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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
3201
FBFS
First Business Financial Services
Wisconsin
$204K -$1.04M 1 0.02% Reduced
3202
MGIA
Matthew Goff Investment Advisor
Texas
$204K +$199K 1 0.04% New
3203
DF
Dunhill Financial
United Kingdom
$204K +$4.74K 5 0.13% Increased
3204
SJIC
St. James Investment Company
Texas
$203K +$198K 1 0.04% New
3205
ACM
AlphaStar Capital Management
North Carolina
$203K -$166K 1 0.02% Reduced
3206
GPFA
Game Plan Financial Advisors
Ohio
$203K +$363 2 0.1% Increased
3207
DWM
Dechtman Wealth Management
Colorado
$203K +$192K 1 0.05% New
3208
GRQ
Gardner Russo & Quinn
Pennsylvania
$203K +$201K 1 0% New
3209
VAF
Values Added Financial
District of Columbia
$202K +$191K 1 0.15% New
3210
LSIA
LaSalle St. Investment Advisors
Illinois
$201K -$9.32K 1 0.1% Reduced
3211
MFP
Meridian Financial Partners
Virginia
$201K +$194K 1 0.12% New
3212
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$200K +$195K 1 0.13% New
3213
OW
Olistico Wealth
Oklahoma
$197K +$189K 4 0.13% New
3214
PWMG
Private Wealth Management Group
New Jersey
$197K +$8.61K 9 0.09% Increased
3215
KC
Knuff & Co
California
$195K $0 1 0.06% Maintained
3216
PCFFS
Pacific Center for Financial Services
California
$193K $0 2 0.05% Maintained
3217
RWM
Raffa Wealth Management
District of Columbia
$189K +$19.3K 7 0.05% Increased
3218
IWA
IBEX Wealth Advisors
New Jersey
$186K +$180K 3 0.03% New
3219
KFS
Kelly Financial Services
Massachusetts
$186K -$5.86K 4 0.07% Reduced
3220
RCM
Richardson Capital Management
Wisconsin
$181K +$12.6K 3 0.14% Increased
3221
CWP
Concord Wealth Partners
Virginia
$181K -$146K 4 0.03% Reduced
3222
CAM
Claret Asset Management
Quebec, Canada
$180K -$679K 1 0.03% Reduced
3223
GFPC
Global Financial Private Client
Florida
$176K -$1.3K 3 0.07% Reduced
3224
CAC
Core Alternative Capital
Georgia
$174K -$52.1K 4 0.03% Reduced
3225
TCA
Trifecta Capital Advisors
Illinois
$163K $0 3 0.04% Maintained