← 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
2101	SWM SFG Wealth Management Towson, Maryland	$201K	+$182K	1	0.12%	New
2102	MCM MV Capital Management Bethesda, Maryland	$197K	-$972	5	0.02%	Reduced
2103	PWMG Private Wealth Management Group Princeton, New Jersey	$195K	-$1.39K	14	0.09%	Reduced
2104	RA Rise Advisors Rochester, New York	$194K	+$159K	9	0.1%	Increased
2105	VFA Virtus Fund Advisers Hartford, Connecticut	$194K	+$1.4K	2	0.68%	Increased
2106	LF LifeSteps Financial Claremont, California	$194K	+$172K	4	0.15%	New
2107	SG StoneX Group New York	$193K	+$295K	2	0.02%	New
2108	UFF USA Financial Formulas Ada, Michigan	$189K	-$1.84M	2	0.03%	Reduced
2109	BGAI Bruce G. Allen Investments Denver, Colorado	$179K	-$19.7K	5	0.15%	Reduced
2110	GFPC Global Financial Private Client Sarasota, Florida	$179K	-$19.6K	3	0.08%	Reduced
2111	MCF Advisors Covington, Kentucky	$179K	-$181K	6	0.01%	Reduced
2112	SIM Sandia Investment Management Boston, Massachusetts	$178K	+$168K	1	0.17%	New
2113	CIA Capital Impact Advisors Boston, Massachusetts	$178K	$0	1	0.23%	Maintained
2114	SC Skylands Capital Milwaukee, Wisconsin	$177K	$0	1	0.02%	Maintained
2115	DFA DHJJ Financial Advisors Naperville, Illinois	$175K	+$7.34K	6	0.08%	Increased
2116	HS Hazelview Securities Toronto, Ontario, Canada	$170K	-$625K	1	0.03%	Reduced
2117	Farmers & Merchants Investments Inc Lincoln, Nebraska	$169K	-$11K	17	0.01%	Reduced
2118	PMFA Plante Moran Financial Advisors Southfield, Michigan	$169K	$0	3	0.02%	Maintained
2119	BL BFSG LLC Irvine, California	$168K	$0	4	0.02%	Maintained
2120	GWSG GPS Wealth Strategies Group Centennial, Colorado	$164K	+$124K	5	0.03%	Increased
2121	BIA Bell Investment Advisors Oakland, California	$164K	+$5.31K	17	0.03%	Increased
2122	Y.D. More Investments Ramat Gan, Israel	$162K	$0	1	0.03%	Maintained
2123	FFL Financial Freedom LLC Cincinnati, Ohio	$158K	+$210	2	0.09%	Increased
2124	GTAM Global Trust Asset Management West Palm Beach, Florida	$157K	-$8.19K	1	0.06%	Reduced
2125	Hillsdale Investment Management Toronto, Ontario, Canada	$157K	+$15.8K	2	0.01%	Increased