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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
DF
Dunhill Financial
United Kingdom
$250K +$5.83K 6 0.07% Increased
3352
AWA
Adapt Wealth Advisors
Georgia
$250K -$2.23K 1 0.11% Reduced
3353
CMS
Capital Market Strategies
Florida
$250K -$256K 1 0.17% Reduced
3354
SAF
Smith Anglin Financial
Texas
$249K +$5.46K 2 0.02% Increased
3355
MHB
Midwest Heritage Bank
Iowa
$249K +$552 1 0.09% Increased
3356
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$249K $0 1 0.05% Maintained
3357
VFS
Valpey Financial Services
New Hampshire
$249K +$230K 1 0.17% New
3358
WFA
Wellspring Financial Advisors
Ohio
$249K +$230K 1 0.03% New
3359
PCM
Park Capital Management
Wisconsin
$249K -$58.1K 1 0.23% Reduced
3360
AWM
Absher Wealth Management
North Carolina
$248K -$190K 1 0.03% Reduced
3361
S
Steadtrust
Texas
$248K +$216K 1 0.2% New
3362
SPP
Single Point Partners
Massachusetts
$248K -$2.63K 1 0.05% Reduced
3363
WF
Wayfinding Financial
Washington
$248K -$231K 1 0.11% Reduced
3364
GS
GWN Securities
Florida
$248K -$1.04M 1 0.05% Reduced
3365
JIM
JCP Investment Management
Texas
$248K +$30.1K 1 0.14% Increased
3366
SNBOSD
Security National Bank of So Dak
Iowa
$248K -$31K 1 0.13% Reduced
3367
TWM
Triton Wealth Management
Arizona
$247K +$236K 1 0.11% New
3368
ATS
Ashton Thomas Securities
New York
$246K -$13.4K 1 0.06% Reduced
3369
CC
Cadinha & Co
Hawaii
$246K +$202 1 0.04% Increased
3370
PBO
Peoples Bank (Ohio)
Ohio
$246K $0 1 0.15% Maintained
3371
CI
Cherokee Insurance
Michigan
$245K $0 1 0.11% Maintained
3372
AFG
ABLE Financial Group
Arizona
$244K -$59.9K 1 0.06% Reduced
3373
HWA
Heartwood Wealth Advisors
Virginia
$244K +$220K 1 0.03% New
3374
BBA
Braun-Bostich & Associates
Pennsylvania
$244K +$220K 1 0.17% New
3375
CFA
Capstone Financial Advisors
Illinois
$243K +$1.01K 1 0.01% Increased