← All themes Housing & Home Improvement

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	SWM Seed Wealth Management Evanston, Illinois	$399K	$0	1	0.45%	Maintained
1577	IP Ignite Planners San Clemente, California	$393K	-$148K	1	0.12%	Reduced
1578	TA TLS Advisors Miami, Florida	$393K	$0	1	1.59%	Maintained
1579	BAM Beaumont Asset Management Beaumont, Texas	$392K	+$7.79K	1	0.32%	Increased
1580	KWA KCS Wealth Advisory Los Angeles, California	$391K	-$877K	1	0.17%	Reduced
1581	FCI Financial Counselors Inc Overland Park, Kansas	$386K	+$7.49K	1	0.01%	Increased
1582	FA FDx Advisors Chicago, Illinois	$384K	-$2.83M	1	0.03%	Reduced
1583	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$381K	-$30.4K	5	0.19%	Reduced
1584	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$381K	+$21.6K	17	0.09%	Increased
1585	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$380K	-$1.2K	1	0.26%	Reduced
1586	KIA KLR Investment Advisors Providence, Rhode Island	$379K	+$10K	1	0.34%	Increased
1587	S ShariaPortfolio Lake Mary, Florida	$378K	+$455K	1	0.3%	New
1588	NGA Naples Global Advisors Naples, Florida	$376K	$0	1	0.05%	Maintained
1589	AMR Asset Management Resources Hyannis, Massachusetts	$375K	-$20.4K	1	0.23%	Reduced
1590	BW Gestao de Investimentos Sao Paulo, Brazil	$370K	-$10.6M	1	0.04%	Reduced
1591	GL Graypoint LLC Albany, New York	$368K	+$14.2K	1	0.03%	Increased
1592	COI Connable Office Inc Kalamazoo, Michigan	$368K	-$207K	1	0.05%	Reduced
1593	CFAM Center For Asset Management Palm Beach Gardens, Florida	$366K	+$395K	1	0.36%	New
1594	PCP Proficio Capital Partners Newton, Massachusetts	$364K	+$6.21K	1	0.05%	Increased
1595	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$361K	$0	2	0.3%	Maintained
1596	VU Vanderbilt University Nashville, Tennessee	$359K	+$71.9K	1	0.09%	Increased
1597	EBA Eagle Bay Advisors New York	$358K	+$25.5K	6	0.17%	Increased
1598	CCP Clarkston Capital Partners Rochester, Michigan	$358K	$0	1	0.01%	Maintained
1599	GSEP Golden State Equity Partners South Coast Metro, California	$356K	+$34.7K	1	0.1%	Increased
1600	FCP Fidelis Capital Partners Tampa, Florida	$352K	-$136K	1	0.12%	Reduced