← 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
1501	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$3K	$0	1	0%	Maintained
1502	NL NVWM LLC Yardley, Pennsylvania	$3K	-$346K	1	0%	Reduced
1503	CIR Clear Investment Research Alpharetta, Georgia	$2K	$0	1	0%	Maintained
1504	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2K	-$1.93M	1	0.02%	Reduced
1505	TC Trust Company Manhattan, Kansas	$2K	$0	1	0%	Maintained
1506	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$734	2	0%	Reduced
1507	RIA RPG Investment Advisory Pleasanton, California	$1K	$0	1	0%	Maintained
1508	SWP Strategic Wealth Partners Independence, Ohio	$17	-$8K	2	0%	Reduced
1509	AC Albar Capital London, United Kingdom	$0	-$928K	0	–	Closed
1510	AIM Allen Investment Management New York	$0	-$579K	0	–	Closed
1511	ACS Archford Capital Strategies Swansea, Illinois	$0	-$7K	0	–	Closed
1512	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$3.9M	0	–	Closed
1513	AP Arlington Partners Birmingham, Alabama	$0	-$311K	0	–	Closed
1514	ACP Aveo Capital Partners Englewood, Colorado	$0	-$202K	0	–	Closed
1515	AC Avestar Capital New York	$0	-$194K	0	–	Closed
1516	Azora Capital LP Miami, Florida	$0	-$3.06M	0	–	Closed
1517	BDS Banco de Sabadell Miami, Florida	$0	-$8.43M	0	–	Closed
1518	BOE Bank of Edwardsville Edwardsville, Illinois	$0	-$554K	0	–	Closed
1519	BCM BBT Capital Management Fort Worth, Texas	$0	-$1.21M	0	–	Closed
1520	BWA BDO Wealth Advisors Jacksonville, Florida	$0	$0	1	0%	Maintained
1521	BCM Bourgeon Capital Management Darien, Connecticut	$0	+$49	1	0%	New
1522	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$2M	0	–	Closed
1523	Brookfield Corp Toronto, Ontario, Canada	$0	-$3.14M	0	–	Closed
1524	CCM Callodine Capital Management Boston, Massachusetts	$0	-$2.21M	0	–	Closed
1525	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$28K	0	–	Closed