← 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
1401
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.26M -$52.4K 2 0.07% Reduced
1402
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$1.26M +$269K 2 0.01% Increased
1403
LMR Partners
LMR Partners
United Kingdom
$1.25M -$13.2M 1 0% Reduced
1404
EP
Essential Partners
California
$1.25M -$285K 25 0.57% Reduced
1405
TAM
Titleist Asset Management
Texas
$1.24M -$1.53M 2 0.08% Reduced
1406
FFO
Fiduciary Family Office
Florida
$1.24M +$37.2K 1 0.31% Increased
1407
LCM
Logan Capital Management
Pennsylvania
$1.24M +$1.09M 1 0.05% New
1408
FCM
Flagship Capital Management
Pennsylvania
$1.23M -$46.5K 1 0.78% Reduced
1409
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$1.23M -$55K 3 0.01% Reduced
1410
NSUP
NLB Skladi upravljanje premozenja
$1.23M -$151K 2 0.05% Reduced
1411
BSI
Bennett Selby Investments
Maine
$1.23M +$19.1K 1 0.39% Increased
1412
AU
AlphaGrep UK
$1.23M -$4.15M 3 0.36% Reduced
1413
TAM
Trust Asset Management
Texas
$1.23M -$84.1K 4 0.08% Reduced
1414
HCM
Huber Capital Management
California
$1.22M -$6.35K 2 0.18% Reduced
1415
Polen Capital Management
Polen Capital Management
Florida
$1.22M +$142K 1 0.01% Increased
1416
TAFW
Tred Avon Family Wealth
Maryland
$1.22M +$482K 1 0.37% Increased
1417
1CP
17 Capital Partners
Arizona
$1.22M $0 1 0.55% Maintained
1418
HHRDM
H&H Retirement Design & Management
Nevada
$1.21M +$95.5K 1 0.55% Increased
1419
WF
Womack Financial
Texas
$1.2M +$10.4K 3 0.8% Increased
1420
JSC
Jackson Square Capital
California
$1.2M $0 1 0.17% Maintained
1421
CAM
Councilmark Asset Management
Tennessee
$1.2M +$31.8K 1 0.63% Increased
1422
TVPW
Third View Private Wealth
Connecticut
$1.2M -$211K 2 0.15% Reduced
1423
SSA
Sierra Summit Advisors
Nevada
$1.2M -$71.8K 1 0.13% Reduced
1424
VIP
Value Investment Professionals
New York
$1.2M $0 1 1.01% Maintained
1425
RAM
Ramirez Asset Management
New York
$1.19M -$448 2 0.12% Reduced