← 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	BWM BigSur Wealth Management Miami, Florida	$356K	$0	1	0.35%	Maintained
1202	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$356K	-$16	3	0.05%	Reduced
1203	Wealthspire Advisors (Maryland) Potomac, Maryland	$355K	+$15.7K	18	0.03%	Increased
1204	LCS Levin Capital Strategies New York	$354K	-$1.36M	1	0.01%	Reduced
1205	SM Salzhauer Michael	$353K	-$6.59K	1	0.14%	Reduced
1206	RA RMR Advisors Newton, Massachusetts	$352K	+$349K	1	0.13%	New
1207	GIA Granite Investment Advisors Concord, New Hampshire	$351K	+$325K	1	0.06%	New
1208	Prudential plc London, England, United Kingdom	$351K	+$325K	1	0%	New
1209	Washington Trust Westerly, Rhode Island	$351K	$0	1	0.02%	Maintained
1210	HIM Hutchens Investment Management Concord, New Hampshire	$350K	+$325K	1	0.33%	New
1211	BO BRR OpCo Columbus, Ohio	$348K	+$343K	1	0.1%	New
1212	OC Oppenheimer & Close New York	$344K	$0	1	0.34%	Maintained
1213	CMT Capital Markets Trading Frankfurt, Germany	$343K	-$894K	1	0.01%	Reduced
1214	Buckingham Strategic Wealth Clayton, Missouri	$342K	$0	1	0.07%	Maintained
1215	EWM Evermay Wealth Management Arlington, Virginia	$338K	$0	1	0.12%	Maintained
1216	SL Signition LP New York	$337K	+$323K	1	0.44%	New
1217	DCP Diameter Capital Partners New York	$335K	+$247K	1	0.15%	New
1218	HCA Harbour Capital Advisors Tysons Corner, Virginia	$334K	$0	1	0.14%	Maintained
1219	Meridian Wealth Management Lexington, Kentucky	$334K	$0	1	0.21%	Maintained
1220	VWA V Wealth Advisors Overland Park, Kansas	$331K	+$4.19K	1	0.17%	Increased
1221	MSAM Moloney Securities Asset Management Manchester, Missouri	$330K	+$3.25K	1	0.14%	Increased
1222	RWA Ropes Wealth Advisors Boston, Massachusetts	$328K	+$234K	7	0.09%	Increased
1223	Westwood Holdings Group Dallas, Texas	$321K	-$12.5K	1	0%	Reduced
1224	IRC Investors Research Corp Atlanta, Georgia	$320K	+$299K	1	0.2%	New
1225	ST Sentinel Trust Houston, Texas	$320K	$0	1	0.07%	Maintained