← 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
1701	VIM Vista Investment Management Pittsburgh, Pennsylvania	$563K	$0	2	0.17%	Maintained
1702	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$563K	+$1.64K	1	0.08%	Increased
1703	AFA Allium Financial Advisors Lake Oswego, Oregon	$562K	-$1.21K	1	0.37%	Reduced
1704	MEAC M.E. Allison & Co San Antonio, Texas	$559K	$0	1	0.32%	Maintained
1705	BA Brightwater Advisory Tampa, Florida	$557K	$0	1	0.35%	Maintained
1706	FAOAI Fund Advisors of America Inc Orland, Florida	$556K	+$492K	2	0.5%	New
1707	A Argentarii Cincinnati, Ohio	$553K	-$95.2K	1	0.17%	Reduced
1708	TA TLS Advisors Miami, Florida	$551K	$0	1	1.62%	Maintained
1709	Simplicity Wealth Summit, New Jersey	$551K	+$276K	2	0.02%	Increased
1710	MCA MSH Capital Advisors Scottsdale, Arizona	$548K	+$3.16K	1	0.1%	Increased
1711	Circle Wealth Management Summit, New Jersey	$546K	-$441K	1	0.01%	Reduced
1712	Choate Investment Advisors Boston, Massachusetts	$544K	$0	1	0.01%	Maintained
1713	KPP Kings Path Partners Sugar Land, Texas	$536K	$0	1	0.14%	Maintained
1714	FCM Fortis Capital Management Bellevue, Washington	$531K	+$38.1K	1	0.06%	Increased
1715	SBI Securities Tokyo, Japan	$531K	-$378K	20	0.01%	Reduced
1716	Nicholas Hoffman & Company Atlanta, Georgia	$530K	+$364	1	0.01%	Increased
1717	PE PCM Encore Aspen, Colorado	$530K	+$201K	2	0.09%	Increased
1718	MassMutual Private Wealth & Trust Windsor, Connecticut	$529K	-$37.6K	19	0.01%	Reduced
1719	WCP Wick Capital Partners Wayne, Pennsylvania	$528K	+$500K	2	0.08%	New
1720	HWM Hohimer Wealth Management Seattle, Washington	$526K	+$1.95K	2	0.05%	Increased
1721	EWM Evermay Wealth Management Arlington, Virginia	$524K	-$194K	3	0.05%	Reduced
1722	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$524K	-$22.1K	1	0.44%	Reduced
1723	KWM KMT Wealth Management El Segundo, California	$524K	+$480K	1	0.44%	New
1724	CWG Cornerstone Wealth Group Huntersville, North Carolina	$524K	+$46.5K	2	0.03%	Increased
1725	CWM Cornerstone Wealth Management St. Peters, Missouri	$522K	+$60.3K	1	0.02%	Increased