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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
MWM
Mascoma Wealth Management
New Hampshire
$122K -$6.14K 4 0.03% Reduced
3302
MIM
Macroview Investment Management
Maryland
$121K -$8.85K 4 0.12% Reduced
3303
PIS
POM Investment Strategies
North Carolina
$120K -$34.2K 3 0.09% Reduced
3304
CP
Castleview Partners
Texas
$119K -$642 2 0.07% Reduced
3305
BAM
Bellevue Asset Management
Washington
$115K $0 1 0.06% Maintained
3306
MSG
Main Street Group
Virginia
$115K -$8.85K 4 0.05% Reduced
3307
MLA
MB, Levis & Associates
Pennsylvania
$114K +$194 1 0.06% Increased
3308
PP
PrairieView Partners
Minnesota
$111K -$103K 2 0.01% Reduced
3309
AWM
Abound Wealth Management
Tennessee
$110K -$3.66K 9 0.04% Reduced
3310
CPG
Cornerstone Planning Group
New Jersey
$109K -$2.67K 8 0.03% Reduced
3311
AFS
Annapolis Financial Services
Maryland
$109K +$2K 6 0.03% Increased
3312
SIC
SJS Investment Consulting
Ohio
$107K +$17.8K 13 0.02% Increased
3313
AWM
Activest Wealth Management
Florida
$104K +$4.84K 4 0.03% Increased
3314
FFWM
Future Financial Wealth Management
Ohio
$103K +$102K 1 0.07% New
3315
OC
Oakmont Corp
California
$103K $0 1 0.02% Maintained
3316
EWP
Elevation Wealth Partners
California
$100K +$6.99K 2 0.04% Increased
3317
IWP
IAG Wealth Partners
Wisconsin
$98.2K $0 3 0.02% Maintained
3318
APW
Atlantic Private Wealth
North Carolina
$97K +$31.2K 1 0.07% Increased
3319
BAM
Byrne Asset Management
New Jersey
$95.9K +$70K 6 0.07% Increased
3320
CWM
CarsonAllaria Wealth Management
Illinois
$93.5K -$5.31K 3 0.05% Reduced
3321
DFA
DHJJ Financial Advisors
Illinois
$93.4K $0 6 0.04% Maintained
3322
CWM
Cedar Wealth Management
California
$92.9K $0 2 0.03% Maintained
3323
PA
PSI Advisors
Florida
$92.3K $0 4 0.03% Maintained
3324
MAM
Marquette Asset Management
Minnesota
$88.9K -$6.21K 1 0.01% Reduced
3325
RWM
Ruedi Wealth Management
Illinois
$87.9K -$3.46K 1 0.03% Reduced