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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
3401
SWA
SOA Wealth Advisors
New York
$234K -$12.8K 4 0.04% Reduced
3402
FPCG
Forum Private Client Group
Indiana
$234K +$211K 1 0.09% New
3403
HP
Holistic Planning
Texas
$234K +$215K 1 0.07% New
3404
WWM
WJ Wealth Management
Arizona
$233K +$215K 1 0.07% New
3405
CQWA
Chokshi & Queen Wealth Advisors
California
$233K $0 1 0.13% Maintained
3406
GC
Guidance Capital
Kentucky
$232K $0 1 0.07% Maintained
3407
POIA
Pin Oak Investment Advisors
Texas
$232K +$14.8K 2 0.2% Increased
3408
SXL
Summit X LLC
Missouri
$232K +$202K 1 0.04% New
3409
WA
Whipplewood Advisors
Colorado
$232K +$1.99K 10 0.13% Increased
3410
ES
Eagle Strategies
New York
$231K +$1.82K 1 0.04% Increased
3411
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$231K -$59.1K 1 0.02% Reduced
3412
GC
GatePass Capital
Ohio
$231K -$2.02K 1 0.15% Reduced
3413
HIS
Horizon Investment Services
Indiana
$231K +$208K 1 0.1% New
3414
EI
eCIO Inc
Wisconsin
$230K -$121K 1 0.1% Reduced
3415
SWA
ShankerValleau Wealth Advisors
Illinois
$230K +$207K 1 0.07% New
3416
TFA
TPG Financial Advisors
Oregon
$230K +$207K 1 0.09% New
3417
RFP
Root Financial Partners
California
$229K -$11.5K 1 0.02% Reduced
3418
WMA
William Mack & Associates
Michigan
$229K +$211K 1 0.15% New
3419
CICI
Capital Investment Counsel Inc
North Carolina
$228K +$212K 1 0.03% New
3420
WP
WealthPLAN Partners
Nebraska
$228K +$211K 1 0.04% New
3421
GHA
GW Henssler & Associates
Georgia
$228K $0 1 0.01% Maintained
3422
MC
Middleton & Co
Massachusetts
$228K -$10.9K 1 0.03% Reduced
3423
Index Fund Advisors
Index Fund Advisors
California
$228K $0 1 0.01% Maintained
3424
MHC
May Hill Capital
Massachusetts
$227K -$40.2K 1 0.07% Reduced
3425
ACM
AlphaStar Capital Management
North Carolina
$226K +$209K 1 0.02% New