← 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
1651
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$272K +$287K 1 0.03% New
1652
SC
Solstein Capital
California
$272K -$84.5K 3 0.33% Reduced
1653
WQ
Wealth Quarterback
New Jersey
$270K +$273K 6 0.16% New
1654
ZIG
Zuckerman Investment Group
Illinois
$270K $0 1 0.04% Maintained
1655
EWA
Evolution Wealth Advisors
Florida
$268K +$3.94K 2 0.05% Increased
1656
PAM
PVG Asset Management
Colorado
$267K +$6.82K 1 0.83% Increased
1657
FH
FWG Holdings
Florida
$267K +$281K 1 0.24% New
1658
IFG
Investors Financial Group
Minnesota
$267K $0 1 0.14% Maintained
1659
CCP
Clarkston Capital Partners
Michigan
$265K +$1.68K 1 0% Increased
1660
CA
Cambridge Advisors
Nebraska
$263K $0 1 0.06% Maintained
1661
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$263K +$264K 1 0.01% New
1662
CAC
Certified Advisory Corp
Florida
$262K -$3.97K 1 0.07% Reduced
1663
RFA
Reilly Financial Advisors
California
$262K -$13.9K 2 0.02% Reduced
1664
FNBOMD
First National Bank of Mount Dora
Florida
$258K -$4.93K 1 0.08% Reduced
1665
SC
Steph & Co
Wisconsin
$256K +$14.9K 1 0.17% Increased
1666
HA
Harbor Advisors
Florida
$255K $0 1 0.05% Maintained
1667
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$255K -$2.79K 1 0% Reduced
1668
PCM
Princeton Capital Management
New Jersey
$255K +$262K 1 0.08% New
1669
LCM
Leisure Capital Management
California
$254K +$242K 1 0.14% New
1670
BCM
Brown Capital Management
Maryland
$253K $0 1 0% Maintained
1671
ER
Enlightenment Research
Florida
$253K +$263K 1 0.32% New
1672
HIM
HawsGoodwin Investment Management
Tennessee
$253K $0 1 0.08% Maintained
1673
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$253K +$268K 1 0.01% New
1674
TSS
Two Sigma Securities
New York
$253K -$1.49M 2 0.01% Reduced
1675
PWA
Peterson Wealth Advisors
Utah
$252K $0 1 0.09% Maintained