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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
3351
FOA
Five Oceans Advisors
California
$241K +$1.59K 1 0.11% Increased
3352
FLP
Financial Life Planners
Arizona
$240K +$266K 5 0.2% New
3353
SIM
Synergy Investment Management
Florida
$240K +$264K 5 0.1% New
3354
DCM
DGS Capital Management
New Jersey
$240K +$4.03K 1 0.06% Increased
3355
FAG
Fortitude Advisory Group
Washington
$240K -$22.3K 1 0.14% Reduced
3356
TF
Trek Financial
Arizona
$240K -$217K 1 0.02% Reduced
3357
SFC
Strategic Financial Concepts
Texas
$239K +$15.6K 1 0.05% Increased
3358
HA
HC Advisors
Georgia
$239K +$264K 1 0.19% New
3359
SPP
Single Point Partners
Massachusetts
$239K +$235K 1 0.06% New
3360
RFP
Root Financial Partners
California
$239K +$234K 1 0.03% New
3361
CC
Cadinha & Co
Hawaii
$238K +$233K 1 0.04% New
3362
AWM
Aprio Wealth Management
Georgia
$238K -$10K 1 0.03% Reduced
3363
CI
Cherokee Insurance
Michigan
$237K +$232K 1 0.11% New
3364
LSL
Legacy Solutions LLC
Pennsylvania
$237K +$241K 1 0.26% New
3365
FFG
Frisch Financial Group
New York
$237K -$10K 1 0.07% Reduced
3366
SI
Severin Investments
Missouri
$237K +$260K 1 0.24% New
3367
DF
Dunhill Financial
United Kingdom
$237K -$7.61K 4 0.11% Reduced
3368
MFG
MTM Financial Group
Pennsylvania
$236K $0 1 0.14% Maintained
3369
FIA
FNY Investment Advisers
New York
$236K +$176K 4 0.12% Increased
3370
GA
GSG Advisors
New Jersey
$236K -$16.9K 1 0.07% Reduced
3371
AWP
Abacus Wealth Partners
California
$236K +$2.41K 1 0.04% Increased
3372
SWMP
Signature Wealth Management Partners
New Jersey
$235K $0 1 0.16% Maintained
3373
NCM
Next Capital Management
New York
$235K -$32.5K 1 0.1% Reduced
3374
AWA
AGH Wealth Advisors
Kansas
$234K +$229K 1 0.22% New
3375
FC
Financial Council
Maryland
$234K $0 1 0.12% Maintained