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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	AA AlphaCentric Advisors San Juan, Puerto Rico	$282K	-$182K	2	0.21%	Reduced
1902	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$280K	$0	1	0.15%	Maintained
1903	NG Northstar Group New York	$280K	$0	1	0.05%	Maintained
1904	EFS Essex Financial Services Essex, Connecticut	$280K	-$176K	1	0.02%	Reduced
1905	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$280K	-$262K	1	0.08%	Reduced
1906	DP Dearborn Partners Chicago, Illinois	$278K	-$1.21M	1	0.01%	Reduced
1907	RA RiverPark Advisors New York	$275K	-$51K	3	0.23%	Reduced
1908	FGA Fortis Group Advisors Westwood, New Jersey	$274K	+$31.1K	1	0.05%	Increased
1909	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$273K	-$26.9K	1	0.11%	Reduced
1910	MFG Magnus Financial Group New York	$273K	+$609	1	0.03%	Increased
1911	WIM WealthPlan Investment Management Omaha, Nebraska	$273K	$0	1	0.04%	Maintained
1912	SHFA SC&H Financial Advisors Sparks, Maryland	$273K	$0	1	0.07%	Maintained
1913	FWM Foguth Wealth Management Brighton, Michigan	$272K	+$89.3K	1	0.12%	Increased
1914	PCA Providence Capital Advisors Charlotte, North Carolina	$272K	$0	1	0.06%	Maintained
1915	ESB Essex Savings Bank Essex, Connecticut	$272K	-$29.5K	1	0.07%	Reduced
1916	VNA Valley National Advisers Bethlehem, Pennsylvania	$271K	-$5.12K	6	0.04%	Reduced
1917	ATC Adirondack Trust Company Saratoga Springs, New York	$269K	-$145K	6	0.11%	Reduced
1918	CCAL City Center Advisors LLC Troy, Michigan	$267K	$0	1	0.32%	Maintained
1919	AAM AR Asset Management West Hollywood, California	$266K	$0	1	0.06%	Maintained
1920	AO Advisor OS Chicago, Illinois	$264K	+$74.1K	1	0.03%	Increased
1921	9WM 9258 Wealth Management Blue Ash, Ohio	$263K	$0	1	0.04%	Maintained
1922	GWM Gibbs Wealth Management Alpharetta, Georgia	$262K	-$429K	1	0.11%	Reduced
1923	SAMC Spectrum Asset Management (California) Newport Beach, California	$262K	$0	1	0.12%	Maintained
1924	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$261K	-$1.38K	2	0.2%	Reduced
1925	SMA Sage Mountain Advisors Atlanta, Georgia	$261K	-$152	2	0.02%	Reduced