← 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
1901
HWA
HHM Wealth Advisors
Tennessee
$16K $0 2 0% Maintained
1902
Close Asset Management
Close Asset Management
United Kingdom
$15K $0 1 0% Maintained
1903
Jones Financial Companies
Jones Financial Companies
Missouri
$15K -$96K 3 0% Reduced
1904
SSC
Syverson Strege & Co
Iowa
$15K $0 2 0.01% Maintained
1905
TFM
TFC Financial Management
Massachusetts
$15K $0 2 0.01% Maintained
1906
FPFS
First Personal Financial Services
North Carolina
$14K -$7.09K 1 0% Reduced
1907
BAM
Bellevue Asset Management
Washington
$13K -$712 4 0.01% Reduced
1908
CB
Community Bank
New York
$13K +$2.34K 2 0% Increased
1909
EWM
Edge Wealth Management
New York
$12K $0 1 0% Maintained
1910
RIM
Rockbridge Investment Management
New York
$12K +$5.06K 1 0% Increased
1911
SB
Strategic Blueprint
Georgia
$12K +$11.7K 4 0% New
1912
ACM
Anfield Capital Management
California
$11K +$11.6K 1 0% New
1913
PP
Pacifica Partners
Canada
$11K -$6.09K 1 0.01% Reduced
1914
HF
Halpern Financial
Virginia
$10.7K $0 1 0.01% Maintained
1915
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$10.6K $0 6 0% Maintained
1916
Bartlett & Co
Bartlett & Co
Ohio
$10K $0 6 0% Maintained
1917
CWA
Clearview Wealth Advisors
Oregon
$10K +$1.12K 2 0.01% Increased
1918
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$10K -$718 2 0% Reduced
1919
APP
Alpha Paradigm Partners
Illinois
$9K -$1.5M 1 0% Reduced
1920
BWM
Baystate Wealth Management
Massachusetts
$9K $0 1 0% Maintained
1921
DWMG
DB Wealth Management Group
California
$9K +$9.57K 1 0.01% New
1922
LPWM
Lake Point Wealth Management
Texas
$9K +$9.94K 3 0% New
1923
M
MOTCO
Texas
$9K +$4.01K 2 0% Increased
1924
TAM
Townsend Asset Management
North Carolina
$9K $0 1 0.01% Maintained
1925
OCM
Orion Capital Management
California
$8K +$8.38K 1 0.01% New