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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
1076	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$117K	$0	1	0.02%	Maintained
1077	HPBT High Point Bank & Trust High Point, North Carolina	$117K	$0	2	0.03%	Maintained
1078	MCM Manchester Capital Management Manchester, Vermont	$117K	-$27.1K	3	0.02%	Reduced
1079	VIA Vantage Investment Advisors State College, Pennsylvania	$114K	+$53.9K	2	0.03%	Increased
1080	GLI Guardian Life Insurance New York	$113K	-$32.6K	3	0.01%	Reduced
1081	WA WealthTrust-Arizona Scottsdale, Arizona	$110K	-$4.96K	10	0.07%	Reduced
1082	WCM Wealthcare Capital Management Richmond, Virginia	$99K	+$93.5K	4	0.01%	New
1083	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$98K	+$93.5K	5	0.05%	New
1084	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$95.7K	-$5.67K	1	0.05%	Reduced
1085	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$94K	+$88K	6	0.04%	New
1086	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$89K	$0	1	0.06%	Maintained
1087	OAM Orinda Asset Management Lafayette, California	$89K	+$82.2K	1	0.1%	New
1088	BAM Brave Asset Management Summit, New Jersey	$87K	$0	4	0.06%	Maintained
1089	CFSG Community Financial Services Group Newport, Vermont	$80K	+$2.08K	3	0.04%	Increased
1090	CPA Cowen Prime Advisors New York	$79K	$0	2	0.03%	Maintained
1091	JIC Joel Isaacson & Co New York	$79K	+$8.47K	2	0.02%	Increased
1092	NIMI Natixis Investment Managers International Paris, France	$79K	+$72.1K	1	0.01%	New
1093	LS Lupo Securities Chicago, Illinois	$78K	-$130K	1	0.12%	Reduced
1094	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$77K	+$30.7K	1	0.02%	Increased
1095	CFA Capstone Financial Advisors Downers Grove, Illinois	$72K	-$2.52K	1	0.03%	Reduced
1096	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$72K	+$1.33K	6	0.05%	Increased
1097	AC AYM Capital New York	$71K	$0	1	0.08%	Maintained
1098	BT Beacon Trust Morristown, New Jersey	$71K	$0	1	0.01%	Maintained
1099	TIM Tortoise Investment Management White Plains, New York	$70K	$0	2	0.03%	Maintained
1100	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$68K	+$62.4K	1	0.01%	New