← 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
First Command Advisory Services
First Command Advisory Services
Texas
$2.05K +$2K 1 0% New
1902
PVH
Psagot Value Holdings
Israel
$2K +$2.58K 5 0% New
1903
LCM
Logan Capital Management
Pennsylvania
$1.95K $0 1 0% Maintained
1904
UFF
USA Financial Formulas
Michigan
$1.89K +$1.83K 1 0% New
1905
SWIG
Strategic Wealth Investment Group
Kentucky
$1.66K $0 1 0% Maintained
1906
HGWM
Harvest Group Wealth Management
Massachusetts
$1.56K +$1.53K 1 0% New
1907
SWA
SOA Wealth Advisors
New York
$1.51K $0 2 0% Maintained
1908
TF
TimeScale Financial
Massachusetts
$1.38K $0 1 0% Maintained
1909
TWP
TFO Wealth Partners
Ohio
$1.38K -$78.2K 4 0% Reduced
1910
CM
Cohanzick Management
New York
$1.06K +$13.7K 1 0% New
1911
ADL
Asset Dedication LLC
California
$1K $0 3 0% Maintained
1912
BAM
Baldrige Asset Management
Pennsylvania
$1K +$2.1K 3 0% New
1913
CM
Cornerstone Management
Georgia
$985 $0 1 0% Maintained
1914
LIM
Longfellow Investment Management
Massachusetts
$977 $0 1 0% Maintained
1915
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$828 -$5.39K 1 0% Reduced
1916
JWM
Janiczek Wealth Management
Colorado
$815 $0 2 0% Maintained
1917
DWA
Delos Wealth Advisors
Texas
$703 -$1.35K 1 0% Reduced
1918
CHA
Carmichael Hill & Associates
Maryland
$541 $0 1 0% Maintained
1919
IA
IFS Advisors
Kansas
$532 $0 1 0% Maintained
1920
WestEnd Advisors
WestEnd Advisors
North Carolina
$463 -$438 0 – Closed
1921
KFS
Kelly Financial Services
Massachusetts
$409 $0 1 0% Maintained
1922
FFA
Fairfield Financial Advisors
Massachusetts
$108 $0 1 0% Maintained
1923
9WM
9258 Wealth Management
Ohio
$0 -$232K 0 – Closed
1924
AFS
Access Financial Services
Minnesota
$0 -$1.27M 0 – Closed
1925
AWM
Accurate Wealth Management
Florida
$0 -$142K 0 – Closed