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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	SAM Sunnymeath Asset Management Red Bank, New Jersey	$182K	-$247K	2	0.26%	Reduced
1077	Whittier Trust South Pasadena, California	$182K	+$3.82K	4	0.01%	Increased
1078	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$170K	$0	1	0.02%	Maintained
1079	IC Intersect Capital San Ramon, California	$166K	$0	1	0.12%	Maintained
1080	Quadrant Capital Group Cincinnati, Ohio	$166K	-$33.1K	12	0.08%	Reduced
1081	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$162K	-$292K	1	0.03%	Reduced
1082	IP Intellectus Partners San Francisco, California	$162K	+$167K	2	0.08%	New
1083	LA Lucus Advisors New York	$162K	-$202K	1	0.38%	Reduced
1084	BWP Baldwin Wealth Partners Marion, Massachusetts	$159K	$0	2	0.03%	Maintained
1085	Brown Brothers Harriman & Co New York	$152K	+$39.8K	2	0%	Increased
1086	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$149K	-$105K	3	0.12%	Reduced
1087	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$149K	$0	1	0.09%	Maintained
1088	CFA Carroll Financial Associates Charlotte, North Carolina	$147K	+$530	4	0.02%	Increased
1089	Evercore Wealth Management New York	$147K	-$22.1K	2	0.01%	Reduced
1090	MI Markston International White Plains, New York	$144K	$0	1	0.01%	Maintained
1091	SAA Southeast Asset Advisors Thomasville, Georgia	$131K	$0	1	0.04%	Maintained
1092	Ancora Advisors Cleveland, Ohio	$130K	+$130K	6	0.01%	New
1093	DOA D'Orazio & Associates Falls Church, Virginia	$129K	$0	1	0.05%	Maintained
1094	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$128K	-$16K	1	0.02%	Reduced
1095	Penserra Capital Management Orinda, California	$124K	-$1.26M	6	0.01%	Reduced
1096	ECM Estabrook Capital Management New York	$123K	$0	2	0.02%	Maintained
1097	Wealthspire Advisors (Maryland) Potomac, Maryland	$119K	-$81.8K	9	0.02%	Reduced
1098	FCM FJ Capital Management Mclean, Virginia	$116K	+$121K	1	0.02%	New
1099	AS Arxis Securities New York	$115K	+$85K	1	0.16%	New
1100	HR Howe & Rusling Rochester, New York	$112K	-$17K	7	0.02%	Reduced