← 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
2201
DWS
Dynamic Wealth Strategies
California
$59K +$21.3K 1 0.05% Increased
2202
CWM
Cedar Wealth Management
California
$57.9K $0 1 0.02% Maintained
2203
AW
Avion Wealth
Texas
$57K +$2.63K 14 0.02% Increased
2204
SIC
SJS Investment Consulting
Ohio
$57K -$7.64K 17 0.01% Reduced
2205
RF
Robinswood Financial
Washington
$56.5K $0 2 0.02% Maintained
2206
EP
Elkhorn Partners
Nebraska
$53K $0 1 0.04% Maintained
2207
WTA
Washington Trust Advisors
Massachusetts
$51.7K -$4.45K 3 0% Reduced
2208
DAM
Delta Asset Management
Tennessee
$50.5K $0 3 0% Maintained
2209
MWM
Mascoma Wealth Management
New Hampshire
$49.9K $0 1 0.01% Maintained
2210
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$49.5K $0 1 0% Maintained
2211
RWA
Redmont Wealth Advisors
Illinois
$48.9K +$44.4K 3 0.07% New
2212
CPG
Custom Portfolio Group
Colorado
$48.7K $0 1 0.04% Maintained
2213
S
Sachetta
Massachusetts
$46.9K $0 9 0.02% Maintained
2214
TFA
Toth Financial Advisory
Virginia
$46.7K $0 3 0.01% Maintained
2215
DCP
Distillate Capital Partners
Illinois
$46.7K +$42.2K 3 7.83% New
2216
AWM
Atticus Wealth Management
Florida
$45.9K $0 3 0.02% Maintained
2217
RTL
Red Tortoise LLC
Georgia
$43.7K $0 3 0.02% Maintained
2218
PWMG
Prestige Wealth Management Group
New Jersey
$43.5K $0 7 0.01% Maintained
2219
PCFFS
Pacific Center for Financial Services
California
$43K -$26K 1 0.01% Reduced
2220
RS
Rakuten Securities
Japan
$42.6K -$41.8K 5 0.02% Reduced
2221
CT
Clearstead Trust
Maine
$42.1K $0 1 0.01% Maintained
2222
TF
Tompkins Financial
New York
$41.5K $0 1 0% Maintained
2223
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.7K +$12K 5 0.01% Increased
2224
CB
CNB Bank
Pennsylvania
$40.6K +$3.22K 2 0.02% Increased
2225
TIM
Thompson Investment Management
Wisconsin
$40.5K $0 1 0.01% Maintained