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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
1251	MM MQS Management New York	$1.84M	-$722K	4	2.24%	Reduced
1252	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$1.84M	+$135K	4	0.46%	Increased
1253	PCM Parsons Capital Management Providence, Rhode Island	$1.83M	-$200K	1	0.08%	Reduced
1254	Apella Capital West Hartford, Connecticut	$1.83M	+$15.3K	3	0.03%	Increased
1255	CF Convergence Financial Columbia, Missouri	$1.83M	+$983K	2	0.15%	Increased
1256	Sagespring Wealth Partners Franklin, Tennessee	$1.82M	+$361K	3	0.03%	Increased
1257	OF Outfitter Financial Brunswick, Maine	$1.82M	-$2.13K	1	1.28%	Reduced
1258	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$1.82M	-$312K	4	0.2%	Reduced
1259	MIM Morningstar Investment Management Chicago, Illinois	$1.81M	$0	2	0.11%	Maintained
1260	KPPF Klein Pavlis & Peasley Financial Irvine, California	$1.81M	+$94.7K	2	0.94%	Increased
1261	Leonteq Securities AG Zurich, Switzerland	$1.81M	-$381K	9	0.06%	Reduced
1262	HNB Hilltop National Bank Casper, Wyoming	$1.81M	-$27.6K	3	0.39%	Reduced
1263	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.81M	+$568K	2	1.53%	Increased
1264	CA Crossingbridge Advisors Pleasantville, New York	$1.81M	-$46.7K	2	0.32%	Reduced
1265	Procyon Advisors Shelton, Connecticut	$1.8M	+$458K	2	0.08%	Increased
1266	DI Diligent Investors Redlands, California	$1.8M	-$6.56K	2	0.4%	Reduced
1267	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$1.8M	+$139K	4	0.09%	Increased
1268	Perigon Wealth Management San Francisco, California	$1.79M	+$277K	4	0.03%	Increased
1269	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.79M	$0	1	0.22%	Maintained
1270	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$1.77M	-$761K	4	0.36%	Reduced
1271	CIA Cascade Investment Advisors Oregon City, Oregon	$1.77M	-$37.2K	1	0.96%	Reduced
1272	BCP Berkeley Capital Partners Milton, Georgia	$1.76M	+$59.6K	1	0.36%	Increased
1273	CFM Coronation Fund Managers Cape Town, South Africa	$1.75M	$0	1	0.07%	Maintained
1274	TC Truvestments Capital Sarasota, Florida	$1.74M	-$70.9K	6	0.26%	Reduced
1275	LDB Lee, Danner & Bass Nashville, Tennessee	$1.74M	$0	2	0.1%	Maintained