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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
AEPWM
Atlantic Edge Private Wealth Management
Florida
$241K $0 2 0.08% Maintained
3102
MWP
Madison Wealth Partners
Wisconsin
$241K +$6.51K 1 0.08% Increased
3103
CAC
Certified Advisory Corp
Florida
$239K +$231K 1 0.03% New
3104
CIA
Cape Investment Advisory
Georgia
$239K -$4.95K 2 0.11% Reduced
3105
EA
Emerald Advisors
Washington
$239K -$112K 1 0.04% Reduced
3106
SLC
Second Line Capital
Louisiana
$239K +$225K 1 0.07% New
3107
EWM
Elevatus Welath Management
New York
$237K +$2.28K 1 0.09% Increased
3108
CAM
CPA Asset Management
Florida
$236K $0 1 0.13% Maintained
3109
RRCM
Rappaport Reiches Capital Management
Illinois
$236K -$892K 1 0.07% Reduced
3110
TW
Traveka Wealth
California
$236K -$9.13K 1 0.12% Reduced
3111
HWA
Heartwood Wealth Advisors
Virginia
$236K $0 1 0.03% Maintained
3112
PPW
Parcion Private Wealth
Washington
$234K +$737 1 0.02% Increased
3113
I
INVST
Indiana
$234K $0 1 0.03% Maintained
3114
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$234K $0 2 0.18% Maintained
3115
SDJVC
St. Denis J. Villere & Co
Louisiana
$233K $0 1 0.02% Maintained
3116
FPCG
Forum Private Client Group
Indiana
$233K $0 1 0.11% Maintained
3117
FFG
Frisch Financial Group
New York
$233K -$22.8K 1 0.07% Reduced
3118
RFG
RFP Financial Group
Georgia
$233K -$838 8 0.09% Reduced
3119
PPWM
PFG Private Wealth Management
Florida
$232K +$10.2K 1 0.14% Increased
3120
AWM
AAF Wealth Management
Massachusetts
$231K -$12.2K 1 0.12% Reduced
3121
SRSA
S.R. Schill & Associates
Washington
$231K +$218K 1 0.1% New
3122
CFA
Capstone Financial Advisors
Illinois
$230K +$761 1 0.02% Increased
3123
LWM
Lakeridge Wealth Management
Ohio
$230K +$1.71K 1 0.14% Increased
3124
LSA
Lansing Street Advisors
Pennsylvania
$230K +$10.3K 1 0.1% Increased
3125
MW
Maia Wealth
Colorado
$230K +$215K 1 0.07% New