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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
2126
ONST
Old North State Trust
North Carolina
$279K +$13.9K 3 0.2% Increased
2127
JGIA
Jackson Grant Investment Advisers
Connecticut
$277K +$318 2 0.16% Increased
2128
WLIM
White Lighthouse Investment Management
Massachusetts
$277K -$50.6K 1 0.12% Reduced
2129
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$275K -$18.9K 1 0.1% Reduced
2130
NC
NewSquare Capital
Pennsylvania
$275K $0 1 0.05% Maintained
2131
FWCM
First Western Capital Management
California
$274K +$265K 1 3.64% New
2132
RIA
Regal Investment Advisors
Michigan
$273K -$166K 1 0.05% Reduced
2133
BCM
Breiter Capital Management
Florida
$272K -$152K 1 0.36% Reduced
2134
KCPG
Kavar Capital Partners Group
Kansas
$271K +$262K 4 0.11% New
2135
Waverly Advisors
Waverly Advisors
Alabama
$271K +$18.6K 1 0.04% Increased
2136
CWM
Centric Wealth Management
Illinois
$270K +$11.6K 1 0.24% Increased
2137
RTS
Round Table Services
New Jersey
$270K -$2.55K 1 0.08% Reduced
2138
Valmark Advisers
Valmark Advisers
Ohio
$270K $0 1 0.01% Maintained
2139
THWM
Taylor Hoffman Wealth Management
Virginia
$269K $0 3 0.22% Maintained
2140
HFP
Holistic Financial Partners
Indiana
$268K -$477 1 0.27% Reduced
2141
PI
Parkside Investments
Illinois
$265K +$257K 1 0.07% New
2142
MWM
Mascoma Wealth Management
New Hampshire
$264K +$159 2 0.17% Increased
2143
PCFFS
Pacific Center for Financial Services
California
$263K -$22K 3 0.13% Reduced
2144
DWA
Dougherty Wealth Advisers
Minnesota
$262K $0 4 0.74% Maintained
2145
EGA
E&G Advisors
Texas
$262K +$17K 1 0.11% Increased
2146
SFS
Searcy Financial Services
Kansas
$262K $0 1 0.21% Maintained
2147
SIC
Sigma Investment Counselors
Michigan
$261K $0 1 0.03% Maintained
2148
QCMC
Quantum Capital Management (California)
California
$260K -$6.34K 1 0.14% Reduced
2149
DBIA
Dumont & Blake Investment Advisors
New Jersey
$258K $0 1 0.11% Maintained
2150
BWM
BerganKDV Wealth Management
Minnesota
$257K -$1K 7 0.05% Reduced