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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	FCM Family Capital Management Grand Rapids, Michigan	$237K	$0	1	0.12%	Maintained
1952	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$236K	-$98.5K	1	0.03%	Reduced
1953	PCA Providence Capital Advisors Charlotte, North Carolina	$236K	$0	1	0.04%	Maintained
1954	CBA Coastal Bridge Advisors Westport, Connecticut	$236K	-$13.8K	1	0.02%	Reduced
1955	CA Crumly & Associates Springfield, Illinois	$235K	-$365	1	0.06%	Reduced
1956	AAA American Alpha Advisors New York	$235K	+$224K	1	0.18%	New
1957	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$235K	-$1.01K	1	0.04%	Reduced
1958	Laurion Capital Management New York	$235K	+$224K	1	0%	New
1959	MIM Morningstar Investment Management Chicago, Illinois	$233K	+$211K	1	0.02%	New
1960	BIG Brookwood Investment Group Phoenix, Arizona	$233K	-$11.9K	1	0.04%	Reduced
1961	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$232K	+$206K	1	0.03%	New
1962	BWM BigSur Wealth Management Miami, Florida	$232K	$0	1	0.06%	Maintained
1963	FFP FourThought Financial Partners Venice, Florida	$232K	$0	1	0.02%	Maintained
1964	OFO OneAscent Family Office Birmingham, Alabama	$231K	+$221K	1	0.22%	New
1965	Iconiq Capital San Francisco, California	$231K	+$221K	1	0%	New
1966	Belvedere Trading Chicago, Illinois	$230K	-$984K	1	0%	Reduced
1967	RA Ruggaard & Associates Hudson, Ohio	$230K	+$3.94K	1	0.09%	Increased
1968	Daymark Wealth Partners Cincinnati, Ohio	$230K	+$225K	1	0.01%	New
1969	MLL Moody Lynn & Lieberson Boston, Massachusetts	$230K	+$213K	1	0.01%	New
1970	PAG Private Advisory Group Redmond, Washington	$229K	-$17.2M	1	0.02%	Reduced
1971	Ashton Thomas Private Wealth Scottsdale, Arizona	$228K	-$347K	1	0.01%	Reduced
1972	BPWM BCS Private Wealth Management Rumson, New Jersey	$228K	+$218K	1	0.09%	New
1973	OWM OneAscent Wealth Management Birmingham, Alabama	$228K	-$1.97K	1	0.08%	Reduced
1974	MAWA Moss Adams Wealth Advisors Seattle, Washington	$228K	+$218K	1	0.02%	New
1975	Dakota Wealth Management Palm Beach Gardens, Florida	$228K	+$6.7K	1	0%	Increased