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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
2251	TNA True North Advisors Dallas, Texas	$1.14M	-$1.04M	1	0.11%	Reduced
2252	CRI Commonwealth Retirement Investments Richmond, Virginia	$1.14M	+$421K	2	0.31%	Increased
2253	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$1.13M	-$546K	4	0.08%	Reduced
2254	TW ticino wealth Mission Viejo, California	$1.13M	-$1.35M	1	0.36%	Reduced
2255	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$1.13M	-$502K	2	0.3%	Reduced
2256	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$1.13M	-$1.76M	3	0.07%	Reduced
2257	BWP Balboa Wealth Partners Scottsdale, Arizona	$1.13M	+$141K	3	0.15%	Increased
2258	BM Berman McAleer Timonium, Maryland	$1.13M	-$228K	2	0.13%	Reduced
2259	CFG Carr Financial Group Worcester, Massachusetts	$1.13M	-$257K	2	0.26%	Reduced
2260	SWP Strategic Wealth Partners Independence, Ohio	$1.12M	-$555K	8	0.07%	Reduced
2261	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.12M	-$670K	2	0.13%	Reduced
2262	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$1.12M	-$285K	3	0.06%	Reduced
2263	BIA BHK Investment Advisors Birmingham, Alabama	$1.12M	+$63K	1	0.33%	Increased
2264	MCM Mengis Capital Management Portland, Oregon	$1.12M	-$611K	2	0.17%	Reduced
2265	AWM Arista Wealth Management Las Vegas, Nevada	$1.11M	-$1.12M	2	0.12%	Reduced
2266	CPW Cove Private Wealth Oyster Bay Cove, New York	$1.11M	-$541K	2	0.21%	Reduced
2267	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$1.11M	-$277K	1	0.1%	Reduced
2268	WTA Washington Trust Advisors Wellesley, Massachusetts	$1.11M	-$77K	6	0.08%	Reduced
2269	GI GS Investments Minneapolis, Minnesota	$1.1M	-$1.11M	1	0.8%	Reduced
2270	EI Ellevest Inc New York	$1.1M	+$95.5K	3	0.13%	Increased
2271	LWMNY Landmark Wealth Management (New York) Melville, New York	$1.1M	+$196K	1	0.26%	Increased
2272	FS Ferguson Shapiro Decatur, Georgia	$1.09M	-$384K	1	0.32%	Reduced
2273	VCP Verus Capital Partners Scottsdale, Arizona	$1.09M	-$686K	2	0.06%	Reduced
2274	CFM Catalyst Funds Management Sydney NSW, Australia	$1.09M	-$2.57M	3	0.06%	Reduced
2275	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$1.09M	-$900K	2	0.03%	Reduced