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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	Blackstone Inc New York	$144K	$0	1	0%	Maintained
1602	AA Alta Advisers London, United Kingdom	$141K	+$153K	2	0.09%	New
1603	MAM Marquette Asset Management Minneapolis, Minnesota	$141K	$0	1	0.04%	Maintained
1604	CT Caldwell Trust Venice, Florida	$141K	$0	2	0.02%	Maintained
1605	DeepCurrents Investment Group New York	$140K	$0	1	0.01%	Maintained
1606	EW Evoke Wealth Los Angeles, California	$139K	-$265K	4	0.01%	Reduced
1607	PWS Precision Wealth Strategies Saint Louis, Missouri	$137K	+$13.5K	1	0.12%	Increased
1608	Farmers & Merchants Investments Inc Lincoln, Nebraska	$133K	+$22.3K	17	0.01%	Increased
1609	TC Truvestments Capital Sarasota, Florida	$130K	$0	2	0.08%	Maintained
1610	CCA Column Capital Advisors Indianapolis, Indiana	$125K	$0	4	0.03%	Maintained
1611	ZB Zions Bancorporation Salt Lake City, Utah	$125K	-$9.7K	5	0.01%	Reduced
1612	PCA Providence Capital Advisors Charlotte, North Carolina	$124K	-$651K	4	0.04%	Reduced
1613	GTAM Global Trust Asset Management West Palm Beach, Florida	$123K	-$142K	2	0.06%	Reduced
1614	ZIG Zullo Investment Group Scranton, Pennsylvania	$123K	+$18.6K	6	0.08%	Increased
1615	OA Operose Advisors Milwaukee, Wisconsin	$122K	$0	1	0.08%	Maintained
1616	WB Webster Bank Waterbury, Connecticut	$122K	$0	1	0.02%	Maintained
1617	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$119K	-$4.11K	1	0.05%	Reduced
1618	CPA Cowen Prime Advisors New York	$114K	$0	2	0.07%	Maintained
1619	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$114K	+$141K	1	0.04%	New
1620	ATC Adirondack Trust Company Saratoga Springs, New York	$113K	+$7.28K	6	0.06%	Increased
1621	UID Union Investments & Development Tel Aviv, Israel	$113K	$0	1	0.05%	Maintained
1622	TIM Tortoise Investment Management White Plains, New York	$110K	-$3.08K	4	0.02%	Reduced
1623	CA Crewe Advisors Salt Lake City, Utah	$109K	+$30K	9	0.02%	Increased
1624	BHWM Beaird Harris Wealth Management Dallas, Texas	$107K	$0	1	0.02%	Maintained
1625	JRCM Jones Road Capital Management New York	$107K	$0	1	0.07%	Maintained