← 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
2076	LFM Lumina Fund Management New York	$0	-$770K	0	–	Closed
2077	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
2078	MHS M Holdings Securities Portland, Oregon	$0	-$213K	0	–	Closed
2079	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$0	-$201K	0	–	Closed
2080	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$2.68M	0	–	Closed
2081	MWM Moulton Wealth Management Spokane, Washington	$0	-$214K	0	–	Closed
2082	NRC New Republic Capital Charlotte, North Carolina	$0	-$235K	0	–	Closed
2083	NOI Newton One Investments Newark, Delaware	$0	-$37.1K	0	–	Closed
2084	NL NWAM LLC Mercer Island, Washington	$0	-$1.21M	0	–	Closed
2085	NG NWK Group San Francisco, California	$0	-$3.69M	0	–	Closed
2086	ODG O'Dell Group Cincinnati, Ohio	$0	-$9.13K	0	–	Closed
2087	OPCM Osborne Partners Capital Management San Francisco, California	$0	-$598K	0	–	Closed
2088	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$0	-$478K	0	–	Closed
2089	PCM Palestra Capital Management New York	$0	-$58.3M	0	–	Closed
2090	&Partners Nashville, Tennessee	$0	-$241K	0	–	Closed
2091	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$5.11M	0	–	Closed
2092	PWP Phillips Wealth Planners Starkville, Mississippi	$0	-$272K	0	–	Closed
2093	PCM Pinnbrook Capital Management New York	$0	-$7.55M	0	–	Closed
2094	RL Retireful LLC Haslett, Michigan	$0	-$796K	0	–	Closed
2095	RGF Retirement Guys Formula Maumee, Ohio	$0	-$688K	0	–	Closed
2096	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$211K	0	–	Closed
2097	RWA Wealth Partners Newton, Massachusetts	$0	-$4.63M	0	–	Closed
2098	SF Safeguard Financial Minocqua, Wisconsin	$0	-$29K	0	–	Closed
2099	SRC Sage Rhino Capital Menlo Park, California	$0	-$207K	0	–	Closed
2100	Sanders Capital West Palm Beach, Florida	$0	-$825M	0	–	Closed