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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
1451	Smithfield Trust Pittsburgh, Pennsylvania	$375K	$0	8	0.03%	Maintained
1452	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$373K	-$91.7K	4	0.3%	Reduced
1453	EW Evoke Wealth Los Angeles, California	$369K	-$4.05K	4	0.01%	Reduced
1454	HCP Hexagon Capital Partners Rogers, Arkansas	$369K	-$4.36K	6	0.11%	Reduced
1455	MFG MidWestOne Financial Group Iowa City, Iowa	$369K	$0	1	0.09%	Maintained
1456	Axxcess Wealth Management Carlsbad, California	$365K	$0	1	0.03%	Maintained
1457	Cornerstone Investment Partners Atlanta, Georgia	$364K	-$272K	2	0.02%	Reduced
1458	JWCA J.W. Cole Advisors Tampa, Florida	$358K	-$193K	1	0.03%	Reduced
1459	WEG World Equity Group Schaumburg, Illinois	$356K	-$6.68K	1	0.09%	Reduced
1460	CFO CVA Family Office Denver, Colorado	$353K	-$69K	4	0.1%	Reduced
1461	WIM Warwick Investment Management Bryan, Texas	$352K	$0	1	0.17%	Maintained
1462	Larson Financial Group St Louis, Missouri	$350K	+$270K	9	0.06%	Increased
1463	F.L. Putnam Investment Management Lynnfield, Massachusetts	$349K	-$4.6M	1	0.01%	Reduced
1464	CFA Cahill Financial Advisors Edina, Minnesota	$346K	+$366	1	0.07%	Increased
1465	VCM Versant Capital Management Phoenix, Arizona	$346K	+$6.19K	14	0.13%	Increased
1466	AA AlphaMark Advisors Ft. Wright, Kentucky	$345K	+$6.36K	1	0.16%	Increased
1467	OWA One Wealth Advisors San Francisco, California	$344K	+$76.7K	1	0.09%	Increased
1468	CP Covenant Partners Nashville, Tennessee	$342K	$0	1	0.16%	Maintained
1469	1WM 1900 Wealth Management San Antonio, Texas	$341K	$0	1	0.04%	Maintained
1470	GIM Groesbeck Investment Management Paramus, New Jersey	$337K	+$6.58K	1	0.56%	Increased
1471	KFP KB Financial Partners Princeton, New Jersey	$335K	-$1.69K	2	0.12%	Reduced
1472	PMG ProVise Management Group Clearwater, Florida	$334K	$0	1	0.04%	Maintained
1473	RWA Redmont Wealth Advisors Chicago, Illinois	$333K	+$11.2K	1	0.4%	Increased
1474	ACP Ashfield Capital Partners San Francisco, California	$332K	+$361K	1	0.03%	New
1475	IM Islet Management New York	$332K	-$11.2M	1	0.03%	Reduced