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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	SI SII Investments Appleton, Wisconsin	$201K	+$208K	1	0.02%	New
1077	Wealthfront Palo Alto, California	$200K	-$11.2K	1	0%	Reduced
1078	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$190K	$0	1	0.12%	Maintained
1079	GWS Glassman Wealth Services Vienna, Virginia	$185K	-$12.7K	3	0.15%	Reduced
1080	Evercore Wealth Management New York	$182K	$0	5	0.01%	Maintained
1081	Whittier Trust South Pasadena, California	$182K	$0	3	0.01%	Maintained
1082	WRM Westport Resources Management Westport, Connecticut	$173K	-$338K	2	0.13%	Reduced
1083	IC Intersect Capital San Ramon, California	$169K	-$165K	1	0.13%	Reduced
1084	RA Rational Advisors Huntington, New York	$164K	$0	1	0.11%	Maintained
1085	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$162K	$0	2	0.05%	Maintained
1086	BWP Baldwin Wealth Partners Marion, Massachusetts	$159K	+$54.5K	2	0.03%	Increased
1087	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$159K	-$111K	1	0.02%	Reduced
1088	SCM Stonebridge Capital Management Los Angeles, California	$154K	+$154K	1	0.07%	New
1089	HR Howe & Rusling Rochester, New York	$153K	+$81.6K	6	0.03%	Increased
1090	CFA Carroll Financial Associates Charlotte, North Carolina	$146K	+$49.4K	4	0.02%	Increased
1091	BCM Bayesian Capital Management Brooklyn, New York	$145K	-$361K	1	0.1%	Reduced
1092	MI Markston International White Plains, New York	$140K	$0	1	0.01%	Maintained
1093	AP Atwood & Palmer Kansas City, Missouri	$134K	+$4.33K	2	0.02%	Increased
1094	Pinnacle Associates New York	$134K	-$119K	1	0%	Reduced
1095	ECM Estabrook Capital Management New York	$132K	$0	2	0.02%	Maintained
1096	RWA Ropes Wealth Advisors Boston, Massachusetts	$125K	-$10.5K	2	0.04%	Reduced
1097	SSB Sandy Spring Bank Olney, Maryland	$117K	+$91.2K	4	0.01%	Increased
1098	Brown Brothers Harriman & Co New York	$115K	-$112K	1	0%	Reduced
1099	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$111K	+$34.4K	6	0.04%	Increased
1100	MCM Manchester Capital Management Manchester, Vermont	$108K	$0	3	0.02%	Maintained