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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
KFS
Kaizen Financial Strategies
California
$250K +$1.14K 1 0.16% Increased
3077
GG
GenWealth Group
New Jersey
$250K $0 1 0.06% Maintained
3078
PCM
Passive Capital Management
Maryland
$250K +$25.1K 1 0.09% Increased
3079
SMH
Sanders Morris Harris
Texas
$249K $0 1 0.04% Maintained
3080
FFG
Fiduciary Financial Group
California
$248K +$229K 1 0.06% New
3081
Merriman Wealth Management
Merriman Wealth Management
Washington
$248K $0 1 0.01% Maintained
3082
RPGK
Retirement Planning Group (Kansas)
Kansas
$248K +$234K 1 0.02% New
3083
GC
Guidance Capital
Kentucky
$248K $0 1 0.08% Maintained
3084
CHA
Cooper/Haims Advisors
New York
$247K +$6.85K 1 0.14% Increased
3085
MSA
Marathon Strategic Advisors
Pennsylvania
$247K -$18.1K 1 0.29% Reduced
3086
AP
Adero Partners
California
$247K +$234K 1 0.02% New
3087
KF
KKM Financial
Illinois
$247K $0 1 0.12% Maintained
3088
FIA
FNY Investment Advisers
New York
$247K +$116K 3 0.17% Increased
3089
SWG
Summit Wealth Group
Vermont
$247K +$233K 1 0.07% New
3090
YWM
Yoder Wealth Management
California
$247K -$20.2K 1 0.16% Reduced
3091
SHWM
Smith & Howard Wealth Management
Georgia
$247K $0 1 0.07% Maintained
3092
AFG
ABLE Financial Group
Arizona
$246K +$17.3K 1 0.09% Increased
3093
TA
Tectonic Advisors
Texas
$246K +$41.5K 1 0.02% Increased
3094
TF
Trek Financial
Arizona
$244K +$2.66K 1 0.02% Increased
3095
SRC
Sage Rhino Capital
California
$243K +$230K 1 0.06% New
3096
HA
HFG Advisors
Ohio
$243K $0 1 0.23% Maintained
3097
FFA
Frazier Financial Advisors
Ohio
$243K +$25.6K 14 0.19% Increased
3098
BSHC
Breed's Hill Capital
Massachusetts
$242K $0 1 0.21% Maintained
3099
RFM
Royal Fund Management
Florida
$241K -$84.3K 1 0.02% Reduced
3100
EWA
Encompass Wealth Advisors
Oregon
$241K -$422K 1 0.06% Reduced