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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	MNBTD Moody National Bank Trust Division Galveston, Texas	$215K	$0	1	0.02%	Maintained
2002	MA MONECO Advisors Fairfield, Connecticut	$214K	$0	1	0.02%	Maintained
2003	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$213K	+$203K	1	0.05%	New
2004	JWS Juncture Wealth Strategies Scottsdale, Arizona	$213K	-$631K	1	0.08%	Reduced
2005	LC LCNB Corp Lebanon, Ohio	$213K	-$9.14K	1	0.07%	Reduced
2006	TW TritonPoint Wealth Chevy Chase, Maryland	$213K	+$203K	1	0.02%	New
2007	SLC Second Line Capital Metairie, Louisiana	$212K	+$202K	1	0.05%	New
2008	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$212K	$0	1	0.14%	Maintained
2009	MWA Medallion Wealth Advisors Farmington, Connecticut	$211K	-$4.14K	6	0.08%	Reduced
2010	AFP Ausdal Financial Partners Davenport, Iowa	$211K	-$9.1K	1	0.01%	Reduced
2011	KPP Kings Path Partners Sugar Land, Texas	$211K	-$16.3K	1	0.08%	Reduced
2012	FBT First Bank & Trust Brookings, South Dakota	$211K	$0	1	0.04%	Maintained
2013	TWD True Wealth Design Akron, Ohio	$210K	+$114K	25	0.07%	Increased
2014	MWM Maripau Wealth Management Fort Wayne, Indiana	$210K	+$201K	1	0.11%	New
2015	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$209K	+$181K	1	0.06%	New
2016	CFP Catalyst Financial Partners Boston, Massachusetts	$209K	+$204K	1	0.02%	New
2017	WB Webster Bank Waterbury, Connecticut	$209K	$0	1	0.02%	Maintained
2018	CIAM Caitong International Asset Management Hong Kong	$208K	-$160K	18	0.15%	Reduced
2019	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$208K	$0	1	0.17%	Maintained
2020	SouthState Corp Winter Haven, Florida	$208K	-$17K	14	0.01%	Reduced
2021	AC Avestar Capital New York	$208K	-$113K	1	0.01%	Reduced
2022	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$207K	$0	1	0.01%	Maintained
2023	FOA Five Oceans Advisors Santa Monica, California	$207K	+$1.23K	1	0.09%	Increased
2024	ET Equitable Trust Nashville, Tennessee	$206K	$0	1	0.01%	Maintained
2025	OWM Omnitrust Wealth Management Jacksonville, Florida	$206K	+$151K	1	0.24%	New