← 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	BC Burleson & Co Petaluma, California	$35.7K	$0	1	0.01%	Maintained
1802	SouthState Corp Winter Haven, Florida	$35.3K	$0	2	0%	Maintained
1803	DCP Distillate Capital Partners Chicago, Illinois	$33.4K	+$30.8K	3	3.08%	New
1804	EC Elequin Capital New York	$33.2K	+$30.9K	3	0.01%	New
1805	T TOBAM Paris, France	$33K	+$34.3K	1	0%	New
1806	GPI General Partner Inc Pittsburgh, Pennsylvania	$32.4K	+$30K	1	0.03%	New
1807	HWA HHM Wealth Advisors Chattanooga, Tennessee	$31.9K	+$3.87K	5	0.01%	Increased
1808	DJSG D.J. St. Germain Springfield, Massachusetts	$31K	+$28.6K	1	0.01%	New
1809	CWM Cedar Wealth Management Walnut Creek, California	$30.3K	$0	1	0.02%	Maintained
1810	DAM Delta Asset Management Memphis, Tennessee	$29.5K	+$28.4K	3	0%	New
1811	GM GeoWealth Management Chicago, Illinois	$29K	-$3.05K	1	0%	Reduced
1812	PPWM PFG Private Wealth Management Lutz, Florida	$29K	-$2.88K	3	0.02%	Reduced
1813	TFA Toth Financial Advisory Leesburg, Virginia	$28.2K	$0	3	0%	Maintained
1814	CAS Coppell Advisory Solutions Coppell, Texas	$28.1K	+$26K	2	0.01%	New
1815	CASC Coppell Advisory Solutions Corp Coppell, Texas	$28.1K	+$26K	2	0.01%	New
1816	DWMG DB Wealth Management Group San Diego, California	$27.6K	$0	1	0.02%	Maintained
1817	FSWA Financial Synergies Wealth Advisors Houston, Texas	$27.5K	+$138	1	0%	Increased
1818	PGAM Princeton Global Asset Management Princeton, New Jersey	$27K	+$36	1	0.01%	Increased
1819	DI Disciplined Investments Tulsa, Oklahoma	$26.3K	+$7.8K	16	0.01%	Increased
1820	CAM Costello Asset Management Feasterville, Pennsylvania	$25.1K	$0	1	0.02%	Maintained
1821	CT Clearstead Trust Portland, Maine	$25K	$0	1	0.01%	Maintained
1822	SIC SJS Investment Consulting Sylvania, Ohio	$24.9K	+$1.63K	16	0.01%	Increased
1823	CH Canton Hathaway Providence, Rhode Island	$24K	-$577	1	0.01%	Reduced
1824	CSB City State Bank Norwalk, Iowa	$24K	$0	2	0.01%	Maintained
1825	LOIM Liberty One Investment Management Libertyville, Illinois	$23.8K	+$123	2	0%	Increased