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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	SAA Southeast Asset Advisors Thomasville, Georgia	$107K	$0	1	0.04%	Maintained
1102	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$105K	$0	1	0.01%	Maintained
1103	SA SRH Advisors Salina, Kansas	$104K	$0	1	0.54%	Maintained
1104	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$102K	-$1.74K	1	0.05%	Reduced
1105	TCOV Trust Company of Vermont Brattleboro, Vermont	$99K	+$81.6K	2	0.01%	Increased
1106	WP WealthPLAN Partners Omaha, Nebraska	$97.6K	-$96.4K	2	0.03%	Reduced
1107	WA WealthTrust-Arizona Scottsdale, Arizona	$96K	+$37	9	0.06%	Increased
1108	FWM Focused Wealth Management Newburgh, New York	$91K	-$9.63K	2	0.04%	Reduced
1109	GLI Guardian Life Insurance New York	$90K	+$218	3	0.01%	Increased
1110	WhitTier Trust Company Reno, Nevada	$85K	$0	2	0.01%	Maintained
1111	Fuller & Thaler Asset Management San Mateo, California	$82K	$0	1	0%	Maintained
1112	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$81K	-$25.6K	5	0.14%	Reduced
1113	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$80K	$0	1	0%	Maintained
1114	HPBT High Point Bank & Trust High Point, North Carolina	$80K	+$28.9K	2	0.02%	Increased
1115	DOA D'Orazio & Associates Falls Church, Virginia	$79K	$0	1	0.03%	Maintained
1116	Capital Analysts LLC Fort Washington, Pennsylvania	$78.7K	$0	1	0.01%	Maintained
1117	AWM AllSquare Wealth Management Albany, New York	$76K	+$26.8K	1	0.07%	Increased
1118	SBL Sargent Bickham Lagudis Boulder, Colorado	$75K	+$68.9K	3	0.01%	Increased
1119	ACS Archford Capital Strategies Swansea, Illinois	$74K	-$6.23K	3	0.03%	Reduced
1120	VIA Vantage Investment Advisors State College, Pennsylvania	$73K	$0	2	0.03%	Maintained
1121	TG TLP Group Evanston, Illinois	$71K	-$452K	1	0.08%	Reduced
1122	First Horizon Advisors Memphis, Tennessee	$70K	-$6.48K	5	0.01%	Reduced
1123	Mairs & Power Inc St Paul, Minnesota	$68K	$0	1	0%	Maintained
1124	Chicago Partners Investment Group Chicago, Illinois	$67K	$0	1	0.03%	Maintained
1125	FineMark National Bank & Trust Fort Myers, Florida	$66K	-$7.97K	4	0.01%	Reduced