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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
RWM
Riverbend Wealth Management
South Carolina
$257K +$20K 1 0.16% Increased
3352
CWA
CM Wealth Advisors
Ohio
$257K +$260K 1 0.06% New
3353
HC
Hamilton Capital
Ohio
$257K +$258K 1 0.01% New
3354
TBWA
Three Bridge Wealth Advisors
California
$257K +$56.3K 1 0.07% Increased
3355
FWM
Forza Wealth Management
Florida
$256K -$15.6K 1 0.09% Reduced
3356
MSA
Marathon Strategic Advisors
Pennsylvania
$256K -$5.38K 1 0.2% Reduced
3357
1M
1248 Management
Missouri
$256K -$2.54K 2 0.14% Reduced
3358
HFS
Heritage Financial Services
Massachusetts
$256K -$224K 1 0.02% Reduced
3359
MW
Maia Wealth
Colorado
$255K +$208K 1 0.04% New
3360
OL
Odyssean LLC
Connecticut
$255K +$233K 1 0.18% New
3361
HVIA
Hudson Valley Investment Advisors
New York
$255K +$1.56K 1 0.03% Increased
3362
RCG
Regatta Capital Group
California
$254K -$15.5K 1 0.04% Reduced
3363
FPW
Fairvoy Private Wealth
Alabama
$254K -$17K 1 0.06% Reduced
3364
SIC
Shoker Investment Counsel
Ohio
$254K -$14.1K 1 0.07% Reduced
3365
MJRIC
Mogy Joel R Investment Counsel
California
$254K -$15.5K 1 0.01% Reduced
3366
VW
Vantus Wealth
Pennsylvania
$253K +$254K 1 0.19% New
3367
WE
Wealth Effects
Massachusetts
$253K -$15.3K 1 0.08% Reduced
3368
PWC
Pathfinder Wealth Consulting
North Carolina
$253K +$254K 1 0.16% New
3369
OBWG
Onyx Bridge Wealth Group
New York
$253K +$25.8K 1 0.03% Increased
3370
MWPCG
Measured Wealth Private Client Group
New Hampshire
$252K -$149K 5 0.07% Reduced
3371
BWS
Broadway Wealth Solutions
Texas
$252K -$30.7K 1 0.13% Reduced
3372
SCA
Sippican Capital Advisors
Massachusetts
$251K -$15.5K 1 0.16% Reduced
3373
MSCM
McElhenny Sheffield Capital Management
Texas
$251K +$38.1K 1 0.06% Increased
3374
OFW
Omnia Family Wealth
Florida
$251K -$49.3K 1 0.07% Reduced
3375
SPWG
Syntegra Private Wealth Group
Missouri
$251K -$13.9K 1 0.02% Reduced