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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
1951
WA
Wealth Architects
California
$312K -$3K 1 0.11% Reduced
1952
SCI
Stableford Capital II
Arizona
$311K -$25.3K 1 0.33% Reduced
1953
WAAG
Wealth Alliance Advisory Group
Kansas
$311K +$60.9K 1 0.23% Increased
1954
MWC
MBM Wealth Consultants
Missouri
$310K +$341K 1 0.3% New
1955
AFS
Access Financial Services
Minnesota
$309K -$67K 1 0.28% Reduced
1956
PHAM
Palisades Hudson Asset Management
Florida
$309K -$14.6K 1 0.18% Reduced
1957
BFC
Blue Fin Capital
Rhode Island
$305K -$18.3K 1 0.18% Reduced
1958
DIP
DT Investment Partners
Pennsylvania
$305K -$14.5K 1 0.05% Reduced
1959
AFNAS
American Financial Network Advisory Services
California
$304K -$34.4K 1 0.22% Reduced
1960
ACP
Arcus Capital Partners
Georgia
$304K $0 1 0.18% Maintained
1961
RAM
Riggs Asset Management
Pennsylvania
$302K -$13.5K 2 0.22% Reduced
1962
Avantax Advisory Services
Avantax Advisory Services
Texas
$301K +$330K 1 0.05% New
1963
BP
BBR Partners
New York
$301K +$6.42K 1 0.04% Increased
1964
GWM
GSB Wealth Management
Connecticut
$301K -$14.3K 1 1.59% Reduced
1965
MPAM
Murphy Pohlad Asset Management
Minnesota
$301K $0 1 0.21% Maintained
1966
CHA
Cooper/Haims Advisors
New York
$300K -$3K 1 0.21% Reduced
1967
TFF
The Family Firm
Maryland
$300K -$14.2K 1 0.12% Reduced
1968
ACM
AUA Capital Management
Pennsylvania
$299K -$12.7K 3 0.27% Reduced
1969
CAW
Cornerstone Advisors (Washington)
Washington
$299K -$27.6K 7 0.05% Reduced
1970
ERIM
Eagle Ridge Investment Management
Connecticut
$299K -$368K 1 0.05% Reduced
1971
Koshinski Asset Management
Koshinski Asset Management
Illinois
$299K -$253K 1 0.07% Reduced
1972
Arax Advisory Partners
Arax Advisory Partners
Colorado
$298K +$6.63K 4 0.12% Increased
1973
VST
Van Strum & Towne
California
$298K -$14.1K 1 0.25% Reduced
1974
SIA
Starfire Investment Advisers
Michigan
$297K +$326K 1 0.16% New
1975
Allworth Financial
Allworth Financial
California
$294K -$4.77K 5 0.01% Reduced