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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
AIA
AIMZ Investment Advisors
California
$266K $0 1 0.09% Maintained
3202
IAG Wealth Partners
IAG Wealth Partners
Wisconsin
$265K +$168K 2 0.04% Increased
3203
UFA
US Financial Advisors
Massachusetts
$265K $0 1 0.08% Maintained
3204
SCM
Stonebridge Capital Management
California
$265K $0 1 0.11% Maintained
3205
Parthenon LLC
Parthenon LLC
Kentucky
$265K $0 1 0.03% Maintained
3206
WDG
Wealth Dimensions Group
Ohio
$265K +$55.8K 1 0.06% Increased
3207
PWH
Priebe Wealth Holdings
Minnesota
$265K -$4.25K 1 0.17% Reduced
3208
CL
CIM LLC
New York
$264K $0 1 0.04% Maintained
3209
Addison Capital
Addison Capital
Pennsylvania
$264K -$2.63K 1 0.1% Reduced
3210
WI
Wedgewood Investors
Pennsylvania
$264K $0 1 0.31% Maintained
3211
LWM
Lionshead Wealth Management
New York
$264K -$607 1 0.27% Reduced
3212
EA
Everpar Advisors
Oklahoma
$263K -$576K 1 0.14% Reduced
3213
George Kaiser Family Foundation
George Kaiser Family Foundation
Oklahoma
$263K +$282K 1 0.04% New
3214
NFW
Noble Family Wealth
Florida
$263K $0 1 0.07% Maintained
3215
Armis Advisers
Armis Advisers
Georgia
$262K +$268K 1 0.02% New
3216
ST
Somerset Trust
Pennsylvania
$262K -$19.8K 1 0.09% Reduced
3217
Capital Planning Advisors
Capital Planning Advisors
California
$262K -$809 1 0.04% Reduced
3218
AI
Acuitas Investments
Washington
$261K -$529K 1 0.22% Reduced
3219
Brookwood Investment Group
Brookwood Investment Group
Arizona
$260K +$263K 1 0.04% New
3220
Waterfront Wealth
Waterfront Wealth
Kansas
$259K $0 1 0.06% Maintained
3221
CWA
Carolina Wealth Advisors
South Carolina
$259K -$436K 2 0.14% Reduced
3222
GIM
Guild Investment Management
California
$259K $0 1 0.27% Maintained
3223
MHB
Midwest Heritage Bank
Iowa
$258K +$299K 1 0.11% New
3224
FWP
Firethorn Wealth Partners
Georgia
$258K +$262K 1 0.12% New
3225
NCFG
New Century Financial Group
New Jersey
$257K -$597K 1 0.3% Reduced