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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
1101	VWM Venturi Wealth Management Austin, Texas	$3.03M	-$12.6K	2	0.12%	Reduced
1102	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$3.01M	+$2.46M	1	0.48%	New
1103	Miracle Mile Advisors Los Angeles, California	$3.01M	+$457K	4	0.04%	Increased
1104	BC Beaconlight Capital New York	$3M	+$2.61M	1	1.06%	New
1105	SIA Strategic Investment Advisors Farmington Hills, Michigan	$3M	-$708K	4	0.18%	Reduced
1106	1W 1776 Wealth Atlanta, Georgia	$3M	-$77.8K	2	1.06%	Reduced
1107	PPWP Premier Path Wealth Partners Madison, New Jersey	$2.99M	-$164K	3	0.34%	Reduced
1108	S ShariaPortfolio Lake Mary, Florida	$2.99M	+$43.2K	1	1.06%	Increased
1109	VC VarCov Co Darien, Connecticut	$2.99M	+$1.01M	2	1.13%	Increased
1110	Pure Financial Advisors San Diego, California	$2.97M	+$644K	3	0.04%	Increased
1111	Johnson Investment Counsel Cincinnati, Ohio	$2.96M	+$489K	2	0.02%	Increased
1112	CAS Coppell Advisory Solutions Coppell, Texas	$2.95M	+$3.88M	2	0.24%	New
1113	WAM Wilson Asset Management Sydney, Australia	$2.95M	+$306K	1	0.81%	Increased
1114	CA CV Advisors Aventura, Florida	$2.89M	+$2.65M	4	0.53%	New
1115	BAM Bastion Asset Management Montreal, Canada	$2.88M	+$2.66M	1	0.98%	New
1116	ACM Aster Capital Management Dubai, United Arab Emirates	$2.88M	+$857K	10	0.61%	Increased
1117	OC Opinicus Capital Tampa, Florida	$2.88M	-$22.9K	1	1.54%	Reduced
1118	CP CenterBook Partners Greenwich, Connecticut	$2.88M	-$2.11M	1	0.14%	Reduced
1119	Harbour Investments Madison, Wisconsin	$2.84M	-$2.68M	15	0.04%	Reduced
1120	CWG Crown Wealth Group Charlotte, North Carolina	$2.84M	-$548K	1	0.72%	Reduced
1121	WIS Wright Investors Service Shelton, Connecticut	$2.84M	-$36.5K	2	0.78%	Reduced
1122	AHL Abel Hall LLC Baton Rouge, Louisiana	$2.83M	+$1.36M	8	0.49%	Increased
1123	RVM Robinson Value Management San Antonio, Texas	$2.81M	-$26.9K	1	1.51%	Reduced
1124	BHC Bull Harbor Capital Bethesda, Maryland	$2.81M	+$1.34M	5	0.55%	Increased
1125	DCM Dorato Capital Management Denver, Colorado	$2.8M	$0	2	1.9%	Maintained