← 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
2026	LAM L2 Asset Management Wayland, Massachusetts	$237K	+$121K	1	0.02%	Increased
2027	VW Vantus Wealth Lancaster, Pennsylvania	$236K	+$209K	1	0.13%	New
2028	HFS Hughes Financial Services Herndon, Virginia	$236K	+$13.1K	16	0.03%	Increased
2029	Busey Bank Urbana, Illinois	$234K	-$14.6K	1	0.01%	Reduced
2030	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$234K	+$214K	1	0.03%	New
2031	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$233K	-$19.1K	1	0.17%	Reduced
2032	FFG Fortem Financial Group Palm Desert, California	$233K	-$24.3K	1	0.05%	Reduced
2033	SSA South Street Advisors New York	$233K	+$206K	1	0.03%	New
2034	FFC First Financial Corp Terre Haute, Indiana	$233K	$0	2	0.08%	Maintained
2035	NGA Naples Global Advisors Naples, Florida	$232K	+$205K	1	0.01%	New
2036	CAM Costello Asset Management Feasterville, Pennsylvania	$232K	-$31.3K	5	0.07%	Reduced
2037	MW MBL Wealth Charlotte, North Carolina	$232K	+$216K	1	0.02%	New
2038	PTP Platform Technology Partners New York	$231K	+$218K	1	0.04%	New
2039	PWP Principle Wealth Partners Madison, Connecticut	$231K	+$223K	1	0.01%	New
2040	PW Paladin Wealth Arden Hills, Minnesota	$231K	+$192K	1	0.13%	New
2041	TSS Taylor Securities Services Harrisburg, Pennsylvania	$231K	+$199K	1	0.09%	New
2042	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$229K	-$8.96K	1	0.01%	Reduced
2043	FLP Financial Life Planners Tempe, Arizona	$229K	+$149	1	0.15%	Increased
2044	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$229K	+$197K	1	0.05%	New
2045	LI LRI Investments Palm Beach Gardens, Florida	$228K	-$193K	13	0.02%	Reduced
2046	BWM BigSur Wealth Management Miami, Florida	$228K	+$209K	1	0.05%	New
2047	Cohen & Steers New York	$228K	-$48.6K	2	0%	Reduced
2048	MWM Mosley Wealth Management Anaheim, California	$227K	+$224K	2	0.07%	New
2049	KFP KMG Fiduciary Partners Toledo, Ohio	$227K	-$121K	1	0.02%	Reduced
2050	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$226K	+$223K	1	0.03%	New