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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
1201	SAS Stelac Advisory Services New York	$158K	+$156K	1	0.05%	New
1202	Brown Brothers Harriman & Co New York	$155K	$0	2	0%	Maintained
1203	AP Advisors Preferred Rockville, Maryland	$154K	-$668K	2	0.09%	Reduced
1204	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$154K	+$6.44K	8	0.03%	Increased
1205	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$150K	$0	1	0.02%	Maintained
1206	WA WealthTrust-Arizona Scottsdale, Arizona	$150K	-$4.71K	9	0.08%	Reduced
1207	AWM AllSquare Wealth Management Albany, New York	$146K	+$136K	2	0.12%	New
1208	EAM Exane Asset Management Paris, France	$143K	+$142K	1	0.03%	New
1209	EWM Edge Wealth Management New York	$132K	+$104K	1	0.04%	New
1210	LNB Ledyard National Bank	$132K	$0	4	0.02%	Maintained
1211	SAA Southeast Asset Advisors Thomasville, Georgia	$129K	$0	1	0.04%	Maintained
1212	BWP Baldwin Wealth Partners Marion, Massachusetts	$121K	+$3.64K	3	0.02%	Increased
1213	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$117K	+$113K	4	0.03%	New
1214	ZB Zions Bancorporation Salt Lake City, Utah	$117K	+$104K	6	0.02%	Increased
1215	BCM Beddow Capital Management Jackson, Wyoming	$112K	+$109K	1	0.05%	New
1216	Chicago Partners Investment Group Chicago, Illinois	$112K	+$28.9K	3	0.02%	Increased
1217	FPFS First Personal Financial Services Charlotte, North Carolina	$111K	-$6.44K	5	0.02%	Reduced
1218	IHT Wealth Management Chicago, Illinois	$107K	+$33.5K	5	0.05%	Increased
1219	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$106K	+$96.5K	2	0.01%	New
1220	DBT Dubuque Bank & Trust Dubuque, Iowa	$105K	+$25.5K	3	0.02%	Increased
1221	Simon Quick Advisors Morristown, New Jersey	$103K	+$73.4K	2	0.04%	Increased
1222	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$102K	-$1.77K	4	0.11%	Reduced
1223	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$100K	$0	1	0.03%	Maintained
1224	SJIM St. Johns Investment Management Jacksonville, Florida	$97K	+$89.7K	2	0.07%	Increased
1225	VIA Vantage Investment Advisors State College, Pennsylvania	$97K	$0	2	0.03%	Maintained