← 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	SouthState Corp Winter Haven, Florida	$180K	-$55.3K	8	0.01%	Reduced
2202	PWMG Private Wealth Management Group Princeton, New Jersey	$179K	+$23.6K	15	0.05%	Increased
2203	MCF Advisors Covington, Kentucky	$175K	+$10.2K	4	0.01%	Increased
2204	Farmers & Merchants Investments Inc Lincoln, Nebraska	$169K	+$1.94K	19	0%	Increased
2205	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$169K	$0	1	0.16%	Maintained
2206	WIM Westside Investment Management Santa Monica, California	$167K	-$10.8K	6	0.03%	Reduced
2207	MHR Matthew Hamilton Rosenberg	$162K	-$34K	3	0.04%	Reduced
2208	GL Governors Lane New York	$161K	$0	1	0.01%	Maintained
2209	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$161K	+$159K	1	0.01%	New
2210	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$152K	$0	1	0.03%	Maintained
2211	WAM Warberg Asset Management Winnetka, Illinois	$150K	$0	1	0.02%	Maintained
2212	AIC Archer Investment Corporation Carmel, Indiana	$149K	+$11.8K	6	0.03%	Increased
2213	BCM Blume Capital Management Berkeley, California	$148K	$0	1	0.03%	Maintained
2214	FFL Financial Freedom LLC Cincinnati, Ohio	$148K	+$261	2	0.07%	Increased
2215	PW Pandora Wealth Oakbrook Terrace, Illinois	$146K	$0	2	0.09%	Maintained
2216	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$143K	+$9.15K	2	0.13%	Increased
2217	KFA Kelleher Financial Advisors New York	$142K	+$30.2K	4	0.04%	Increased
2218	MCM MV Capital Management Bethesda, Maryland	$140K	+$28.2K	7	0.01%	Increased
2219	TCTC Holdings Dallas, Texas	$140K	$0	2	0%	Maintained
2220	RP Rice Partnership Honolulu, Hawaii	$139K	$0	1	0.02%	Maintained
2221	ICA Infrastructure Capital Advisors New York	$138K	+$131K	1	0.01%	New
2222	DFA DHJJ Financial Advisors Naperville, Illinois	$137K	$0	6	0.05%	Maintained
2223	CW Curio Wealth Annapolis, Maryland	$136K	$0	1	0.06%	Maintained
2224	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$136K	+$5.5K	12	0.04%	Increased
2225	RC Rangeley Capital New Canaan, Connecticut	$135K	+$135K	1	0.12%	New