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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
3226
GWM
Greenhouse Wealth Management
Connecticut
$212K +$183K 1 0.14% New
3227
GHA
GW Henssler & Associates
Georgia
$211K +$191K 1 0.01% New
3228
ZIG
Zuckerman Investment Group
Illinois
$211K +$183K 1 0.02% New
3229
BMWM
Brown Miller Wealth Management
Virginia
$211K -$1.75K 1 0.08% Reduced
3230
LFA
LGT Financial Advisors
Texas
$211K -$26.4K 6 0.52% Reduced
3231
EGA
E&G Advisors
Texas
$210K +$209K 1 0.06% New
3232
MC
Middleton & Co
Massachusetts
$210K $0 1 0.02% Maintained
3233
OCM
Objective Capital Management
Ohio
$210K +$209K 1 0.12% New
3234
JJBC
James J. Burns & Company
New York
$210K +$209K 1 0.04% New
3235
OCM
Osterweis Capital Management
California
$210K $0 2 0.01% Maintained
3236
CFA
Capstone Financial Advisors
Illinois
$210K -$13.4K 1 0.01% Reduced
3237
VFP
Verus Financial Partners
Virginia
$210K +$1.16K 1 0.02% Increased
3238
SPWG
Syntegra Private Wealth Group
Missouri
$209K -$9.31K 1 0.02% Reduced
3239
RW
Rede Wealth
Virginia
$209K +$181K 1 0.08% New
3240
RCI
RS Crum Inc
California
$209K +$181K 1 0.05% New
3241
JCM
Jacobsen Capital Management
Utah
$209K +$10.3K 1 0.09% Increased
3242
TC
Trust Company
Kansas
$208K $0 1 0.03% Maintained
3243
GLLW
Graves Light Lenhart Wealth
Virginia
$208K -$5.82K 1 0.03% Reduced
3244
BBA
Braun-Bostich & Associates
Pennsylvania
$208K +$186K 1 0.15% New
3245
FPCG
Forum Private Client Group
Indiana
$208K -$60.7K 1 0.09% Reduced
3246
WA
Wealth Architects
California
$207K -$7.37K 1 0.02% Reduced
3247
NEPPG
New England Professional Planning Group
Rhode Island
$207K +$191K 1 0.1% New
3248
KLWA
Kelly Lawrence W & Associates
California
$206K $0 2 0.05% Maintained
3249
PRS
Pinkerton Retirement Specialists
Idaho
$206K -$211K 1 0.03% Reduced
3250
GCM
Gladius Capital Management
Illinois
$205K +$21.9K 3 0.02% Increased