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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
1601	FHC First Heartland Consultants Lake St. Louis, Missouri	$217K	-$2.12K	1	0.03%	Reduced
1602	SIM SSI Investment Management Los Angeles, California	$215K	$0	1	0.01%	Maintained
1603	FMAEN1 Fund Management at Engine No 1 San Francisco, California	$214K	+$35.6K	1	0.06%	Increased
1604	PP Patron Partners Houston, Texas	$214K	$0	1	0.17%	Maintained
1605	JWCA J.W. Coons Advisors Columbus, Ohio	$213K	+$236K	1	0.08%	New
1606	LWM Liberty Wealth Management Oakland, California	$213K	+$168	1	0.09%	Increased
1607	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$211K	$0	1	0.29%	Maintained
1608	Avior Wealth Management Omaha, Nebraska	$209K	+$76	4	0.02%	Increased
1609	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$209K	-$7.55K	1	0.07%	Reduced
1610	Western Wealth Management Golden, Colorado	$208K	-$607K	1	0.01%	Reduced
1611	IRC Investors Research Corp Atlanta, Georgia	$207K	+$2.51K	4	0.06%	Increased
1612	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$207K	-$80.9K	1	0.01%	Reduced
1613	SWM SFG Wealth Management Towson, Maryland	$207K	$0	1	0.24%	Maintained
1614	SG StoneX Group New York	$205K	+$218K	1	0.03%	New
1615	FA Faithward Advisors Lancaster, Pennsylvania	$205K	$0	1	0.05%	Maintained
1616	SHWM Silicon Hills Wealth Management Austin, Texas	$205K	-$39.8K	1	0.15%	Reduced
1617	Wedmont Private Capital West Chester, Pennsylvania	$205K	+$12K	1	0.04%	Increased
1618	Cannell & Spears New York	$204K	-$447K	1	0.02%	Reduced
1619	PTCG Pring Turner Capital Group Alamo, California	$204K	$0	1	0.2%	Maintained
1620	C Certuity North Palm Beach, Florida	$203K	-$38.3K	1	0.05%	Reduced
1621	MFS Mirabella Financial Services London, United Kingdom	$202K	-$1.06M	1	0.02%	Reduced
1622	WA Wealth Architects Mountain View, California	$201K	+$221K	1	0.04%	New
1623	MVA Mount Vernon Associates Baltimore, Maryland	$200K	$0	1	0.24%	Maintained
1624	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$200K	+$34.8K	15	0.06%	Increased
1625	RWP Revolve Wealth Partners Hackensack, New Jersey	$200K	+$214K	1	0.07%	New