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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
FNBOSM
First National Bank of South Miami
Florida
$80K $0 1 0.1% Maintained
2252
GWS
Glassman Wealth Services
Virginia
$80K -$8.11K 9 0.03% Reduced
2253
CFO
CVA Family Office
Colorado
$79K +$105K 2 0.08% New
2254
KLWA
Kelly Lawrence W & Associates
California
$79K $0 1 0.02% Maintained
2255
MIM
Macroview Investment Management
Maryland
$73K $0 3 0.16% Maintained
2256
MAWCM
Mine & Arao Wealth Creation & Management
California
$71K $0 1 0.08% Maintained
2257
PO
Private Ocean
California
$71K -$24.7K 2 0.02% Reduced
2258
TFGT
TS Financial Group (TSFG)
Illinois
$71K +$19.7K 2 0.06% Increased
2259
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$71K +$11.8K 3 0.06% Increased
2260
KFS
Kelly Financial Services
Massachusetts
$70.5K +$14.3K 3 0.09% Increased
2261
EWM
Edge Wealth Management
New York
$70K -$6.33K 2 0.02% Reduced
2262
GPFA
Game Plan Financial Advisors
Ohio
$70K -$66.6K 1 0.08% Reduced
2263
SAM
S.A. Mason
Michigan
$69K +$5.7K 2 0.08% Increased
2264
SC
Solstein Capital
California
$69K -$7K 2 0.27% Reduced
2265
TIM
Tortoise Investment Management
New York
$69K -$53K 2 0.02% Reduced
2266
AWM
Atticus Wealth Management
Florida
$68K +$60.5K 1 0.05% Increased
2267
TI
Truehand Inc
New Hampshire
$68K +$83.6K 1 0.06% New
2268
RTC
Riverview Trust Company
Washington
$64K -$297K 3 0.06% Reduced
2269
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$62K +$85.7K 3 0.06% New
2270
MIHAS
Maj Invest Holding A/S
Denmark
$62K $0 1 0% Maintained
2271
AIC
Ayalon Insurance Company
Israel
$60K $0 1 0.04% Maintained
2272
LWA
Lenox Wealth Advisors
New York
$60K +$35.2K 6 0.01% Increased
2273
WAS
Winch Advisory Services
Wisconsin
$60K -$11.1K 2 0.03% Reduced
2274
CAC
Certified Advisory Corp
Florida
$57K +$9.5K 4 0.02% Increased
2275
RCC
Red Cedar Capital
Nebraska
$57K $0 1 0.06% Maintained