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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
EWM
Endowment Wealth Management
Wisconsin
$349K -$10K 1 0.18% Reduced
3127
SWP
Summit Wealth Partners
Florida
$348K $0 1 0.07% Maintained
3128
IWP
IAG Wealth Partners
Wisconsin
$347K +$1.35K 2 0.05% Increased
3129
FFG
Fiduciary Financial Group
California
$347K +$7.08K 1 0.06% Increased
3130
OFW
Omnia Family Wealth
Florida
$347K +$42.7K 1 0.13% Increased
3131
GTAM
Global Trust Asset Management
Florida
$345K -$19.6K 3 0.18% Reduced
3132
LSL
Legacy Solutions LLC
Pennsylvania
$344K +$21.6K 1 0.33% Increased
3133
FIA
FNY Investment Advisers
New York
$343K +$145K 2 0.15% Increased
3134
CRI
Colonial River Investments
Virginia
$342K +$17K 1 0.15% Increased
3135
NFW
Noble Family Wealth
Florida
$341K $0 1 0.08% Maintained
3136
RCM
Richardson Capital Management
Wisconsin
$340K -$199 4 0.18% Reduced
3137
HC
Hara Capital
Washington
$339K $0 2 0.21% Maintained
3138
TSWM
Tyler-Stone Wealth Management
Ohio
$338K +$80.8K 1 0.05% Increased
3139
BMCM
Burns Matteson Capital Management
New York
$338K -$4.28K 1 0.16% Reduced
3140
TPWA
Twin Peaks Wealth Advisors
California
$337K +$311K 14 0.11% New
3141
FC
Farringdon Capital
United Kingdom
$337K -$1.57M 1 0.11% Reduced
3142
SMCM
Sky-Mountain Capital Management
Idaho
$336K $0 1 0.22% Maintained
3143
CA
Cambridge Advisors
Nebraska
$336K -$33.9K 1 0.07% Reduced
3144
SMF
Scott Marsh Financial
Utah
$335K +$302K 1 0.12% New
3145
WF
Warner Financial
Maryland
$335K $0 1 0.14% Maintained
3146
WFG
Wills Financial Group
Virginia
$335K +$309K 1 0.15% New
3147
CNBOF
City National Bank of Florida
Florida
$335K +$333K 1 0.24% New
3148
CWP
Concord Wealth Partners
Virginia
$334K +$95.8K 4 0.05% Increased
3149
MCP
Mirador Capital Partners
California
$334K +$15.6K 1 0.05% Increased
3150
SL
Salomon & Ludwin
Virginia
$332K +$1.25K 5 0.03% Increased