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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
3276
DA
Drake & Associates
Wisconsin
$239K +$231K 1 0.04% New
3277
CNWM
Clay Northam Wealth Management
California
$239K -$238K 1 0.12% Reduced
3278
IPW
Intergy Private Wealth
Colorado
$238K +$230K 1 0.06% New
3279
FCB
First County Bank
Connecticut
$238K -$879K 1 0.11% Reduced
3280
GGI
Godsey & Gibb Inc
Virginia
$238K -$176K 3 0.02% Reduced
3281
AAMG
AMG Asset Management Group
Georgia
$238K -$227K 1 0.15% Reduced
3282
SN
Sittner & Nelson
Oregon
$238K -$15K 3 0.07% Reduced
3283
CC
Cadinha & Co
Hawaii
$238K +$226K 1 0.04% New
3284
DWM
Dopkins Wealth Management
New York
$238K $0 1 0.09% Maintained
3285
JCM
Jacobsen Capital Management
Utah
$238K -$260K 1 0.07% Reduced
3286
IWA
IBEX Wealth Advisors
New Jersey
$237K -$4.68K 1 0.02% Reduced
3287
JWS
Juncture Wealth Strategies
Arizona
$237K +$236K 1 0.06% New
3288
GPWM
Grant Private Wealth Management
California
$237K -$203K 1 0.1% Reduced
3289
SFS
Symphony Financial Services
Ohio
$237K -$267K 1 0.11% Reduced
3290
UWP
Uniting Wealth Partners
Kansas
$237K -$303K 1 0.05% Reduced
3291
BFA
Brown Financial Advisors
Ohio
$235K +$185K 1 0.08% New
3292
CMA
Cedar Mountain Advisors
Oregon
$235K -$16.7K 11 0.04% Reduced
3293
LWM
Lifetime Wealth Management
Texas
$234K -$238K 1 0.14% Reduced
3294
LF
Lantz Financial
Illinois
$234K -$1.91M 1 0.04% Reduced
3295
QWM
Quaker Wealth Management
New Jersey
$234K -$182K 8 0.07% Reduced
3296
EWA
Elevate Wealth Advisory
Georgia
$234K +$208K 1 0.13% New
3297
MEAC
M.E. Allison & Co
Texas
$233K -$231K 1 0.13% Reduced
3298
EF
Exeter Financial
Arizona
$233K -$232K 1 0.09% Reduced
3299
SF
Succession Financial
Texas
$233K +$222K 1 0.22% New
3300
AWM
Ariadne Wealth Management
California
$233K -$23K 1 0.1% Reduced