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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
1501	Evercore Wealth Management New York	$502K	$0	1	0.01%	Maintained
1502	PMG ProVise Management Group Clearwater, Florida	$500K	$0	1	0.05%	Maintained
1503	BHPW Beverly Hills Private Wealth Beverly Hills, California	$499K	-$571K	1	0.15%	Reduced
1504	CP Covenant Partners Nashville, Tennessee	$496K	$0	1	0.18%	Maintained
1505	BLC Brown, Lisle/Cummings Providence, Rhode Island	$495K	-$15.8K	4	0.22%	Reduced
1506	EW Evoke Wealth Los Angeles, California	$494K	-$8.76K	2	0.02%	Reduced
1507	Farther Finance Advisors San Francisco, California	$493K	-$42.3K	13	0.08%	Reduced
1508	S SimplyRich Carlsbad, California	$493K	$0	1	0.24%	Maintained
1509	BHA Beech Hill Advisors New York	$493K	$0	1	0.25%	Maintained
1510	AFA Abacus FCF Advisors Orlando, Florida	$493K	-$14.7K	1	0.26%	Reduced
1511	LWM Laidlaw Wealth Management New York City, New York	$490K	+$529K	2	0.16%	New
1512	Chicago Partners Investment Group Chicago, Illinois	$489K	+$97.1K	1	0.03%	Increased
1513	TFA Transamerica Financial Advisors St. Petersburg, Florida	$485K	-$68.4K	5	0.07%	Reduced
1514	PA PFG Advisors Phoenix, Arizona	$485K	+$237K	2	0.04%	Increased
1515	RSA River Street Advisors Aurora, Illinois	$483K	+$67.5K	1	0.46%	Increased
1516	GWP Gateway Wealth Partners Appleton, Wisconsin	$481K	+$89.6K	1	0.09%	Increased
1517	LJCM Lee Johnson Capital Management Fort Worth, Texas	$479K	$0	1	0.45%	Maintained
1518	GIA GHP Investment Advisors Denver, Colorado	$478K	+$9.54K	6	0.03%	Increased
1519	BAM Boyar Asset Management New York	$475K	+$125K	1	0.37%	Increased
1520	SAM Sompo Asset Management Tokyo, Japan	$474K	+$199K	1	0.1%	Increased
1521	KFI Key Financial Inc West Chester, Pennsylvania	$473K	$0	7	0.16%	Maintained
1522	AWM Aprio Wealth Management Atlanta, Georgia	$472K	+$54.2K	2	0.13%	Increased
1523	WCF West Coast Financial Santa Barbara, California	$471K	-$7.29K	1	0.07%	Reduced
1524	Wolverine Asset Management Chicago, Illinois	$468K	+$507K	2	0.01%	Increased
1525	CFO Custos Family Office Austin, Texas	$465K	-$15.4K	1	0.31%	Reduced