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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	SI Sprott Inc Toronto, Ontario, Canada	$258K	$0	1	0.02%	Maintained
1927	FNA First National Advisers Omaha, Nebraska	$257K	+$85.8K	1	0.05%	Increased
1928	FCM Family Capital Management Grand Rapids, Michigan	$257K	-$2.64K	1	0.18%	Reduced
1929	LC LCNB Corp Lebanon, Ohio	$256K	-$58.1K	1	0.1%	Reduced
1930	PCM Palouse Capital Management Spokane, Washington	$256K	+$71K	2	0.17%	Increased
1931	CA Crumly & Associates Springfield, Illinois	$256K	$0	1	0.07%	Maintained
1932	WF Wayfinding Financial Lynnwood, Washington	$255K	+$263K	1	0.14%	New
1933	FBT First Bank & Trust Brookings, South Dakota	$254K	$0	1	0.05%	Maintained
1934	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$254K	-$735	1	0.03%	Reduced
1935	BWM BigSur Wealth Management Miami, Florida	$254K	+$264K	1	0.08%	New
1936	NP Ninepoint Partners Toronto, Ontario, Canada	$252K	+$141K	2	0.02%	Increased
1937	MWM Marietta Wealth Management Marietta, Georgia	$250K	$0	1	0.04%	Maintained
1938	C Certuity North Palm Beach, Florida	$250K	-$11.8K	1	0.02%	Reduced
1939	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$250K	+$258K	1	0.04%	New
1940	CCG Capital CS Group Irvine, California	$247K	+$258K	1	0.28%	New
1941	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$247K	$0	1	0.01%	Maintained
1942	OPCM Osborne Partners Capital Management San Francisco, California	$246K	$0	1	0.01%	Maintained
1943	HC Hamilton Capital Columbus, Ohio	$245K	$0	1	0.02%	Maintained
1944	RP Riverwater Partners Milwaukee, Wisconsin	$245K	-$4.32K	1	0.18%	Reduced
1945	ET Equitable Trust Nashville, Tennessee	$244K	+$256K	1	0.02%	New
1946	Daymark Wealth Partners Cincinnati, Ohio	$244K	+$3.19K	1	0.01%	Increased
1947	Eagle Global Advisors Houston, Texas	$244K	$0	1	0.01%	Maintained
1948	TW Trajan Wealth Scottsdale, Arizona	$242K	-$25.7K	1	0.02%	Reduced
1949	TA TKG Advisors Valparaiso, Indiana	$242K	+$254K	1	0.13%	New
1950	MWM Moulton Wealth Management Spokane, Washington	$242K	+$2.19K	1	0.22%	Increased