← 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
1076
CNAM
Campbell Newman Asset Management
Wisconsin
$613K +$39.2K 1 0.09% Increased
1077
FA
Fortis Advisors
Pennsylvania
$613K $0 2 0.3% Maintained
1078
Cetera Advisor Networks
Cetera Advisor Networks
California
$612K +$375K 2 0.02% Increased
1079
CFC
Coyle Financial Counsel
Illinois
$611K +$508K 1 0.55% New
1080
MCA
Morris Capital Advisors
Pennsylvania
$610K $0 1 0.51% Maintained
1081
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$609K -$22.7K 1 0.03% Reduced
1082
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$601K -$109K 1 0.09% Reduced
1083
DP
Dearborn Partners
Illinois
$598K $0 1 0.04% Maintained
1084
MTIM
Marathon Trading Investment Management
Pennsylvania
$596K +$634K 1 0.05% New
1085
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$593K +$28.2K 2 0.12% Increased
1086
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$588K -$43.5K 2 0.09% Reduced
1087
NIS
National Investment Services
Wisconsin
$588K +$509K 1 0.68% New
1088
AG
AlphaSimPlex Group
Massachusetts
$588K +$41.9K 1 0.18% Increased
1089
AIM
Allen Investment Management
New York
$579K $0 1 0.02% Maintained
1090
BHA
Beech Hill Advisors
New York
$579K $0 1 0.3% Maintained
1091
WesBanco Bank
WesBanco Bank
West Virginia
$577K -$75.2K 1 0.03% Reduced
1092
AT
Arden Trust
Delaware
$575K -$43.2K 1 0.1% Reduced
1093
LBD
Landsberg Bennett & Dubbaneh
Florida
$570K -$483K 1 0.15% Reduced
1094
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$565K +$10.1K 6 0.05% Increased
1095
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$565K -$167K 1 0.13% Reduced
1096
CICI
Capital Investment Counsel Inc
North Carolina
$555K -$51K 1 0.2% Reduced
1097
BOE
Bank of Edwardsville
Illinois
$554K -$57.3K 1 0.69% Reduced
1098
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$554K -$326K 1 0.08% Reduced
1099
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$546K +$134K 6 0% Increased
1100
Stephens Inc
Stephens Inc
Arkansas
$543K +$887 1 0.01% Increased