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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
3101
EA
Evolution Advisers
Virginia
$26K +$27.5K 1 0.02% New
3102
MFT
Moisand Fitzgerald Tamayo
Florida
$26K -$150K 2 0.01% Reduced
3103
SA
SRH Advisors
Kansas
$26K $0 1 0.03% Maintained
3104
MBFW
Morton Brown Family Wealth
Pennsylvania
$25K +$25.3K 3 0.02% New
3105
SMG
Spectrum Management Group
Indiana
$25K -$8.04M 2 0% Reduced
3106
SC
Schubert & Co
Texas
$24K +$25.2K 13 0.02% New
3107
RA
Rational Advisors
New York
$23K +$13.5K 1 0% Increased
3108
RWA
RGT Wealth Advisors
Texas
$22K +$21.6K 4 0% New
3109
RI
Rinkey Investments
California
$19K +$18.8K 1 0.02% New
3110
TJHA
Thomas J. Herzfeld Advisors
Florida
$19K +$1.72K 2 0.01% Increased
3111
TWP
TFO Wealth Partners
Ohio
$18K -$352K 1 0% Reduced
3112
GC
Gould Capital
Washington
$17K +$17.2K 1 0.01% New
3113
RA
Rise Advisors
New York
$16.3K +$15.9K 2 0.02% New
3114
BDWM
Brewin Dolphin Wealth Management
Ireland
$16K $0 1 0% Maintained
3115
PP
Pacifica Partners
Canada
$14K -$3.05K 3 0.01% Reduced
3116
CAC
Core Alternative Capital
Georgia
$12K +$11.5K 3 0% New
3117
PFA
Professional Financial Advisors
Nebraska
$12K $0 1 0.01% Maintained
3118
SPA
Shore Point Advisors
New Jersey
$12K +$12K 1 0.01% New
3119
WIM
Westside Investment Management
California
$11.1K +$183K 3 0.03% Increased
3120
DWMG
DB Wealth Management Group
California
$11K $0 2 0.01% Maintained
3121
HWM
HighMark Wealth Management
Minnesota
$11K -$4.04K 3 0.01% Reduced
3122
OAJ
Ogorek Anthony Joseph
New York
$11K $0 3 0% Maintained
3123
RBC
Roble Belko & Company
Pennsylvania
$11K $0 2 0% Maintained
3124
HVM
Harvest Volatility Management
Connecticut
$9.42K -$6.81M 1 0% Reduced
3125
LWP
Laurel Wealth Planning
Minnesota
$9K -$44K 1 0.01% Reduced