
Iowa
$225K -$8.99K 1 0.12% Reduced
3094
CFA
Capstone Financial Advisors
Illinois
$224K +$205K 1 0.02% New
3095
RWM
Revisor Wealth Management
Ohio
$224K +$205K 1 0.26% New
3096
SAM
SignalPoint Asset Management
Missouri
$224K +$205K 1 0.07% New
3097
MC
Middleton & Co
Massachusetts
$224K +$204K 1 0.03% New
3098
LWM
Lakeridge Wealth Management
Ohio
$224K +$204K 1 0.16% New
3099
WDL
Well Done LLC
Michigan
$224K +$204K 1 0.04% New
3100
CA
Centerpoint Advisors
Massachusetts
$223K -$10.3K 4 0.09% Reduced