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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
2301
SAM
Secure Asset Management
Michigan
$478K +$1.74K 1 0.27% Increased
2302
WW
Waterfront Wealth
Kansas
$478K +$226K 2 0.18% Increased
2303
TIM
Tevis Investment Management
Texas
$477K +$309K 3 0.46% Increased
2304
Alpha Cubed Investments
Alpha Cubed Investments
California
$476K -$374K 1 0.04% Reduced
2305
Welch Group
Welch Group
Alabama
$476K -$4.88K 1 0.03% Reduced
2306
OFA
Oak Family Advisors
Illinois
$474K +$140K 1 0.25% Increased
2307
SC
Sonen Capital
California
$474K -$424K 1 0.77% Reduced
2308
GEA
Glen Eagle Advisors
New Jersey
$474K -$111K 9 0.14% Reduced
2309
AA
Addison Advisors
Vermont
$472K +$65.8K 5 0.29% Increased
2310
OIA
Optimum Investment Advisors
Illinois
$472K +$1.17K 6 0.25% Increased
2311
CCA
Column Capital Advisors
Indiana
$471K -$66.2K 7 0.1% Reduced
2312
GA
Geller Advisors
New York
$471K +$293K 2 0.1% Increased
2313
BCM
Bienville Capital Management
New York
$470K $0 1 0.18% Maintained
2314
CFFP
Center for Financial Planning
Michigan
$469K +$13.3K 5 0.13% Increased
2315
LPT
Legacy Private Trust
Wisconsin
$469K $0 1 0.04% Maintained
2316
GGI
Godsey & Gibb Inc
Virginia
$467K +$516K 2 0.37% New
2317
BCM
Boltwood Capital Management
California
$464K -$13.1K 1 0.21% Reduced
2318
PWMG
Prestige Wealth Management Group
New Jersey
$461K +$38.3K 9 0.13% Increased
2319
APP
Alpha Paradigm Partners
Illinois
$460K -$298K 2 0.2% Reduced
2320
B
Brightworth
Georgia
$460K +$11K 1 0.05% Increased
2321
KA
Keene & Associates
Texas
$459K $0 1 0.42% Maintained
2322
CWA
Clearview Wealth Advisors
Oregon
$456K +$16K 3 0.36% Increased
2323
MIC
Means Investment Company
Maine
$456K +$39 1 0.1% Increased
2324
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$454K -$72K 8 0% Reduced
2325
VCM
Versant Capital Management
Arizona
$452K -$62.9K 14 0.18% Reduced