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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
1826	UCB United Community Bank Greenville, South Carolina	$131K	+$118K	1	0.12%	New
1827	HCM Highlander Capital Management Short Hills, New Jersey	$130K	$0	3	0.06%	Maintained
1828	MAM Marquette Asset Management Minneapolis, Minnesota	$128K	-$79.8K	2	0.03%	Reduced
1829	FCG Financial Connections Group Corte Madera, California	$128K	+$116K	1	0.08%	New
1830	PPWM PFG Private Wealth Management Lutz, Florida	$125K	+$70.5K	4	0.07%	Increased
1831	Cowen and Company New York	$123K	+$129K	1	0.01%	New
1832	CIM Chiron Investment Management New York	$122K	-$872K	1	0.03%	Reduced
1833	Y.D. More Investments Ramat Gan, Israel	$120K	-$12K	2	0.03%	Reduced
1834	FFL Financial Freedom LLC Cincinnati, Ohio	$117K	+$196	2	0.08%	Increased
1835	AFS Annapolis Financial Services Annapolis, Maryland	$117K	+$31.3K	2	0.03%	Increased
1836	VNA Valley National Advisers Bethlehem, Pennsylvania	$112K	-$19.3K	4	0.02%	Reduced
1837	RP Rice Partnership Honolulu, Hawaii	$111K	$0	1	0.03%	Maintained
1838	SA SRH Advisors Salina, Kansas	$107K	$0	2	0.06%	Maintained
1839	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$106K	-$10.1K	1	0.04%	Reduced
1840	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$103K	$0	2	0.03%	Maintained
1841	ZB Zions Bancorporation Salt Lake City, Utah	$99K	-$105K	5	0.01%	Reduced
1842	GFL Granite FO LLC Bedford, New Hampshire	$96.7K	$0	1	0.07%	Maintained
1843	FRA Front Row Advisors Tiburon, California	$94K	-$190	5	0.04%	Reduced
1844	KC Kepos Capital New York	$92K	+$82.7K	1	0.02%	New
1845	Clearstead Advisors Cleveland, Ohio	$91.4K	-$6.63K	4	0.01%	Reduced
1846	WAM Worth Asset Management Dallas, Texas	$89.3K	$0	1	0.07%	Maintained
1847	RTC Riverview Trust Company Vancouver, Washington	$86.1K	$0	4	0.08%	Maintained
1848	TCOV Trust Company of Vermont Brattleboro, Vermont	$85.9K	$0	3	0.01%	Maintained
1849	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$85.1K	$0	2	0.08%	Maintained
1850	VAG VisionPoint Advisory Group Dallas, Texas	$83.7K	+$76.7K	3	0.03%	New