← 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	HCA Harbour Capital Advisors Tysons Corner, Virginia	$229K	$0	1	0.11%	Maintained
1202	HPC Hobart Private Capital Charlotte, North Carolina	$228K	+$55K	1	0.2%	Increased
1203	LC LCNB Corp Lebanon, Ohio	$226K	$0	1	0.19%	Maintained
1204	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$226K	-$101K	1	0.14%	Reduced
1205	EWM Edge Wealth Management New York	$224K	+$110K	1	0.06%	Increased
1206	SIC Schwartz Investment Counsel Plymouth, Michigan	$224K	$0	1	0.01%	Maintained
1207	Park Avenue Securities New York	$223K	-$12.6K	1	0.03%	Reduced
1208	GC Garde Capital Seattle, Washington	$220K	$0	1	0.04%	Maintained
1209	FEG Financial Enhancement Group Anderson, Indiana	$217K	$0	1	0.07%	Maintained
1210	Cresset Asset Management Chicago, Illinois	$214K	+$233K	12	0.01%	New
1211	SMFS Squar Milner Financial Services Irvine, California	$213K	-$67.9K	4	0.2%	Reduced
1212	CI Chartist Inc Seal Beach, California	$213K	-$221K	1	0.41%	Reduced
1213	Coldstream Capital Management Bellevue, Washington	$210K	-$983K	1	0.02%	Reduced
1214	FDS First Dallas Securities Dallas, Texas	$210K	-$104K	1	0.18%	Reduced
1215	HBK Sorce Advisory Erie, Pennsylvania	$210K	-$1.11K	1	0.02%	Reduced
1216	Montag & Associates Atlanta, Georgia	$207K	-$416K	1	0.02%	Reduced
1217	CA Cambridge Advisors Omaha, Nebraska	$206K	-$7.75K	1	0.08%	Reduced
1218	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$206K	-$7.5K	1	0.2%	Reduced
1219	VFA Voya Financial Advisors Windsor, Connecticut	$206K	+$30.9K	1	0.01%	Increased
1220	Cetera Investment Advisers Schaumburg, Illinois	$205K	-$120K	1	0.03%	Reduced
1221	RHAM Round Hill Asset Management Pasadena, California	$205K	$0	1	0.14%	Maintained
1222	CC ClearArc Capital Cincinnati, Ohio	$204K	-$462K	1	0.06%	Reduced
1223	Merit Financial Group Alpharetta, Georgia	$204K	$0	1	0.03%	Maintained
1224	Wealthfront Advisers Palo Alto, California	$204K	+$215K	1	0%	New
1225	CFA Carroll Financial Associates Charlotte, North Carolina	$203K	-$6.9K	5	0.02%	Reduced