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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
3151
EWM
Endowment Wealth Management
Wisconsin
$327K -$13.5K 1 0.22% Reduced
3152
PP
Pacifica Partners
Canada
$327K $0 5 0.14% Maintained
3153
IA
Intellus Advisors
Florida
$327K +$320K 1 0.06% New
3154
WE
Wealth Effects
Massachusetts
$327K -$58.6K 1 0.12% Reduced
3155
TWM
Topsail Wealth Management
North Carolina
$325K +$318K 1 0.07% New
3156
HC
Hara Capital
Washington
$325K $0 2 0.21% Maintained
3157
RC
Rovin Capital
Arizona
$325K -$69.9K 1 0.12% Reduced
3158
SFG
Sunburst Financial Group
Alabama
$325K -$4.79K 1 0.08% Reduced
3159
EAM
Empirical Asset Management
Massachusetts
$325K -$1.33M 1 0.11% Reduced
3160
LFA
LGT Financial Advisors
Texas
$324K +$138K 7 0.72% Increased
3161
PA
Planning Alternatives
Michigan
$323K +$7.51K 1 0.05% Increased
3162
SFS
Stiles Financial Services
Minnesota
$321K -$211K 1 0.12% Reduced
3163
BMWM
Brown Miller Wealth Management
Virginia
$321K +$88.6K 1 0.12% Increased
3164
JBA
Johnson Bixby & Associates
Washington
$321K -$13.1K 1 0.05% Reduced
3165
S
Sunpointe
Missouri
$321K +$28.6K 1 0.16% Increased
3166
IWM
Inlight Wealth Management
Georgia
$320K +$378K 1 0.21% New
3167
AP
Aspect Partners
Virginia
$320K -$2.17K 4 0.18% Reduced
3168
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$319K $0 1 0.08% Maintained
3169
MW
Maia Wealth
Colorado
$319K +$2.29K 2 0.07% Increased
3170
PCM
Park Capital Management
Wisconsin
$319K +$350K 1 0.38% New
3171
TI
tru Independence
Oregon
$319K $0 1 0.1% Maintained
3172
CP
Clarendon Private
Massachusetts
$318K +$312K 1 0.33% New
3173
SJIM
St. Johns Investment Management
Florida
$317K -$417 2 0.15% Reduced
3174
PFG
PAX Financial Group
Texas
$317K +$50.4K 1 0.06% Increased
3175
AIFAIM
American Institute for Advanced Investment Management
Arizona
$316K -$362K 1 0.24% Reduced