← 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
1276
UAS
United Asset Strategies
New York
$231K +$243K 1 0.06% New
1277
CAM
Cypress Asset Management
Texas
$229K -$480K 1 0.07% Reduced
1278
IP
Intellectus Partners
California
$229K $0 3 0.08% Maintained
1279
SIM
SSI Investment Management
California
$228K -$43.2K 1 0.02% Reduced
1280
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$228K +$47.8K 1 0.01% Increased
1281
TG
TLP Group
Illinois
$221K +$223K 1 0.34% New
1282
WP
WealthPLAN Partners
Nebraska
$220K +$226K 1 0.05% New
1283
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$218K +$28.5K 3 0% Increased
1284
VAM
Verity Asset Management
North Carolina
$214K -$1.79M 1 0.19% Reduced
1285
AWM
Altium Wealth Management
New York
$210K +$51.8K 1 0.06% Increased
1286
Check Capital Management
Check Capital Management
California
$210K $0 1 0.01% Maintained
1287
HIC
Holderness Investments Company
North Carolina
$210K $0 1 0.1% Maintained
1288
Brookstone Capital Management
Brookstone Capital Management
Illinois
$209K -$588K 1 0.02% Reduced
1289
Castleark Management
Castleark Management
Illinois
$208K -$217K 1 0.01% Reduced
1290
EP Wealth Advisors
EP Wealth Advisors
California
$208K -$2.67K 1 0.02% Reduced
1291
AHB
Abner Herrman & Brock
New Jersey
$207K -$11.2K 1 0.03% Reduced
1292
SWM
SVA Wealth Management
Wisconsin
$207K +$217K 1 0.02% New
1293
VFA
Voya Financial Advisors
Connecticut
$207K +$4.23K 1 0.01% Increased
1294
CA
Cornerstone Advisory
Maryland
$205K $0 1 0.07% Maintained
1295
SFSIG
San Francisco Sentry Investment Group
California
$205K -$157 3 0.09% Reduced
1296
ZCM
Zebra Capital Management
Connecticut
$205K +$58.1K 1 0.09% Increased
1297
BFO
Boston Family Office
Massachusetts
$204K $0 1 0.02% Maintained
1298
Cetera Advisor Networks
Cetera Advisor Networks
California
$204K -$10.7K 1 0.01% Reduced
1299
KAM
Kazazian Asset Management
Florida
$204K -$12.9K 1 0.19% Reduced
1300
SAS
Stelac Advisory Services
New York
$204K +$24.4K 1 0.06% Increased