← 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	BA Birinyi Associates Westport, Connecticut	$379K	$0	1	0.11%	Maintained
1802	MVA Mount Vernon Associates Baltimore, Maryland	$379K	$0	1	0.34%	Maintained
1803	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$374K	+$36.5K	1	0.28%	Increased
1804	NWWA New Wave Wealth Advisors Springdale, Arkansas	$374K	+$386K	1	0.2%	New
1805	Narwhal Capital Management Marietta, Georgia	$374K	-$399K	1	0.04%	Reduced
1806	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$374K	-$183K	2	0.14%	Reduced
1807	AIC Archer Investment Corporation Carmel, Indiana	$373K	+$31.6K	5	0.11%	Increased
1808	Hexagon Capital Partners Rogers, Arkansas	$367K	-$71.4K	9	0.08%	Reduced
1809	AA Alta Advisers London, United Kingdom	$366K	-$76.5K	3	0.18%	Reduced
1810	Certified Advisory Corp Altamonte Springs, Florida	$364K	-$38.7K	1	0.05%	Reduced
1811	KMG Fiduciary Partners Toledo, Ohio	$364K	+$22.8K	1	0.04%	Increased
1812	Partners Capital Investment Group Boston, Massachusetts	$360K	+$377K	1	0.01%	New
1813	OWM OneAscent Wealth Management Birmingham, Alabama	$357K	+$1.47K	1	0.19%	Increased
1814	CPW Crestmont Private Wealth Houston, Texas	$357K	-$38.2K	1	0.17%	Reduced
1815	Ironwood Financial Tucson, Arizona	$355K	+$1.94K	1	0.08%	Increased
1816	Howard Capital Management Roswell, Georgia	$355K	+$370K	1	0.03%	New
1817	TBC Ted Buchan & Co San Diego, California	$354K	-$134K	1	0.19%	Reduced
1818	HBT Heartland Bank & Trust Bloomington, Illinois	$354K	+$3.2K	1	0.2%	Increased
1819	MCA Martin Capital Advisors San Antonio, Texas	$352K	$0	1	0.26%	Maintained
1820	Colonial Trust Spartanburg, South Carolina	$351K	+$20.4K	3	0.06%	Increased
1821	FFC First Financial Corp Terre Haute, Indiana	$350K	-$21.9K	3	0.18%	Reduced
1822	CWA Capital Wealth Alliance Scottsdale, Arizona	$349K	$0	1	0.2%	Maintained
1823	Mesirow Financial Investment Management Chicago, Illinois	$348K	-$1.76K	1	0.01%	Reduced
1824	EWM Endowment Wealth Management Appleton, Wisconsin	$347K	-$3.23K	1	0.25%	Reduced
1825	CS Capital Square Chattanooga, Tennessee	$347K	+$22.1K	1	0.23%	Increased