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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
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$316K +$310K 1 0% New
3177
SSG
Summit Securities Group
New York
$316K +$270K 3 0.07% Increased
3178
AP
Adero Partners
California
$315K +$27.5K 1 0.02% Increased
3179
QFPS
Quantum Financial Planning Services
Washington
$314K +$308K 1 0.17% New
3180
LAS
LWM Advisory Services
Florida
$314K $0 1 0.22% Maintained
3181
GSIS
Global Strategic Investment Solutions
Arizona
$314K $0 1 0.04% Maintained
3182
VV
Verity & Verity
South Carolina
$314K $0 1 0.03% Maintained
3183
FWM
Forza Wealth Management
Florida
$313K $0 1 0.14% Maintained
3184
SPWM
Spartan Planning & Wealth Management
North Carolina
$313K +$306K 1 0.29% New
3185
QCIG
Quad-Cities Investment Group
Iowa
$311K +$209 1 0.15% Increased
3186
LFA
LifeGuide Financial Advisors
Pennsylvania
$311K -$170K 1 0.13% Reduced
3187
BWA
Bestgate Wealth Advisors
Maryland
$311K +$304K 1 0.62% New
3188
CG
Clifford Group
Massachusetts
$310K $0 1 0.24% Maintained
3189
RCM
Richardson Capital Management
Wisconsin
$310K +$111K 3 0.2% Increased
3190
HC
Hamilton Capital
Ohio
$308K -$186K 1 0.02% Reduced
3191
HFS
Howard Financial Services
Texas
$307K +$9.38K 1 0.04% Increased
3192
WN
Williams & Novak
California
$307K -$241K 1 0.3% Reduced
3193
CA
Centerpoint Advisors
Massachusetts
$307K -$14K 6 0.11% Reduced
3194
SC
Scholtz & Company
Connecticut
$306K $0 1 0.15% Maintained
3195
AFG
ABLE Financial Group
Arizona
$306K -$217K 1 0.09% Reduced
3196
SIS
Sound Income Strategies
Florida
$305K +$111K 5 0.02% Increased
3197
CSA
Cornerstone Select Advisors
Missouri
$305K +$335K 1 0.29% New
3198
MPMG
Minneapolis Portfolio Management Group
Minnesota
$305K $0 1 0.04% Maintained
3199
KA
Kozak & Associates
Colorado
$305K +$16.6K 2 0.07% Increased
3200
EWS
Eagle Wealth Strategies
New Jersey
$305K $0 1 0.22% Maintained