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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
1126	DSC Duncker Streett & Co St. Louis, Missouri	$51K	$0	2	0.02%	Maintained
1127	EWM Endurance Wealth Management Providence, Rhode Island	$51K	-$7.03K	1	0.01%	Reduced
1128	AWM AllSquare Wealth Management Albany, New York	$46K	$0	1	0.05%	Maintained
1129	Bartlett & Co Cincinnati, Ohio	$46K	$0	1	0%	Maintained
1130	JIC Joel Isaacson & Co New York	$43K	$0	1	0.01%	Maintained
1131	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$43K	$0	1	0.05%	Maintained
1132	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$42K	+$42.5K	2	0.01%	New
1133	KPCM Kings Point Capital Management Great Neck, New York	$41K	-$12.2K	2	0.01%	Reduced
1134	PCTC Perkins Coie Trust Company Seattle, Washington	$39K	$0	1	0.03%	Maintained
1135	Gradient Investments Arden Hills, Minnesota	$38K	$0	2	0%	Maintained
1136	MassMutual Private Wealth & Trust Windsor, Connecticut	$37.8K	-$26.2K	3	0%	Reduced
1137	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$35K	-$461	2	0.02%	Reduced
1138	CHP Cable Hill Partners Portland, Oregon	$35K	+$14.8K	2	0.03%	Increased
1139	FNYS First New York Securities New York	$34.8K	-$709K	1	0.02%	Reduced
1140	AGA Accuvest Global Advisors Provo, Utah	$31K	-$343K	1	0.02%	Reduced
1141	SSB Sandy Spring Bank Olney, Maryland	$31K	-$9.16K	4	0%	Reduced
1142	AIM Arcadia Investment Management Kalamazoo, Michigan	$30K	+$29.4K	2	0.01%	New
1143	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$30K	+$11.2K	2	0%	Increased
1144	Krilogy Financial St. Louis, Missouri	$30K	+$15.7K	1	0.01%	Increased
1145	LNB Ledyard National Bank	$30K	$0	1	0.01%	Maintained
1146	TC Trust Company Manhattan, Kansas	$28K	+$27.1K	1	0.01%	New
1147	PFS Physicians Financial Services Raleigh, North Carolina	$27K	$0	1	0.02%	Maintained
1148	AIM Advantage Investment Management Cedar Rapids, Iowa	$26K	$0	2	0.01%	Maintained
1149	GAM Gemmer Asset Management Walnut Creek, California	$26K	-$4.78K	4	0.01%	Reduced
1150	JCM Jacobi Capital Management Pittston, Pennsylvania	$25K	+$23.6K	5	0.01%	New