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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
3251
PWMG
Private Wealth Management Group
New Jersey
$246K -$44.6K 8 0.06% Reduced
3252
QFP
Quantum Financial Partners
Kansas
$246K +$234K 1 0.13% New
3253
ULWM
Upper Left Wealth Management
Florida
$246K +$234K 1 0.14% New
3254
NWM
Nova Wealth Management
Florida
$246K +$228K 5 0.14% Increased
3255
CPCM
Cardinal Point Capital Management
Ontario, Canada
$245K +$218K 1 0.01% New
3256
TC
Tannin Capital
North Carolina
$245K -$678K 1 0.16% Reduced
3257
MWM
Maripau Wealth Management
Indiana
$245K -$20.6K 1 0.09% Reduced
3258
GF
Gimbal Financial
Indiana
$244K +$243K 1 0.15% New
3259
AOWM
Asset One Wealth Management
Washington
$243K -$422K 1 0.03% Reduced
3260
BWFA
Baltimore-Washington Financial Advisors
Maryland
$243K -$240K 1 0.01% Reduced
3261
AV
Aspiring Ventures
Ohio
$243K $0 1 0.06% Maintained
3262
SSA
South Street Advisors
New York
$243K $0 1 0.03% Maintained
3263
SFG
Sunburst Financial Group
Alabama
$243K -$36.8K 1 0.04% Reduced
3264
ACC
Acorn Creek Capital
Colorado
$243K -$3.39K 1 0.08% Reduced
3265
AF
Atala Financial
California
$243K -$264K 1 0.15% Reduced
3266
BWM
Bernicke Wealth Management
Wisconsin
$242K -$243K 1 0.03% Reduced
3267
BPAMU
BTG Pactual Asset Management US
New York
$242K +$256K 1 0.02% New
3268
MJP
Michael J. Puzo
$241K -$1.24M 1 0.06% Reduced
3269
FA
Faithward Advisors
Pennsylvania
$241K +$240K 1 0.03% New
3270
BDL
Banque de Luxembourg
Luxembourg
$241K -$131K 2 0.11% Reduced
3271
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$240K -$179K 1 0.02% Reduced
3272
LF
LifeSteps Financial
California
$240K +$230K 4 0.11% New
3273
North Star Asset Management
North Star Asset Management
Wisconsin
$240K +$35.6K 1 0.01% Increased
3274
Private Management Group
Private Management Group
California
$240K -$239K 1 0.01% Reduced
3275
DA
Drake & Associates
Wisconsin
$239K +$231K 1 0.04% New