← 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
Modern Wealth Management
Modern Wealth Management
Kansas
$225K -$571 1 0.02% Reduced
2052
AIM
Alhambra Investment Management
Florida
$225K $0 1 0.12% Maintained
2053
GHA
GW Henssler & Associates
Georgia
$223K -$1.78K 1 0.01% Reduced
2054
ST
Somerset Trust
Pennsylvania
$222K +$202K 1 0.09% New
2055
Maverick Capital
Maverick Capital
Texas
$220K -$1.94M 1 0% Reduced
2056
NWM
Napa Wealth Management
California
$219K +$176K 1 0.12% New
2057
PCM
Palouse Capital Management
Washington
$218K -$11.3K 1 0.14% Reduced
2058
RPWA
Regent Peak Wealth Advisors
Georgia
$218K +$198K 1 0.06% New
2059
Modera Wealth Management
Modera Wealth Management
New Jersey
$217K +$183K 1 0% New
2060
SPWM
Schrum Private Wealth Management
Florida
$217K +$196K 1 0.2% New
2061
FIM
Fruth Investment Management
Texas
$217K $0 1 0.06% Maintained
2062
HPM
Hoxton Planning & Management
West Virginia
$217K +$210K 1 0.1% New
2063
AWM
Accurate Wealth Management
Florida
$216K +$13.9K 1 0.06% Increased
2064
SAG
Spotlight Asset Group
Illinois
$216K -$17.2K 2 0.15% Reduced
2065
PWM
Purus Wealth Management
California
$216K +$195K 1 0.11% New
2066
SP
Saranac Partners
$215K -$41.2K 1 0.13% Reduced
2067
EFL
ERn Financial LLC
Wisconsin
$215K +$191K 1 0.04% New
2068
FAFN
First Affirmative Financial Network
Colorado
$215K +$191K 1 0.16% New
2069
Avantax Planning Partners
Avantax Planning Partners
Iowa
$215K +$194K 1 0.01% New
2070
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$214K -$21K 1 0.01% Reduced
2071
OPA
Old Port Advisors
Maine
$214K +$180K 1 0.07% New
2072
FWM
Foguth Wealth Management
Michigan
$214K +$193K 1 0.11% New
2073
MIM
Morningstar Investment Management
Illinois
$214K +$180K 1 0.02% New
2074
ONST
Old North State Trust
North Carolina
$214K +$180K 1 0.18% New
2075
PRS
Pinkerton Retirement Specialists
Idaho
$214K -$199K 1 0.03% Reduced