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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
1976	TFM TFC Financial Management Boston, Massachusetts	$4.62K	$0	3	0%	Maintained
1977	SVCP Silicon Valley Capital Partners San Jose, California	$4.31K	$0	1	0%	Maintained
1978	NCM Northwest Capital Management Lake Oswego, Oregon	$4.18K	$0	1	0%	Maintained
1979	TVWM Tower View Wealth Management Shorewood, Wisconsin	$4K	$0	1	0%	Maintained
1980	AW Atlas Wealth Cincinnati, Ohio	$3.59K	$0	1	0%	Maintained
1981	GA GoalVest Advisory New York	$3.38K	-$248	1	0%	Reduced
1982	CIA Cape Investment Advisory Mcdonough, Georgia	$3.04K	$0	2	0%	Maintained
1983	AWM Aspire Wealth Management Waltham, Massachusetts	$2.98K	$0	1	0%	Maintained
1984	AWA Authentikos Wealth Advisory Morgan Hill, California	$2.96K	+$3.23K	1	0%	New
1985	MIA Milestone Investment Advisors Middleton, Wisconsin	$2.66K	+$2.8K	1	0%	New
1986	PLU Performa Ltd (US) Charleston, South Carolina	$2.62K	$0	1	0%	Maintained
1987	LTI Laffer Tengler Investments Nashville, Tennessee	$2.52K	-$1.33M	1	0%	Reduced
1988	Bogart Wealth LLC Mclean, Virginia	$2.18K	+$1.58K	2	0%	Increased
1989	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.15K	$0	1	0%	Maintained
1990	PWMG Provence Wealth Management Group Irvine, California	$1.94K	+$2.05K	2	0%	New
1991	NIG NFJ Investment Group Dallas, Texas	$1.83K	$0	1	0%	Maintained
1992	SWA SOA Wealth Advisors New York	$1.76K	$0	2	0%	Maintained
1993	SIS Sound Income Strategies Ft Lauderdale, Florida	$1.73K	$0	1	0%	Maintained
1994	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1.59K	+$1.56K	1	0%	New
1995	FWM Focused Wealth Management Newburgh, New York	$1.26K	$0	1	0%	Maintained
1996	ADL Asset Dedication LLC San Francisco, California	$1K	-$6.8K	3	0%	Reduced
1997	T TOBAM Paris, France	$1K	+$1.98K	2	0%	New
1998	DWA Delos Wealth Advisors Dallas, Texas	$863	$0	1	0%	Maintained
1999	WestEnd Advisors Charlotte, North Carolina	$513	+$554	3	0%	New
2000	IA IFS Advisors Overland Park, Kansas	$442	$0	1	0%	Maintained