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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
1751	TCI Wealth Advisors Tucson, Arizona	$171K	+$13.1K	20	0.03%	Increased
1752	LA LexAurum Advisors Overland Park, Kansas	$170K	+$30.3K	1	0.05%	Increased
1753	Benjamin Edwards Inc Clayton, Missouri	$168K	+$160K	1	0.12%	New
1754	BCM Basso Capital Management Stamford, Connecticut	$167K	-$6.7K	1	0.02%	Reduced
1755	Mairs & Power Inc St Paul, Minnesota	$164K	$0	1	0%	Maintained
1756	WB Webster Bank Waterbury, Connecticut	$164K	+$171K	1	0.02%	New
1757	SCM Stonehill Capital Management New York	$160K	$0	1	0.08%	Maintained
1758	KPCM Kings Point Capital Management Great Neck, New York	$155K	$0	1	0.01%	Maintained
1759	Clearstead Advisors Cleveland, Ohio	$154K	+$11.8K	5	0.01%	Increased
1760	PMFA Plante Moran Financial Advisors Southfield, Michigan	$154K	+$96.4K	6	0.04%	Increased
1761	DMK David M. Knott	$153K	$0	1	0.05%	Maintained
1762	CPA Cowen Prime Advisors New York	$151K	$0	2	0.05%	Maintained
1763	EW Evoke Wealth Los Angeles, California	$150K	+$50.8K	7	0.01%	Increased
1764	BC Barnett & Company Chattanooga, Tennessee	$148K	-$13.7K	1	0.1%	Reduced
1765	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$148K	+$112K	3	0.17%	Increased
1766	Gradient Investments Arden Hills, Minnesota	$145K	-$25.8K	5	0%	Reduced
1767	MAM Marquette Asset Management Minneapolis, Minnesota	$145K	-$13.9K	1	0.03%	Reduced
1768	Jump Financial Chicago, Illinois	$142K	-$319K	1	0.01%	Reduced
1769	FMP Financial Management Professionals Austin, Texas	$141K	-$8.01K	6	0.04%	Reduced
1770	LCM Logan Capital Management Newtown Square, Pennsylvania	$141K	$0	2	0.01%	Maintained
1771	SFSIG San Francisco Sentry Investment Group San Francisco, California	$141K	-$93.9K	3	0.07%	Reduced
1772	NFSG Newbridge Financial Services Group Boca Raton, Florida	$140K	+$41.3K	6	0.09%	Increased
1773	HCM Highlander Capital Management Short Hills, New Jersey	$139K	-$64K	4	0.07%	Reduced
1774	GFPC Global Financial Private Client Sarasota, Florida	$137K	$0	4	0.08%	Maintained
1775	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$137K	$0	1	0.06%	Maintained