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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
1851	SL Salomon & Ludwin Richmond, Virginia	$372K	-$53.2K	13	0.03%	Reduced
1852	CCA Cora Capital Advisors Marlton, New Jersey	$371K	$0	1	0.1%	Maintained
1853	FUBT First United Bank & Trust Oakland, Maryland	$370K	-$17.5K	2	0.11%	Reduced
1854	RP Riverwater Partners Milwaukee, Wisconsin	$366K	$0	1	0.11%	Maintained
1855	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$365K	$0	1	0.11%	Maintained
1856	Cassaday & Co Wealth Management Mclean, Virginia	$362K	-$953	3	0.01%	Reduced
1857	Birch Hill Investment Advisors Boston, Massachusetts	$362K	+$358K	1	0.01%	New
1858	RC Rangeley Capital New Canaan, Connecticut	$361K	$0	1	0.33%	Maintained
1859	Pentwater Capital Management Naples, Florida	$359K	+$318K	1	0%	New
1860	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$358K	-$230K	1	0.04%	Reduced
1861	Optiver Holding Amsterdam, Netherlands	$358K	+$187K	18	0%	Increased
1862	SWM SeaCrest Wealth Management Purchase, New York	$357K	$0	1	0.04%	Maintained
1863	LSPW Lake Street Private Wealth Chicago, Illinois	$357K	-$12.5K	1	0.04%	Reduced
1864	Westfield Capital Management Boston, Massachusetts	$357K	+$327K	1	0%	New
1865	CA COFG Advisors Oak Brook, Illinois	$354K	-$8.99K	1	0.06%	Reduced
1866	OWCM One Wealth Capital Management Scottsdale, Arizona	$353K	+$349K	1	0.1%	New
1867	DE Diversified Enterprises Wilmington, Delaware	$353K	-$8.87K	1	0.02%	Reduced
1868	ALAM Asahi Life Asset Management Tokyo, Japan	$352K	+$71.5K	1	0.2%	Increased
1869	KA KLCM Advisors Milwaukee, Wisconsin	$349K	-$149	1	0.03%	Reduced
1870	CM Cercano Management Bellevue, Washington	$347K	$0	1	0.05%	Maintained
1871	EGA E&G Advisors Houston, Texas	$346K	$0	1	0.07%	Maintained
1872	RB Renasant Bank Tupelo, Mississippi	$346K	-$7.77K	1	0.22%	Reduced
1873	FPL Fortress Private Ledger Raleigh, North Carolina	$344K	$0	1	0.09%	Maintained
1874	OPA Old Port Advisors Portland, Maine	$342K	+$5.55K	1	0.07%	Increased
1875	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$342K	$0	1	0.05%	Maintained