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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	EL EMFO LLC Weston, Florida	$273K	-$175K	1	0.25%	Reduced
1702	WI Wintrust Investments Chicago, Illinois	$273K	-$128K	1	0.03%	Reduced
1703	SWA Stratos Wealth Advisors Beachwood, Ohio	$273K	-$30.5K	1	0.02%	Reduced
1704	MRI Mad River Investors Boston, Massachusetts	$272K	-$175K	1	0.2%	Reduced
1705	PA PFG Advisors Phoenix, Arizona	$272K	+$283K	1	0.02%	New
1706	PWP Phillips Wealth Planners Starkville, Mississippi	$272K	+$3.91K	1	0.36%	Increased
1707	HPM Hudson Portfolio Management Garrison, New York	$267K	$0	1	0.29%	Maintained
1708	CT Chicago Trust Grayslake, Illinois	$267K	-$30.3K	1	0.06%	Reduced
1709	FBT First Bank & Trust Brookings, South Dakota	$266K	-$4.14K	1	0.07%	Reduced
1710	EHAM Eagle Harbor Asset Management Seattle, Washington	$264K	-$1.01M	1	0.35%	Reduced
1711	BCM Brown Capital Management Baltimore, Maryland	$264K	+$230K	1	0%	New
1712	HCP Hexagon Capital Partners Rogers, Arkansas	$263K	-$4.27K	10	0.07%	Reduced
1713	CMF Counterpoint Mutual Funds San Diego, California	$261K	+$202K	2	0.24%	New
1714	SAM Seelaus Asset Management Chatham, New Jersey	$261K	-$120K	1	0.21%	Reduced
1715	FOA Five Oceans Advisors Santa Monica, California	$259K	+$109	1	0.17%	Increased
1716	LSPW Lake Street Private Wealth Chicago, Illinois	$259K	+$233K	1	0.05%	New
1717	NewEdge Wealth Pittsburgh, Pennsylvania	$259K	-$2.71K	1	0.01%	Reduced
1718	MIM MTM Investment Management Spartanburg, South Carolina	$256K	$0	1	0.13%	Maintained
1719	BP BBR Partners New York	$256K	$0	1	0.03%	Maintained
1720	EGA E&G Advisors Houston, Texas	$256K	$0	1	0.09%	Maintained
1721	ATC Adirondack Trust Company Saratoga Springs, New York	$256K	-$912	6	0.12%	Reduced
1722	DI DFPG Investments Sandy, Utah	$253K	-$54K	1	0.02%	Reduced
1723	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$252K	+$227K	1	0.26%	New
1724	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$252K	-$244K	2	0.04%	Reduced
1725	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$248K	+$95.1K	4	0.01%	Increased