← 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
CA
Cambridge Advisors
Nebraska
$298K $0 1 0.08% Maintained
1652
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$298K +$322K 1 0% New
1653
EWM
Endowment Wealth Management
Wisconsin
$298K -$20.7K 1 0.27% Reduced
1654
MVA
Mount Vernon Associates
Maryland
$298K $0 1 0.33% Maintained
1655
CPW
Crestmont Private Wealth
Texas
$292K -$86.9K 1 0.18% Reduced
1656
ATC
Adirondack Trust Company
New York
$292K +$78K 7 0.15% Increased
1657
SPIO
Seven Post Investment Office
California
$291K $0 1 0.08% Maintained
1658
SIS
Strategic Investment Solutions
Illinois
$288K +$286K 2 0% Increased
1659
SWM
Sendero Wealth Management
Texas
$288K -$143K 1 0.06% Reduced
1660
FWM
FFT Wealth Management
Pennsylvania
$287K $0 1 0.04% Maintained
1661
IRC
Investors Research Corp
Georgia
$287K $0 4 0.08% Maintained
1662
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$287K +$2.81K 1 0.01% Increased
1663
AM
Atwater Malick
Pennsylvania
$286K -$86.9K 1 0.13% Reduced
1664
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$286K $0 1 0.02% Maintained
1665
FFC
First Financial Corp
Indiana
$282K +$307K 2 0.17% New
1666
FL
Fort LP
Maryland
$280K -$12.4K 1 0.78% Reduced
1667
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$279K $0 1 0.08% Maintained
1668
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$278K +$1.58K 1 0.05% Increased
1669
CWA
Capital Wealth Alliance
Arizona
$274K $0 1 0.21% Maintained
1670
RCM
Radnor Capital Management
Pennsylvania
$274K $0 1 0.05% Maintained
1671
WCA
Westover Capital Advisors
Delaware
$274K $0 1 0.1% Maintained
1672
HBT
Heartland Bank & Trust
Illinois
$272K +$4.93K 1 0.21% Increased
1673
CTFG
Capstone Triton Financial Group
Oklahoma
$268K +$303K 1 0.2% New
1674
Miller Howard Investments
Miller Howard Investments
New York
$267K -$1.86K 1 0.01% Reduced
1675
DFG
Demars Financial Group
Washington
$267K -$261K 1 0.15% Reduced