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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	CA Continuum Advisory Eagle, Idaho	$391K	-$27.7K	1	0.06%	Reduced
1602	Waverly Advisors Birmingham, Alabama	$390K	+$350K	1	0.02%	New
1603	TA TLS Advisors Miami, Florida	$384K	$0	1	1.65%	Maintained
1604	PCP Proficio Capital Partners Newton, Massachusetts	$381K	-$29.1K	1	0.05%	Reduced
1605	CT Coastline Trust Providence, Rhode Island	$381K	+$343K	1	0.05%	New
1606	BAM Boyar Asset Management New York	$380K	+$75.5K	1	0.28%	Increased
1607	MassMutual Private Wealth & Trust Windsor, Connecticut	$379K	+$74.1K	16	0.01%	Increased
1608	SHWM Silicon Hills Wealth Management Austin, Texas	$377K	$0	1	0.21%	Maintained
1609	SSA South Street Advisors New York	$376K	-$290K	1	0.07%	Reduced
1610	CCP Clarkston Capital Partners Rochester, Michigan	$375K	$0	1	0.01%	Maintained
1611	MAM Marotta Asset Management Charlottesville, Virginia	$375K	+$343K	1	0.08%	New
1612	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$374K	-$14.6K	1	0.11%	Reduced
1613	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$373K	-$25.1K	5	0.06%	Reduced
1614	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$373K	$0	1	0.28%	Maintained
1615	EBA Eagle Bay Advisors New York	$372K	+$1.59K	6	0.21%	Increased
1616	MSAM Moloney Securities Asset Management Manchester, Missouri	$368K	-$677K	1	0.07%	Reduced
1617	AIC Archer Investment Corporation Carmel, Indiana	$368K	+$232K	2	0.13%	Increased
1618	FWA FSM Wealth Advisors Cleveland, Ohio	$367K	-$22K	1	0.18%	Reduced
1619	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$367K	+$60.1K	1	0.24%	Increased
1620	EWA Evolution Wealth Advisors Aventura, Florida	$366K	$0	1	0.08%	Maintained
1621	Cannell & Spears New York	$365K	$0	1	0.03%	Maintained
1622	GSEP Golden State Equity Partners South Coast Metro, California	$361K	+$83.2K	1	0.1%	Increased
1623	Hills Bank & Trust North Liberty, Iowa	$361K	$0	1	0.05%	Maintained
1624	EWM Endowment Wealth Management Appleton, Wisconsin	$359K	-$10.4K	1	0.33%	Reduced
1625	FNBOSM First National Bank of South Miami South Miami, Florida	$356K	+$5.75K	1	0.29%	Increased