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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	SIC SJS Investment Consulting Sylvania, Ohio	$40K	+$127	16	0.01%	Increased
1902	TFA Toth Financial Advisory Leesburg, Virginia	$38.7K	-$3.03K	3	0.01%	Reduced
1903	LWA Lowe Wealth Advisors Columbia, Maryland	$38K	+$2.18K	2	0.02%	Increased
1904	CT Clearstead Trust Portland, Maine	$37.2K	$0	1	0.01%	Maintained
1905	NOI Newton One Investments Newark, Delaware	$37.1K	+$33.3K	1	0.02%	New
1906	MC Muzinich & Co New York	$36.2K	$0	1	0.02%	Maintained
1907	Heritage Wealth Advisors Richmond, Virginia	$36.1K	-$1.96K	1	0%	Reduced
1908	DAM Delta Asset Management Memphis, Tennessee	$35.8K	$0	2	0%	Maintained
1909	CH Canton Hathaway Providence, Rhode Island	$34K	$0	1	0.01%	Maintained
1910	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$33.7K	+$5.82K	3	0.01%	Increased
1911	DI Disciplined Investments Tulsa, Oklahoma	$32.8K	+$328	16	0.02%	Increased
1912	CSB City State Bank Norwalk, Iowa	$31K	$0	2	0.02%	Maintained
1913	CMP Coston McIsaac & Partners Bar Harbor, Maine	$31K	-$1.31K	2	0.01%	Reduced
1914	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$31K	+$109	7	0.01%	Increased
1915	RTL Red Tortoise LLC Atlanta, Georgia	$31K	$0	3	0.02%	Maintained
1916	TF Tompkins Financial Ithaca, New York	$30.9K	-$24.1K	1	0%	Reduced
1917	SF Safeguard Financial Minocqua, Wisconsin	$29K	+$26K	2	0.01%	New
1918	LSA Lansing Street Advisors Ambler, Pennsylvania	$28.8K	+$68	2	0.02%	Increased
1919	CTA Colonial Trust Advisors Spartanburg, South Carolina	$26.5K	+$5.35K	5	0%	Increased
1920	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$26K	+$23.4K	2	0%	New
1921	CAM Costello Asset Management Feasterville, Pennsylvania	$26K	$0	1	0.02%	Maintained
1922	DSC Duncker Streett & Co St. Louis, Missouri	$25.9K	$0	1	0.01%	Maintained
1923	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$25.4K	$0	2	0.03%	Maintained
1924	AA Addison Advisors Middlebury, Vermont	$25.1K	$0	1	0.01%	Maintained
1925	SouthState Corp Winter Haven, Florida	$25.1K	$0	1	0%	Maintained