← 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
2326	1M 1248 Management Kansas City, Missouri	$25.1K	$0	1	0.01%	Maintained
2327	CBT Crews Bank & Trust Wauchula, Florida	$24.9K	-$15.7K	3	0%	Reduced
2328	LAM Lummis Asset Management Fort Worth, Texas	$24.3K	$0	1	0.01%	Maintained
2329	1CP 1015 Capital Partners Pottstown, Pennsylvania	$24.1K	-$262	6	0.02%	Reduced
2330	GK Graney & King Latham, New York	$23.6K	$0	3	0.01%	Maintained
2331	RWM Raffa Wealth Management Washington, District of Columbia	$22.8K	+$1.57K	12	0%	Increased
2332	DCM Disciplina Capital Management Nashville, Tennessee	$22.8K	-$4.92K	2	0%	Reduced
2333	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$22K	+$1.58K	1	0%	Increased
2334	PGAM Princeton Global Asset Management Princeton, New Jersey	$22K	-$6.32K	2	0%	Reduced
2335	TCM TD Capital Management Memphis, Tennessee	$21.8K	-$12.2K	4	0%	Reduced
2336	SC Solstein Capital Menlo Park, California	$21.8K	$0	4	0.01%	Maintained
2337	CIA Cape Investment Advisory Mcdonough, Georgia	$21.6K	+$19.9K	4	0.01%	New
2338	LB Legacy Bridge West Des Moines, Iowa	$21.2K	$0	2	0.01%	Maintained
2339	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$21.1K	+$3.43K	6	0.01%	Increased
2340	JGCM Joseph Group Capital Management Columbus, Ohio	$20.5K	+$9.85K	1	0%	Increased
2341	GA GoalVest Advisory New York	$20.4K	+$6.35K	1	0%	Increased
2342	HCM Hollencrest Capital Management Newport Beach, California	$19.9K	-$1.61K	3	0%	Reduced
2343	B Bayban Bayport, Minnesota	$19.4K	-$822	2	0.01%	Reduced
2344	SC Swan Capital Pensacola, Florida	$18.7K	+$829	3	0.01%	Increased
2345	LC Lavaca Capital Houston, Texas	$18.1K	$0	1	0%	Maintained
2346	FFG Forum Finance Group Geneva,	$18K	+$11.6K	2	0.01%	Increased
2347	FF Friedenthal Financial Marlton, New Jersey	$18K	$0	1	0.01%	Maintained
2348	RFS Richardson Financial Services Medway, Massachusetts	$17.8K	$0	1	0.01%	Maintained
2349	WPA West Paces Advisors Atlanta, Georgia	$17.6K	+$16.1K	3	0%	New
2350	PS Planning Strategies Lancaster, Pennsylvania	$17.5K	+$15.8K	7	0.01%	New