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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	KFP KMG Fiduciary Partners Toledo, Ohio	$232K	+$202K	1	0.03%	New
1752	Fayez Sarofim & Co Houston, Texas	$231K	$0	1	0%	Maintained
1753	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$231K	+$26.2K	1	0.16%	Increased
1754	SI Sprott Inc Toronto, Ontario, Canada	$229K	$0	1	0.02%	Maintained
1755	Wealthspire Advisors (New York) New York	$229K	+$205K	1	0%	New
1756	WA Wealth Architects Mountain View, California	$228K	+$164K	1	0.04%	New
1757	Laurion Capital Management New York	$228K	+$199K	1	0%	New
1758	AT Arden Trust Wilmington, Delaware	$227K	+$193K	1	0.04%	New
1759	WhitTier Trust Company Reno, Nevada	$226K	+$34K	6	0.01%	Increased
1760	CHP Cable Hill Partners Portland, Oregon	$226K	+$203K	1	0.03%	New
1761	ZIG Zuckerman Investment Group Chicago, Illinois	$225K	$0	1	0.03%	Maintained
1762	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$225K	+$35.6K	1	0.01%	New
1763	Buckingham Strategic Wealth Clayton, Missouri	$224K	+$195K	1	0%	New
1764	PMA Prudent Man Advisors Naperville, Illinois	$223K	+$213K	1	0.08%	New
1765	FFP FourThought Financial Partners Venice, Florida	$223K	+$194K	1	0.03%	New
1766	MCM MV Capital Management Bethesda, Maryland	$222K	-$30.5K	4	0.03%	Reduced
1767	SWM Sugarloaf Wealth Management Duluth, Georgia	$222K	+$20.9K	7	0.05%	Increased
1768	WWP WR Wealth Planners Columbia, Missouri	$222K	+$116	3	0.09%	Increased
1769	KP Keel Point Huntsville, Alabama	$222K	+$200K	1	0.03%	New
1770	TNA True North Advisors Dallas, Texas	$222K	+$212K	1	0.06%	New
1771	WB Webster Bank Waterbury, Connecticut	$221K	$0	1	0.03%	Maintained
1772	TCPG Trivant Custom Portfolio Group San Diego, California	$217K	-$33.3K	1	0.15%	Reduced
1773	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$217K	+$195K	1	0.07%	New
1774	KWM Kolinsky Wealth Management Ramsey, New Jersey	$216K	+$189K	1	0.21%	New
1775	CA Crumly & Associates Springfield, Illinois	$216K	+$192K	1	0.09%	New