Desarrolladoras de vivienda
Las desarrolladoras de vivienda compran terrenos, construyen casas y las venden, por lo que los terrenos adquiridos años antes son el principal factor que determina sus márgenes. El volumen de ventas sigue los movimientos de las tasas hipotecarias con cierto retraso.
45 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 2001 |
Cary Street Partners
Richmond,
Virginia
| USD 252 k | -USD 325 k | 2 | 0.01% | Reducidas |
|
| 2002 |
Ironwood Financial
Tucson,
Arizona
| USD 251 k | -USD 12 k | 1 | 0.04% | Reducidas |
|
| 2003 |
Faithward Advisors
Lancaster,
Pennsylvania
| USD 249 k | +USD 228 k | 1 | 0.03% | Nuevas |
|
| 2004 |
Anchyra Partners
Atlanta,
Georgia
| USD 249 k | +USD 18.4 k | 1 | 0.06% | Aumentadas |
|
| 2005 |
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 249 k | -USD 25.6 k | 1 | 0.2% | Reducidas |
|
| 2006 |
Hudson Value Partners
Palm Beach,
Florida
| USD 249 k | +USD 246 k | 1 | 0.06% | Nuevas |
|
| 2007 |
Vanguard National Trust
Malvern,
Pennsylvania
| USD 248 k | +USD 2.32 k | 6 | 0.01% | Aumentadas |
|
| 2008 |
Silver Oak Securities
Jackson,
Tennessee
| USD 248 k | +USD 227 k | 1 | 0.02% | Nuevas |
|
| 2009 |
Brown Miller Wealth Management
Mclean,
Virginia
| USD 247 k | USD 0 | 1 | 0.06% | Mantenido |
|
| 2010 |
DV Trading
Chicago,
Illinois
| USD 247 k | +USD 213 k | 1 | 0.01% | Nuevas |
|
| 2011 |
Instrumental Wealth
Tampa,
Florida
| USD 246 k | -USD 5.63 k | 1 | 0.12% | Reducidas |
|
| 2012 |
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 246 k | +USD 225 k | 1 | 0.02% | Nuevas |
|
| 2013 |
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 244 k | -USD 12.3 k | 1 | 0.11% | Reducidas |
|
| 2014 |
CSI
Cross Staff Investments
Pittsford,
New York
| USD 244 k | USD 0 | 1 | 0.14% | Mantenido |
|
| 2015 |
Westhampton Capital
Winston-Salem,
North Carolina
| USD 244 k | USD 0 | 1 | 0.1% | Mantenido |
|
| 2016 |
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 244 k | -USD 247 k | 1 | 0.03% | Reducidas |
|
| 2017 |
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 242 k | USD 0 | 1 | 0.18% | Mantenido |
|
| 2018 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 242 k | USD 0 | 1 | 0.05% | Mantenido |
|
| 2019 |
Knightsbridge Asset Management
Newport Beach,
California
| USD 241 k | -USD 5.12 M | 1 | 0.03% | Reducidas |
|
| 2020 |
Virtus ETF Advisers
New York
| USD 241 k | +USD 193 k | 1 | 0.09% | Nuevas |
|
| 2021 |
Aventura Private Wealth
Aventura,
Florida
| USD 241 k | +USD 63 k | 7 | 0.07% | Aumentadas |
|
| 2022 |
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 240 k | -USD 69.8 k | 1 | 0.08% | Reducidas |
|
| 2023 |
Orchard Capital Management
Chicago,
Illinois
| USD 240 k | +USD 207 k | 1 | 0.23% | Nuevas |
|
| 2024 |
PWMG
Private Wealth Management Group
Princeton,
New Jersey
| USD 239 k | +USD 89.9 k | 12 | 0.06% | Aumentadas |
|
| 2025 |
Kilter Group
Rhinebeck,
New York
| USD 239 k | -USD 1.83 k | 12 | 0.09% | Reducidas |
|