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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
FWP
Falcon Wealth Planning
California
$252K +$1.55K 1 0.03% Increased
3127
CIA
Cape Investment Advisory
Georgia
$251K $0 2 0.1% Maintained
3128
Index Fund Advisors
Index Fund Advisors
California
$251K $0 1 0.01% Maintained
3129
I
IMPACTfolio
Colorado
$251K +$4.51K 1 0.13% Increased
3130
VIA
Virtus Investment Advisers
Connecticut
$250K -$210K 1 0.2% Reduced
3131
TCM
Tanaka Capital Management
New York
$250K -$33.6K 1 0.58% Reduced
3132
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$250K +$66.4K 4 0.02% Increased
3133
SG
Somerset Group
Minnesota
$249K $0 1 0.23% Maintained
3134
TWM
Triton Wealth Management
Arizona
$249K +$42.9K 1 0.14% Increased
3135
CICI
Capital Investment Counsel Inc
North Carolina
$249K +$215K 1 0.04% New
3136
MFG
MTM Financial Group
Pennsylvania
$249K $0 1 0.15% Maintained
3137
CFP
Cascade Financial Partners
California
$248K -$15.9K 1 0.03% Reduced
3138
LIWM
Long Island Wealth Management
New York
$248K $0 1 0.16% Maintained
3139
RFP
RCS Financial Planning
Maryland
$248K -$58.8K 1 0.14% Reduced
3140
SSW
Stone Summit Wealth
Florida
$248K -$7.18K 1 0.08% Reduced
3141
ACA
American Capital Advisory
Idaho
$246K +$12.9K 4 0.14% Increased
3142
NCM
Next Capital Management
New York
$246K +$388 1 0.1% Increased
3143
HAS
Horizon Advisory Services
New York
$245K $0 1 0.11% Maintained
3144
HIM
Harbour Investment Management
Washington
$245K +$212K 1 0.11% New
3145
FWM
Foguth Wealth Management
Michigan
$244K -$99.9K 1 0.09% Reduced
3146
Merriman Wealth Management
Merriman Wealth Management
Washington
$244K +$3.69K 1 0.01% Increased
3147
SAF
Smith Anglin Financial
Texas
$244K +$3.49K 2 0.02% Increased
3148
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$244K $0 2 0.17% Maintained
3149
SNBOSD
Security National Bank of So Dak
Iowa
$243K $0 1 0.14% Maintained
3150
HCA
Heck Capital Advisors
Wisconsin
$243K -$6.59K 1 0.03% Reduced