← 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
1601	Orion Portfolio Solutions Omaha, Nebraska	$273K	-$7.88M	1	0.01%	Reduced
1602	Connecticut Wealth Management Farmington, Connecticut	$270K	+$237K	1	0.02%	New
1603	TS Third Security Radford, Virginia	$269K	+$216K	1	0.04%	New
1604	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$267K	-$42.9K	1	0.09%	Reduced
1605	Focused Wealth Management Newburgh, New York	$266K	+$49.9K	2	0.05%	Increased
1606	NERM New England Research & Management Chicago, Illinois	$266K	-$1.44M	1	0.15%	Reduced
1607	Arkadios Wealth Advisors Atlanta, Georgia	$264K	+$141K	9	0.04%	Increased
1608	Banco BTG Pactual Rio De Janeiro, Brazil	$264K	+$232K	1	0.09%	New
1609	Zuckerman Investment Group Chicago, Illinois	$264K	$0	1	0.04%	Maintained
1610	WealthShield Partners Cary, North Carolina	$262K	-$32.4K	3	0.05%	Reduced
1611	Certified Advisory Corp Altamonte Springs, Florida	$261K	+$237K	1	0.07%	New
1612	SMG Spectrum Management Group Indianapolis, Indiana	$261K	+$236K	2	0.05%	New
1613	WA Wealth Alliance Mellville, New York	$259K	-$22.5K	1	0.07%	Reduced
1614	CA Cambridge Advisors Omaha, Nebraska	$258K	$0	1	0.07%	Maintained
1615	AAM Arabesque Asset Management London, United Kingdom	$257K	-$1.08M	1	0.11%	Reduced
1616	ARM Adirondack Research & Management Guilderland, New York	$256K	+$168K	1	0.3%	Increased
1617	MCF Advisors Covington, Kentucky	$255K	+$16.1K	2	0.03%	Increased
1618	PAM PVG Asset Management Golden, Colorado	$255K	+$272K	1	0.81%	New
1619	Evolution Wealth Advisors Aventura, Florida	$254K	+$5.95K	2	0.06%	Increased
1620	JGC J. Goldman & Co New York	$254K	+$231K	1	0.01%	New
1621	Quilter Plc London, United Kingdom	$254K	+$226K	1	0.01%	New
1622	Clarkston Capital Partners Rochester, Michigan	$253K	+$225K	1	0%	New
1623	Advisors Preferred Rockville, Maryland	$252K	-$816K	1	0.04%	Reduced
1624	HIM HawsGoodwin Investment Management Franklin, Tennessee	$250K	+$220K	1	0.08%	New
1625	HA Harbor Advisors West Palm Beach, Florida	$249K	$0	1	0.06%	Maintained