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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
3376
SDJVC
St. Denis J. Villere & Co
Louisiana
$243K -$10.7K 1 0.02% Reduced
3377
HDA
Harold Davidson & Associates
California
$242K -$15.3K 1 0.16% Reduced
3378
PWMG
Private Wealth Management Group
New Jersey
$242K +$16.1K 11 0.08% Increased
3379
FC
Financial Council
Maryland
$241K $0 1 0.12% Maintained
3380
PHIC
Pine Haven Investment Counsel
Massachusetts
$241K $0 1 0.19% Maintained
3381
LCM
LVM Capital Management
Michigan
$241K +$217K 1 0.03% New
3382
KI
Kapitalo Investimentos
Brazil
$241K +$211K 1 0.05% New
3383
SWM
SK Wealth Management
Rhode Island
$240K +$216K 1 0.1% New
3384
ATI
ARK & TLK Investments
Oklahoma
$239K $0 1 0.08% Maintained
3385
MFA
McClarren Financial Advisors
Pennsylvania
$239K -$245K 1 0.16% Reduced
3386
FWM
FSA Wealth Management
Massachusetts
$239K -$5.56K 4 0.09% Reduced
3387
SWM
Seaside Wealth Management
California
$239K +$3.24K 1 0.08% Increased
3388
CFGW
Chancellor Financial Group WB
Pennsylvania
$239K $0 1 0.18% Maintained
3389
MCM
Mitchell Capital Management
Kansas
$238K $0 1 0.04% Maintained
3390
OBWG
Onyx Bridge Wealth Group
New York
$238K -$9.72K 1 0.03% Reduced
3391
IC
Innealta Capital
Texas
$238K +$206K 1 0.13% New
3392
AWA
AGH Wealth Advisors
Kansas
$238K +$10.1K 1 0.2% Increased
3393
2WWM
21 West Wealth Management
California
$238K +$214K 1 0.24% New
3394
PPG
Peak Planning Group
Colorado
$237K -$23.8K 1 0.15% Reduced
3395
AF
AGP Franklin
Tennessee
$237K +$214K 1 0.13% New
3396
IAG
Investment Advisory Group
Massachusetts
$237K +$218K 1 0.07% New
3397
LP
LGL Partners
Pennsylvania
$236K +$217K 1 0.1% New
3398
BWP
BlueStem Wealth Partners
Minnesota
$236K +$7.49K 1 0.03% Increased
3399
GLLW
Graves Light Lenhart Wealth
Virginia
$235K $0 1 0.03% Maintained
3400
Advance Capital Management
Advance Capital Management
Michigan
$235K +$217K 1 0.01% New