← 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
1001	LA Lucus Advisors New York	$405K	+$259K	1	0.37%	Increased
1002	FA Fagan Associates Troy, New York	$403K	-$27.1K	1	0.22%	Reduced
1003	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$400K	+$372K	1	0.31%	New
1004	Benjamin F. Edwards & Company St. Louis, Missouri	$398K	+$108K	4	0.06%	Increased
1005	HFA High Falls Advisors Rochester, New York	$393K	+$371K	1	0.17%	New
1006	WP WealthSource Partners San Luis Obispo, California	$389K	+$368K	1	0.14%	New
1007	PP Prospector Partners Guilford, Connecticut	$387K	+$373K	1	0.06%	New
1008	KPF K2 Principal Fund Toronto, Ontario, Canada	$385K	-$6.55M	1	0.03%	Reduced
1009	RHAM Round Hill Asset Management Pasadena, California	$382K	+$382K	1	0.22%	New
1010	AI ArchPoint Investors Coral Gables, Florida	$380K	+$51.3K	1	0.14%	Increased
1011	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$380K	+$346K	1	0.09%	New
1012	CPA Columbia Pacific Advisors Seattle, Washington	$380K	+$347K	1	0.36%	New
1013	FPS Fieldpoint Private Securities Greenwich, Connecticut	$378K	+$350K	2	0.29%	New
1014	Forvis Mazars Wealth Advisors Springfield, Missouri	$378K	+$50.4K	1	0.05%	Increased
1015	BWM BigSur Wealth Management Miami, Florida	$374K	$0	1	0.4%	Maintained
1016	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$372K	+$340K	1	0.1%	New
1017	AWM Affinity Wealth Management Wilmington, Delaware	$371K	+$83.1K	1	0.21%	Increased
1018	PK Pflug Koory Omaha, Nebraska	$369K	$0	1	0.32%	Maintained
1019	FFA First Foundation Advisors Irvine, California	$366K	-$902K	1	0.02%	Reduced
1020	FIG Fortress Investment Group New York	$361K	$0	1	0%	Maintained
1021	WVP Worth Venture Partners Fort Lee, New Jersey	$359K	-$156K	1	0.32%	Reduced
1022	SignatureFD Atlanta, Georgia	$358K	-$52.5K	1	0.05%	Reduced
1023	KFA Kelleher Financial Advisors New York	$356K	-$1.92M	2	0.76%	Reduced
1024	MUFG Americas New York	$351K	+$33.7K	7	0.01%	Increased
1025	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$351K	+$7.66K	1	0.07%	Increased