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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
2226	NFSG Newbridge Financial Services Group Boca Raton, Florida	$135K	+$18.6K	2	0.02%	Increased
2227	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$132K	+$125K	4	0.01%	New
2228	BIA Bell Investment Advisors Oakland, California	$132K	-$3.66K	19	0.02%	Reduced
2229	BGAI Bruce G. Allen Investments Denver, Colorado	$131K	+$32.2K	10	0.09%	Increased
2230	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$130K	$0	2	0.02%	Maintained
2231	EP Elkhorn Partners Omaha, Nebraska	$129K	-$5.81K	1	0.09%	Reduced
2232	SC Stephens Consulting Flint, Michigan	$127K	+$116K	1	0.04%	Increased
2233	RA RiverPark Advisors New York	$125K	+$118K	1	0.05%	New
2234	TIM Thompson Investment Management Madison, Wisconsin	$123K	$0	3	0.02%	Maintained
2235	SIC SJS Investment Consulting Sylvania, Ohio	$123K	+$96.2K	17	0.02%	Increased
2236	CB CNB Bank Clearfield, Pennsylvania	$119K	+$80.5K	3	0.05%	Increased
2237	KB Kimelman & Baird New York	$118K	$0	2	0.01%	Maintained
2238	GWSG GPS Wealth Strategies Group Centennial, Colorado	$117K	-$95.7K	8	0.01%	Reduced
2239	GA Guerra Advisors Miami, Florida	$116K	+$114K	6	0.04%	New
2240	FPB First PREMIER Bank Sioux Falls, South Dakota	$115K	$0	2	0.03%	Maintained
2241	PMFA Plante Moran Financial Advisors Southfield, Michigan	$114K	+$3.46K	3	0.01%	Increased
2242	OP ORG Partners Roanoke, Indiana	$113K	+$37.7K	7	0.02%	Increased
2243	AP Aspect Partners Fairfax, Virginia	$113K	+$7.07K	8	0.05%	Increased
2244	CG Curat Global Springfield, New Hampshire	$111K	$0	1	0.1%	Maintained
2245	DMKJ David M. Knott Jr	$110K	$0	1	0.04%	Maintained
2246	DIP DT Investment Partners Chadds Ford, Pennsylvania	$109K	$0	4	0.01%	Maintained
2247	CBT CoreFirst Bank & Trust Topeka, Kansas	$108K	$0	1	0.06%	Maintained
2248	GCS Gordian Capital (Singapore) Singapore	$107K	+$105K	1	0.15%	New
2249	RFS Richardson Financial Services Medway, Massachusetts	$106K	+$16.6K	1	0.07%	Increased
2250	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$106K	-$211	1	0.01%	Reduced