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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
3426
FSG
Financial Strategies Group
Michigan
$212K -$14.2K 1 0.04% Reduced
3427
BPFA
Barnes Pettey Financial Advisors
Mississippi
$212K +$223K 1 0.12% New
3428
SWA
SOA Wealth Advisors
New York
$211K $0 4 0.04% Maintained
3429
AWP
Abacus Wealth Partners
California
$211K -$30.4K 1 0.03% Reduced
3430
TFA
TPG Financial Advisors
Oregon
$211K -$11.1K 1 0.08% Reduced
3431
CQWA
Chokshi & Queen Wealth Advisors
California
$211K $0 1 0.11% Maintained
3432
IWA
IBEX Wealth Advisors
New Jersey
$210K -$3.42K 1 0.02% Reduced
3433
WA
Wealthstar Advisors
Texas
$210K $0 1 0.08% Maintained
3434
ES
Eagle Strategies
New York
$210K +$627 1 0.03% Increased
3435
AFC
AFT Forsyth & Company
Florida
$209K $0 1 0.1% Maintained
3436
Index Fund Advisors
Index Fund Advisors
California
$209K +$2.92K 1 0.01% Increased
3437
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$209K $0 1 0.02% Maintained
3438
KFSC
Keystone Financial Services (Colorado)
Colorado
$208K +$193K 1 0.06% New
3439
GS
GWN Securities
Florida
$208K -$16.9K 1 0.05% Reduced
3440
VBA
von Borstel & Associates
Oregon
$208K +$235K 1 0.03% New
3441
QFW
QTR Family Wealth
Florida
$208K +$219K 1 0.1% New
3442
LF
Lighthouse Financial
Florida
$208K +$202K 1 0.14% New
3443
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$207K +$192K 1 0.08% New
3444
WMA
William Mack & Associates
Michigan
$207K $0 1 0.11% Maintained
3445
PP
Postrock Partners
Oregon
$207K +$201K 1 0.09% New
3446
MWM
Maridea Wealth Management
New York
$207K +$211K 1 0.03% New
3447
SWMP
Signature Wealth Management Partners
New Jersey
$206K $0 1 0.11% Maintained
3448
MC
Middleton & Co
Massachusetts
$206K $0 1 0.02% Maintained
3449
I
INVST
Indiana
$206K +$202K 1 0.02% New
3450
PWM
Prosperity Wealth Management
California
$205K -$1.71K 1 0.07% Reduced