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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	Walleye Capital New York	$405K	+$328K	1	0.02%	New
1202	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$404K	-$70.1K	1	0.17%	Reduced
1203	Global Retirement Partners San Rafael, California	$404K	+$96.9K	7	0.07%	Increased
1204	PRC Pearl River Capital Niles, Michigan	$403K	+$287K	5	1.15%	Increased
1205	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$395K	-$15.1K	1	0.15%	Reduced
1206	SC Sawyer & Company Boston, Massachusetts	$393K	-$6.64K	1	0.28%	Reduced
1207	Cetera Advisor Networks El Segundo, California	$388K	-$304K	1	0.01%	Reduced
1208	CCG Cypress Capital Group Palm Beach, Florida	$387K	-$3.1K	1	0.07%	Reduced
1209	MUFG Americas New York	$387K	+$45.6K	4	0.01%	Increased
1210	BFC Blue Fin Capital Warren, Rhode Island	$386K	-$64.3K	1	0.2%	Reduced
1211	EGA E&G Advisors Houston, Texas	$385K	-$45.3K	1	0.15%	Reduced
1212	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$382K	-$233	1	0.1%	Reduced
1213	Ruffer LLP London, United Kingdom	$380K	-$174K	1	0.01%	Reduced
1214	TC Telemus Capital Southfield, Michigan	$380K	$0	1	0.03%	Maintained
1215	GM GeoWealth Management Chicago, Illinois	$379K	+$342K	1	0.09%	New
1216	NFG Nations Financial Group Cedar Rapids, Iowa	$377K	+$343K	1	0.14%	New
1217	BW Biegel & Waller Columbia, Maryland	$372K	$0	1	0.21%	Maintained
1218	CBU CIBC Bank USA Chicago, Illinois	$372K	$0	1	0.05%	Maintained
1219	Cowen and Company New York	$372K	+$352K	1	0.09%	New
1220	WPP Whalerock Point Partners Providence, Rhode Island	$372K	$0	1	0.2%	Maintained
1221	RAM Redmond Asset Management Henrico, Virginia	$368K	-$1.17M	1	0.16%	Reduced
1222	RHAM Round Hill Asset Management Pasadena, California	$367K	$0	1	0.21%	Maintained
1223	PK Pflug Koory Omaha, Nebraska	$364K	$0	1	0.28%	Maintained
1224	PTC Private Trust Company Cleveland, Ohio	$364K	+$477	1	0.07%	Increased
1225	Washington Trust Westerly, Rhode Island	$364K	$0	1	0.02%	Maintained