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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
1776
IIC
Integrated Investment Consultants
Michigan
$244K $0 5 0.12% Maintained
1777
Lido Advisors
Lido Advisors
California
$244K -$91K 1 0.06% Reduced
1778
WIC
Woodmont Investment Counsel
Tennessee
$244K +$98K 1 0.07% Increased
1779
DWM
Darwin Wealth Management
Florida
$242K -$1.22K 1 0.16% Reduced
1780
HA
Hamel Associates
New Jersey
$242K -$28.4K 1 0.12% Reduced
1781
IT
Independence Trust
Tennessee
$242K -$101K 1 0.33% Reduced
1782
WCA
Westover Capital Advisors
Delaware
$238K -$1.16M 1 0.17% Reduced
1783
LRPA
L. Roy Papp & Associates
Arizona
$234K +$12.4K 1 0.05% Increased
1784
IWA
Intercontinental Wealth Advisors
Texas
$232K +$225K 1 0.15% New
1785
IC
Intersect Capital
California
$232K -$1.22K 1 0.17% Reduced
1786
LA
Lau Associates
Delaware
$232K -$1.22K 1 0.23% Reduced
1787
LPC
Loeb Partners Corp
New York
$232K +$225K 1 0.08% New
1788
SBWM
Sunflower Bank Wealth Management
Arizona
$229K -$1.22K 1 0.08% Reduced
1789
EI
EDMP Inc
Florida
$227K -$2.62M 1 0.22% Reduced
1790
GF
Goodman Financial
Texas
$226K -$1.12K 1 0.13% Reduced
1791
ANBT
American National Bank & Trust
Texas
$225K +$42.9K 2 0.07% Increased
1792
ACM
Argyle Capital Management
Pennsylvania
$225K $0 1 0.1% Maintained
1793
CPA
Cowen Prime Advisors
New York
$225K -$72.1K 1 0.12% Reduced
1794
NIA
Northstar Investment Advisors
Colorado
$225K -$144K 1 0.05% Reduced
1795
RWA
RGT Wealth Advisors
Texas
$224K +$218K 1 0.13% New
1796
LWAC
Laurel Wealth Advisors (California)
California
$222K +$216K 1 0.1% New
1797
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$222K +$7.59K 1 0.11% Increased
1798
IA
Independence Advisors
Pennsylvania
$218K -$6.71K 1 0.1% Reduced
1799
MAM
Marquette Asset Management
Minnesota
$218K $0 1 0.09% Maintained
1800
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$215K -$20.4K 1 0.09% Reduced