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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
2101
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$107K +$13.6K 3 0.08% Increased
2102
JAM
Jolley Asset Management
North Carolina
$104K -$1.46K 1 0.07% Reduced
2103
SMFS
Squar Milner Financial Services
California
$104K +$107K 6 0.09% New
2104
RFWA
RPg Family Wealth Advisory
Massachusetts
$100K +$10.4K 1 0.08% Increased
2105
SMG
Spectrum Management Group
Indiana
$99K -$58.9K 1 0.03% Reduced
2106
TG
TLP Group
Illinois
$98K -$563K 1 0.15% Reduced
2107
IP
Isthmus Partners
Wisconsin
$97K $0 3 0.03% Maintained
2108
CFG
CKW Financial Group
Hawaii
$95K $0 1 0.02% Maintained
2109
FGAM
Financial Gravity Asset Management
Texas
$95K +$61.1K 8 0.09% Increased
2110
GWA
Guidant Wealth Advisors
Illinois
$95K -$1.46K 1 0.04% Reduced
2111
BWM
Baystate Wealth Management
Massachusetts
$94K +$15.4K 4 0.01% Increased
2112
BAM
Bruderman Asset Management
New York
$94K -$32.4K 2 0.02% Reduced
2113
TC
Trust Company
Kansas
$94K +$7.05K 1 0.04% Increased
2114
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$93K -$8.37K 4 0.03% Reduced
2115
SHJ
Sharkey, Howes & Javer
Colorado
$93K $0 2 0.05% Maintained
2116
TC
Trilogy Capital
California
$92K +$14K 2 0.01% Increased
2117
ARMC
American Research & Management Company
Massachusetts
$91K -$28K 1 0.03% Reduced
2118
AWM
Avondale Wealth Management
Texas
$91K $0 2 0.08% Maintained
2119
GCM
Gables Capital Management
Florida
$90K +$14.2K 2 0.07% Increased
2120
TFO
Tarbox Family Office
California
$86K +$4.8K 5 0.03% Increased
2121
BA
Ballew Advisors
Mississippi
$85K +$11.3K 1 0.1% Increased
2122
KLWA
Kelly Lawrence W & Associates
California
$85K $0 1 0.02% Maintained
2123
CAC
Certified Advisory Corp
Florida
$82K +$440 3 0.05% Increased
2124
BC
Barnett & Company
Tennessee
$81K $0 2 0.04% Maintained
2125
LF
Lee Financial
Texas
$80K -$5.8K 4 0.02% Reduced