← 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
2051
PG
Patten Group
Tennessee
$226K -$90.6K 1 0.04% Reduced
2052
AWC
Abundance Wealth Counselors
Pennsylvania
$226K +$195K 1 0.01% New
2053
WE
Wealth Effects
Massachusetts
$225K $0 1 0.06% Maintained
2054
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$225K $0 1 0.02% Maintained
2055
EAM
Empirical Asset Management
Massachusetts
$225K -$25.4K 1 0.05% Reduced
2056
APFP
Action Point Financial Planning
Michigan
$225K +$205K 21 0.02% New
2057
1IA
1620 Investment Advisors
Massachusetts
$222K +$1.96K 3 0.14% Increased
2058
SHFP
Second Half Financial Partners
Florida
$222K +$203K 1 0.09% New
2059
ADMI
Albert D. Mason Inc
Massachusetts
$221K +$203K 1 0.13% New
2060
MW
Marble Wealth
Alabama
$220K +$195K 1 0.03% New
2061
QFW
QTR Family Wealth
Florida
$220K +$218K 1 0.08% New
2062
EM
ELCO Management
New York
$219K +$199K 1 0.09% New
2063
SWA
SFMG Wealth Advisors
Texas
$219K +$200K 1 0.01% New
2064
GSWM
Golden State Wealth Management
California
$219K +$61K 7 0.02% Increased
2065
GWP
Gateway Wealth Partners
Wisconsin
$218K -$325K 1 0.01% Reduced
2066
LWP
LeClair Wealth Partners
Ohio
$217K +$199K 1 0.11% New
2067
PWA
Physician Wealth Advisors
Utah
$217K +$15.8K 15 0.03% Increased
2068
CPW
Cogent Private Wealth
Florida
$217K +$192K 1 0.14% New
2069
5NPW
55 North Private Wealth
Florida
$217K +$199K 1 0.04% New
2070
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$217K $0 2 0% Maintained
2071
NC
nVerses Capital
Florida
$216K -$1.48M 1 0.33% Reduced
2072
First Command Advisory Services
First Command Advisory Services
Texas
$216K +$131K 4 0% Increased
2073
WA
Waystone Advisors
Washington
$216K +$191K 1 0.16% New
2074
AWS
Aspen Wealth Strategies
Colorado
$216K -$28.3K 1 0.1% Reduced
2075
AMPWP
Alvarez & Marsal Private Wealth Partners
Florida
$215K -$61.2K 1 0.03% Reduced