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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
3176
EWM
Executive Wealth Management
Michigan
$234K +$233K 1 0.02% New
3177
NFG
Northeast Financial Group
Pennsylvania
$234K +$209K 1 0.09% New
3178
CWA
Centennial Wealth Advisory
Michigan
$234K +$13.4K 1 0.09% Increased
3179
EWA
Encompass Wealth Advisors
Oregon
$233K $0 1 0.06% Maintained
3180
GFPC
Global Financial Private Client
Florida
$232K +$55.7K 5 0.09% Increased
3181
DF
Dunhill Financial
United Kingdom
$232K +$26.7K 5 0.12% Increased
3182
KI
Kapitalo Investimentos
Brazil
$232K -$279K 1 0.06% Reduced
3183
SLC
Second Line Capital
Louisiana
$231K $0 1 0.06% Maintained
3184
SWA
SOA Wealth Advisors
New York
$231K $0 4 0.04% Maintained
3185
BP
BBR Partners
New York
$230K -$14.2K 1 0.02% Reduced
3186
GAA
Guardian Asset Advisors
Pennsylvania
$229K +$414 1 0.16% Increased
3187
CIAS
CBIZ Investment Advisory Services
Ohio
$229K -$541 2 0.01% Reduced
3188
TWD
True Wealth Design
Ohio
$228K +$143K 11 0.09% Increased
3189
AWM
Aprio Wealth Management
Georgia
$227K +$226K 1 0.04% New
3190
Facet Wealth Inc
Facet Wealth Inc
Maryland
$226K +$3.49K 1 0.01% Increased
3191
FZCM
Flynn Zito Capital Management
New York
$226K +$202K 1 0.11% New
3192
FFG
Frisch Financial Group
New York
$226K +$1.36K 1 0.07% Increased
3193
SDJVC
St. Denis J. Villere & Co
Louisiana
$226K $0 1 0.02% Maintained
3194
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$225K +$204K 1 0.05% New
3195
PAMG
Patton Albertson Miller Group
Tennessee
$225K +$204K 1 0.03% New
3196
Balentine LLC
Balentine LLC
Georgia
$225K +$194K 1 0.01% New
3197
AWM
AAF Wealth Management
Massachusetts
$224K $0 1 0.11% Maintained
3198
LWM
Lakeridge Wealth Management
Ohio
$224K +$1.16K 1 0.12% Increased
3199
AIP
Almanack Investment Partners
Pennsylvania
$224K -$20.8K 1 0.04% Reduced
3200
CAS
CTC Alternative Strategies
Illinois
$224K -$4.63M 1 0.28% Reduced