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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
CB
Centennial Bank
Arkansas
$352K $0 3 0.17% Maintained
3102
RF
Roxbury Financial
New Jersey
$351K +$335K 3 0.34% New
3103
BWCS
Beirne Wealth Consulting Services
Connecticut
$350K $0 1 0.13% Maintained
3104
IWP
Invenio Wealth Partners
Florida
$350K -$1.04K 1 0.15% Reduced
3105
NFC
Northstar Financial Companies
Pennsylvania
$350K +$387K 1 0.33% New
3106
GAM
Gould Asset Management
California
$349K -$119K 1 0.07% Reduced
3107
GF
GGM Financials
Ohio
$349K +$1.67K 1 0.37% Increased
3108
BDF
Black Diamond Financial
Maryland
$348K -$73K 1 0.05% Reduced
3109
DCBT
Dakota Community Bank & Trust
North Dakota
$348K +$29.6K 1 1.65% Increased
3110
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$348K +$119K 4 0.03% Increased
3111
VP
Verum Partners
North Carolina
$347K -$22.3K 1 0.1% Reduced
3112
DA
Detalus Advisors
Missouri
$347K $0 1 0.11% Maintained
3113
CA
Cambridge Advisors
Nebraska
$347K -$12.4K 1 0.08% Reduced
3114
TBC
Ted Buchan & Co
California
$346K $0 1 0.16% Maintained
3115
CWM
Chesapeake Wealth Management
Virginia
$346K -$68.6K 1 0.12% Reduced
3116
RWM
Rockline Wealth Management
New York
$346K $0 1 0.09% Maintained
3117
BFAG
Blackston Financial Advisory Group
Florida
$346K +$34K 1 0.17% Increased
3118
CA
Crumly & Associates
Illinois
$345K -$6.67K 1 0.09% Reduced
3119
FCMC
Founders Capital Management (Connecticut)
Connecticut
$345K $0 1 0.06% Maintained
3120
EW
Element Wealth
Mississippi
$344K +$417 1 0.18% Increased
3121
CFO
Custos Family Office
Texas
$343K +$380K 1 0.12% New
3122
SFP
Sterling Financial Planning
New Jersey
$343K +$2.04K 1 0.13% Increased
3123
BGAI
Bruce G. Allen Investments
Colorado
$343K -$142 9 0.28% Reduced
3124
CW
Channel Wealth
California
$342K $0 1 0.11% Maintained
3125
PCFFS
Pacific Center for Financial Services
California
$342K +$135K 2 0.09% Increased