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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
1701	HNWAG High Net Worth Advisory Group Naples, Florida	$82K	$0	2	0.03%	Maintained
1702	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$81K	-$2K	4	0.03%	Reduced
1703	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$77K	$0	2	0.03%	Maintained
1704	SCM Stonehill Capital Management New York	$77K	$0	1	0.05%	Maintained
1705	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$75K	+$70	2	0.07%	Increased
1706	AP Arlington Partners Birmingham, Alabama	$71K	+$53.7K	3	0.02%	Increased
1707	ACM AUA Capital Management Camp Hill, Pennsylvania	$71K	-$1.17K	4	0.04%	Reduced
1708	WAM Worth Asset Management Dallas, Texas	$71K	-$68K	2	0.05%	Reduced
1709	WhitTier Trust Company Reno, Nevada	$70K	-$1.94M	5	0%	Reduced
1710	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$69K	-$3.49K	2	0.04%	Reduced
1711	SA SRH Advisors Salina, Kansas	$69K	$0	2	0.09%	Maintained
1712	RP Rice Partnership Honolulu, Hawaii	$68K	$0	1	0.02%	Maintained
1713	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$66K	+$141	1	0.03%	Increased
1714	RTC Riverview Trust Company Vancouver, Washington	$64K	-$16.7K	5	0.06%	Reduced
1715	SMG Spectrum Management Group Indianapolis, Indiana	$64K	-$24.3K	1	0.02%	Reduced
1716	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$63K	-$2.22K	4	0.01%	Reduced
1717	PA PSI Advisors Tampa, Florida	$63K	-$7.47K	1	0.03%	Reduced
1718	CWM Curi Wealth Management Raleigh, North Carolina	$62K	+$5.94K	6	0.01%	Increased
1719	TAM Townsend Asset Management Raleigh, North Carolina	$59K	$0	1	0.03%	Maintained
1720	RIM Rockbridge Investment Management Syracuse, New York	$58.3K	-$3.33K	2	0.01%	Reduced
1721	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$56K	-$12K	1	0.04%	Reduced
1722	CA Centerpoint Advisors Needham, Massachusetts	$55K	$0	2	0.03%	Maintained
1723	SAM Strategic Asset Management Rochester, Minnesota	$55K	-$4.01K	3	0.09%	Reduced
1724	NFSG Newbridge Financial Services Group Boca Raton, Florida	$54K	-$50.3K	5	0.03%	Reduced
1725	Clearstead Advisors Cleveland, Ohio	$53K	-$125K	4	0%	Reduced