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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
2051	MHR Matthew Hamilton Rosenberg	$172K	-$40.5K	3	0.04%	Reduced
2052	KG Kilter Group Rhinebeck, New York	$170K	+$167K	6	0.08%	New
2053	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$169K	-$116K	9	0.02%	Reduced
2054	WOSD WFA of San Diego San Diego, California	$166K	+$162K	1	0.12%	New
2055	Raiffeisen Bank International Vienna, Austria	$161K	$0	2	0%	Maintained
2056	GL Governors Lane New York	$160K	+$157K	1	0.01%	New
2057	Optiver Holding Amsterdam, Netherlands	$157K	-$16.7K	11	0%	Reduced
2058	DJSG D.J. St. Germain Springfield, Massachusetts	$156K	+$116K	2	0.01%	Increased
2059	HWA HHM Wealth Advisors Chattanooga, Tennessee	$155K	$0	5	0.02%	Maintained
2060	APW Aventura Private Wealth Aventura, Florida	$155K	-$56.7K	6	0.07%	Reduced
2061	WIM Westside Investment Management Santa Monica, California	$153K	+$33.2K	7	0.03%	Increased
2062	WAM Warberg Asset Management Winnetka, Illinois	$148K	$0	1	0.02%	Maintained
2063	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$147K	$0	1	0.03%	Maintained
2064	ASM ATW SPAC Management New York	$147K	-$845K	1	0.22%	Reduced
2065	Farmers & Merchants Investments Inc Lincoln, Nebraska	$142K	+$958	19	0%	Increased
2066	PPC Park Place Capital Homewood, Alabama	$139K	+$2.02K	5	0.03%	Increased
2067	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$139K	-$208K	1	0.13%	Reduced
2068	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$139K	+$58.4K	12	0.05%	Increased
2069	MCF Advisors Covington, Kentucky	$138K	+$54.5K	3	0.01%	Increased
2070	CWP Concord Wealth Partners Abingdon, Virginia	$135K	-$568K	1	0.02%	Reduced
2071	PWMG Private Wealth Management Group Princeton, New Jersey	$131K	+$7.04K	15	0.04%	Increased
2072	FFL Financial Freedom LLC Cincinnati, Ohio	$129K	+$867	2	0.07%	Increased
2073	MASECO Private Wealth London,	$128K	+$125K	3	0%	New
2074	PW Pandora Wealth Oakbrook Terrace, Illinois	$126K	-$9.07K	2	0.08%	Reduced
2075	AIC Archer Investment Corporation Carmel, Indiana	$124K	-$487K	6	0.03%	Reduced