← 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
WWP
WR Wealth Planners
Missouri
$582 -$82 1 0% Reduced
1927
PO
Private Ocean
California
$547 -$1.6K 1 0% Reduced
1928
CHA
Carmichael Hill & Associates
Maryland
$449 $0 1 0% Maintained
1929
WestEnd Advisors
WestEnd Advisors
North Carolina
$405 $0 3 0% Maintained
1930
KFS
Kelly Financial Services
Massachusetts
$392 $0 1 0% Maintained
1931
CFFP
Center for Financial Planning
Michigan
$184 +$162 1 0% New
1932
WIM
Westside Investment Management
California
$141 +$93.9K 4 0% Increased
1933
EH
EMG Holdings
Connecticut
$89 +$80 1 0% New
1934
FFA
Fairfield Financial Advisors
Massachusetts
$86 -$3.23K 1 0% Reduced
1935
ACM
Absolute Capital Management
Pennsylvania
$0 -$962 0 – Closed
1936
ARIS
Advanced Research Investment Solutions
California
$0 -$20K 0 – Closed
1937
AIP
Almanack Investment Partners
Pennsylvania
$0 -$97K 0 – Closed
1938
ACM
AlphaCrest Capital Management
New York
$0 -$11.4M 0 – Closed
1939
ADIM
Alpha DNA Investment Management
Maryland
$0 -$510K 0 – Closed
1940
AFCM
Alta Fox Capital Management
Texas
$0 -$2.43M 0 – Closed
1941
ACK
Andrew C. Karlinski
$0 -$2K 0 – Closed
1942
AC
Apogem Capital
New York
$0 -$307K 0 – Closed
1943
AWAM
Appian Way Asset Management
New York
$0 -$17.8M 0 – Closed
1944
AIC
Argus Investors Counsel
New York
$0 -$289K 0 – Closed
1945
AIM
Axiom Investment Management
New York
$0 -$65K 0 – Closed
1946
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$0 -$398K 0 – Closed
1947
BCM
Beck Capital Management
Texas
$0 -$950K 0 – Closed
1948
Becker Capital Management
Becker Capital Management
Oregon
$0 -$2.52M 0 – Closed
1949
BWM
BigSur Wealth Management
Florida
$0 -$202K 0 – Closed
1950
BAM
Blueshift Asset Management
New Jersey
$0 -$587K 0 – Closed