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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
1326	DI Diligent Investors Redlands, California	$598K	$0	1	0.2%	Maintained
1327	EWM Edge Wealth Management New York	$593K	+$636K	1	0.13%	New
1328	WP WealthSource Partners San Luis Obispo, California	$593K	-$66.3K	2	0.04%	Reduced
1329	SFI SPC Financial Inc Rockville, Maryland	$589K	-$105K	1	0.07%	Reduced
1330	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$588K	+$69.7K	5	0.13%	Increased
1331	BC Bridgefront Capital Austin, Texas	$587K	+$230K	2	0.65%	Increased
1332	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$586K	+$246K	2	0.39%	Increased
1333	SWA Sutton Wealth Advisors Tampa, Florida	$586K	+$19.6K	17	0.23%	Increased
1334	OIA Optimum Investment Advisors Chicago, Illinois	$584K	-$14.9K	3	0.29%	Reduced
1335	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$584K	$0	1	0.48%	Maintained
1336	Washington Trust Westerly, Rhode Island	$584K	+$105	7	0.03%	Increased
1337	F F3Logic Burnsville, Minnesota	$580K	+$57	1	0.1%	Increased
1338	AWA Arete Wealth Advisors Chicago, Illinois	$578K	-$654K	2	0.06%	Reduced
1339	FF FourThought Financial Venice, Florida	$578K	-$59.2K	13	0.08%	Reduced
1340	CFM Coronation Fund Managers Cape Town, South Africa	$575K	+$614K	2	0.03%	New
1341	Gofen & Glossberg Chicago, Illinois	$574K	$0	2	0.02%	Maintained
1342	CBC Coombe, Bender & Co Ellenville, New York	$566K	+$662K	1	0.48%	New
1343	MNBTD Moody National Bank Trust Division Galveston, Texas	$564K	+$599K	2	0.06%	New
1344	Tokio Marine Asset Management Tokyo, Japan	$560K	-$148K	2	0.05%	Reduced
1345	MAM Morse Asset Management Darien, Connecticut	$559K	$0	1	0.18%	Maintained
1346	SAI Systematic Alpha Investments Princeton, New Jersey	$559K	-$905K	2	0.03%	Reduced
1347	Kingsview Wealth Management Grants Pass, Oregon	$558K	-$1.58M	1	0.03%	Reduced
1348	Mesirow Financial Investment Management Chicago, Illinois	$558K	-$50.6K	2	2.7%	Reduced
1349	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$558K	-$197K	2	0.01%	Reduced
1350	VFA Values First Advisors Gray, Tennessee	$553K	-$82.3K	1	0.39%	Reduced