← 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
1376
IHT Wealth Management
IHT Wealth Management
Illinois
$748K +$1.13K 2 0.06% Increased
1377
BCA
Berman Capital Advisors
Georgia
$746K +$48.7K 17 0.12% Increased
1378
WP
WMS Partners
Maryland
$743K +$468K 2 0.11% Increased
1379
&Partners
&Partners
Tennessee
$741K +$859K 1 0.47% New
1380
TLCM
Twin Lakes Capital Management
California
$740K -$127K 2 0.43% Reduced
1381
NFG
Norris Financial Group
South Carolina
$733K +$6.53K 1 0.48% Increased
1382
DAM
Deltec Asset Management
New York
$729K -$407K 1 0.11% Reduced
1383
HPC
Hobart Private Capital
North Carolina
$728K -$46.1K 1 0.29% Reduced
1384
Washington Trust
Washington Trust
Rhode Island
$724K +$51 7 0.02% Increased
1385
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$723K $0 2 0.04% Maintained
1386
Harvest Fund Management
Harvest Fund Management
China
$723K -$93.9K 9 0.16% Reduced
1387
SIC
Samalin Investment Counsel
New York
$722K +$43.6K 1 0.47% Increased
1388
FCI
Financial Counselors Inc
Kansas
$720K +$503K 2 0.02% Increased
1389
KFI
Key Financial Inc
Pennsylvania
$719K $0 5 0.41% Maintained
1390
PCG
Private Capital Group
Connecticut
$715K +$60.2K 14 0.16% Increased
1391
TC
TownSquare Capital
Utah
$715K +$317K 1 0.02% Increased
1392
MGO One Seven
MGO One Seven
Ohio
$714K -$52 2 0.09% Reduced
1393
AIA Group
AIA Group
Hong Kong
$709K -$371K 2 0.04% Reduced
1394
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$706K -$44.5K 3 0.03% Reduced
1395
Fulton Bank
Fulton Bank
Pennsylvania
$706K +$7.16K 2 0.03% Increased
1396
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$706K -$30.2K 1 0.04% Reduced
1397
WPP
Whalerock Point Partners
Rhode Island
$704K $0 2 0.27% Maintained
1398
YMRC
Yorktown Management & Research Company
Virginia
$703K -$1.48M 2 0.53% Reduced
1399
DC
Diametric Capital
Massachusetts
$700K +$751K 1 0.55% New
1400
HVIA
Hudson Valley Investment Advisors
New York
$698K +$5.15K 1 0.12% Increased