← 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
1626	Luther King Capital Management (LKCM) Fort Worth, Texas	$247K	-$1.91M	1	0%	Reduced
1627	Peterson Wealth Advisors Orem, Utah	$247K	$0	1	0.1%	Maintained
1628	VIM Vista Investment Management Pittsburgh, Pennsylvania	$245K	+$218K	1	0.15%	New
1629	BCM Brown Capital Management Baltimore, Maryland	$243K	-$5.65K	1	0%	Reduced
1630	Merit Financial Group Alpharetta, Georgia	$243K	+$208K	1	0.03%	New
1631	AGF Investments LLC Toronto, Ontario, Canada	$242K	-$91K	1	0.03%	Reduced
1632	True North Advisors Dallas, Texas	$242K	$0	1	0.06%	Maintained
1633	JWCA J.W. Cole Advisors Tampa, Florida	$239K	-$52.1K	1	0.02%	Reduced
1634	Beacon Pointe Advisors Newport Beach, California	$238K	+$216K	1	0.01%	New
1635	Mather Group Chicago, Illinois	$238K	+$209K	1	0.01%	New
1636	Parkside Financial Bank & Trust Saint Louis, Missouri	$238K	+$17.5K	13	0.07%	Increased
1637	Financial Management Network Mission Viejo, California	$237K	+$194K	1	0.12%	New
1638	BA Birinyi Associates Westport, Connecticut	$236K	+$224K	1	0.09%	New
1639	MVA Mount Vernon Associates Baltimore, Maryland	$236K	$0	1	0.23%	Maintained
1640	SKBA Capital Management San Francisco, California	$236K	-$27.5K	1	0.04%	Reduced
1641	Stratos Wealth Advisors Beachwood, Ohio	$236K	-$43.2K	1	0.03%	Reduced
1642	BCM Beddow Capital Management Jackson, Wyoming	$235K	$0	1	0.15%	Maintained
1643	MIM Macroview Investment Management Bethesda, Maryland	$233K	+$15.4K	3	0.33%	Increased
1644	SC Steph & Co Marinette, Wisconsin	$232K	-$934	1	0.16%	Reduced
1645	Trek Financial Scottsdale, Arizona	$232K	-$8.55K	1	0.03%	Reduced
1646	SFSIG San Francisco Sentry Investment Group San Francisco, California	$228K	+$21.5K	3	0.1%	Increased
1647	Aequim Alternative Investments Mill Valley, California	$227K	$0	1	0.01%	Maintained
1648	IFG Investors Financial Group Plymouth, Minnesota	$226K	+$201K	1	0.13%	New
1649	BBR Partners New York	$225K	+$200K	1	0.02%	New
1650	Trivium Point Advisory Westport, Connecticut	$224K	+$199K	1	0.06%	New