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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
1576	E Fund Management Guangzhou, China	$784K	$0	1	0.02%	Maintained
1577	JWM Jupiter Wealth Management Glendale, Colorado	$784K	$0	1	0.31%	Maintained
1578	TA TFB Advisors Overland Park, Kansas	$782K	-$390K	2	0.34%	Reduced
1579	SW SkyOak Wealth Southfield, Michigan	$779K	-$29.3K	3	0.13%	Reduced
1580	FPC Flax Pond Capital Falmouth, Massachusetts	$773K	+$25.2K	1	0.54%	Increased
1581	MAG Meadowbrook Advisors Group Bedminster, New Jersey	$770K	-$19.1K	1	0.41%	Reduced
1582	WIM Wittenberg Investment Management Carlisle, Massachusetts	$769K	+$193K	1	0.26%	Increased
1583	LIM Longfellow Investment Management Boston, Massachusetts	$769K	+$327K	2	0.16%	Increased
1584	RA RiverPark Advisors New York	$767K	-$350K	1	0.35%	Reduced
1585	BIP Wealth Atlanta, Georgia	$764K	+$33.4K	1	0.02%	Increased
1586	OFS OneAscent Financial Services Birmingham, Alabama	$763K	-$75.6K	2	0.04%	Reduced
1587	CAM Clark Asset Management Stratham, New Hampshire	$763K	+$1.33K	2	0.06%	Increased
1588	Smithfield Trust Pittsburgh, Pennsylvania	$760K	-$30.3K	7	0.03%	Reduced
1589	MCM Manchester Capital Management Manchester, Vermont	$759K	-$2.46K	9	0.1%	Reduced
1590	OAM Oak Asset Management Westlake Village, California	$758K	$0	1	0.24%	Maintained
1591	Advisory Alpha Holland, Michigan	$755K	+$34.7K	2	0.02%	Increased
1592	Dakota Wealth Management Palm Beach Gardens, Florida	$755K	+$113K	1	0.01%	Increased
1593	RC Rexford Capital Bellaire, Texas	$754K	+$6.42K	4	0.46%	Increased
1594	KFS Keynote Financial Services Vernon, Connecticut	$753K	-$976	1	0.35%	Reduced
1595	BFO Boston Family Office Boston, Massachusetts	$753K	+$197K	2	0.05%	Increased
1596	XWL XXI Wealth LLC Chicago, Illinois	$751K	+$27.1K	2	0.35%	Increased
1597	S SimplyRich Carlsbad, California	$748K	$0	1	0.18%	Maintained
1598	F.L. Putnam Investment Management Lynnfield, Massachusetts	$747K	-$49.9K	2	0.01%	Reduced
1599	PNFS PW Nova Financial Services Newtown, Pennsylvania	$745K	$0	1	0.16%	Maintained
1600	BI Beckerman Institutional Ocean Grove, New Jersey	$743K	-$47.1K	1	0.35%	Reduced