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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
1551	EP Eudaimonia Partners Winchester, Tennessee	$399K	-$207K	1	0.07%	Reduced
1552	PFA Pettinga Financial Advisors Evansville, Indiana	$398K	+$408K	1	0.11%	New
1553	BOS Bank of Stockton Stockton, California	$397K	-$69.8K	1	0.12%	Reduced
1554	LIM Lagoda Investment Management New York	$397K	+$38.3K	1	0.19%	Increased
1555	CRCM Corbett Road Capital Management Mclean, Virginia	$396K	-$69.1K	1	0.7%	Reduced
1556	VCM Versant Capital Management Phoenix, Arizona	$395K	-$94.7K	9	0.15%	Reduced
1557	PBO Peoples Bank (Ohio) Marietta, Ohio	$394K	+$14.1K	1	0.21%	Increased
1558	CFSG Clark Financial Services Group Chesterfield, Missouri	$391K	-$2.61K	1	0.31%	Reduced
1559	Evercore Wealth Management New York	$390K	-$3.94K	1	0.01%	Reduced
1560	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$390K	$0	1	0.27%	Maintained
1561	Avior Wealth Management Omaha, Nebraska	$388K	-$359K	5	0.04%	Reduced
1562	Fiduciary Trust Boston, Massachusetts	$386K	$0	1	0.01%	Maintained
1563	BFO Boston Family Office Boston, Massachusetts	$385K	$0	1	0.03%	Maintained
1564	RDWM Red Door Wealth Management Memphis, Tennessee	$384K	+$395K	4	0.15%	New
1565	AA AlphaMark Advisors Ft. Wright, Kentucky	$382K	-$187K	1	0.14%	Reduced
1566	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$378K	+$33.7K	4	0.2%	Increased
1567	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$378K	-$1.13M	2	0.01%	Reduced
1568	Howard Capital Management Roswell, Georgia	$375K	+$31.5K	1	0.07%	Increased
1569	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$372K	+$859	8	0.08%	Increased
1570	FAIM Financial Advocates Investment Management Olympia, Washington	$371K	-$5.39M	1	0.02%	Reduced
1571	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$371K	+$6.46K	1	0.11%	Increased
1572	SIC Schwartz Investment Counsel Plymouth, Michigan	$371K	$0	1	0.01%	Maintained
1573	AIM Aspen Investment Management Grand Rapids, Michigan	$370K	+$379K	1	0.19%	New
1574	CFD Creative Financial Designs Kokomo, Indiana	$368K	+$31.7K	6	0.06%	Increased
1575	JC JBF Capital Aspen, Colorado	$368K	-$72.9K	2	0.09%	Reduced