← 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
2001	VF VitalStone Financial Shavano Park, Texas	$1K	-$729K	1	0%	Reduced
2002	JWM Janiczek Wealth Management Denver, Colorado	$984	$0	2	0%	Maintained
2003	DWA Delos Wealth Advisors Dallas, Texas	$855	$0	1	0%	Maintained
2004	Bogart Wealth LLC Mclean, Virginia	$720	$0	1	0%	Maintained
2005	IA IFS Advisors Overland Park, Kansas	$519	$0	1	0%	Maintained
2006	KFS Kelly Financial Services Braintree, Massachusetts	$461	$0	1	0%	Maintained
2007	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$148	$0	1	0%	Maintained
2008	ACM Acrisure Capital Management Austin, Texas	$0	-$1.03M	0	–	Closed
2009	ARG Advisory Resource Group Tulsa, Oklahoma	$0	-$2.84M	0	–	Closed
2010	AGF Management Toronto, Ontario, Canada	$0	-$516K	0	–	Closed
2011	AGM Alpine Global Management New York	$0	-$1.06M	0	–	Closed
2012	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$4.32M	0	–	Closed
2013	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$1.35M	0	–	Closed
2014	BCM Beddow Capital Management Jackson, Wyoming	$0	-$165K	0	–	Closed
2015	BA Bellwether Advisors Lincoln, Nebraska	$0	-$48.5K	0	–	Closed
2016	BWM BNC Wealth Management Beaverton, Oregon	$0	-$1.79M	0	–	Closed
2017	CCM CAAS Capital Management New York	$0	-$150K	0	–	Closed
2018	CCM Callodine Capital Management Boston, Massachusetts	$0	-$4.73M	0	–	Closed
2019	CT Cambridge Trust Cambridge, Massachusetts	$0	-$13.8K	0	–	Closed
2020	CCG Capital CS Group Irvine, California	$0	-$2.54M	0	–	Closed
2021	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$39K	0	–	Closed
2022	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$12.4M	0	–	Closed
2023	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$0	-$541	0	–	Closed
2024	Castle Hook Partners New York	$0	-$58.7M	0	–	Closed
2025	CAM Chesapeake Asset Management New York	$0	-$46.7K	0	–	Closed