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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	BCA Berman Capital Advisors Atlanta, Georgia	$136K	+$6.87K	13	0.04%	Increased
1402	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$131K	$0	2	0.08%	Maintained
1403	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$130K	$0	4	0.05%	Maintained
1404	APWM Atlas Private Wealth Management Albany, New York	$129K	$0	3	0.1%	Maintained
1405	BAM Barrett Asset Management New York	$129K	$0	1	0.01%	Maintained
1406	APC Aspire Private Capital Cornelius, North Carolina	$128K	-$1.6K	2	0.06%	Reduced
1407	DMK David M. Knott	$128K	$0	1	0.07%	Maintained
1408	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$126K	$0	1	0.08%	Maintained
1409	KFA Kelleher Financial Advisors New York	$122K	$0	1	0.12%	Maintained
1410	Summit Trail Advisors New York	$122K	$0	1	0.02%	Maintained
1411	Allworth Financial Folsom, California	$121K	+$62.1K	8	0%	Increased
1412	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$121K	+$107K	6	0.05%	New
1413	SC Steph & Co Marinette, Wisconsin	$120K	+$106K	1	0.12%	New
1414	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$119K	+$11.2K	12	0.04%	Increased
1415	GTAM Global Trust Asset Management West Palm Beach, Florida	$115K	+$99.6K	1	0.08%	New
1416	TL TrueWealth LLC Atlanta, Georgia	$115K	-$6K	3	0.05%	Reduced
1417	Brown Brothers Harriman & Co New York	$114K	+$2.4K	8	0%	Increased
1418	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$114K	$0	1	0.03%	Maintained
1419	Mairs & Power Inc St Paul, Minnesota	$109K	$0	1	0%	Maintained
1420	CPA Cowen Prime Advisors New York	$108K	$0	2	0.06%	Maintained
1421	MUFG Americas New York	$107K	-$36.8K	3	0%	Reduced
1422	PCA Providence Capital Advisors Charlotte, North Carolina	$102K	$0	1	0.06%	Maintained
1423	ICM Islay Capital Management Lubbock, Texas	$101K	+$10K	1	0.12%	Increased
1424	AIM AIA Investment Management Singapore	$98K	-$47.4K	2	0.02%	Reduced
1425	Covington Capital Management Los Angeles, California	$98K	+$29.8K	4	0.01%	Increased