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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
1526	Perpetual Ltd Sydney, New South Wales, Australia	$895K	-$159K	1	0.01%	Reduced
1527	Washington Trust Westerly, Rhode Island	$894K	+$195K	2	0.03%	Increased
1528	SCA Snowden Capital Advisors New York	$892K	+$254K	2	0.02%	Increased
1529	BCA Bay Colony Advisors Concord, Massachusetts	$891K	+$408K	1	0.1%	Increased
1530	BAM Boyar Asset Management New York	$891K	-$497K	1	0.51%	Reduced
1531	BWM Baron Wealth Management Troy, Michigan	$886K	+$117K	2	0.23%	Increased
1532	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$885K	+$258K	2	0.14%	Increased
1533	FG Foresight Group London, United Kingdom	$885K	$0	1	0.16%	Maintained
1534	NWM Navigoe Wealth Management Redondo Beach, California	$882K	+$5.6K	13	0.46%	Increased
1535	SAM Stansberry Asset Management Westlake, Texas	$881K	-$5.72M	1	0.08%	Reduced
1536	PCG Prosperity Consulting Group Owings Mills, Maryland	$881K	+$819K	2	0.03%	New
1537	ZF Zhang Financial Portage, Michigan	$881K	$0	1	0.03%	Maintained
1538	CFO CVA Family Office Denver, Colorado	$878K	-$43.9K	15	0.08%	Reduced
1539	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$878K	+$11.2K	2	0.21%	Increased
1540	KIA KCM Investment Advisors Greenbrae, California	$874K	-$19.6K	1	0.03%	Reduced
1541	CSF Capital Squared Financial Rockville, Maryland	$872K	+$1.42K	1	0.57%	Increased
1542	GC Guidance Capital Lousville, Kentucky	$870K	+$53.1K	1	0.19%	Increased
1543	MCA Martin Capital Advisors San Antonio, Texas	$869K	+$106K	1	0.46%	Increased
1544	FFA Florida Financial Advisors Tampa, Florida	$869K	+$45.4K	2	0.15%	Increased
1545	Kestra Investment Management Austin, Texas	$866K	+$21.7K	2	0.02%	Increased
1546	OP Oslo Pensjonsforsikring Oslo,	$865K	-$36.3K	4	0.1%	Reduced
1547	Central Trust Company Jefferson City, Missouri	$864K	+$12.7K	7	0.02%	Increased
1548	FFL Future Fund LLC Chicago, Illinois	$859K	+$154K	1	0.25%	Increased
1549	PCM Permanent Capital Management Chicago, Illinois	$858K	+$781K	1	0.11%	New
1550	MAM Meeder Asset Management Dublin, Ohio	$856K	-$2.82M	7	0.04%	Reduced