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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
3501
AW
Avion Wealth
Texas
$102K +$3.06K 9 0.02% Increased
3502
CB
Community Bank
New York
$102K -$3.69M 2 0.01% Reduced
3503
WA
Walsh & Associates
Florida
$98.8K -$30.4K 3 0.08% Reduced
3504
RWM
Raffa Wealth Management
District of Columbia
$97.6K -$11.1K 9 0.01% Reduced
3505
KFP
Kerr Financial Planning
California
$93.9K +$65 3 0.1% Increased
3506
AT
Arlington Trust
Alabama
$92.6K -$34.6K 5 0.01% Reduced
3507
IPS
Investors Portfolio Services
Washington
$92.6K -$89.5K 4 0.07% Reduced
3508
TPW
TOP Private Wealth
Connecticut
$91.2K +$81.2K 1 0.09% New
3509
CFM
Cornerstone Financial Management
Massachusetts
$86.4K +$22.8K 8 0.07% Increased
3510
PS
Pinney & Scofield
Massachusetts
$86.1K -$8.26K 3 0.04% Reduced
3511
RFA
Reyes Financial Architecture
California
$86K -$84.5K 3 0.05% Reduced
3512
GC
Gould Capital
Washington
$85.7K -$8.72K 2 0.05% Reduced
3513
EC
Elequin Capital
New York
$85.4K +$85.8K 4 0% New
3514
SFG
Strive Financial Group
Indiana
$85K -$238K 4 0.04% Reduced
3515
OAJ
Ogorek Anthony Joseph
New York
$84K +$39.2K 5 0.02% Increased
3516
KG
Kilter Group
New York
$83.9K -$23.9K 13 0.03% Reduced
3517
FS
Financially Speaking
Colorado
$83.3K $0 1 0.4% Maintained
3518
CFG
CKW Financial Group
Hawaii
$82K +$2.97K 4 0.01% Increased
3519
HHCP
Hilton Head Capital Partners
South Carolina
$81.8K -$72K 5 0.04% Reduced
3520
VIS
Vega Investment Solutions
France
$81.2K +$57.6K 2 0.01% Increased
3521
1L
10Elms LLP
Oklahoma
$80.7K $0 1 0.03% Maintained
3522
CB
CNB Bank
Pennsylvania
$79.9K -$1.38M 3 0.03% Reduced
3523
FGC
Financial Gravity Companies
Texas
$78.9K +$68.8K 4 0.01% New
3524
BCPWM
Bradley & Co Private Wealth Management
Florida
$77.4K -$40.8K 2 0.04% Reduced
3525
KFGG
Keystone Financial Group (Georgia)
Georgia
$77.2K -$76.3K 1 0.04% Reduced