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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
1951	FFP FourThought Financial Partners Venice, Florida	$284K	+$237K	1	0.02%	New
1952	SR Summer Road West Palm Beach, Florida	$284K	$0	1	0.18%	Maintained
1953	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$283K	+$259K	1	0.05%	New
1954	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$281K	-$313K	1	0.02%	Reduced
1955	TW TritonPoint Wealth Chevy Chase, Maryland	$280K	+$18.8K	1	0.03%	Increased
1956	WMP Wealth Management Partners Tucson, Arizona	$280K	+$242K	1	0.07%	New
1957	AW Affinity Wealth Canton, Ohio	$279K	$0	1	0.15%	Maintained
1958	BA Birinyi Associates Westport, Connecticut	$279K	$0	1	0.07%	Maintained
1959	NWM Northwest Wealth Management Spencer, Iowa	$278K	$0	1	0.04%	Maintained
1960	MSWM Master's Wealth Management Lancaster, Pennsylvania	$278K	-$1.79K	1	0.08%	Reduced
1961	LF LifeSteps Financial Claremont, California	$278K	+$244K	3	0.13%	New
1962	LCM Lazari Capital Management Woodland Hills, California	$278K	+$24.6K	1	0.09%	Increased
1963	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$276K	-$24.2K	1	0.07%	Reduced
1964	TW Trajan Wealth Scottsdale, Arizona	$275K	-$13.9K	1	0.01%	Reduced
1965	SIA Spectrum Investment Advisors Mequon, Wisconsin	$275K	+$364	1	0.11%	Increased
1966	Everett Harris & Co Los Angeles, California	$274K	-$60.7K	1	0%	Reduced
1967	Ninety One (UK) London, United Kingdom	$273K	$0	1	0%	Maintained
1968	WPC White Pine Capital Bloomington, Minnesota	$272K	+$13.4K	1	0.06%	Increased
1969	JGUA John G. Ullman & Associates Corning, New York	$271K	-$10.9K	1	0.03%	Reduced
1970	PP PDS Planning Dublin, Ohio	$270K	-$208K	1	0.02%	Reduced
1971	GAA Guardian Asset Advisors Mechanicsburg, Pennsylvania	$270K	-$188K	1	0.12%	Reduced
1972	DL Dockside LLC New York	$269K	+$238K	1	0.06%	New
1973	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$269K	$0	3	0.19%	Maintained
1974	PAW Plan A Wealth Lincoln, Nebraska	$269K	+$246K	1	0.11%	New
1975	ES Eagle Strategies New York	$268K	+$244K	1	0.03%	New