← 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	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$214K	-$10.7K	1	0.06%	Reduced
2002	GA Geller Advisors New York	$214K	-$441	1	0.02%	Reduced
2003	CSI Cross Staff Investments Pittsford, New York	$213K	$0	1	0.18%	Maintained
2004	DWM Drive Wealth Management Lehi, Utah	$212K	+$15.3K	1	0.06%	Increased
2005	CAM Claret Asset Management Montreal, Quebec, Canada	$212K	-$226K	1	0.04%	Reduced
2006	NF Nvest Financial Portsmouth, New Hampshire	$212K	+$23.1K	1	0.13%	Increased
2007	FRA Frank Rimerman Advisors Palo Alto, California	$211K	+$220K	1	0.02%	New
2008	SHFP Second Half Financial Partners Sebring, Florida	$211K	-$8.81K	1	0.17%	Reduced
2009	BSHC Breed's Hill Capital Charlestown, Massachusetts	$210K	$0	1	0.19%	Maintained
2010	ACA American Capital Advisory Ketchum, Idaho	$210K	-$91.3K	1	0.15%	Reduced
2011	Bartlett & Co Wealth Management Cincinnati, Ohio	$210K	$0	3	0%	Maintained
2012	WFA WMG Financial Advisors Knoxville, Tennessee	$210K	+$219K	1	0.11%	New
2013	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$209K	$0	1	0.14%	Maintained
2014	AlphaCore Capital La Jolla, California	$208K	-$4.55K	1	0.05%	Reduced
2015	WI Wintrust Investments Chicago, Illinois	$208K	-$524K	1	0.02%	Reduced
2016	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$208K	$0	1	0.03%	Maintained
2017	HI Humankind Investments New York	$207K	+$216K	1	0.05%	New
2018	NI NDVR Inc Boston, Massachusetts	$206K	-$678K	1	0.21%	Reduced
2019	IIC Ironwood Investment Counsel Scottsdale, Arizona	$206K	+$213K	1	0.04%	New
2020	OPA Old Port Advisors Portland, Maine	$206K	+$15.6K	1	0.06%	Increased
2021	FIM Fruth Investment Management Houston, Texas	$205K	$0	1	0.06%	Maintained
2022	WIM Westside Investment Management Santa Monica, California	$205K	-$35.3K	3	0.05%	Reduced
2023	SR Summer Road West Palm Beach, Florida	$203K	+$198K	1	0.2%	New
2024	IW Instrumental Wealth Tampa, Florida	$202K	+$176K	1	0.21%	New
2025	DSN D. Scott Neal Lexington, Kentucky	$202K	$0	1	0.11%	Maintained