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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	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$227K	$0	1	0.22%	Maintained
1977	Varma Mutual Pension Insurance Co Helsinki, Finland	$227K	-$12.6M	1	0%	Reduced
1978	GPFA Game Plan Financial Advisors Westlake, Ohio	$226K	$0	1	0.1%	Maintained
1979	MWM Mindset Wealth Management Indianapolis, Indiana	$226K	$0	1	0.07%	Maintained
1980	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$226K	$0	1	0.01%	Maintained
1981	OPCM Osborne Partners Capital Management San Francisco, California	$225K	$0	1	0.01%	Maintained
1982	WE Wealth Effects Boston, Massachusetts	$225K	-$107K	1	0.08%	Reduced
1983	HC Hamilton Capital Columbus, Ohio	$225K	$0	1	0.01%	Maintained
1984	SR Summer Road West Palm Beach, Florida	$225K	$0	1	0.17%	Maintained
1985	SWA Stratos Wealth Advisors Beachwood, Ohio	$223K	-$1.31K	1	0.01%	Reduced
1986	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$222K	-$26.4K	1	0.04%	Reduced
1987	Modera Wealth Management Westwood, New Jersey	$222K	-$11.8K	1	0%	Reduced
1988	FFG Fortem Financial Group Palm Desert, California	$222K	-$40.3K	1	0.07%	Reduced
1989	IP Ignite Planners San Clemente, California	$221K	$0	1	0.04%	Maintained
1990	EI EDMP Inc Lutz, Florida	$221K	$0	1	0.19%	Maintained
1991	Busey Bank Urbana, Illinois	$220K	-$7.88K	1	0.01%	Reduced
1992	MWM Moulton Wealth Management Spokane, Washington	$220K	+$1.32K	1	0.17%	Increased
1993	AWS Aspen Wealth Strategies Arvada, Colorado	$217K	+$213K	1	0.13%	New
1994	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$217K	$0	1	0.11%	Maintained
1995	AFM Aspetuck Financial Management Westport, Connecticut	$217K	+$207K	1	0.16%	New
1996	CCA Childress Capital Advisors Houston, Texas	$217K	+$207K	1	0.05%	New
1997	SA Strategic Advisors New York	$217K	$0	1	0.04%	Maintained
1998	JSAM J. Safra Asset Management New York	$217K	+$20K	1	0.02%	Increased
1999	SAM Strive Asset Management Dublin, Ohio	$217K	-$221K	1	0.13%	Reduced
2000	TPI Trust Point Inc La Crosse, Wisconsin	$215K	$0	1	0.02%	Maintained