← 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
1951
Bartlett & Co
Bartlett & Co
Ohio
$11K +$12.8K 2 0% New
1952
CB
Community Bank
New York
$11K $0 2 0% Maintained
1953
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$11K -$1.99K 2 0% Reduced
1954
Jones Financial Companies
Jones Financial Companies
Missouri
$9K -$19.9K 2 0% Reduced
1955
SCA
Stonebridge Capital Advisors
Minnesota
$9K +$8.36K 2 0% Increased
1956
BAM
Bellevue Asset Management
Washington
$8K -$2.87K 3 0% Reduced
1957
CWA
Clearview Wealth Advisors
Oregon
$8K $0 1 0.01% Maintained
1958
MSFP
Mark Sheptoff Financial Planning
Connecticut
$8K -$88K 1 0% Reduced
1959
DB
Dravo Bay
Delaware
$7.45K +$8.67K 1 0.01% New
1960
CWAF
Core Wealth Advisors (Florida)
Florida
$7K +$8.67K 1 0% New
1961
FA
Fortis Advisors
Pennsylvania
$7K -$199K 2 0% Reduced
1962
FCMT
Founders Capital Management (Texas)
Texas
$7K $0 1 0% Maintained
1963
OCM
Orion Capital Management
California
$7K $0 1 0% Maintained
1964
OCM
Ovata Capital Management
Hong Kong
$7K +$7.69K 1 0% New
1965
Jefferies Group
Jefferies Group
New York
$6.48K -$7.3M 1 0% Reduced
1966
ANBT
American National Bank & Trust
Texas
$6K +$5.75K 1 0% New
1967
CB
CNB Bank
Pennsylvania
$6K +$7.21K 1 0% New
1968
DTIM
Danda Trouve Investment Management
Kansas
$6K -$142K 1 0.01% Reduced
1969
KA
Kozak & Associates
Colorado
$6K $0 1 0% Maintained
1970
NIC
Northwest Investment Counselors
Oregon
$6K +$2.6K 2 0% Increased
1971
RF
Robbins Farley
New Hampshire
$6K +$1.85K 1 0% Increased
1972
TS
Tamar Securities
California
$6K +$5.09K 1 0% New
1973
TFM
TFC Financial Management
Massachusetts
$6K -$7.8K 2 0% Reduced
1974
AWM
Aspire Wealth Management
Massachusetts
$5K -$2.6K 1 0% Reduced
1975
BA
Bellwether Advisors
Nebraska
$4K $0 2 0% Maintained