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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
3301
PPWM
Paragon Private Wealth Management
Kentucky
$233K -$76.3K 1 0.06% Reduced
3302
SAM
Synergy Asset Management
Washington
$233K +$222K 1 0.02% New
3303
RRA
Red Reef Advisors
Florida
$232K -$250K 1 0.21% Reduced
3304
WIA
Westbourne Investment Advisors
Maryland
$231K -$351K 1 0.06% Reduced
3305
BFWA
Benchmark Financial Wealth Advisors
Florida
$231K +$220K 1 0.06% New
3306
IF
Integrity Financial
Wyoming
$231K -$29.6K 1 0.11% Reduced
3307
MPM
MBB Public Markets
Illinois
$230K $0 1 0.02% Maintained
3308
PAM
Peak Asset Management
Colorado
$230K -$229K 1 0.03% Reduced
3309
CCT
Capital City Trust
Florida
$230K -$231K 1 0.05% Reduced
3310
TF
Tudor Financial
Ohio
$229K -$230K 1 0.1% Reduced
3311
HDA
Harold Davidson & Associates
California
$229K +$204K 1 0.1% New
3312
TW
Trajan Wealth
Arizona
$229K +$175K 1 0.01% New
3313
BFG
Bouchey Financial Group
New York
$229K -$208K 1 0.01% Reduced
3314
GSB
Greenfield Savings Bank
Massachusetts
$228K -$1.29M 1 0.09% Reduced
3315
LWA
Legacy Wealth Advisors
Florida
$228K -$80.9K 1 0.1% Reduced
3316
CPA
Cathy Pareto & Associates
Florida
$228K +$217K 1 0.13% New
3317
RIM
Rockbridge Investment Management
New York
$228K -$223K 1 0.02% Reduced
3318
RWP
Ridgecrest Wealth Partners
California
$228K -$233K 1 0.11% Reduced
3319
CP
Camelot Portfolios
Ohio
$227K -$273K 1 0.16% Reduced
3320
MBWA
Marin Bay Wealth Advisors
California
$227K -$19.6K 1 0.12% Reduced
3321
WWA
Wingate Wealth Advisors
Massachusetts
$227K +$202K 1 0.1% New
3322
HC
Hamilton Capital
Ohio
$226K -$70.6K 1 0.01% Reduced
3323
KIC
Keating Investment Counselors
Florida
$226K -$225K 1 0.06% Reduced
3324
ZCP
Z3 Capital Partners
Virginia
$225K +$200K 1 0.05% New
3325
SSWM
Sheets Smith Wealth Management
North Carolina
$225K -$2.04M 1 0.02% Reduced