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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	SCA Sandy Cove Advisors Hingham, Massachusetts	$30K	$0	1	0.02%	Maintained
1902	TF Tompkins Financial Ithaca, New York	$29K	+$30.1K	2	0%	Increased
1903	M MOTCO San Antonio, Texas	$28K	+$24.1K	3	0%	Increased
1904	SFG Steward Financial Group Colleyville, Texas	$28K	+$28.2K	1	0.03%	New
1905	AW Avion Wealth The Woodlands, Texas	$27K	+$7.28K	3	0.01%	Increased
1906	CT Clearstead Trust Portland, Maine	$27K	$0	1	0.02%	Maintained
1907	HWA HHM Wealth Advisors Chattanooga, Tennessee	$27K	-$2.82K	3	0.01%	Reduced
1908	TWP TFO Wealth Partners Maumee, Ohio	$27K	+$30.6K	1	0.01%	New
1909	Bogart Wealth LLC Mclean, Virginia	$26K	$0	1	0%	Maintained
1910	DI Disciplined Investments Tulsa, Oklahoma	$26K	+$26.6K	16	0.01%	Increased
1911	PPWM PFG Private Wealth Management Lutz, Florida	$26K	$0	3	0.01%	Maintained
1912	DWMG DB Wealth Management Group San Diego, California	$24K	+$18.2K	1	0.01%	Increased
1913	GM GeoWealth Management Chicago, Illinois	$24K	+$4.08K	1	0%	Increased
1914	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$23K	$0	1	0.01%	Maintained
1915	ARIS Advanced Research Investment Solutions Los Angeles, California	$22K	$0	1	0.01%	Maintained
1916	AP Arlington Partners Birmingham, Alabama	$22K	-$47.6K	2	0.01%	Reduced
1917	KLWA Kelly Lawrence W & Associates Pasadens, California	$21K	$0	1	0%	Maintained
1918	PWMG Prestige Wealth Management Group Flemington, New Jersey	$21K	$0	6	0.01%	Maintained
1919	SWM Sugarloaf Wealth Management Duluth, Georgia	$21K	-$18.8K	5	0.01%	Reduced
1920	VCM Vigilant Capital Management Portland, Maine	$21K	-$10K	3	0%	Reduced
1921	AW Alaethes Wealth Glenbrook, Nevada	$19K	$0	1	0.01%	Maintained
1922	BWM Baystate Wealth Management Boston, Massachusetts	$18K	+$50	2	0%	Increased
1923	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$18K	-$2.98M	2	0.02%	Reduced
1924	TCM Tradewinds Capital Management Bellingham, Washington	$18K	$0	2	0%	Maintained
1925	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$17K	+$90	2	0.01%	Increased