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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
BWM
BCS Wealth Management
Tennessee
$289K +$267K 1 0.06% New
3252
MF
Montis Financial
Massachusetts
$289K $0 1 0.08% Maintained
3253
LAS
LWM Advisory Services
Florida
$289K -$78.9K 1 0.2% Reduced
3254
CA
Centerpoint Advisors
Massachusetts
$288K +$10.8K 6 0.1% Increased
3255
FOA
Five Oceans Advisors
California
$288K +$2.37K 1 0.12% Increased
3256
IHWM
Iron Horse Wealth Management
Iowa
$287K -$543 4 0.08% Reduced
3257
BWFA
Baltimore-Washington Financial Advisors
Maryland
$287K +$4.86K 1 0.01% Increased
3258
OPCM
Osborne Partners Capital Management
California
$286K $0 1 0.02% Maintained
3259
BIG
Brookwood Investment Group
Arizona
$285K -$607 1 0.05% Reduced
3260
RI
Rinkey Investments
California
$285K -$21.5K 1 0.09% Reduced
3261
CPA
Capital Planning Advisors
California
$284K -$3.44K 1 0.04% Reduced
3262
BS
Brighton Securities
New York
$284K -$82.4K 1 0.16% Reduced
3263
GIM
Guild Investment Management
California
$283K -$1.01K 1 0.25% Reduced
3264
LIWM
Long Island Wealth Management
New York
$283K +$3.44K 1 0.15% Increased
3265
BWM
BlackDiamond Wealth Management
New York
$283K +$405 1 0.16% Increased
3266
Facet Wealth Inc
Facet Wealth Inc
Maryland
$282K +$47K 1 0.01% Increased
3267
SPAS
Spectrum Planning & Advisory Services
California
$282K +$260K 1 0.18% New
3268
SC
Summa Corp
Texas
$282K +$260K 1 0.15% New
3269
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$282K +$21.5K 2 0.17% Increased
3270
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$281K $0 2 0.31% Maintained
3271
SG
Somerset Group
Minnesota
$281K $0 1 0.24% Maintained
3272
TW
Traveka Wealth
California
$280K +$2.43K 1 0.15% Increased
3273
BGAI
Bruce G. Allen Investments
Colorado
$280K -$11.2K 9 0.21% Reduced
3274
AF
Atala Financial
California
$280K -$150K 1 0.19% Reduced
3275
MFG
MTM Financial Group
Pennsylvania
$280K $0 1 0.15% Maintained