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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
1801	MC Muzinich & Co New York	$95K	+$90.7K	1	0.05%	New
1802	WRBC W.R. Berkley Corp Greenwich, Connecticut	$95K	$0	1	0.01%	Maintained
1803	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$94K	+$10.3K	2	0.07%	Increased
1804	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$94K	+$97.7K	1	0.03%	New
1805	SA SRH Advisors Salina, Kansas	$92K	$0	2	0.11%	Maintained
1806	GM GeoWealth Management Chicago, Illinois	$91K	+$94.2K	1	0.01%	New
1807	BW Bison Wealth Atlanta, Georgia	$90K	+$71	1	0.04%	Increased
1808	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$87K	+$282	1	0.04%	Increased
1809	Covington Capital Management Los Angeles, California	$85K	+$7.99K	3	0%	Increased
1810	PWS Paragon Wealth Strategies Jacksonville, Florida	$83K	+$87.5K	3	0.02%	New
1811	FRA Front Row Advisors Tiburon, California	$81K	-$4.27K	5	0.03%	Reduced
1812	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$81K	-$16.9K	1	0.03%	Reduced
1813	FCB First Command Bank Fort Worth, Texas	$80K	+$28.3K	3	0.01%	Increased
1814	FCFS First Command Financial Services Fort Worth, Texas	$80K	+$28.3K	3	0.01%	Increased
1815	CA Centerpoint Advisors Needham, Massachusetts	$79K	$0	2	0.04%	Maintained
1816	CMF Counterpoint Mutual Funds San Diego, California	$78K	+$85.4K	6	0.07%	New
1817	SWM Selective Wealth Management Forest, Virginia	$78K	+$73.1K	4	0.06%	Increased
1818	FCM Firestone Capital Management Coral Gables, Florida	$76K	+$45	1	0.03%	Increased
1819	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$75K	+$78.7K	1	0.01%	New
1820	CCA Column Capital Advisors Indianapolis, Indiana	$69K	$0	3	0.01%	Maintained
1821	VCM Vigilant Capital Management Portland, Maine	$68K	+$24.1K	2	0.01%	Increased
1822	SBL Sargent Bickham Lagudis Boulder, Colorado	$64K	$0	3	0.01%	Maintained
1823	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$63K	+$4.87K	4	0.01%	Increased
1824	Simon Quick Advisors Morristown, New Jersey	$63K	$0	1	0.02%	Maintained
1825	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$62K	-$1.5K	1	0.01%	Reduced