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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	TAM Tucker Asset Management Littleton, Colorado	$13.2K	-$58.5K	3	0%	Reduced
1952	PVH Psagot Value Holdings Tel Aviv, Israel	$13K	+$9.96K	4	0.01%	Increased
1953	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12.9K	$0	1	0.01%	Maintained
1954	RWM Ruedi Wealth Management Champaign, Illinois	$12.8K	$0	2	0.01%	Maintained
1955	RWM Raffa Wealth Management Washington, District of Columbia	$12.7K	$0	4	0%	Maintained
1956	DCP Distillate Capital Partners Chicago, Illinois	$12.7K	-$14.2K	1	4.11%	Reduced
1957	NIC Northwest Investment Counselors Lake Oswego, Oregon	$12.7K	+$5.82K	1	0%	Increased
1958	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$12.2K	$0	1	0%	Maintained
1959	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$10.6K	-$847	1	0%	Reduced
1960	GCM Gladius Capital Management Chicago, Illinois	$10.5K	-$1.95K	2	0%	Reduced
1961	KA Kozak & Associates Highlands Ranch, Colorado	$10K	$0	1	0%	Maintained
1962	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$10K	$0	2	0%	Maintained
1963	YAL Your Advocates Ltd Houston, Texas	$9.82K	+$8.57K	1	0.01%	New
1964	CB CNB Bank Clearfield, Pennsylvania	$9.65K	-$8.86K	1	0.01%	Reduced
1965	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$9.52K	$0	1	0.01%	Maintained
1966	ODG O'Dell Group Cincinnati, Ohio	$9.13K	+$8.2K	1	0%	New
1967	BAM Bellevue Asset Management Bellevue, Washington	$9.11K	-$1.28K	3	0.01%	Reduced
1968	ADL Asset Dedication LLC San Francisco, California	$9K	+$6.33K	3	0%	Increased
1969	Bartlett & Co Cincinnati, Ohio	$9K	$0	1	0%	Maintained
1970	MWM Mascoma Wealth Management Hanover, New Hampshire	$8.67K	$0	1	0%	Maintained
1971	Bartlett & Co Wealth Management Cincinnati, Ohio	$8.54K	$0	1	0%	Maintained
1972	WAM WFA Asset Management Whitefish Bay, Wisconsin	$8.54K	+$7.25K	1	0.01%	New
1973	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$8.13K	$0	1	0%	Maintained
1974	VCM Vigilant Capital Management Portland, Maine	$8K	$0	2	0%	Maintained
1975	TCA Trifecta Capital Advisors Northbrook, Illinois	$7.94K	-$448	2	0%	Reduced