← 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
1051
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$706K -$90K 15 0% Reduced
1052
Belpointe Asset Management
Belpointe Asset Management
Nevada
$703K +$18.1K 2 0.14% Increased
1053
CCA
Checchi Capital Advisers
California
$692K +$200K 2 0.09% Increased
1054
Mission Wealth Management
Mission Wealth Management
California
$691K $0 1 0.08% Maintained
1055
BI
Ballast Inc
Kentucky
$687K $0 1 0.43% Maintained
1056
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$686K -$78.5K 1 0.04% Reduced
1057
SignatureFD
SignatureFD
Georgia
$681K +$83.5K 10 0.06% Increased
1058
CCM
Coe Capital Management
Illinois
$678K -$8.61K 1 0.75% Reduced
1059
APG
Abacus Planning Group
South Carolina
$675K -$9.78K 1 0.41% Reduced
1060
FRM
Fox Run Management
Connecticut
$672K -$392K 2 0.45% Reduced
1061
CFGS
Concourse Financial Group Securities
Alabama
$666K -$151K 14 0.07% Reduced
1062
Wedbush Securities
Wedbush Securities
California
$666K +$311K 2 0.07% Increased
1063
TIM
Thompson Investment Management
Wisconsin
$665K -$336K 2 0.13% Reduced
1064
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$659K +$16.9K 2 0.03% Increased
1065
FM
Foster & Motley
Ohio
$657K +$648K 1 0.09% New
1066
Whittier Trust
Whittier Trust
California
$647K +$36.9K 8 0.02% Increased
1067
Sigma Planning Corp
Sigma Planning Corp
Michigan
$646K +$354K 2 0.03% Increased
1068
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$642K -$254K 1 2.34% Reduced
1069
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$640K +$37.9K 2 0.01% Increased
1070
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$636K -$7.22K 1 0.05% Reduced
1071
Pinnacle Associates
Pinnacle Associates
New York
$635K -$1.05M 1 0.01% Reduced
1072
MDCM
Morgan Dempsey Capital Management
Wisconsin
$634K -$14.1K 1 0.24% Reduced
1073
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$624K +$82.8K 9 0.02% Increased
1074
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$624K +$648K 2 0.06% New
1075
BCM
Bayesian Capital Management
New York
$614K +$90.3K 2 0.13% Increased