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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	GBT Grove Bank & Trust Miami, Florida	$306K	$0	1	0.08%	Maintained
1452	TFA Teamwork Financial Advisors San Antonio, Texas	$306K	+$330K	1	0.07%	New
1453	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$305K	+$328K	1	0.17%	New
1454	HWM Howard Wealth Management Madison, Connecticut	$303K	+$336K	1	0.21%	New
1455	HH Hilltop Holdings Dallas, Texas	$299K	-$3.31K	1	0.04%	Reduced
1456	TCA Transcend Capital Advisors Madison, New Jersey	$299K	+$2.23K	1	0.03%	Increased
1457	AAM Austin Asset Management Austin, Texas	$298K	$0	1	0.11%	Maintained
1458	SAM Sompo Asset Management Tokyo, Japan	$298K	+$326K	1	0.08%	New
1459	TCI Wealth Advisors Tucson, Arizona	$298K	-$278	19	0.05%	Reduced
1460	AT Arden Trust Wilmington, Delaware	$297K	+$9.82K	1	0.08%	Increased
1461	Mesirow Financial Investment Management Chicago, Illinois	$296K	-$293K	1	1.41%	Reduced
1462	Lincoln National Corp Radnor, Pennsylvania	$295K	+$8.53K	1	0.01%	Increased
1463	CCG Ceeto Capital Group Coral Gables, Florida	$294K	$0	1	0.17%	Maintained
1464	CP Castleview Partners Dallas, Texas	$293K	-$826K	4	0.28%	Reduced
1465	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$293K	-$197K	1	0.02%	Reduced
1466	Exencial Wealth Advisors Oklahoma City, Oklahoma	$292K	+$10.2K	1	0.02%	Increased
1467	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$292K	$0	1	0.23%	Maintained
1468	SS Sunbelt Securities Houston, Texas	$292K	-$6.7K	1	0.06%	Reduced
1469	Evercore Wealth Management New York	$291K	$0	1	0.01%	Maintained
1470	Waldron Private Wealth Bridgeville, Pennsylvania	$291K	+$8.52K	1	0.02%	Increased
1471	BFO Boston Family Office Boston, Massachusetts	$290K	$0	1	0.03%	Maintained
1472	AIC Argus Investors Counsel New York	$289K	+$31.6K	1	0.26%	Increased
1473	Moneta Group Investment Advisors St Louis, Missouri	$289K	-$5.31M	1	0.01%	Reduced
1474	Arax Advisory Partners Denver, Colorado	$288K	-$6.7K	5	0.05%	Reduced
1475	Busey Bank Urbana, Illinois	$288K	-$31.3K	1	0.01%	Reduced