← 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
1201	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$2.23M	-$115K	3	1.1%	Reduced
1202	AWA Aaron Wealth Advisors Chicago, Illinois	$2.23M	+$943K	5	0.11%	Increased
1203	SWM Sendero Wealth Management San Antonio, Texas	$2.22M	-$41.2K	2	0.22%	Reduced
1204	LIP Landmark Investment Partners West Palm Beach, Florida	$2.22M	-$543K	1	0.56%	Reduced
1205	HBK Sorce Advisory Erie, Pennsylvania	$2.22M	-$43.2K	3	0.04%	Reduced
1206	PAM Paradigm Asset Management New York	$2.21M	+$75.1K	4	0.47%	Increased
1207	AA Altman Advisors Chicago, Illinois	$2.19M	-$8.38K	1	0.79%	Reduced
1208	SWM Salvus Wealth Management Red Bank, New Jersey	$2.19M	-$95.3K	1	1.23%	Reduced
1209	EW Elyxium Wealth San Mateo, California	$2.19M	+$2M	1	0.23%	New
1210	WesBanco Bank Wheeling, West Virginia	$2.17M	$0	2	0.05%	Maintained
1211	TSS Two Sigma Securities New York	$2.17M	-$130K	3	0.19%	Reduced
1212	Blue Trust Inc Alpharetta, Georgia	$2.15M	-$52.8K	13	0.02%	Reduced
1213	TNA True North Advisors Dallas, Texas	$2.1M	-$171K	1	0.2%	Reduced
1214	HT Heritage Trust Oklahoma City, Oklahoma	$2.1M	+$116K	1	0.18%	Increased
1215	WFI West Family Investments Carlsbad, California	$2.1M	+$1.94M	5	0.61%	New
1216	AF Ally Financial Detroit, Michigan	$2.08M	+$268K	1	0.27%	Increased
1217	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$2.08M	$0	1	1.37%	Maintained
1218	Carnegie Investment Counsel Pepper Pike, Ohio	$2.07M	-$760K	1	0.04%	Reduced
1219	HA Huntleigh Advisors St. Louis, Missouri	$2.06M	+$98.9K	2	0.29%	Increased
1220	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.05M	+$313K	2	0.11%	Increased
1221	MSR Main Street Research Lakeville, Connecticut	$2.05M	+$62.8K	3	0.1%	Increased
1222	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$2.05M	+$83.1K	3	0.04%	Increased
1223	CCA Checchi Capital Advisers Beverly Hills, California	$2.05M	+$64.8K	4	0.09%	Increased
1224	III Independent Investors Inc Nesconset, New York	$2.05M	$0	1	0.39%	Maintained
1225	PP PDT Partners New York	$2.05M	-$1.33M	2	0.11%	Reduced