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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
1051	SSP Sapphire Star Partners Redmond, Washington	$784K	+$520K	2	0.93%	Increased
1052	SOAMC Spirit of America Management Corp Syosset, New York	$781K	-$149	3	0.09%	Reduced
1053	Marshall Wace Asia Central, Hong Kong	$779K	+$724K	1	0.03%	New
1054	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$779K	+$420K	3	0.08%	Increased
1055	SWA Sutton Wealth Advisors Tampa, Florida	$777K	-$252K	10	0.57%	Reduced
1056	HAM Highstreet Asset Management London, Ontario, Canada	$774K	-$240K	3	0.05%	Reduced
1057	Jefferies Financial Group New York	$764K	$0	1	0.06%	Maintained
1058	MA MANA Advisors New York	$762K	+$707K	1	0.33%	New
1059	DCM Dynamic Capital Management St. Helier, Jersey	$759K	-$1.58M	2	0.26%	Reduced
1060	MCA Morris Capital Advisors Malvern, Pennsylvania	$759K	-$1.96K	1	0.5%	Reduced
1061	Belpointe Asset Management Reno, Nevada	$753K	+$67.7K	2	0.16%	Increased
1062	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$752K	+$876	2	0.19%	Increased
1063	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$748K	+$699K	1	0.33%	New
1064	Smith Salley Wealth Management Greensboro, North Carolina	$748K	$0	1	0.13%	Maintained
1065	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$746K	-$2.27K	4	0.08%	Reduced
1066	Douglass Winthrop Advisors New York	$740K	$0	1	0.04%	Maintained
1067	LFA Legacy Financial Advisors Covington, Kentucky	$740K	+$700K	6	0.3%	New
1068	Old National Bancorp Evansville, Indiana	$737K	$0	1	0.04%	Maintained
1069	AP Appleton Partners Boston, Massachusetts	$735K	+$98.1K	1	0.11%	Increased
1070	Inspire Investing Meridian, Idaho	$727K	+$683K	7	0.62%	New
1071	TSS Two Sigma Securities New York	$727K	-$512K	3	0.02%	Reduced
1072	CG CFO4Life Group Coppell, Texas	$710K	-$30.7K	1	0.56%	Reduced
1073	DA Denali Advisors San Diego, California	$708K	-$7.29K	5	0.11%	Reduced
1074	AFP Ausdal Financial Partners Davenport, Iowa	$705K	+$197K	2	0.25%	Increased
1075	Capstone Investment Advisors New York	$703K	-$1.43M	2	0.02%	Reduced