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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
2001	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$249K	-$25.6K	1	0.2%	Reduced
2002	HVP Hudson Value Partners Palm Beach, Florida	$249K	+$246K	1	0.06%	New
2003	Vanguard National Trust Malvern, Pennsylvania	$248K	+$2.33K	6	0.01%	Increased
2004	SOS Silver Oak Securities Jackson, Tennessee	$248K	+$227K	1	0.02%	New
2005	BMWM Brown Miller Wealth Management Mclean, Virginia	$247K	$0	1	0.06%	Maintained
2006	DV Trading Chicago, Illinois	$247K	+$213K	1	0.01%	New
2007	IW Instrumental Wealth Tampa, Florida	$246K	-$5.63K	1	0.12%	Reduced
2008	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$246K	+$225K	1	0.02%	New
2009	CFAM Center For Asset Management Palm Beach Gardens, Florida	$244K	-$12.3K	1	0.11%	Reduced
2010	CSI Cross Staff Investments Pittsford, New York	$244K	$0	1	0.14%	Maintained
2011	WC Westhampton Capital Winston-Salem, North Carolina	$244K	$0	1	0.1%	Maintained
2012	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$244K	-$247K	1	0.03%	Reduced
2013	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$242K	$0	1	0.18%	Maintained
2014	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$242K	$0	1	0.05%	Maintained
2015	KAM Knightsbridge Asset Management Newport Beach, California	$241K	-$5.12M	1	0.03%	Reduced
2016	VEA Virtus ETF Advisers New York	$241K	+$193K	1	0.09%	New
2017	APW Aventura Private Wealth Aventura, Florida	$241K	+$63K	7	0.07%	Increased
2018	CIA Caerus Investment Advisors West Lake Hills, Texas	$240K	-$69.8K	1	0.08%	Reduced
2019	OCM Orchard Capital Management Chicago, Illinois	$240K	+$207K	1	0.23%	New
2020	PWMG Private Wealth Management Group Princeton, New Jersey	$239K	+$89.9K	12	0.06%	Increased
2021	KG Kilter Group Rhinebeck, New York	$239K	-$1.83K	12	0.09%	Reduced
2022	LC LCNB Corp Lebanon, Ohio	$239K	$0	1	0.07%	Maintained
2023	CWA Capital Wealth Alliance Scottsdale, Arizona	$238K	$0	1	0.11%	Maintained
2024	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$238K	$0	1	0.31%	Maintained
2025	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$238K	$0	1	0.01%	Maintained