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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
MCP
Mirador Capital Partners
California
$337K +$37K 1 0.05% Increased
3102
FA
FDx Advisors
Illinois
$337K -$40.7K 1 0.1% Reduced
3103
II
Impact Investors
California
$337K +$427 1 0.22% Increased
3104
MMCM
Murphy & Mullick Capital Management
New York
$336K +$1.71K 5 0.25% Increased
3105
NRW
Nova R Wealth
Kansas
$335K +$10.4K 1 0.14% Increased
3106
DCBT
Dakota Community Bank & Trust
North Dakota
$335K +$8.36K 1 1.32% Increased
3107
PIP
Peachtree Investment Partners
Florida
$335K -$209 1 0.12% Reduced
3108
SIAG
Safeguard Investment Advisory Group
California
$335K -$34.5K 1 0.08% Reduced
3109
SIC
Sigma Investment Counselors
Michigan
$332K -$47.8K 1 0.02% Reduced
3110
GTAM
Global Trust Asset Management
Florida
$331K +$17.3K 4 0.15% Increased
3111
IA
IFG Advisors
Missouri
$330K -$85.2K 1 0.05% Reduced
3112
BDFN
Bond & Devick Financial Network
Minnesota
$329K -$13.2K 1 0.1% Reduced
3113
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$329K +$375K 1 0.04% New
3114
NFW
Noble Family Wealth
Florida
$329K $0 1 0.07% Maintained
3115
VP
Verum Partners
North Carolina
$329K -$7.94K 1 0.07% Reduced
3116
LFP
Leeward Financial Partners
Washington
$328K $0 1 0.09% Maintained
3117
WP
WealthPLAN Partners
Nebraska
$328K +$128K 1 0.05% Increased
3118
JSAM
J. Safra Asset Management
New York
$326K -$35.2K 6 0.02% Reduced
3119
AP
Aspect Partners
Virginia
$325K -$7.92K 5 0.15% Reduced
3120
IWM
Inlight Wealth Management
Georgia
$325K $0 2 0.15% Maintained
3121
GFM
GEN Financial Management
Minnesota
$324K $0 1 0.28% Maintained
3122
BDF
Black Diamond Financial
Maryland
$324K -$5.43K 1 0.04% Reduced
3123
DC
DeDora Capital
California
$324K +$20.6K 1 0.08% Increased
3124
GCL
Gouws Capital LLC
North Carolina
$323K $0 1 0.18% Maintained
3125
GF
GGM Financials
Ohio
$321K +$6.28K 2 0.16% Increased