← 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
MCM
MV Capital Management
Maryland
$92.8K -$27.8K 7 0.01% Reduced
2102
CG
Curat Global
New Hampshire
$91.3K $0 1 0.09% Maintained
2103
AP
Aspect Partners
Virginia
$90.6K +$7.67K 7 0.04% Increased
2104
DMKJ
David M. Knott Jr
$90.6K -$58.5K 1 0.04% Reduced
2105
FP
Financial Perspectives
Minnesota
$90.6K $0 5 0.03% Maintained
2106
PMFA
Plante Moran Financial Advisors
Michigan
$89.9K -$67.2K 3 0.01% Reduced
2107
NFSG
Newbridge Financial Services Group
Florida
$87.7K -$5.66K 2 0.01% Reduced
2108
DIP
DT Investment Partners
Pennsylvania
$87.5K $0 4 0.01% Maintained
2109
TFA
Transamerica Financial Advisors
Florida
$87.5K +$18.8K 3 0.01% Increased
2110
RFA
Reyes Financial Architecture
California
$86K -$212K 2 0.07% Reduced
2111
S
Sachetta
Massachusetts
$85.4K +$10.4K 10 0.03% Increased
2112
GTAM
Global Trust Asset Management
Florida
$85.3K -$126K 1 0.05% Reduced
2113
CT
Clearstead Trust
Maine
$83.1K +$28.9K 14 0.02% Increased
2114
CBT
CoreFirst Bank & Trust
Kansas
$81.9K +$78.2K 1 0.05% New
2115
ABWM
Alpine Bank Wealth Management
Colorado
$80.9K +$18.1K 2 0.01% Increased
2116
BA
Bellwether Advisors
Nebraska
$78.8K -$4.19M 5 0.01% Reduced
2117
GPI
General Partner Inc
Pennsylvania
$75.7K $0 1 0.04% Maintained
2118
BGAI
Bruce G. Allen Investments
Colorado
$75.5K -$10.1K 9 0.06% Reduced
2119
RFS
Richardson Financial Services
Massachusetts
$74.9K +$7.15K 2 0.05% Increased
2120
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$73.5K -$8.57K 3 0% Reduced
2121
IBOK
Independence Bank of Kentucky
Kentucky
$72.9K +$4.98K 2 0.01% Increased
2122
RWM
RMG Wealth Management
Wisconsin
$72.6K +$71.2K 2 0.01% New
2123
FWM
FSA Wealth Management
Massachusetts
$72.3K +$6.83K 3 0.03% Increased
2124
SWP
Strategic Wealth Partners
Ohio
$72.2K +$70.3K 4 0.01% New
2125
PB
Pinnacle Bancorp
Nebraska
$68.5K +$10.4K 6 0.02% Increased