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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	MFG Magnus Financial Group New York	$268K	-$20.9K	1	0.02%	Reduced
1902	FTC Farmers Trust Company Youngstown, Ohio	$267K	$0	1	0.05%	Maintained
1903	Mesirow Financial Investment Management Chicago, Illinois	$265K	-$272K	1	0.01%	Reduced
1904	PWM Prosperity Wealth Management San Ramon, California	$265K	$0	1	0.1%	Maintained
1905	WTB Washington Trust Bank Spokane, Washington	$264K	$0	1	0.02%	Maintained
1906	SEM Suncoast Equity Management Tampa, Florida	$264K	$0	1	0.03%	Maintained
1907	Plancorp LLC Saint Louis, Missouri	$263K	+$1.35K	1	0.01%	Increased
1908	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$263K	-$43.1K	1	0.01%	Reduced
1909	BB Burford Brothers Dallas, Texas	$262K	-$2.02K	1	0.12%	Reduced
1910	FFA First Foundation Advisors Irvine, California	$262K	-$10.1K	1	0.01%	Reduced
1911	SHFA SC&H Financial Advisors Sparks, Maryland	$262K	$0	1	0.04%	Maintained
1912	FD Financial Designs Claremont, California	$261K	+$246K	1	0.16%	New
1913	VEA Virtus ETF Advisers New York	$260K	-$407K	1	0.16%	Reduced
1914	NWAG Net Worth Advisory Group Sandy, Utah	$259K	-$256K	1	0.06%	Reduced
1915	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$258K	$0	1	0.02%	Maintained
1916	CWA Capital Wealth Alliance Scottsdale, Arizona	$258K	$0	1	0.14%	Maintained
1917	TCOK Trust Company of Kansas Wichita, Kansas	$258K	$0	1	0.12%	Maintained
1918	Exencial Wealth Advisors Oklahoma City, Oklahoma	$258K	-$246K	1	0.01%	Reduced
1919	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$258K	$0	1	0.06%	Maintained
1920	PCGDR Pangea Capital Gestao de Recursos Rio De Janeiro,	$258K	$0	1	0.23%	Maintained
1921	FI Fractal Investments Glastonbury, Connecticut	$257K	+$238K	1	0.04%	New
1922	NG Northstar Group New York	$256K	$0	1	0.04%	Maintained
1923	BFA Beaumont Financial Advisors Needham, Massachusetts	$256K	+$4.77K	1	0.02%	Increased
1924	Eagle Global Advisors Houston, Texas	$254K	$0	1	0.01%	Maintained
1925	SAM Secure Asset Management Troy, Michigan	$253K	-$3.47K	1	0.05%	Reduced