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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
1926	CCC Crescent Capital Consulting New Orleans, Louisiana	$7K	-$177K	2	0%	Reduced
1927	VRM Vectors Research Management New York	$7K	$0	1	0%	Maintained
1928	ADL Asset Dedication LLC San Francisco, California	$6K	$0	1	0%	Maintained
1929	HMS Hanseatic Management Services Albuquerque, New Mexico	$6K	+$5.79K	1	0.01%	New
1930	WWM Wolff Wiese Magana Carslbad, California	$6K	$0	1	0%	Maintained
1931	DI Disciplined Investments Tulsa, Oklahoma	$5K	$0	1	0%	Maintained
1932	EP Elkhorn Partners Omaha, Nebraska	$5K	$0	1	0%	Maintained
1933	FCMT Founders Capital Management (Texas) Houston, Texas	$5K	$0	1	0%	Maintained
1934	Hantz Financial Services Southfield, Michigan	$5K	$0	1	0%	Maintained
1935	HFA Hoover Financial Advisors Malvern, Pennsylvania	$5K	$0	1	0%	Maintained
1936	SNT Security National Trust Wheeling, West Virginia	$5K	+$5.35K	1	0%	New
1937	SFO Standard Family Office Sioux Falls, South Dakota	$5K	$0	2	0%	Maintained
1938	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$4K	+$3.97K	1	0%	New
1939	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$4K	+$2.83K	1	0%	Increased
1940	PWP Personal Wealth Partners Bloomington, Minnesota	$4K	+$4.35K	1	0%	New
1941	RIA RPG Investment Advisory Pleasanton, California	$4K	$0	1	0%	Maintained
1942	BA Bellwether Advisors Lincoln, Nebraska	$3K	$0	1	0%	Maintained
1943	WP Waycross Partners Louisville, Kentucky	$3K	-$3.58M	1	0%	Reduced
1944	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$2K	$0	1	0%	Maintained
1945	JAM JCIC Asset Management Toronto, Ontario, Canada	$2K	$0	1	0%	Maintained
1946	SJIM St. Johns Investment Management Jacksonville, Florida	$2K	+$1.83K	1	0%	New
1947	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	$0	1	0.05%	Maintained
1948	LIM Longfellow Investment Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
1949	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	$0	1	0%	Maintained
1950	SWA SOA Wealth Advisors New York	$1K	+$1.58K	4	0%	Increased