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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	PMG ProVise Management Group Clearwater, Florida	$368K	$0	1	0.04%	Maintained
1577	Williams Jones Wealth Management New York	$368K	+$31.1K	1	0.01%	Increased
1578	B Bellecapital Zurich, Switzerland	$364K	$0	1	0.11%	Maintained
1579	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$364K	+$54.7K	1	0.02%	Increased
1580	RFG Advisory Birmingham, Alabama	$361K	-$3.86K	1	0.03%	Reduced
1581	CL COWA LLC Tulsa, Oklahoma	$360K	-$45.2K	1	0.22%	Reduced
1582	SS Sunbelt Securities Houston, Texas	$360K	+$9.86K	1	0.06%	Increased
1583	FWM Focused Wealth Management Newburgh, New York	$357K	+$65.7K	3	0.06%	Increased
1584	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$356K	+$10.8K	6	0.23%	Increased
1585	AT Arden Trust Wilmington, Delaware	$354K	-$3.9K	1	0.06%	Reduced
1586	WP WMS Partners Towson, Maryland	$354K	$0	1	0.05%	Maintained
1587	Algert Global San Francisco, California	$353K	-$338K	1	0.12%	Reduced
1588	AWA Arete Wealth Advisors Chicago, Illinois	$353K	+$149K	1	0.05%	Increased
1589	BAM Boyar Asset Management New York	$351K	$0	1	0.23%	Maintained
1590	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$349K	$0	1	0.19%	Maintained
1591	MSAM Moloney Securities Asset Management Manchester, Missouri	$348K	$0	1	0.06%	Maintained
1592	Old Mission Capital Chicago, Illinois	$346K	+$306K	1	0.01%	New
1593	CA Calton & Associates Tampa, Florida	$345K	+$352K	1	0.07%	New
1594	WI Wintrust Investments Chicago, Illinois	$345K	+$363K	1	0.04%	Increased
1595	Waldron Private Wealth Bridgeville, Pennsylvania	$343K	$0	1	0.02%	Maintained
1596	BFO Biltmore Family Office Charlotte, North Carolina	$342K	$0	1	0.1%	Maintained
1597	WCM Weld Capital Management New York	$342K	-$2.45M	1	0.35%	Reduced
1598	Pentwater Capital Management Naples, Florida	$341K	-$958K	1	0%	Reduced
1599	First Eagle Investment Management New York	$340K	+$354K	8	0%	New
1600	LC LCNB Corp Lebanon, Ohio	$338K	$0	1	0.17%	Maintained