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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
PCFFS
Pacific Center for Financial Services
California
$332K -$10.5K 2 0.09% Reduced
3152
LFP
Leeward Financial Partners
Washington
$332K -$9.41K 1 0.11% Reduced
3153
BWS
Broadway Wealth Solutions
Texas
$331K -$283K 1 0.21% Reduced
3154
JBA
Johnson Bixby & Associates
Washington
$331K $0 1 0.05% Maintained
3155
AC
Addison Capital
Pennsylvania
$331K +$37.2K 1 0.12% Increased
3156
AIS
American Investment Services
Massachusetts
$331K $0 1 0.08% Maintained
3157
GWA
Gibson Wealth Advisors
Texas
$330K $0 1 0.25% Maintained
3158
TA
Tactive Advisors
Florida
$328K +$296K 1 0.11% New
3159
EMAM
Encompass More Asset Management
California
$328K -$126K 1 0.08% Reduced
3160
SHWM
Smith & Howard Wealth Management
Georgia
$328K $0 1 0.08% Maintained
3161
WIM
Westside Investment Management
California
$328K +$128K 7 0.06% Increased
3162
FCFC
First Commonwealth Financial Corp
Pennsylvania
$327K -$18K 1 0.07% Reduced
3163
IA
Insight Advisors
Pennsylvania
$327K -$7.89K 1 0.05% Reduced
3164
IWM
Inlight Wealth Management
Georgia
$326K -$635 2 0.17% Reduced
3165
PWM
PBMares Wealth Management
Virginia
$326K -$6.48K 1 0.06% Reduced
3166
ST
Somerset Trust
Pennsylvania
$325K +$34K 1 0.11% Increased
3167
SJIM
St. Johns Investment Management
Florida
$324K $0 1 0.15% Maintained
3168
QFPS
Quantum Financial Planning Services
Washington
$324K $0 1 0.15% Maintained
3169
GSIS
Global Strategic Investment Solutions
Arizona
$323K -$202 1 0.03% Reduced
3170
FDS
Freedom Day Solutions
Texas
$322K -$68 1 0.1% Reduced
3171
OP
ORG Partners
Indiana
$320K +$83.7K 6 0.07% Increased
3172
AC
ASB Consultores
Florida
$320K +$51.8K 1 0.21% Increased
3173
KA
Kozak & Associates
Colorado
$319K -$14.2K 3 0.07% Reduced
3174
PPWM
PFG Private Wealth Management
Florida
$318K +$7.59K 1 0.16% Increased
3175
BMC
Benin Management Corp
Connecticut
$318K $0 1 0.08% Maintained