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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	TCA Transcend Capital Advisors Madison, New Jersey	$384K	$0	1	0.03%	Maintained
1552	Lincoln National Corp Radnor, Pennsylvania	$383K	+$3.59K	1	0.01%	Increased
1553	VCM Versant Capital Management Phoenix, Arizona	$383K	+$1.18K	11	0.14%	Increased
1554	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$382K	-$15K	1	0.04%	Reduced
1555	CAN Claraphi Advisory Network Aliso Viejo, United States	$381K	-$72K	1	0.13%	Reduced
1556	OneDigital Investment Advisors Overland Park, Kansas	$381K	+$99.4K	1	0.02%	Increased
1557	GBT Grove Bank & Trust Miami, Florida	$380K	$0	1	0.08%	Maintained
1558	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$378K	+$110K	1	0.27%	Increased
1559	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$377K	-$22K	8	0.09%	Reduced
1560	W WealthOne Albany, New York	$377K	+$401K	1	0.14%	New
1561	PBO Peoples Bank (Ohio) Marietta, Ohio	$376K	+$10.1K	1	0.2%	Increased
1562	TIA Tiemann Investment Advisors Menlo Park, California	$373K	-$205K	1	0.18%	Reduced
1563	CreativeOne Wealth Overland Park, Kansas	$372K	-$682K	1	0.02%	Reduced
1564	TW Transform Wealth Greenwood Village, Colorado	$371K	-$511K	1	0.04%	Reduced
1565	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$370K	-$21.1K	11	0.07%	Reduced
1566	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$367K	-$212K	1	0.09%	Reduced
1567	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$367K	$0	1	0.25%	Maintained
1568	BFO Boston Family Office Boston, Massachusetts	$363K	$0	1	0.03%	Maintained
1569	Evercore Wealth Management New York	$363K	$0	1	0.01%	Maintained
1570	AAM AR Asset Management West Hollywood, California	$360K	$0	1	0.1%	Maintained
1571	SS Sunbelt Securities Houston, Texas	$360K	$0	1	0.06%	Maintained
1572	Fiduciary Trust Boston, Massachusetts	$359K	$0	1	0.01%	Maintained
1573	ASFA All Season Financial Advisors Denver, Colorado	$358K	+$381K	1	0.29%	New
1574	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$358K	+$11.6K	1	0.02%	Increased
1575	AT Arden Trust Wilmington, Delaware	$357K	+$10.4K	1	0.06%	Increased