← 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
1926	Avior Wealth Management Omaha, Nebraska	$302K	+$291K	1	0.01%	New
1927	WA WESPAC Advisors Orinda, California	$302K	+$274K	1	0.15%	New
1928	BP BBR Partners New York	$300K	-$746	1	0.01%	Reduced
1929	MAM Mystic Asset Management Warwick, Rhode Island	$298K	-$216K	1	0.06%	Reduced
1930	WF Wayfinding Financial Lynnwood, Washington	$298K	+$3.04K	1	0.11%	Increased
1931	SAM Sompo Asset Management Tokyo, Japan	$296K	-$52.2K	1	0.05%	Reduced
1932	EWM Elevatus Welath Management Victor, New York	$296K	+$271K	1	0.07%	New
1933	MC Miramontes Capital Newport, California	$296K	-$3.43K	1	0.09%	Reduced
1934	PIA Perennial Investment Advisors Los Angeles, California	$295K	+$292K	1	0.02%	New
1935	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$294K	+$291K	1	0.08%	New
1936	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$294K	-$675K	1	0.01%	Reduced
1937	Modera Wealth Management Westwood, New Jersey	$294K	$0	1	0%	Maintained
1938	WTB Washington Trust Bank Spokane, Washington	$293K	-$44.1K	1	0.02%	Reduced
1939	MIM Macroview Investment Management Bethesda, Maryland	$293K	-$6.35K	1	0.18%	Reduced
1940	HI Hudock Inc Williamsport, Pennsylvania	$292K	+$4.03K	1	0.04%	Increased
1941	PI PFG Investments Woodbury, New York	$292K	-$9.58K	1	0.01%	Reduced
1942	HR Howe & Rusling Rochester, New York	$292K	+$268K	1	0.02%	New
1943	KFAS Keating Financial Advisory Services Manhattan, Kansas	$289K	+$26.7K	20	0.04%	Increased
1944	OL OneFund LLC Saint Petersburg, Florida	$289K	-$13.5K	4	0.16%	Reduced
1945	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$289K	-$949	1	0.05%	Reduced
1946	WAG Wilkerson Advisory Group Columbia, Missouri	$289K	+$39.3K	3	0.09%	Increased
1947	BPWM BCS Private Wealth Management Rumson, New Jersey	$288K	-$345K	1	0.09%	Reduced
1948	Modern Wealth Management Lenexa, Kansas	$287K	-$121K	1	0%	Reduced
1949	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$285K	$0	1	0.01%	Maintained
1950	OPCM Osborne Partners Capital Management San Francisco, California	$285K	$0	1	0.02%	Maintained