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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
SWM
Seaside Wealth Management
California
$205K +$1.16K 1 0.08% Increased
3252
HB
Horizon Bancorp
Indiana
$205K +$1.36K 1 0.09% Increased
3253
HIS
Horizon Investment Services
Indiana
$205K -$521K 1 0.09% Reduced
3254
SFC
Strategic Financial Concepts
Texas
$204K +$160K 1 0.07% Increased
3255
NFP
Narus Financial Partners
Utah
$204K +$202K 1 0.07% New
3256
SWA
ShankerValleau Wealth Advisors
Illinois
$204K +$182K 1 0.07% New
3257
DCM
DGS Capital Management
New Jersey
$204K +$172K 1 0.06% New
3258
PWMG
Private Wealth Management Group
New Jersey
$204K -$3.69K 8 0.08% Reduced
3259
APW
Austin Private Wealth
Texas
$201K +$182K 1 0.02% New
3260
AWA
Acorn Wealth Advisors
Michigan
$201K +$179K 1 0.09% New
3261
IDBONY
Israel Discount Bank of New York
New York
$200K +$199K 1 0.3% New
3262
CIM
Chiron Investment Management
New York
$192K +$177K 1 0.07% New
3263
CWP
Concord Wealth Partners
Virginia
$191K -$8.37K 5 0.03% Reduced
3264
OW
Olistico Wealth
Oklahoma
$190K -$14.7K 4 0.12% Reduced
3265
SIS
Sound Income Strategies
Florida
$189K -$45.5K 5 0.01% Reduced
3266
KC
Knuff & Co
California
$189K $0 1 0.06% Maintained
3267
PCFFS
Pacific Center for Financial Services
California
$188K $0 2 0.05% Maintained
3268
CAC
Core Alternative Capital
Georgia
$184K $0 4 0.04% Maintained
3269
PCM
PenderFund Capital Management
British Columbia, Canada
$183K +$129K 1 0.04% New
3270
WWM
Wolff Wiese Magana
California
$183K +$65.2K 5 0.13% Increased
3271
FAM
Flaharty Asset Management
Florida
$178K +$169K 3 0.03% New
3272
WBC
West Branch Capital
Massachusetts
$175K +$348 4 0.06% Increased
3273
SC
Stephens Consulting
Michigan
$168K -$4.9K 2 0.04% Reduced
3274
WIM
Westside Investment Management
California
$168K +$40.3K 5 0.04% Increased
3275
OWP
ORG Wealth Partners
Texas
$168K +$151K 3 0.06% New