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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
LCM
LVM Capital Management
Michigan
$214K $0 1 0.02% Maintained
3502
LSA
Lansing Street Advisors
Pennsylvania
$214K -$22.3K 1 0.05% Reduced
3503
AWM
Abound Wealth Management
Tennessee
$214K +$4.21K 8 0.05% Increased
3504
SW
SkyOak Wealth
Michigan
$214K -$427K 1 0.04% Reduced
3505
PBO
Peoples Bank (Ohio)
Ohio
$214K -$9.39K 1 0.13% Reduced
3506
FSG
Financial Strategies Group
Michigan
$213K -$115 1 0.04% Reduced
3507
VCAM
Van Cleef Asset Management
Ohio
$212K -$232K 1 0.02% Reduced
3508
LWM
Lodestone Wealth Management
Washington
$212K +$213K 5 0.09% New
3509
2WWM
21 West Wealth Management
California
$211K $0 1 0.19% Maintained
3510
AWM
Avaii Wealth Management
Wisconsin
$211K +$202K 1 0.08% New
3511
LCM
Lazari Capital Management
California
$211K -$35.4K 1 0.07% Reduced
3512
GWM
GK Wealth Management
Nevada
$211K +$200K 1 0.14% New
3513
OPWM
Oxinas Partners Wealth Management
Indiana
$211K +$200K 1 0.1% New
3514
AR
Altar Rock
New York
$211K +$201K 1 0.25% New
3515
AW
Ankerstar Wealth
Texas
$211K +$212K 7 0.21% New
3516
CW
Code Waechter
Florida
$210K +$10.5K 1 0.14% Increased
3517
WFP
Worthington Financial Partners
Ohio
$210K +$211K 1 0.19% New
3518
ACC
Acorn Creek Capital
Colorado
$210K +$201K 1 0.08% New
3519
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$210K +$5.09K 1 0.01% Increased
3520
FM
Family Management
New York
$210K -$1.79M 1 0.03% Reduced
3521
PMG
ProVise Management Group
Florida
$210K -$25.4K 1 0.01% Reduced
3522
AFA
Arlington Financial Advisors
California
$210K $0 1 0.03% Maintained
3523
TIM
Tortoise Investment Management
New York
$209K -$297K 1 0.02% Reduced
3524
FFG
Frisch Financial Group
New York
$209K -$30.7K 1 0.05% Reduced
3525
SWG
Summit Wealth Group
Vermont
$209K -$11.9K 1 0.05% Reduced