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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	CCFM Cohen & Co Financial Management New York	$17K	+$488K	1	0.12%	New
1927	HI Hudock Inc Williamsport, Pennsylvania	$17K	$0	2	0%	Maintained
1928	RG Retirement Group San Diego, California	$17K	$0	1	0.01%	Maintained
1929	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$17K	+$18K	7	0.01%	Increased
1930	RWM Raffa Wealth Management Washington, District of Columbia	$16.8K	-$759	7	0.01%	Reduced
1931	AA Addison Advisors Middlebury, Vermont	$16K	$0	1	0.01%	Maintained
1932	AIP Ahrens Investment Partners Lafayette, Louisiana	$16K	-$11K	2	0.01%	Reduced
1933	DSC Duncker Streett & Co St. Louis, Missouri	$16K	$0	1	0%	Maintained
1934	JFA JNBA Financial Advisors Bloomington, Minnesota	$16K	$0	2	0%	Maintained
1935	LSA Lansing Street Advisors Ambler, Pennsylvania	$16K	+$19.3K	2	0.01%	New
1936	LWA Lenox Wealth Advisors New York	$16K	-$36.3K	2	0%	Reduced
1937	RAM Riggs Asset Management Dallas, Pennsylvania	$16K	-$110K	1	0%	Reduced
1938	SouthState Corp Winter Haven, Florida	$16K	-$4.14K	1	0%	Reduced
1939	LWA Lowe Wealth Advisors Columbia, Maryland	$15K	$0	1	0.01%	Maintained
1940	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$14K	+$16.8K	3	0%	New
1941	HR Howe & Rusling Rochester, New York	$14K	-$22.1K	3	0%	Reduced
1942	JWM Janiczek Wealth Management Denver, Colorado	$14K	-$901	5	0%	Reduced
1943	EBA Eagle Bay Advisors New York	$13K	-$218K	1	0.01%	Reduced
1944	WWM Wolff Wiese Magana Carslbad, California	$13K	+$9.76K	2	0.01%	Increased
1945	WPA West Paces Advisors Atlanta, Georgia	$12.6K	-$1.7K	4	0%	Reduced
1946	FPFS First Personal Financial Services Charlotte, North Carolina	$12K	$0	1	0%	Maintained
1947	LWP Lumature Wealth Partners Alpharetta, Georgia	$12K	-$11.6K	1	0%	Reduced
1948	SC Schubert & Co Mckinney, Texas	$12K	-$910	15	0.01%	Reduced
1949	SSC Syverson Strege & Co West Des Moines, Iowa	$12K	$0	2	0.01%	Maintained
1950	Bartlett & Co Wealth Management Cincinnati, Ohio	$11.1K	+$12.8K	2	0%	New