← 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
1876	MVA Mount Vernon Associates Baltimore, Maryland	$341K	$0	1	0.22%	Maintained
1877	SWP Strategic Wealth Partners Independence, Ohio	$341K	-$21.9M	6	0.02%	Reduced
1878	BVP Bristlecone Value Partners Los Angeles, California	$341K	-$12.7K	1	0.27%	Reduced
1879	SHFA SC&H Financial Advisors Sparks, Maryland	$340K	$0	1	0.05%	Maintained
1880	SP Successful Portfolios Clearwater, Florida	$339K	$0	1	0.16%	Maintained
1881	BB Burford Brothers Dallas, Texas	$337K	-$364	1	0.12%	Reduced
1882	SA Sovran Advisors San Diego, California	$337K	$0	1	0.03%	Maintained
1883	SNS Financial Group Minneapolis, Minnesota	$336K	+$305K	1	0.01%	New
1884	EC EdgeRock Capital Denver, Colorado	$336K	$0	1	0.08%	Maintained
1885	Mesirow Financial Investment Management Chicago, Illinois	$335K	+$1.19K	1	0.01%	Increased
1886	OWA Opal Wealth Advisors Jericho, New York	$334K	-$27.4K	2	0.07%	Reduced
1887	WG Wellington Group Indianapolis, Indiana	$334K	-$261K	1	0.09%	Reduced
1888	PWM Paulson Wealth Management Wheaton, Illinois	$333K	$0	1	0.07%	Maintained
1889	FD Financial Designs Claremont, California	$332K	$0	1	0.18%	Maintained
1890	TLCM Twin Lakes Capital Management Redwood Shores, California	$331K	-$8.26K	3	0.13%	Reduced
1891	AAA American Alpha Advisors New York	$330K	+$4.03K	1	0.18%	Increased
1892	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$330K	+$11.4K	1	0.06%	Increased
1893	SLC Second Line Capital Metairie, Louisiana	$329K	-$7.29K	1	0.06%	Reduced
1894	FCCM First City Capital Management Savannah, Georgia	$328K	+$86.9K	1	0.16%	Increased
1895	RCG Rock Creek Group Washington, District of Columbia	$328K	+$190K	1	0.03%	Increased
1896	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$327K	-$683	1	0.06%	Reduced
1897	SI Sprott Inc Toronto, Ontario, Canada	$327K	-$152K	1	0.01%	Reduced
1898	MLL Moody Lynn & Lieberson Boston, Massachusetts	$327K	+$15.9K	1	0.02%	Increased
1899	TCOK Trust Company of Kansas Wichita, Kansas	$326K	$0	1	0.17%	Maintained
1900	JF JMN Financial New Albany, Ohio	$324K	+$320K	1	0.25%	New