← 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
1976	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$268K	+$246K	1	0.01%	New
1977	SWA Stratos Wealth Advisors Beachwood, Ohio	$267K	$0	1	0.01%	Maintained
1978	ATC Adirondack Trust Company Saratoga Springs, New York	$267K	-$1.52K	6	0.08%	Reduced
1979	Plancorp LLC Saint Louis, Missouri	$267K	-$8.06K	1	0.01%	Reduced
1980	IIM IFC & Insurance Marketing Auburn, California	$266K	-$5.88K	1	0.23%	Reduced
1981	FCM Family Capital Management Grand Rapids, Michigan	$265K	$0	1	0.1%	Maintained
1982	CA Claro Advisors Boston, Massachusetts	$265K	-$8.06K	1	0.03%	Reduced
1983	ITG Index Technologies Group New York	$264K	+$236K	3	0.21%	New
1984	CAL Capital Advisors Ltd Shaker Heights, Ohio	$264K	-$2.01K	10	0.03%	Reduced
1985	CA Crumly & Associates Springfield, Illinois	$264K	$0	1	0.05%	Maintained
1986	MWM Moulton Wealth Management Spokane, Washington	$262K	+$218K	1	0.17%	New
1987	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$261K	$0	1	0.03%	Maintained
1988	BFS Boyer Financial Services Newport Beach, California	$260K	$0	1	0.22%	Maintained
1989	HAP Harbor Asset Planning Belmont, Massachusetts	$259K	$0	1	0.19%	Maintained
1990	W WealthCollab Bellevue, Washington	$258K	-$2.33K	16	0.09%	Reduced
1991	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$257K	$0	1	0.11%	Maintained
1992	SouthState Corp Winter Haven, Florida	$255K	+$99.4K	8	0.01%	Increased
1993	AIM Advyzon Investment Management Lisle, Illinois	$255K	+$226K	1	0.02%	New
1994	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$253K	$0	1	0.14%	Maintained
1995	FOA Five Oceans Advisors Santa Monica, California	$252K	-$2.24K	1	0.08%	Reduced
1996	AM Atwater Malick Lancaster, Pennsylvania	$252K	+$12.7K	1	0.05%	Increased
1997	Cary Street Partners Richmond, Virginia	$252K	-$325K	2	0.01%	Reduced
1998	IF Ironwood Financial Tucson, Arizona	$251K	-$12K	1	0.04%	Reduced
1999	FA Faithward Advisors Lancaster, Pennsylvania	$249K	+$228K	1	0.03%	New
2000	AP Anchyra Partners Atlanta, Georgia	$249K	+$18.4K	1	0.06%	Increased