← 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	PHS Pekin Hardy Strauss Chicago, Illinois	$202K	$0	1	0.03%	Maintained
2027	TC TradeLink Capital Chicago, Illinois	$202K	+$212K	1	0.58%	New
2028	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$202K	-$80.8K	1	0.04%	Reduced
2029	TCI Wealth Advisors Tucson, Arizona	$201K	-$147	1	0.02%	Reduced
2030	Modera Wealth Management Westwood, New Jersey	$201K	+$7.26K	1	0%	Increased
2031	CP Canopy Partners Cincinnati, Ohio	$200K	$0	1	0.09%	Maintained
2032	VF VitalStone Financial Shavano Park, Texas	$196K	-$139K	1	0.14%	Reduced
2033	MHR Matthew Hamilton Rosenberg	$196K	+$12.3K	3	0.06%	Increased
2034	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$193K	+$174K	3	0.1%	Increased
2035	GWP Gen-Wealth Partners Zeeland, Michigan	$190K	-$82.9K	3	0.09%	Reduced
2036	VFA Virtus Fund Advisers Hartford, Connecticut	$189K	+$8.27K	2	0.75%	Increased
2037	FUBT First United Bank & Trust Oakland, Maryland	$185K	+$85.9K	1	0.07%	Increased
2038	PPWM PFG Private Wealth Management Lutz, Florida	$185K	-$3.39K	4	0.11%	Reduced
2039	WOSD WFA of San Diego San Diego, California	$180K	+$188K	1	0.16%	New
2040	SC Skylands Capital Milwaukee, Wisconsin	$178K	$0	1	0.03%	Maintained
2041	RA Rise Advisors Rochester, New York	$174K	-$364	9	0.09%	Reduced
2042	UID Union Investments & Development Tel Aviv, Israel	$165K	-$170K	1	1.01%	Reduced
2043	HWA HHM Wealth Advisors Chattanooga, Tennessee	$165K	+$112K	3	0.02%	Increased
2044	BL BFSG LLC Irvine, California	$165K	+$10.9K	4	0.02%	Increased
2045	CP Camelot Portfolios Maumee, Ohio	$165K	+$172K	3	0.09%	New
2046	DFA DHJJ Financial Advisors Naperville, Illinois	$158K	$0	6	0.07%	Maintained
2047	GWSG GPS Wealth Strategies Group Centennial, Colorado	$158K	+$6.39K	7	0.02%	Increased
2048	CFD Creative Financial Designs Kokomo, Indiana	$156K	-$34.4K	7	0.01%	Reduced
2049	KIG Kessler Investment Group Columbus, Indiana	$151K	+$48.4K	2	0.08%	Increased
2050	DMKJ David M. Knott Jr	$149K	$0	1	0.06%	Maintained