← 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
1351
FNBOMD
First National Bank of Mount Dora
Florida
$216K +$186K 1 0.1% New
1352
IEQ Capital
IEQ Capital
California
$216K +$189K 1 0.01% New
1353
LC
LCNB Corp
Ohio
$216K +$187K 1 0.15% New
1354
Palisade Capital Management
Palisade Capital Management
New Jersey
$216K -$362K 1 0.01% Reduced
1355
FCM
FJ Capital Management
Virginia
$215K -$1.31M 1 0.03% Reduced
1356
FHC
First Heartland Consultants
Missouri
$214K +$186K 1 0.04% New
1357
AAM
AR Asset Management
California
$213K $0 1 0.08% Maintained
1358
SMFS
Squar Milner Financial Services
California
$213K -$49K 1 0.12% Reduced
1359
Boothbay Fund Management
Boothbay Fund Management
New York
$212K -$1.17M 1 0.01% Reduced
1360
AWM
Avitas Wealth Management
California
$209K +$181K 1 0.07% New
1361
HAS
HBW Advisory Services
California
$209K +$182K 1 0.1% New
1362
IHT Wealth Management
IHT Wealth Management
Illinois
$209K -$142K 1 0.03% Reduced
1363
FRM
Fox Run Management
Connecticut
$208K +$184K 1 0.28% New
1364
WQ
Wealth Quarterback
New Jersey
$208K -$130K 1 0.19% Reduced
1365
CCT
Country Club Trust
Missouri
$206K +$165K 1 0.03% New
1366
PV
Private Vista
Illinois
$205K +$171K 1 0.1% New
1367
APWA
Atlas Private Wealth Advisors
New Jersey
$204K +$180K 2 0.18% New
1368
SAM
Sawgrass Asset Management
Florida
$204K +$158K 1 0.02% New
1369
CPA
Court Place Advisors
Maryland
$202K +$177K 1 0.08% New
1370
Western Wealth Management
Western Wealth Management
Colorado
$201K +$174K 1 0.04% New
1371
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$198K -$11.5M 2 0% Reduced
1372
SCM
SKBA Capital Management
California
$194K -$1.23K 1 0.04% Reduced
1373
Cresset Asset Management
Cresset Asset Management
Illinois
$187K +$16.5K 1 0% Increased
1374
FWM
Focused Wealth Management
New York
$185K +$57.3K 2 0.04% Increased
1375
CT
Caldwell Trust
Florida
$182K $0 3 0.03% Maintained