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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
2026	Bartlett & Co Wealth Management Cincinnati, Ohio	$239K	$0	3	0%	Maintained
2027	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$238K	$0	1	0.19%	Maintained
2028	BWA Beam Wealth Advisors Covington, Louisiana	$238K	+$216K	1	0.14%	New
2029	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$238K	$0	1	0.02%	Maintained
2030	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$238K	-$509K	1	0.04%	Reduced
2031	ACA American Capital Advisory Ketchum, Idaho	$238K	+$88.7K	2	0.21%	Increased
2032	PWM Prosperity Wealth Management San Ramon, California	$236K	+$190K	1	0.11%	New
2033	TCI Wealth Advisors Tucson, Arizona	$235K	$0	1	0.02%	Maintained
2034	RB Renasant Bank Tupelo, Mississippi	$235K	-$2.58K	1	0.17%	Reduced
2035	Baillie Gifford & Co Edinburgh, United Kingdom	$233K	-$192M	1	0%	Reduced
2036	TIM Tortoise Investment Management White Plains, New York	$233K	+$1.81K	6	0.03%	Increased
2037	VAM Verity Asset Management Durham, North Carolina	$233K	-$294K	1	0.13%	Reduced
2038	DSN D. Scott Neal Lexington, Kentucky	$232K	$0	1	0.15%	Maintained
2039	PHS Pekin Hardy Strauss Chicago, Illinois	$232K	$0	1	0.03%	Maintained
2040	MFG Mosaic Financial Group Chicago, Illinois	$231K	+$214K	1	0.19%	New
2041	Vaughan David Investments Peoria, Illinois	$231K	+$210K	1	0.01%	New
2042	FNA First National Advisers Omaha, Nebraska	$231K	+$234K	1	0.05%	New
2043	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$230K	+$209K	1	0.12%	New
2044	First Citizens Bank & Trust Raleigh, North Carolina	$230K	+$209K	1	0%	New
2045	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$229K	+$204K	1	0.17%	New
2046	TFA Tobias Financial Advisors Plantation, Florida	$229K	$0	1	0.05%	Maintained
2047	HCM Howland Capital Management Boston, Massachusetts	$228K	$0	1	0.01%	Maintained
2048	CGIM Cannon Global Investment Management Davie, Florida	$227K	-$86.6K	1	0.61%	Reduced
2049	CSI Cross Staff Investments Pittsford, New York	$226K	-$5.52K	1	0.19%	Reduced
2050	TW TritonPoint Wealth Chevy Chase, Maryland	$226K	-$9.44K	1	0.02%	Reduced