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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
OA
Oxbow Advisors
Texas
$372K -$1.21K 1 0.04% Reduced
3077
VP
Verum Partners
North Carolina
$372K +$17.4K 1 0.09% Increased
3078
VV
Verity & Verity
South Carolina
$371K $0 1 0.03% Maintained
3079
AIA
Affinity Investment Advisors
California
$371K -$272K 1 0.28% Reduced
3080
PIP
Peachtree Investment Partners
Florida
$371K -$35.8K 1 0.14% Reduced
3081
TBC
Ted Buchan & Co
California
$371K $0 1 0.15% Maintained
3082
WBC
Westpac Banking Corp
Australia
$371K -$32.8K 3 0.02% Reduced
3083
HFP
Holistic Financial Partners
Indiana
$370K -$1.7K 1 0.16% Reduced
3084
LF
LifePlan Financial
Minnesota
$370K -$109K 1 0.31% Reduced
3085
FCMC
Founders Capital Management (Connecticut)
Connecticut
$370K $0 1 0.06% Maintained
3086
MSWA
Marshall & Sterling Wealth Advisors
New York
$369K +$4.06K 5 0.25% Increased
3087
PP
Pacifica Partners
Canada
$368K $0 5 0.15% Maintained
3088
SFP
Sterling Financial Planning
New Jersey
$368K $0 1 0.12% Maintained
3089
North Star Asset Management
North Star Asset Management
Wisconsin
$366K $0 1 0.02% Maintained
3090
GSC
Ground Swell Capital
South Carolina
$365K +$337K 1 0.58% New
3091
BDF
Black Diamond Financial
Maryland
$364K $0 1 0.06% Maintained
3092
TPF
Tribridge Partners Financial
Maryland
$364K +$329K 1 0.21% New
3093
AR
Apeiron RIA
Texas
$364K $0 1 0.09% Maintained
3094
TWP
Tower Wealth Partners
Pennsylvania
$364K -$1.62K 1 0.21% Reduced
3095
MMCM
Murphy & Mullick Capital Management
New York
$363K -$48.9K 4 0.3% Reduced
3096
DCBT
Dakota Community Bank & Trust
North Dakota
$362K +$2.63K 1 1.62% Increased
3097
BWCS
Beirne Wealth Consulting Services
Connecticut
$361K $0 1 0.12% Maintained
3098
SCA
Sippican Capital Advisors
Massachusetts
$361K -$31K 1 0.26% Reduced
3099
NRW
Nova R Wealth
Kansas
$360K +$332K 1 0.17% New
3100
OCM
Orion Capital Management
California
$359K +$17.8K 5 0.14% Increased