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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
1726	Wedbush Securities Los Angeles, California	$521K	-$603K	2	0.01%	Reduced
1727	TFA Transamerica Financial Advisors St. Petersburg, Florida	$521K	+$23.1K	20	0.04%	Increased
1728	CWA CM Wealth Advisors Beachwood, Ohio	$520K	+$252K	2	0.09%	Increased
1729	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$519K	+$44.3K	2	0.11%	Increased
1730	VIM VELA Investment Management New Albany, Ohio	$518K	+$418K	1	0.11%	Increased
1731	TPI Trust Point Inc La Crosse, Wisconsin	$516K	-$13.1K	2	0.04%	Reduced
1732	KF KKM Financial Chicago, Illinois	$515K	-$6.64K	1	0.07%	Reduced
1733	SG StoneX Group New York	$514K	+$517K	2	0.02%	New
1734	IP Ignite Planners San Clemente, California	$511K	+$196K	2	0.07%	Increased
1735	CAC Certified Advisory Corp Altamonte Springs, Florida	$511K	$0	1	0.04%	Maintained
1736	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$511K	$0	1	0.09%	Maintained
1737	MA Maxele Advisors Webster Groves, Missouri	$511K	+$464K	1	0.36%	New
1738	CHC City Holding Co Charleston, West Virginia	$511K	-$48.5K	1	0.06%	Reduced
1739	UB Umpqua Bank Lake Oswego, Oregon	$510K	-$41K	1	0.11%	Reduced
1740	ABC Anchor Bay Capital Carlsbad, California	$508K	+$510K	1	0.27%	New
1741	SP SmartHarvest Portfolios Poulsbo, Washington	$502K	+$162K	3	0.16%	Increased
1742	CRI Colonial River Investments Midlothian, Virginia	$500K	-$89.5K	1	0.14%	Reduced
1743	SIC Samalin Investment Counsel Chappaqua, New York	$498K	+$9.61K	1	0.16%	Increased
1744	CWM Compass Wealth Management Guilford, Connecticut	$498K	+$430K	1	0.09%	New
1745	WWM Whalen Wealth Management Las Vegas, Nevada	$496K	-$1.27M	1	0.22%	Reduced
1746	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$493K	-$35.1K	1	0.07%	Reduced
1747	CIS Custom Index Systems New York	$493K	+$187K	4	0.18%	Increased
1748	KAS Kemnay Advisory Services New York	$493K	+$163K	11	0.06%	Increased
1749	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$491K	+$25.9K	5	0.05%	Increased
1750	CP Castleview Partners Dallas, Texas	$491K	-$6.35K	1	0.22%	Reduced