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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
FWM
FSA Wealth Management
Massachusetts
$228K +$14K 4 0.08% Increased
3377
4WM
49 Wealth Management
Texas
$228K -$418 1 0.02% Reduced
3378
MHC
May Hill Capital
Massachusetts
$227K +$8.55K 1 0.07% Increased
3379
PBO
Peoples Bank (Ohio)
Ohio
$227K +$5.22K 1 0.14% Increased
3380
RIM
Reliant Investment Management
Tennessee
$226K -$55.2K 1 0.09% Reduced
3381
NPF
Norris Perne & French
Michigan
$226K -$855 1 0.02% Reduced
3382
PPWM
Paragon Private Wealth Management
Kentucky
$226K +$238K 1 0.07% New
3383
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$226K +$238K 1 0% New
3384
KOC
Koss-Olinger Consulting
Florida
$226K -$32.1K 1 0.02% Reduced
3385
CFA
Capstone Financial Advisors
Illinois
$225K +$5.85K 1 0.01% Increased
3386
FPCG
Forum Private Client Group
Indiana
$225K $0 1 0.08% Maintained
3387
VFS
Valpey Financial Services
New Hampshire
$225K $0 1 0.15% Maintained
3388
TA
Townsend & Associates
Colorado
$225K -$202K 1 0.02% Reduced
3389
AWM
Abound Wealth Management
Tennessee
$225K -$4.03K 8 0.06% Reduced
3390
SWG
Summit Wealth Group
Vermont
$225K -$10.7K 1 0.05% Reduced
3391
MWP
Madison Wealth Partners
Wisconsin
$224K -$4.35K 1 0.04% Reduced
3392
WFA
Wellspring Financial Advisors
Ohio
$224K -$1.25K 1 0.02% Reduced
3393
SNBOSD
Security National Bank of So Dak
Iowa
$224K $0 1 0.11% Maintained
3394
AFG
ABLE Financial Group
Arizona
$223K +$2.72K 1 0.05% Increased
3395
CAM
CPA Asset Management
Florida
$223K $0 1 0.09% Maintained
3396
CHA
Cooper/Haims Advisors
New York
$223K -$12.7K 1 0.1% Reduced
3397
HIS
Horizon Investment Services
Indiana
$222K $0 1 0.08% Maintained
3398
SPP
Single Point Partners
Massachusetts
$222K -$2.3K 1 0.05% Reduced
3399
OPCM
Osborne Partners Capital Management
California
$222K -$13.2K 1 0.01% Reduced
3400
OFS
OMC Financial Services
New York
$221K +$233K 1 0.08% New