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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	CWM Curi Wealth Management Raleigh, North Carolina	$93K	+$86.8K	4	0.02%	New
2002	ME McIlrath & Eck Arlington, Washington	$93K	-$3.81K	1	0.03%	Reduced
2003	FRA Front Row Advisors Tiburon, California	$90K	-$4.28K	5	0.03%	Reduced
2004	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$86K	$0	1	0.03%	Maintained
2005	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$85K	+$2.98K	1	0.03%	Increased
2006	CA Centerpoint Advisors Needham, Massachusetts	$85K	$0	2	0.04%	Maintained
2007	UFF USA Financial Formulas Ada, Michigan	$85K	-$260K	2	0.07%	Reduced
2008	FCFS First Command Financial Services Fort Worth, Texas	$83K	+$7.39K	4	0.01%	Increased
2009	SBL Sargent Bickham Lagudis Boulder, Colorado	$83K	+$9.64K	4	0.01%	Increased
2010	TCOV Trust Company of Vermont Brattleboro, Vermont	$83K	+$74.9K	3	0.01%	New
2011	AP Arlington Partners Birmingham, Alabama	$79K	-$82.9K	4	0.02%	Reduced
2012	Simon Quick Advisors Morristown, New Jersey	$76K	$0	1	0.02%	Maintained
2013	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$75K	-$3.37K	1	0.02%	Reduced
2014	ATC Adirondack Trust Company Saratoga Springs, New York	$71K	+$5.06K	3	0.03%	Increased
2015	GCM Gables Capital Management Miami, Florida	$70K	$0	1	0.04%	Maintained
2016	UID Union Investments & Development Tel Aviv, Israel	$69K	+$61.5K	1	0.02%	New
2017	VNA Valley National Advisers Bethlehem, Pennsylvania	$69K	+$1.62K	2	0.01%	Increased
2018	CWP Concord Wealth Partners Abingdon, Virginia	$68K	+$32K	2	0.02%	Increased
2019	DWA Dorsey Wright & Associates Pasadena, California	$68K	+$7.1K	1	0.01%	Increased
2020	PP PrairieView Partners St. Paul, Minnesota	$68K	+$69.7K	1	0.01%	New
2021	FP Financial Perspectives Minneapolis, Minnesota	$67.1K	$0	4	0.03%	Maintained
2022	GWA Gibson Wealth Advisors Tyler, Texas	$67K	+$58K	2	0.07%	New
2023	LWA Lenox Wealth Advisors New York	$66K	+$3.98K	6	0.01%	Increased
2024	TC Trust Company Manhattan, Kansas	$66K	$0	2	0.02%	Maintained
2025	AWM AllSquare Wealth Management Albany, New York	$65K	-$10.4K	1	0.04%	Reduced