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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
SCA
Stuart Chaussee & Associates
California
$80.5K $0 1 0.02% Maintained
3502
DFA
DHJJ Financial Advisors
Illinois
$79.7K $0 6 0.03% Maintained
3503
WAOTB
Wealth Advisors of Tampa Bay
Florida
$79.4K +$80.5K 1 0.03% New
3504
CWM
CarsonAllaria Wealth Management
Illinois
$79.4K -$658 3 0.05% Reduced
3505
VWA
Valued Wealth Advisors
Utah
$78.5K -$127 5 0.05% Reduced
3506
RS
Rakuten Securities
Japan
$78K -$26.1K 5 0.04% Reduced
3507
RWM
Ruedi Wealth Management
Illinois
$76.1K $0 1 0.02% Maintained
3508
MC
Montag & Caldwell
Georgia
$74.2K $0 2 0.02% Maintained
3509
GA
GoalVest Advisory
New York
$71.3K +$29.9K 3 0.02% Increased
3510
OAJ
Ogorek Anthony Joseph
New York
$71K +$63K 7 0.02% Increased
3511
BAM
Byrne Asset Management
New Jersey
$70.9K -$18.2K 5 0.05% Reduced
3512
CFG
CKW Financial Group
Hawaii
$70K -$340K 1 0.01% Reduced
3513
PS
Pinney & Scofield
Massachusetts
$69.9K $0 3 0.05% Maintained
3514
DI
DAGCO Inc
Ohio
$69.5K +$73.8K 3 0.02% New
3515
SFA
Semmax Financial Advisors
North Carolina
$69.2K +$1.81K 3 0.02% Increased
3516
WAG
Wiser Advisor Group
Arizona
$68.6K +$202 2 0.1% Increased
3517
AWM
Avondale Wealth Management
Texas
$67.4K $0 1 0.04% Maintained
3518
FS
Financially Speaking
Colorado
$67.4K $0 1 0.05% Maintained
3519
BTC
Bank & Trust Company
Illinois
$67.1K $0 1 0.05% Maintained
3520
CWM
Cranbrook Wealth Management
Michigan
$66.2K $0 2 0.02% Maintained
3521
RCA
Runnymede Capital Advisors
Ohio
$65.6K -$21.4K 1 0.06% Reduced
3522
EFMH
E Fund Management (HK)
Hong Kong
$65K +$54.4K 1 0.06% Increased
3523
SIC
SJS Investment Consulting
Ohio
$64.9K -$2.15K 12 0.01% Reduced
3524
FGAM
Financial Gravity Asset Management
Texas
$62.1K +$67.8K 5 0.01% New
3525
LC
Lavaca Capital
Texas
$61.7K -$37.6K 2 0.03% Reduced