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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	WBCM Wilson & Boucher Capital Management Moraga, California	$462K	$0	1	0.44%	Maintained
1527	AIM Acropolis Investment Management St. Louis, Missouri	$461K	+$337K	1	0.04%	Increased
1528	Leonteq Securities AG Zurich, Switzerland	$461K	+$191K	8	0.03%	Increased
1529	Arax Advisory Partners Denver, Colorado	$454K	+$5.69K	7	0.06%	Increased
1530	OAM Oak Asset Management Westlake Village, California	$451K	$0	1	0.19%	Maintained
1531	PIA Panoramic Investment Advisors Denver, Colorado	$451K	+$482K	1	0.41%	New
1532	PAM Paradigm Asset Management New York	$451K	$0	2	0.13%	Maintained
1533	PCM Potomac Capital Management New York	$449K	$0	1	0.57%	Maintained
1534	WesBanco Bank Wheeling, West Virginia	$449K	$0	1	0.02%	Maintained
1535	AAM Austin Asset Management Austin, Texas	$449K	$0	1	0.13%	Maintained
1536	DWMG DB Wealth Management Group San Diego, California	$449K	+$425K	2	0.28%	Increased
1537	Choate Investment Advisors Boston, Massachusetts	$444K	+$478K	3	0.02%	New
1538	LWM LJI Wealth Management Indianapolis, Indiana	$443K	+$485K	1	0.13%	New
1539	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$443K	+$453K	1	0.11%	New
1540	WC Wexford Capital West Palm Beach, Florida	$442K	-$345K	1	0.1%	Reduced
1541	NCM NCM Capital Management Ramsey, New Jersey	$440K	$0	1	0.31%	Maintained
1542	Brighton Jones LLC Seattle, Washington	$439K	-$258K	2	0.02%	Reduced
1543	PS Planned Solutions Folsom, California	$436K	-$10K	2	0.26%	Reduced
1544	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$436K	+$465K	5	0.23%	New
1545	Waldron Private Wealth Bridgeville, Pennsylvania	$435K	$0	1	0.02%	Maintained
1546	BFO Boston Family Office Boston, Massachusetts	$435K	$0	1	0.04%	Maintained
1547	UCB United Community Bank Greenville, South Carolina	$434K	+$342K	2	0.21%	Increased
1548	Busey Bank Urbana, Illinois	$433K	-$18.2K	1	0.02%	Reduced
1549	VCM Vivaldi Capital Management Chicago, Illinois	$432K	+$2.04K	1	0.14%	Increased
1550	GC Gilbert & Cook West Des Moines, Iowa	$431K	+$44.1K	1	0.07%	Increased