← All themes Housing & Home Improvement

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
1776	MAM McCarthy Asset Management Redwood Shores, California	$95K	$0	4	0.07%	Maintained
1777	ZB Zions Bancorporation Salt Lake City, Utah	$95K	+$3.06K	6	0.01%	Increased
1778	GAM Gemmer Asset Management Walnut Creek, California	$94K	-$6.04K	11	0.01%	Reduced
1779	MC Muzinich & Co New York	$93K	$0	1	0.06%	Maintained
1780	FFA Founders Financial Alliance Raleigh, North Carolina	$92K	-$15.1K	1	0.04%	Reduced
1781	SA SRH Advisors Salina, Kansas	$91K	$0	2	0.11%	Maintained
1782	ME McIlrath & Eck Arlington, Washington	$89K	+$99K	2	0.03%	Increased
1783	ACM AUA Capital Management Camp Hill, Pennsylvania	$86K	+$103	4	0.05%	Increased
1784	VCM Vigilant Capital Management Portland, Maine	$86K	+$27.4K	5	0.01%	Increased
1785	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$83K	+$25.8K	4	0.01%	Increased
1786	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$82K	-$52K	3	0.1%	Reduced
1787	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$81K	-$92	1	0.03%	Reduced
1788	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$80K	$0	1	0.03%	Maintained
1789	GWSG GPS Wealth Strategies Group Centennial, Colorado	$79K	+$40.6K	3	0.02%	Increased
1790	CA Centerpoint Advisors Needham, Massachusetts	$77K	$0	2	0.04%	Maintained
1791	FCM Firestone Capital Management Coral Gables, Florida	$76K	$0	1	0.02%	Maintained
1792	TAM Townsend Asset Management Raleigh, North Carolina	$75K	+$70.5K	1	0.04%	Increased
1793	FRA Front Row Advisors Tiburon, California	$74K	$0	5	0.03%	Maintained
1794	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$71.6K	+$45.5K	1	0.01%	Increased
1795	CCM Carderock Capital Management Chevy Chase, Maryland	$65K	-$2.04M	1	0.02%	Reduced
1796	FCB First Command Bank Fort Worth, Texas	$63K	-$10.7K	3	0.01%	Reduced
1797	FCFS First Command Financial Services Fort Worth, Texas	$63K	-$10.7K	3	0.01%	Reduced
1798	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$61K	+$3.22K	1	0.01%	Increased
1799	SBL Sargent Bickham Lagudis Boulder, Colorado	$60K	$0	3	0%	Maintained
1800	AWM AllSquare Wealth Management Albany, New York	$59K	+$10.2K	1	0.04%	Increased