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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	WPP Whalerock Point Partners Providence, Rhode Island	$381K	$0	1	0.2%	Maintained
1252	RAM Redmond Asset Management Henrico, Virginia	$380K	+$1.99K	1	0.16%	Increased
1253	SC Sawyer & Company Boston, Massachusetts	$379K	$0	1	0.24%	Maintained
1254	BFC Blue Fin Capital Warren, Rhode Island	$377K	-$9.5K	1	0.18%	Reduced
1255	Walleye Capital New York	$373K	-$30.9K	3	0.02%	Reduced
1256	LF Lee Financial Dallas, Texas	$369K	$0	4	0.08%	Maintained
1257	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$368K	+$369K	1	0.01%	New
1258	LWM Lenox Wealth Management Cincinnati, Ohio	$365K	-$24.4K	3	0.1%	Reduced
1259	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$365K	-$659K	1	0.07%	Reduced
1260	WQ Wealth Quarterback Toms River, New Jersey	$365K	+$1.61M	5	0.32%	New
1261	CBU CIBC Bank USA Chicago, Illinois	$364K	$0	1	0.05%	Maintained
1262	CG Cynosure Group Salt Lake City, Utah	$362K	$0	1	0.19%	Maintained
1263	CCG Cypress Capital Group Palm Beach, Florida	$362K	-$48.6K	1	0.06%	Reduced
1264	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$362K	+$352K	1	0.03%	New
1265	CP Covenant Partners Nashville, Tennessee	$357K	$0	1	0.17%	Maintained
1266	NL NVWM LLC Yardley, Pennsylvania	$357K	+$389K	2	0.21%	Increased
1267	FIA FNY Investment Advisers New York	$356K	-$97.4K	3	0.11%	Reduced
1268	CMANY Capital Management Associates (New York) New York	$353K	$0	1	0.49%	Maintained
1269	SCM SKBA Capital Management San Francisco, California	$352K	-$6.16K	1	0.06%	Reduced
1270	ZIG Zuckerman Investment Group Chicago, Illinois	$352K	$0	1	0.07%	Maintained
1271	CIA CSat Investment Advisory Detroit, Michigan	$348K	+$10.7K	7	0.09%	Increased
1272	CIG Cairn Investment Group Vancouver, Washington	$343K	+$348K	1	0.34%	New
1273	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$341K	+$34.8K	1	0.02%	Increased
1274	CreativeOne Wealth Overland Park, Kansas	$340K	+$9.47K	1	0.06%	Increased
1275	EW Evoke Wealth Los Angeles, California	$336K	+$12.8K	6	0.04%	Increased