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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
CAM
Concorde Asset Management
Michigan
$283K $0 1 0.15% Maintained
3252
PL
Parthenon LLC
Kentucky
$283K $0 1 0.03% Maintained
3253
TA
Townsend & Associates
Colorado
$283K $0 1 0.03% Maintained
3254
LWM
Lionshead Wealth Management
New York
$282K +$276K 1 0.2% New
3255
SCM
Stonebridge Capital Management
California
$282K $0 1 0.12% Maintained
3256
ATS
Ashton Thomas Securities
New York
$282K -$190K 1 0.08% Reduced
3257
WI
Wedgewood Investors
Pennsylvania
$282K $0 1 0.33% Maintained
3258
KFS
Kaizen Financial Strategies
California
$282K +$1.25K 1 0.16% Increased
3259
WLIM
White Lighthouse Investment Management
Massachusetts
$280K $0 1 0.05% Maintained
3260
CPA
Capital Planning Advisors
California
$280K -$370K 1 0.04% Reduced
3261
BWM
BlackDiamond Wealth Management
New York
$280K +$24.8K 1 0.16% Increased
3262
MF
Montis Financial
Massachusetts
$280K +$22.6K 1 0.09% Increased
3263
FWP
Falcon Wealth Planning
California
$278K +$3.54K 1 0.03% Increased
3264
PSFG
Park Square Financial Group
Georgia
$277K +$304K 9 0.19% New
3265
S
SharpePoint
Arizona
$277K +$298K 1 0.25% New
3266
SHWM
Smith & Howard Wealth Management
Georgia
$277K $0 1 0.08% Maintained
3267
WW
Waterfront Wealth
Kansas
$277K $0 1 0.07% Maintained
3268
JEST
JTC Employer Solutions Trustee
Jersey
$276K +$1.51K 1 0.02% Increased
3269
GIM
Guild Investment Management
California
$276K $0 1 0.3% Maintained
3270
CMS
Capital Market Strategies
Florida
$275K $0 1 0.16% Maintained
3271
KC
Knuff & Co
California
$274K +$72.8K 2 0.08% Increased
3272
MCM
Mitchell Capital Management
Kansas
$274K -$93.4K 1 0.05% Reduced
3273
PAW
Plan A Wealth
Nebraska
$274K +$303K 1 0.25% New
3274
Index Fund Advisors
Index Fund Advisors
California
$274K $0 1 0.01% Maintained
3275
BWFA
Baltimore-Washington Financial Advisors
Maryland
$274K -$4.59K 1 0.01% Reduced