← 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
Reilly Financial Advisors
Reilly Financial Advisors
California
$312K -$12K 3 0.04% Reduced
1277
Ossiam
Ossiam
France
$311K -$1.16M 2 0.02% Reduced
1278
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$303K +$30.7K 1 0.06% Increased
1279
Tolleson Wealth Management
Tolleson Wealth Management
Texas
$302K +$264K 1 0.13% New
1280
LMAM
Legg Mason Asset Management
Japan
$300K $0 1 0.33% Maintained
1281
Delta Investment Management
Delta Investment Management
California
$299K $0 1 0.12% Maintained
1282
Gofen & Glossberg
Gofen & Glossberg
Illinois
$299K +$256K 1 0.01% New
1283
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$297K +$1.06K 1 0.04% Increased
1284
Hilltop Holdings
Hilltop Holdings
Texas
$295K +$257K 1 0.05% New
1285
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$293K +$233K 1 0.03% New
1286
Parallel Advisors
Parallel Advisors
California
$293K -$56.9K 14 0.02% Reduced
1287
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency
Massachusetts
$292K +$94.8K 11 0.11% Increased
1288
Sigma Planning Corp
Sigma Planning Corp
Michigan
$290K +$249K 1 0.01% New
1289
LCM
Lucas Capital Management
New Jersey
$287K +$186K 1 0.39% New
1290
Oakworth Capital
Oakworth Capital
Alabama
$285K $0 2 0.05% Maintained
1291
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$282K -$24K 1 0.12% Reduced
1292
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$281K +$241K 1 0.04% New
1293
Merit Financial Group
Merit Financial Group
Georgia
$280K $0 1 0.03% Maintained
1294
PCM
Pennsylvania Capital Management
Pennsylvania
$279K +$242K 1 0.15% New
1295
PP
Professional Planning
California
$279K +$242K 1 0.15% New
1296
RFG Advisory
RFG Advisory
Alabama
$279K +$239K 1 0.04% New
1297
ARMT
Amica Retiree Medical Trust
Rhode Island
$275K $0 1 0.22% Maintained
1298
Sit Investment Associates
Sit Investment Associates
Minnesota
$274K $0 1 0.01% Maintained
1299
WAP
Wealthcare Advisory Partners
Pennsylvania
$269K -$36.6K 1 0.03% Reduced
1300
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$268K -$56.3K 1 0.11% Reduced