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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
1401	OneDigital Investment Advisors Overland Park, Kansas	$30K	-$12.6K	4	0%	Reduced
1402	PB Pinnacle Bancorp Beatrice, Nebraska	$30K	$0	3	0.02%	Maintained
1403	Covington Capital Management Los Angeles, California	$29K	-$52K	3	0%	Reduced
1404	TFO Tarbox Family Office Newport Beach, California	$29K	+$1.37K	5	0.01%	Increased
1405	CFA Camarda Financial Advisors Fleming Island, Florida	$28K	+$9.16K	4	0.05%	Increased
1406	MWM Mascoma Wealth Management Hanover, New Hampshire	$28K	$0	1	0.02%	Maintained
1407	ECM Estabrook Capital Management New York	$27.7K	$0	1	0%	Maintained
1408	DOA D'Orazio & Associates Falls Church, Virginia	$27K	$0	1	0.01%	Maintained
1409	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$27K	+$21.8K	3	0.01%	Increased
1410	WCM WealthBridge Capital Management Westerville, Ohio	$26K	-$13K	4	0.02%	Reduced
1411	GEA Glen Eagle Advisors Kingston, New Jersey	$24.7K	$0	1	0.02%	Maintained
1412	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$24K	+$665	1	0.01%	Increased
1413	SGAM Smith Group Asset Management Dallas, Texas	$24K	-$459K	1	0%	Reduced
1414	ATC Adirondack Trust Company Saratoga Springs, New York	$23K	$0	1	0.02%	Maintained
1415	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$23K	+$21.4K	6	0.02%	New
1416	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$23K	+$22.6K	1	0.01%	New
1417	Allworth Financial Folsom, California	$22K	+$763	4	0%	Increased
1418	IP Intellectus Partners San Francisco, California	$22K	+$7.82K	2	0.01%	Increased
1419	RTC Riverview Trust Company Vancouver, Washington	$22K	$0	1	0.02%	Maintained
1420	SIS Sound Income Strategies Ft Lauderdale, Florida	$22K	+$13.2K	3	0.01%	Increased
1421	BWP Baldwin Wealth Partners Marion, Massachusetts	$21K	-$9.22K	1	0%	Reduced
1422	RFA Reilly Financial Advisors La Mesa, California	$21K	-$7.19K	2	0%	Reduced
1423	RCG Ruggie Capital Group Tavares, Florida	$21K	$0	1	0.02%	Maintained
1424	SFSIG San Francisco Sentry Investment Group San Francisco, California	$21K	-$2.63K	4	0.01%	Reduced
1425	EWM Endurance Wealth Management Providence, Rhode Island	$20K	$0	1	0%	Maintained