← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	PPA Painted Porch Advisors Santa Barbara, California	$667	$0	2	0%	Maintained
2477	RJA Ross\Johnson & Associates Plymouth, Minnesota	$563	$0	2	0.01%	Maintained
2478	MASECO Private Wealth London,	$514	-$127K	1	0%	Reduced
2479	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$339	+$315	1	0%	New
2480	DJSG D.J. St. Germain Springfield, Massachusetts	$221	-$156K	1	0%	Reduced
2481	BWM Bernard Wealth Management Royal Oak, Michigan	$215	+$211	1	0%	New
2482	VWM Valley Wealth Managers Paramus, New Jersey	$188	$0	2	0%	Maintained
2483	Advent Capital Management New York	$0	-$2.85M	0	–	Closed
2484	AP Advisors Preferred Rockville, Maryland	$0	-$2.52M	0	–	Closed
2485	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$880K	0	–	Closed
2486	AFM Anson Funds Management Dallas, Texas	$0	-$2.86M	0	–	Closed
2487	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$369K	0	–	Closed
2488	ASM ATW SPAC Management New York	$0	-$147K	0	–	Closed
2489	AC Avestar Capital New York	$0	-$208K	0	–	Closed
2490	Axa Paris, France	$0	-$45M	0	–	Closed
2491	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$1.42M	0	–	Closed
2492	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$0	-$19.9K	0	–	Closed
2493	BA Bellwether Advisors Lincoln, Nebraska	$0	-$78.8K	0	–	Closed
2494	BCM Bluefin Capital Management New York	$0	-$1.17M	0	–	Closed
2495	BCAM Boston Common Asset Management Boston, Massachusetts	$0	-$4.82M	0	–	Closed
2496	BFP Briaud Financial Planning College Station, Texas	$0	-$5K	0	–	Closed
2497	BCM Brightline Capital Management Miami, Florida	$0	-$18.3M	0	–	Closed
2498	BRF B. Riley Financial Los Angeles, California	$0	-$635K	0	–	Closed
2499	BIG Brookwood Investment Group Phoenix, Arizona	$0	-$233K	0	–	Closed
2500	BWM Bullock Wealth Management Bloomington, Indiana	$0	-$793	0	–	Closed