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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
3126
LAS
Lloyd Advisory Services
Georgia
$9K -$6K 1 0% Reduced
3127
SFO
Standard Family Office
South Dakota
$9K -$33.2K 2 0.08% Reduced
3128
ARIS
Advanced Research Investment Solutions
California
$8K $0 1 0% Maintained
3129
CFRPA
Castle Financial & Retirement Planning Associates
New Jersey
$8K +$10.1K 3 0.03% New
3130
SFG
Steward Financial Group
Texas
$8K +$8.98K 3 0.01% New
3131
TC
Truvestments Capital
Florida
$8K -$10.6K 2 0% Reduced
3132
EAM
Eukles Asset Management
Ohio
$7K $0 1 0% Maintained
3133
LPWM
Lake Point Wealth Management
Texas
$6K +$2.22K 2 0% Increased
3134
CF
Concorde Financial
Texas
$5K +$4.69K 1 0% New
3135
IHWM
Iron Horse Wealth Management
Iowa
$5K $0 1 0% Maintained
3136
FA
Financial Avengers
California
$3K $0 1 0% Maintained
3137
HF
Halpern Financial
Virginia
$2.36K $0 1 0% Maintained
3138
ACK
Andrew C. Karlinski
$2K +$2.11K 3 0% New
3139
BHWM
Bay Harbor Wealth Management
Maryland
$2K -$475 1 0% Reduced
3140
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$2K $0 1 0% Maintained
3141
WIA
Wealthstreet Investment Advisors
Texas
$2K $0 1 0.05% Maintained
3142
YAL
Your Advocates Ltd
Texas
$2K +$2.22K 1 0% New
3143
AWA
Aquire Wealth Advisors
Utah
$1K +$808 1 0% New
3144
HH
HWG Holdings
Texas
$1K +$908 1 0% New
3145
LIM
Longfellow Investment Management
Massachusetts
$1K -$56K 1 0% Reduced
3146
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
3147
RCM
Raleigh Capital Management
North Carolina
$1K +$1.37K 3 0% New
3148
SSC
Syverson Strege & Co
Iowa
$1K -$14.5K 1 0% Reduced
3149
AWM
Activest Wealth Management
Florida
$0 -$19K 0 – Closed
3150
AL
ADE LLC
Maryland
$0 -$131K 0 – Closed