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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	AI ArchPoint Investors Coral Gables, Florida	$339K	-$104K	1	0.11%	Reduced
1102	EIA Edgemoor Investment Advisors Bethesda, Maryland	$339K	$0	1	0.05%	Maintained
1103	Coldstream Capital Management Bellevue, Washington	$337K	+$90.2K	1	0.04%	Increased
1104	SXL Summit X LLC Chesterfield, Missouri	$337K	+$320K	1	0.24%	New
1105	GIA Gargoyle Investment Advisor Englewood, New Jersey	$336K	+$292K	1	0.13%	New
1106	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$336K	$0	1	0.17%	Maintained
1107	WTB Washington Trust Bank Spokane, Washington	$335K	+$4.97K	3	0.07%	Increased
1108	Meridian Wealth Management Lexington, Kentucky	$332K	+$293K	1	0.21%	New
1109	OC Oppenheimer & Close New York	$332K	$0	1	0.34%	Maintained
1110	WIS Wright Investors Service Shelton, Connecticut	$331K	+$66.6K	1	0.13%	Increased
1111	Glenview Trust Louisville, Kentucky	$323K	+$314K	1	0.03%	New
1112	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$322K	+$311K	1	0.03%	New
1113	Buckingham Strategic Wealth Clayton, Missouri	$320K	$0	1	0.08%	Maintained
1114	BAM Barrett Asset Management New York	$319K	-$14.8K	2	0.02%	Reduced
1115	Level Four Advisory Services Dallas, Texas	$319K	-$254K	1	0.05%	Reduced
1116	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$319K	+$306K	1	0.01%	New
1117	Tocqueville Asset Management New York	$316K	$0	1	0%	Maintained
1118	Westwood Holdings Group Dallas, Texas	$313K	+$316K	1	0%	New
1119	HWA HCR Wealth Advisors Los Angeles, California	$312K	+$301K	1	0.15%	New
1120	JCP Jabre Capital Partners Geneva, Switzerland	$311K	+$301K	1	0.03%	New
1121	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$308K	+$16K	4	0.19%	Increased
1122	BOTW Bank of the West Monterey Park, California	$305K	-$151K	1	0.04%	Reduced
1123	VFA Voya Financial Advisors Windsor, Connecticut	$303K	+$297K	1	0.02%	New
1124	Whittier Trust South Pasadena, California	$302K	+$17K	5	0.01%	Increased
1125	HCM Highlander Capital Management Short Hills, New Jersey	$299K	$0	4	0.23%	Maintained