← 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
1176	BAM Boyar Asset Management New York	$360K	+$20.8K	1	0.27%	Increased
1177	Smithfield Trust Pittsburgh, Pennsylvania	$360K	$0	5	0.04%	Maintained
1178	NFG Next Financial Group Houston, Texas	$355K	-$30K	8	0.09%	Reduced
1179	NFH NEXT Financial Holdings Houston, Texas	$355K	+$348K	8	0.09%	New
1180	FFG Fortem Financial Group Palm Desert, California	$354K	+$2.02K	2	0.37%	Increased
1181	LWM Liberty Wealth Management Oakland, California	$354K	-$21.7K	2	0.27%	Reduced
1182	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$353K	$0	1	0.09%	Maintained
1183	MIM Marco Investment Management Atlanta, Georgia	$352K	-$313K	1	0.07%	Reduced
1184	LAM Lingohr Asset Management Duesseldorf, Germany	$350K	$0	1	0.36%	Maintained
1185	PK Pflug Koory Omaha, Nebraska	$350K	$0	1	0.27%	Maintained
1186	EGA E&G Advisors Houston, Texas	$349K	-$346K	1	0.15%	Reduced
1187	Steward Partners Investment Advisory New York	$348K	-$290K	1	0.01%	Reduced
1188	SP Symmetry Partners Glastonbury, Connecticut	$347K	+$60.9K	2	0.06%	Increased
1189	WTB Washington Trust Bank Spokane, Washington	$343K	+$3.22K	3	0.05%	Increased
1190	EWM Evermay Wealth Management Arlington, Virginia	$340K	+$15.7K	1	0.1%	Increased
1191	Old National Bancorp Evansville, Indiana	$337K	-$689K	1	0.02%	Reduced
1192	SIM Spark Investment Management New York	$335K	+$234K	2	0.02%	Increased
1193	COI Connable Office Inc Kalamazoo, Michigan	$333K	-$1.88K	1	0.06%	Reduced
1194	SMFS Squar Milner Financial Services Irvine, California	$333K	+$71.2K	5	0.25%	Increased
1195	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$331K	+$43.1K	1	0.09%	Increased
1196	AMM American Money Management Rancho Santa Fe, California	$329K	$0	1	0.18%	Maintained
1197	OAM Origin Asset Management London, United Kingdom	$325K	-$6.16M	1	0.03%	Reduced
1198	PCM Proxima Capital Management New York	$324K	$0	1	0.36%	Maintained
1199	VFA Voya Financial Advisors Windsor, Connecticut	$323K	+$71K	1	0.02%	Increased
1200	Washington Trust Westerly, Rhode Island	$323K	$0	1	0.02%	Maintained