← 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
1251	AFP Ausdal Financial Partners Davenport, Iowa	$233K	-$810	1	0.07%	Reduced
1252	Brown Brothers Harriman & Co New York	$233K	+$34.1K	5	0%	Increased
1253	FHA Flagship Harbor Advisors Boston, Massachusetts	$233K	-$446K	7	0.04%	Reduced
1254	CAM Cypress Asset Management Houston, Texas	$232K	-$3.25K	1	0.07%	Reduced
1255	IP Intellectus Partners San Francisco, California	$232K	$0	3	0.08%	Maintained
1256	Alphadyne Asset Management New York	$231K	+$257K	1	0.11%	New
1257	BW Bison Wealth Atlanta, Georgia	$230K	-$129K	1	0.15%	Reduced
1258	HCA Harbour Capital Advisors Tysons Corner, Virginia	$230K	-$252K	1	0.09%	Reduced
1259	FCM FJ Capital Management Mclean, Virginia	$225K	+$60.5K	1	0.03%	Increased
1260	JA JOYN Advisors Atlanta, Georgia	$222K	-$47.2K	12	0.04%	Reduced
1261	MSAM Moloney Securities Asset Management Manchester, Missouri	$222K	$0	1	0.08%	Maintained
1262	UAS United Asset Strategies Garden City, New York	$222K	-$15.6K	1	0.05%	Reduced
1263	QCMC Quantum Capital Management (California) San Francisco, California	$221K	+$8.69K	1	0.08%	Increased
1264	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$219K	+$9.9K	1	0.11%	Increased
1265	FEG Financial Enhancement Group Anderson, Indiana	$217K	+$2.76K	1	0.07%	Increased
1266	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$217K	$0	1	0.19%	Maintained
1267	SFS Summit Financial Strategies Columbus, Ohio	$217K	+$231K	1	0.1%	New
1268	Fayez Sarofim & Co Houston, Texas	$216K	$0	1	0%	Maintained
1269	HIC Holderness Investments Company Greensboro, North Carolina	$216K	$0	1	0.1%	Maintained
1270	HPC Hobart Private Capital Charlotte, North Carolina	$214K	+$219K	1	0.16%	New
1271	SIC Schwartz Investment Counsel Plymouth, Michigan	$213K	$0	1	0.01%	Maintained
1272	VFA Voya Financial Advisors Windsor, Connecticut	$213K	-$1.17K	1	0.01%	Reduced
1273	LCS Levin Capital Strategies New York	$210K	-$371K	1	0%	Reduced
1274	CFA Carroll Financial Associates Charlotte, North Carolina	$209K	+$879	4	0.02%	Increased
1275	Merit Financial Group Alpharetta, Georgia	$207K	$0	1	0.03%	Maintained