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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
3451
AWA
AGH Wealth Advisors
Kansas
$205K -$10.2K 1 0.15% Reduced
3452
HP
Holistic Planning
Texas
$205K -$6.48K 1 0.05% Reduced
3453
CFP
Cascade Financial Partners
California
$205K +$32.6K 1 0.02% Increased
3454
OCM
Osterweis Capital Management
California
$204K -$83.1K 2 0.01% Reduced
3455
AGM
Alpine Global Management
New York
$204K +$210K 1 0.04% New
3456
ALC
Alexander Labrunerie & Co
Missouri
$204K +$209 1 0.08% Increased
3457
FCM
Family Capital Management
Michigan
$204K +$17.1K 1 0.1% Increased
3458
HNW
High Note Wealth
Minnesota
$204K +$4.59K 9 0.04% Increased
3459
TBWA
Three Bridge Wealth Advisors
California
$204K +$215K 1 0.05% New
3460
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$204K -$47.8K 2 0.11% Reduced
3461
Advance Capital Management
Advance Capital Management
Michigan
$203K -$10.2K 1 0.01% Reduced
3462
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$203K -$151K 1 0.02% Reduced
3463
OPWM
Oregon Pacific Wealth Management
Oregon
$203K $0 1 0.18% Maintained
3464
EAM
Evanson Asset Management
California
$203K -$20.1K 1 0.01% Reduced
3465
TWM
Tolleson Wealth Management
Texas
$202K +$213K 1 0.03% New
3466
BWP
BlueStem Wealth Partners
Minnesota
$202K -$11.5K 1 0.02% Reduced
3467
CWP
Concord Wealth Partners
Virginia
$202K -$114K 4 0.03% Reduced
3468
WAM
Walker Asset Management
Missouri
$201K +$195K 1 0.11% New
3469
FFA
Fi3 Financial Advisors
Indiana
$201K -$14.1K 1 0.07% Reduced
3470
AFA
Arlington Financial Advisors
California
$201K +$186K 1 0.03% New
3471
UW
Unique Wealth
Florida
$200K -$60.3K 1 0.03% Reduced
3472
SFS
Sharp Financial Services
Pennsylvania
$200K +$211K 1 0.11% New
3473
NWA
New World Advisors
Massachusetts
$200K +$194K 1 0.04% New
3474
FCM
Firsthand Capital Management
California
$194K $0 3 0.33% Maintained
3475
GWSA
Global Wealth Strategies & Associates
Colorado
$192K $0 3 0.05% Maintained