← 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	BIA Bell Investment Advisors Oakland, California	$148K	+$1.42K	16	0.03%	Increased
2052	Farmers & Merchants Investments Inc Lincoln, Nebraska	$146K	-$4.8K	16	0%	Reduced
2053	PWMG Private Wealth Management Group Princeton, New Jersey	$145K	-$32.1K	14	0.06%	Reduced
2054	SL Salomon & Ludwin Richmond, Virginia	$144K	-$105K	2	0.02%	Reduced
2055	Y.D. More Investments Ramat Gan, Israel	$142K	$0	1	0.01%	Maintained
2056	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$141K	-$61.1K	2	0.1%	Reduced
2057	FFL Financial Freedom LLC Cincinnati, Ohio	$139K	+$162	2	0.08%	Increased
2058	MCF Advisors Covington, Kentucky	$136K	-$14.4K	6	0.01%	Reduced
2059	BGAI Bruce G. Allen Investments Denver, Colorado	$135K	-$20.7K	6	0.11%	Reduced
2060	MCM MV Capital Management Bethesda, Maryland	$133K	-$43.6K	7	0.02%	Reduced
2061	RP Rice Partnership Honolulu, Hawaii	$131K	$0	1	0.03%	Maintained
2062	BCM Basso Capital Management Stamford, Connecticut	$131K	+$137K	1	0.12%	New
2063	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$131K	$0	1	0.03%	Maintained
2064	TFA Transamerica Financial Advisors St. Petersburg, Florida	$127K	$0	4	0.01%	Maintained
2065	WIA Wetzel Investment Advisors Indianapolis, Indiana	$127K	+$18.8K	3	0.07%	Increased
2066	KB Kimelman & Baird New York	$124K	+$130K	1	0.01%	New
2067	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$123K	$0	2	0.03%	Maintained
2068	MAM Marquette Asset Management Minneapolis, Minnesota	$123K	$0	1	0.02%	Maintained
2069	BCP Blue Chip Partners Farmington Hills, Michigan	$122K	-$110K	1	0.01%	Reduced
2070	CPG Cornerstone Planning Group Fairfield, New Jersey	$120K	+$88.8K	12	0.03%	Increased
2071	GTAM Global Trust Asset Management West Palm Beach, Florida	$120K	-$21.2K	1	0.05%	Reduced
2072	LFA LGT Financial Advisors Dallas, Texas	$119K	+$22.1K	10	0.25%	Increased
2073	UFF USA Financial Formulas Ada, Michigan	$112K	-$58.7K	2	0.02%	Reduced
2074	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$111K	$0	3	0.04%	Maintained
2075	FRA Front Row Advisors Tiburon, California	$105K	+$16.2K	5	0.04%	Increased