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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
1901	HC Hamilton Capital Columbus, Ohio	$323K	$0	1	0.02%	Maintained
1902	TC Town Capital Bel Air, Maryland	$321K	+$292K	1	0.2%	New
1903	TWM TRB Wealth Management Houston, Texas	$320K	+$293K	1	0.04%	New
1904	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$320K	+$26K	1	0.01%	Increased
1905	CT Colonial Trust Spartanburg, South Carolina	$319K	-$168K	4	0.04%	Reduced
1906	PCGDR Pangea Capital Gestao de Recursos Rio De Janeiro,	$318K	+$239K	1	0.22%	New
1907	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$317K	-$10.1K	1	0.07%	Reduced
1908	T TrustBank Olney, Illinois	$317K	+$194K	2	0.11%	Increased
1909	CIG Cullen Investment Group Lafayette, Louisiana	$316K	+$525	1	0.04%	Increased
1910	Hills Bank & Trust North Liberty, Iowa	$316K	$0	1	0.01%	Maintained
1911	VAG VisionPoint Advisory Group Dallas, Texas	$314K	+$6.98K	1	0.05%	Increased
1912	MAWA Moss Adams Wealth Advisors Seattle, Washington	$314K	+$9.4K	1	0.02%	Increased
1913	TCM Tuttle Capital Management Riverside, Connecticut	$313K	+$292K	1	0.21%	New
1914	Csenge Advisory Group Clearwater, Florida	$313K	+$30.4K	1	0.01%	Increased
1915	SA Strategic Advisors New York	$313K	$0	1	0.07%	Maintained
1916	BHB Bank Hapoalim BM Tel Aviv, Israel	$313K	-$37K	1	0.02%	Reduced
1917	HWM Howard Wealth Management Madison, Connecticut	$313K	-$664	1	0.12%	Reduced
1918	TP TritonPoint Partners Chevy Chase, Maryland	$313K	+$286K	1	0.03%	New
1919	NG Northstar Group New York	$312K	-$10.4K	1	0.04%	Reduced
1920	Quotient Wealth Partners Dallas, Texas	$311K	+$24.9K	1	0.01%	Increased
1921	OIS OneAscent Investment Solutions Birmingham, Alabama	$308K	-$84.8K	1	0.29%	Reduced
1922	PCA Providence Capital Advisors Charlotte, North Carolina	$307K	$0	1	0.05%	Maintained
1923	FSA Financial Security Advisor Virginia Beach, Virginia	$306K	-$13.5K	1	0.05%	Reduced
1924	SFG Strive Financial Group Carmel, Indiana	$306K	+$190K	3	0.13%	Increased
1925	FPCP Fort Point Capital Partners San Francisco, California	$305K	+$13.9K	1	0.02%	Increased