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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	SAM Secure Asset Management Troy, Michigan	$241K	-$149K	1	0.05%	Reduced
1952	KWM Kolinsky Wealth Management Ramsey, New Jersey	$241K	-$70.3K	1	0.17%	Reduced
1953	1IA 1620 Investment Advisors Plymouth, Massachusetts	$240K	+$252K	2	0.18%	New
1954	TNB Thomasville National Bank Thomasville, Georgia	$240K	+$233K	1	0.02%	New
1955	AWM Accel Wealth Management Waverly, Iowa	$240K	+$152	1	0.1%	Increased
1956	BCM Blume Capital Management Berkeley, California	$240K	-$11K	1	0.06%	Reduced
1957	IP Ignite Planners San Clemente, California	$239K	$0	1	0.06%	Maintained
1958	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$238K	$0	1	0.02%	Maintained
1959	PI PFG Investments Woodbury, New York	$237K	-$1.54M	1	0.02%	Reduced
1960	Madison Asset Management Madison, Wisconsin	$236K	$0	1	0%	Maintained
1961	MW Marcum Wealth Cleveland, Ohio	$235K	+$3.29K	1	0.02%	Increased
1962	AIP Alapocas Investment Partners Beverly, Massachusetts	$234K	$0	1	0.14%	Maintained
1963	FS Ferguson Shapiro Decatur, Georgia	$234K	$0	1	0.09%	Maintained
1964	AMG National Trust Bank Greenwood Village, Colorado	$234K	-$1.32M	1	0.01%	Reduced
1965	AP Appleton Partners Boston, Massachusetts	$233K	-$5.18M	1	0.02%	Reduced
1966	Grimes & Company Westborough, Massachusetts	$232K	+$913	1	0.01%	Increased
1967	MKW Mullaney, Keating & Wright Middletown, Connecticut	$232K	+$243K	1	0.18%	New
1968	GPFA Game Plan Financial Advisors Westlake, Ohio	$232K	$0	1	0.11%	Maintained
1969	SA Strategic Advisors New York	$230K	$0	1	0.04%	Maintained
1970	NRG Nemes Rush Group Novi, Michigan	$230K	$0	5	0.03%	Maintained
1971	SG Sienna Gestion Paris, France	$229K	-$93K	1	0.02%	Reduced
1972	UF Univest Financial Souderton, Pennsylvania	$228K	$0	1	0.06%	Maintained
1973	WB Webster Bank Waterbury, Connecticut	$228K	$0	1	0.03%	Maintained
1974	AIM Aspen Investment Management Grand Rapids, Michigan	$228K	-$726K	1	0.11%	Reduced
1975	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$228K	$0	1	0.02%	Maintained