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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
SVCP
Silicon Valley Capital Partners
California
$121K +$593 3 0.02% Increased
3252
WIM
Westside Investment Management
California
$120K +$15.9K 4 0.03% Increased
3253
MSG
Main Street Group
Virginia
$118K -$22.3K 4 0.05% Reduced
3254
MLA
MB, Levis & Associates
Pennsylvania
$118K +$190 1 0.06% Increased
3255
WWM
Wolff Wiese Magana
California
$117K +$82.2K 5 0.09% Increased
3256
CP
Castleview Partners
Texas
$116K -$55.6K 4 0.07% Reduced
3257
MWM
Mascoma Wealth Management
New Hampshire
$113K -$108K 4 0.03% Reduced
3258
IGWM
ICA Group Wealth Management
Colorado
$112K -$737K 3 0.07% Reduced
3259
CCM
Cutler Capital Management
Massachusetts
$110K +$7.41K 1 0.04% Increased
3260
MFT
Moisand Fitzgerald Tamayo
Florida
$109K $0 3 0.02% Maintained
3261
AWM
Abound Wealth Management
Tennessee
$108K -$1.27K 8 0.04% Reduced
3262
BCPWM
Bradley & Co Private Wealth Management
Florida
$107K $0 2 0.08% Maintained
3263
AFS
Annapolis Financial Services
Maryland
$101K $0 3 0.03% Maintained
3264
MIM
Meridiem Investment Management
United Kingdom
$101K -$23K 1 0% Reduced
3265
ETS
ESL Trust Services
New York
$99.4K +$16.3K 2 0.02% Increased
3266
CPG
Cornerstone Planning Group
New Jersey
$98.3K +$4.68K 8 0.03% Increased
3267
MAM
Marquette Asset Management
Minnesota
$98.2K -$22.3K 1 0.02% Reduced
3268
TSWM
Tyler-Stone Wealth Management
Ohio
$95.8K -$1.14K 2 0.04% Reduced
3269
EWP
Elevation Wealth Partners
California
$95.8K +$3.18K 3 0.05% Increased
3270
FF
Friedenthal Financial
New Jersey
$95.5K +$96K 2 0.06% New
3271
CWM
Cedar Wealth Management
California
$94.5K -$272K 2 0.03% Reduced
3272
EPW
Evergreen Private Wealth
Colorado
$90.3K -$23.4K 1 0.04% Reduced
3273
BAM
Bellevue Asset Management
Washington
$90.3K $0 1 0.05% Maintained
3274
OC
Oakmont Corp
California
$89.1K $0 1 0.02% Maintained
3275
IWP
IAG Wealth Partners
Wisconsin
$88.2K +$9.77K 3 0.02% Increased