← 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	AIP Alapocas Investment Partners Beverly, Massachusetts	$250K	$0	1	0.15%	Maintained
2002	GA Geller Advisors New York	$250K	-$373K	1	0.02%	Reduced
2003	AGM Alpine Global Management New York	$250K	+$25K	1	0.05%	Increased
2004	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$249K	$0	3	0.04%	Maintained
2005	IWP Invenio Wealth Partners Coral Gables, Florida	$249K	-$8.24K	1	0.13%	Reduced
2006	HW Hamilton Wealth Encino, California	$249K	-$327K	1	0.08%	Reduced
2007	Jones Financial Companies Des Peres, Missouri	$249K	+$125K	6	0%	Increased
2008	WWM Whalen Wealth Management Las Vegas, Nevada	$248K	-$610K	1	0.18%	Reduced
2009	AlphaCore Capital La Jolla, California	$248K	+$6.3K	1	0.07%	Increased
2010	W WealthCollab Bellevue, Washington	$248K	+$19.1K	9	0.18%	Increased
2011	FHC First Heartland Consultants Lake St. Louis, Missouri	$247K	+$208K	1	0.03%	New
2012	PIA Panoramic Investment Advisors Denver, Colorado	$246K	-$468K	1	0.18%	Reduced
2013	BSHC Breed's Hill Capital Charlestown, Massachusetts	$246K	$0	1	0.23%	Maintained
2014	FPF First Pacific Financial Vancouver, Washington	$244K	+$601	3	0.07%	Increased
2015	PWM Paulson Wealth Management Wheaton, Illinois	$244K	-$13.3K	1	0.07%	Reduced
2016	JWS Juncture Wealth Strategies Scottsdale, Arizona	$244K	$0	1	0.1%	Maintained
2017	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$243K	$0	1	0.02%	Maintained
2018	CP CenterBook Partners Greenwich, Connecticut	$243K	-$1.32M	1	0.02%	Reduced
2019	CIA CCM Investment Advisers Columbia, South Carolina	$243K	$0	1	0.03%	Maintained
2020	CAM Crestone Asset Management Boulder, Colorado	$242K	+$15.4K	1	0.05%	Increased
2021	NFG Norris Financial Group Greenville, South Carolina	$241K	+$224K	1	0.13%	New
2022	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$241K	+$9.29K	1	0.03%	Increased
2023	QFA Quantum Financial Advisors El Segundo, California	$240K	+$219K	1	0.04%	New
2024	ONGA O'Neil Global Advisors Los Angeles, California	$240K	+$221K	1	0.3%	New
2025	SWM Sugarloaf Wealth Management Duluth, Georgia	$239K	-$15.9K	5	0.05%	Reduced