← 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
1801
COI
Connable Office Inc
Michigan
$442K -$25.5K 1 0.04% Reduced
1802
TYCC
Texas Yale Capital Corp
Florida
$441K $0 1 0.01% Maintained
1803
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$440K -$17.9K 1 0.01% Reduced
1804
PFA
Peak Financial Advisors
Colorado
$440K -$2.04M 1 0.18% Reduced
1805
HCMG
Howard Capital Management Group
California
$439K $0 1 0.03% Maintained
1806
DAM
DLD Asset Management
New York
$438K -$670K 1 0.03% Reduced
1807
Western Wealth Management
Western Wealth Management
Colorado
$437K +$996 1 0.01% Increased
1808
WA
WealthTrust Axiom
Pennsylvania
$437K +$895 1 0.1% Increased
1809
FCG
Fielder Capital Group
Tennessee
$436K +$178K 2 0.09% Increased
1810
JTF
J. Team Financial
Texas
$431K +$395K 1 0.42% New
1811
KFA
Kapstone Financial Advisors
Ohio
$430K $0 1 0.18% Maintained
1812
YLHM
Yelin Lapidot Holdings Management
Israel
$429K $0 1 0.08% Maintained
1813
CMF
Counterpoint Mutual Funds
California
$429K +$322K 1 0.04% New
1814
RWPA
Richard W. Paul & Associates
Michigan
$425K -$5.46K 2 0.13% Reduced
1815
Midwest Trust
Midwest Trust
Kansas
$425K -$13.4K 1 0% Reduced
1816
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$424K +$170K 1 0.01% Increased
1817
THCM
Taylor Hoffman Capital Management
Virginia
$422K $0 1 0.1% Maintained
1818
TCWM
Total Clarity Wealth Management
Illinois
$421K -$196K 1 0.08% Reduced
1819
TCOV
Trust Company of Vermont
Vermont
$421K +$379K 8 0.02% New
1820
PWMA
Pension & Wealth Management Advisors
Massachusetts
$420K -$12.7K 2 0.11% Reduced
1821
WFS
WealthGarden F.S.
California
$418K -$11.9K 1 0.24% Reduced
1822
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$417K $0 1 0.02% Maintained
1823
GA
Greenspring Advisors
Maryland
$414K +$357K 1 0.02% New
1824
SC
Saiph Capital
New Jersey
$414K +$355K 2 0.12% New
1825
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$409K $0 1 0.01% Maintained