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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	MA Momentum Advisors New York	$215K	-$28.5K	1	0.24%	Reduced
1552	AT American Trust Lexington, Kentucky	$214K	-$219K	1	0.02%	Reduced
1553	BAM Boyar Asset Management New York	$214K	$0	1	0.18%	Maintained
1554	ET Equitable Trust Nashville, Tennessee	$214K	$0	1	0.02%	Maintained
1555	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$212K	-$2.21K	1	0.32%	Reduced
1556	CCFM Clear Creek Financial Management Silverdale, Washington	$211K	+$2.35K	1	0.05%	Increased
1557	EWM Endowment Wealth Management Appleton, Wisconsin	$211K	+$231K	1	0.26%	New
1558	FL Fort LP Chevy Chase, Maryland	$211K	-$27.8M	1	0.26%	Reduced
1559	KWMG King Wealth Management Group Naples, Florida	$210K	$0	1	0.05%	Maintained
1560	FHC First Heartland Consultants Lake St. Louis, Missouri	$208K	+$2.18K	1	0.02%	Increased
1561	RFA Resurgent Financial Advisors Atlanta, Georgia	$208K	+$231K	1	0.14%	New
1562	SHWM Silicon Hills Wealth Management Austin, Texas	$208K	$0	1	0.17%	Maintained
1563	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$207K	-$8.2K	1	0.23%	Reduced
1564	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$207K	-$153K	1	0.22%	Reduced
1565	Western Wealth Management Golden, Colorado	$207K	$0	1	0.01%	Maintained
1566	MCM Maryland Capital Management Towson, Maryland	$206K	$0	1	0.02%	Maintained
1567	FMAEN1 Fund Management at Engine No 1 San Francisco, California	$205K	-$14.1K	1	0.06%	Reduced
1568	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$205K	+$12.7K	16	0.02%	Increased
1569	SWM SFG Wealth Management Towson, Maryland	$205K	$0	1	0.28%	Maintained
1570	VFA Voya Financial Advisors Windsor, Connecticut	$205K	+$220K	1	0.03%	New
1571	NP Ninepoint Partners Toronto, Ontario, Canada	$204K	-$37.1K	1	0.03%	Reduced
1572	NorthRock Partners Minneapolis, Minnesota	$204K	+$220K	1	0.02%	New
1573	PP Patron Partners Houston, Texas	$203K	$0	1	0.17%	Maintained
1574	BWM BigSur Wealth Management Miami, Florida	$202K	+$221K	1	0.1%	New
1575	LWM Liberty Wealth Management Oakland, California	$202K	+$883	1	0.05%	Increased