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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	YIA YHB Investment Advisors West Hartford, Connecticut	$216K	$0	1	0.02%	Maintained
1752	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$214K	-$115K	1	0.06%	Reduced
1753	WPC White Pine Capital Bloomington, Minnesota	$214K	$0	1	0.09%	Maintained
1754	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$214K	+$95.1K	6	0.01%	Increased
1755	RVPG Relative Value Partners Group	$214K	+$231K	1	0.01%	New
1756	NG Northstar Group New York	$214K	$0	1	0.05%	Maintained
1757	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$214K	+$5.61K	1	0.15%	Increased
1758	FBT First Bank & Trust Brookings, South Dakota	$213K	-$17.9K	1	0.06%	Reduced
1759	AIC Argus Investors Counsel New York	$213K	+$237K	1	0.15%	New
1760	AT Arden Trust Wilmington, Delaware	$212K	$0	1	0.04%	Maintained
1761	ZIG Zuckerman Investment Group Chicago, Illinois	$212K	$0	1	0.03%	Maintained
1762	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$212K	+$117	1	0.03%	Increased
1763	WMP Wealth Management Partners Tucson, Arizona	$211K	-$35.4K	1	0.13%	Reduced
1764	EAM Eukles Asset Management Cincinnati, Ohio	$211K	$0	1	0.11%	Maintained
1765	BHWM Beaird Harris Wealth Management Dallas, Texas	$210K	+$2.46K	2	0.03%	Increased
1766	BFA Beaumont Financial Advisors Needham, Massachusetts	$210K	-$370K	1	0.02%	Reduced
1767	GCP Garda Capital Partners Wayzata, Minnesota	$209K	+$233K	1	0.01%	New
1768	SIM Sandia Investment Management Boston, Massachusetts	$208K	+$250K	1	0.06%	New
1769	CMF Counterpoint Mutual Funds San Diego, California	$207K	-$28.8K	2	0.17%	Reduced
1770	MCA Martin Capital Advisors San Antonio, Texas	$207K	+$15.4K	1	0.2%	Increased
1771	PFA Pathway Financial Advisors South Burlington, Vermont	$207K	$0	1	0.07%	Maintained
1772	WWP WR Wealth Planners Columbia, Missouri	$207K	+$3.82K	4	0.08%	Increased
1773	Buckingham Strategic Wealth Clayton, Missouri	$206K	+$6.05K	1	0%	Increased
1774	Dakota Wealth Management Palm Beach Gardens, Florida	$205K	+$6.6K	1	0.01%	Increased
1775	KAS KPP Advisory Services Louisville, Kentucky	$205K	+$222K	1	0.07%	New