← 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	KFS Kelly Financial Services Braintree, Massachusetts	$438	$0	1	0%	Maintained
2002	ACM Antonetti Capital Management Naples, Florida	$257	-$1.24K	2	0%	Reduced
2003	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$141	$0	1	0%	Maintained
2004	2L 25 LLC St. Louis, Missouri	$0	-$54.7K	0	–	Closed
2005	AWM Accel Wealth Management Waverly, Iowa	$0	-$215K	0	–	Closed
2006	AGA Accuvest Global Advisors Provo, Utah	$0	-$320K	0	–	Closed
2007	ARS Adirondack Retirement Specialists Queensbury, New York	$0	-$14.3K	0	–	Closed
2008	APM Advanced Portfolio Management New York	$0	-$865K	0	–	Closed
2009	AIM Alhambra Investment Management Palmetto Bay, Florida	$0	-$211K	0	–	Closed
2010	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$0	-$213K	0	–	Closed
2011	Allstate Corporation Northbrook, Illinois	$0	-$1.29M	0	–	Closed
2012	ACM Anomaly Capital Management New York	$0	-$24.5M	0	–	Closed
2013	Apollo Management Holdings New York	$0	-$33.9M	0	–	Closed
2014	Armistice Capital New York	$0	-$296K	0	–	Closed
2015	AIM Ausbil Investment Management Sydney, Australia	$0	-$3.08M	0	–	Closed
2016	ACP Aveo Capital Partners Englewood, Colorado	$0	-$4.61M	0	–	Closed
2017	AIC AWM Investment Company New York	$0	-$1.9M	0	–	Closed
2018	BWP Balboa Wealth Partners Scottsdale, Arizona	$0	-$809K	0	–	Closed
2019	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$9.75M	0	–	Closed
2020	BWM BigSur Wealth Management Miami, Florida	$0	-$560K	0	–	Closed
2021	BIP Blueprint Investment Partners Greensboro, North Carolina	$0	-$441K	0	–	Closed
2022	CHP Cable Hill Partners Portland, Oregon	$0	-$226K	0	–	Closed
2023	Capital Wealth Planning Naples, Florida	$0	-$595K	0	–	Closed
2024	CastleKnight Management New York	$0	-$331K	0	–	Closed
2025	CIA CCM Investment Advisers Columbia, South Carolina	$0	-$203K	0	–	Closed