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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
3676
FA
Fountainhead AM
New Jersey
$171K +$173K 1 0.15% New
3677
HWP
Highline Wealth Partners
California
$167K +$32.8K 9 0.04% Increased
3678
PWA
Provenance Wealth Advisors
Florida
$167K +$4.57K 3 0.02% Increased
3679
Capula Management
Capula Management
Cayman Islands
$165K -$756K 4 0% Reduced
3680
TCM
Triumph Capital Management
Colorado
$165K -$44.4K 8 0.03% Reduced
3681
SMA
Seven Mile Advisory
New Jersey
$164K +$150K 1 0.12% New
3682
RFA
Reyes Financial Architecture
California
$163K +$88.6K 4 0.13% Increased
3683
RWM
RMG Wealth Management
Wisconsin
$163K +$2.71K 4 0.02% Increased
3684
FLP
Financial Life Planners
Arizona
$162K +$170K 3 0.12% New
3685
MWPCG
Measured Wealth Private Client Group
New Hampshire
$159K -$89.7K 4 0.04% Reduced
3686
S
Sachetta
Massachusetts
$157K +$36.2K 10 0.09% Increased
3687
KFGG
Keystone Financial Group (Georgia)
Georgia
$155K +$914 1 0.08% Increased
3688
DFA
DHJJ Financial Advisors
Illinois
$154K $0 5 0.05% Maintained
3689
JWM
JPL Wealth Management
Colorado
$150K +$157K 12 0.03% New
3690
GA
GoalVest Advisory
New York
$149K -$24.4K 2 0.03% Reduced
3691
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$144K +$2.11K 9 0.01% Increased
3692
HHCP
Hilton Head Capital Partners
South Carolina
$141K +$2.2K 7 0.08% Increased
3693
QVR
QVR
California
$141K +$143K 1 0.01% New
3694
CCM
Corsair Capital Management
New York
$141K $0 1 0.02% Maintained
3695
WA
Whipplewood Advisors
Colorado
$141K +$125K 8 0.07% Increased
3696
PF
PlanVest Financial
Maryland
$140K +$143K 3 0.11% New
3697
GIM
Generali Investments Management
Slovenia
$140K +$42.1K 1 0.03% Increased
3698
MWM
Mascoma Wealth Management
New Hampshire
$136K -$929 5 0.03% Reduced
3699
FFA
Frazier Financial Advisors
Ohio
$134K +$23.7K 7 0.07% Increased
3700
B
Bayban
Minnesota
$133K -$10.1K 5 0.12% Reduced