← 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	BRWM B. Riley Wealth Management Memphis, Tennessee	$312K	+$20.3K	1	0.02%	Increased
1602	SIC Schwartz Investment Counsel Plymouth, Michigan	$312K	$0	1	0.01%	Maintained
1603	OWA One Wealth Advisors San Francisco, California	$311K	-$85K	1	0.09%	Reduced
1604	MSAM Moloney Securities Asset Management Manchester, Missouri	$307K	-$30.5K	1	0.06%	Reduced
1605	SHWM Silicon Hills Wealth Management Austin, Texas	$307K	+$337K	1	0.21%	New
1606	RFG Advisory Birmingham, Alabama	$303K	-$40.1K	1	0.02%	Reduced
1607	IFG Investors Financial Group Plymouth, Minnesota	$300K	$0	1	0.16%	Maintained
1608	CL COWA LLC Tulsa, Oklahoma	$299K	-$34.2K	1	0.17%	Reduced
1609	EBA Eagle Bay Advisors New York	$298K	+$130K	5	0.17%	Increased
1610	MIM Marco Investment Management Atlanta, Georgia	$294K	+$6.26K	1	0.03%	Increased
1611	RCS Retirement Capital Strategies San Jose, California	$294K	-$21.4K	1	0.11%	Reduced
1612	Brighton Jones LLC Seattle, Washington	$292K	$0	1	0.02%	Maintained
1613	GC Gilbert & Cook West Des Moines, Iowa	$290K	+$8.02K	1	0.05%	Increased
1614	IRC Investors Research Corp Atlanta, Georgia	$290K	$0	5	0.1%	Maintained
1615	AWM Accel Wealth Management Waverly, Iowa	$289K	-$20.1K	2	0.19%	Reduced
1616	FH FWG Holdings Winter Park, Florida	$289K	+$36K	1	0.25%	Increased
1617	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$287K	-$49.3K	1	0.16%	Reduced
1618	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$285K	$0	1	0.05%	Maintained
1619	LAI Legal Advantage Investments Los Altos Hills, California	$284K	-$200K	1	0.19%	Reduced
1620	MAM Marotta Asset Management Charlottesville, Virginia	$283K	$0	1	0.07%	Maintained
1621	BCA Biltmore Capital Advisors Princeton, New Jersey	$276K	$0	1	0.05%	Maintained
1622	CWM Cornerstone Wealth Management St. Peters, Missouri	$276K	-$9.68K	1	0.03%	Reduced
1623	SIM SSI Investment Management Los Angeles, California	$276K	+$1.57K	1	0.02%	Increased
1624	Cullen Capital Management New York	$271K	+$42.4K	1	0%	Increased
1625	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$271K	+$289K	2	0.26%	New