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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
TAM
Taurus Asset Management
New York
$304K $0 1 0.03% Maintained
3202
CWG
Crown Wealth Group
North Carolina
$303K +$3.13K 1 0.12% Increased
3203
LOPW
Live Oak Private Wealth
North Carolina
$303K -$207K 1 0.05% Reduced
3204
RI
Rinkey Investments
California
$302K +$296K 1 0.1% New
3205
AIA
Allied Investment Advisors
Montana
$302K $0 1 0.06% Maintained
3206
BMM
Berkshire Money Management
Massachusetts
$302K +$334K 1 0.03% New
3207
MSWA
Marshall & Sterling Wealth Advisors
New York
$302K +$332K 3 0.21% New
3208
PP
Pingora Partners
Wyoming
$302K $0 2 0.2% Maintained
3209
RF
RHS Financial
California
$302K -$116K 1 0.16% Reduced
3210
RAM
Redmond Asset Management
Virginia
$302K -$10.1K 1 0.08% Reduced
3211
SL
Sentry LLC
Tennessee
$301K -$18.9K 1 0.06% Reduced
3212
ST
Somerset Trust
Pennsylvania
$301K +$626 1 0.11% Increased
3213
TWA
Tandem Wealth Advisors
Arizona
$300K +$19K 1 0.15% Increased
3214
TFA
Tobias Financial Advisors
Florida
$300K -$31K 1 0.06% Reduced
3215
LGG
Luts & Greenleigh Group
Maryland
$300K -$2.92K 1 0.3% Reduced
3216
RIM
Reliant Investment Management
Tennessee
$300K $0 1 0.13% Maintained
3217
FP
Fiduciary Planning
Florida
$300K +$2.5K 1 0.1% Increased
3218
MHWM
Montz Harcus Wealth Management
Louisiana
$298K -$25.2K 1 0.17% Reduced
3219
II
Impact Investors
California
$297K +$319K 1 0.23% New
3220
RYIA
Roehl & Yi Investment Advisors
Oregon
$295K +$326K 1 0.16% New
3221
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$295K $0 1 0.03% Maintained
3222
MEAC
M.E. Allison & Co
Texas
$295K +$288K 1 0.32% New
3223
MJRIC
Mogy Joel R Investment Counsel
California
$294K $0 1 0.02% Maintained
3224
LPAM
Lodestar Private Asset Management
California
$293K $0 1 0.04% Maintained
3225
WA
WPG Advisers
Maryland
$293K +$311K 12 0.27% New