← 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
1126
AE Wealth Management
AE Wealth Management
Kansas
$456K +$440K 2 0.03% New
1127
TEC
Tiger Eye Capital
Tennessee
$456K $0 1 0.11% Maintained
1128
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$454K -$686K 12 0% Reduced
1129
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$453K -$107K 11 0.02% Reduced
1130
AAM
AR Asset Management
California
$451K $0 1 0.17% Maintained
1131
IRC
Investors Research Corp
Georgia
$450K +$173K 6 0.24% Increased
1132
UCMOK
United Capital Management of KS
Kansas
$445K -$1.53M 1 0.35% Reduced
1133
AI
ArchPoint Investors
Florida
$444K -$1.48K 1 0.13% Reduced
1134
CI
Chartist Inc
California
$442K +$202K 2 0.37% Increased
1135
Dakota Wealth Management
Dakota Wealth Management
Florida
$440K +$133K 2 0.09% Increased
1136
SXL
Summit X LLC
Missouri
$440K +$18K 1 0.19% Increased
1137
ET
Equitable Trust
Tennessee
$435K +$10.9K 1 0.05% Increased
1138
SW
SVB Wealth
Massachusetts
$435K -$20.6K 1 0.02% Reduced
1139
IHT Wealth Management
IHT Wealth Management
Illinois
$434K -$47.9K 1 0.07% Reduced
1140
Parallel Advisors
Parallel Advisors
California
$433K +$55.5K 11 0.05% Increased
1141
CPO
Cerity Partners OCIO
New York
$428K -$36.8K 1 0.02% Reduced
1142
CCA
Checchi Capital Advisers
California
$427K -$345K 1 0.05% Reduced
1143
HCM
Hollencrest Capital Management
California
$427K +$414K 2 0.06% New
1144
IRF
IBM Retirement Fund
New York
$426K +$404K 2 0.08% New
1145
Montag & Associates
Montag & Associates
Georgia
$423K +$179K 1 0.04% Increased
1146
ARMT
Amica Retiree Medical Trust
Rhode Island
$421K $0 5 0.37% Maintained
1147
BCM
Bayesian Capital Management
New York
$421K -$1M 2 0.08% Reduced
1148
WC
Weil Company
California
$421K -$44.4K 1 0.35% Reduced
1149
PIA
Pinion Investment Advisors
Kansas
$420K +$11.2K 1 0.73% Increased
1150
BFC
Blue Fin Capital
Rhode Island
$415K -$39.1K 1 0.22% Reduced