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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
3551
FWM
FFT Wealth Management
Pennsylvania
$203K +$215K 1 0.04% New
3552
FLI
Family Legacy Inc
South Carolina
$203K +$203K 1 0.06% New
3553
PC
PCB Capital
New Jersey
$202K +$203K 1 0.32% New
3554
FC
Financial Council
Maryland
$202K -$12.3K 1 0.08% Reduced
3555
OWA
Octavia Wealth Advisors
Ohio
$202K -$50.3K 1 0.02% Reduced
3556
FFA
Fi3 Financial Advisors
Indiana
$202K -$16.4K 1 0.06% Reduced
3557
TCM
Traub Capital Management
Massachusetts
$202K +$202K 1 0.19% New
3558
MHC
May Hill Capital
Massachusetts
$201K -$9.1K 1 0.05% Reduced
3559
KWM
KFG Wealth Management
Indiana
$201K +$193K 1 0.03% New
3560
CFCS
CDM Financial Counseling Services
Connecticut
$201K +$201K 1 0.19% New
3561
HP
Holistic Planning
Texas
$201K -$782 1 0.04% Reduced
3562
SWM
Seaside Wealth Management
California
$201K -$9.78K 1 0.06% Reduced
3563
ATI
ARK & TLK Investments
Oklahoma
$200K -$12.3K 1 0.06% Reduced
3564
MWP
Madison Wealth Partners
Wisconsin
$200K +$2.22K 1 0.04% Increased
3565
4WM
49 Wealth Management
Texas
$200K -$23.7K 1 0.02% Reduced
3566
GAM
GEM Asset Management
Michigan
$200K -$17.2K 1 0.09% Reduced
3567
SWA
SOA Wealth Advisors
New York
$198K -$76.1K 4 0.03% Reduced
3568
GFA
Gladwyn Financial Advisors
Virginia
$198K $0 1 0.14% Maintained
3569
HHGA
Halbert Hargrove Global Advisors
California
$198K +$96.2K 3 0.01% Increased
3570
AP
Aspect Partners
Virginia
$198K -$129K 5 0.09% Reduced
3571
AEPWM
Atlantic Edge Private Wealth Management
Florida
$197K -$14.2K 3 0.05% Reduced
3572
OBC
Oakum Bay Capital
Connecticut
$196K +$205K 1 0.1% New
3573
GWSA
Global Wealth Strategies & Associates
Colorado
$193K +$15.9K 3 0.05% Increased
3574
TCM
Triumph Capital Management
Colorado
$188K +$189K 7 0.04% New
3575
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$187K -$8.61K 2 0.1% Reduced