← 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
2426	3FI 3 Factor Indexing Sacramento, California	$491	+$535	2	0%	New
2427	RJA Ross\Johnson & Associates Plymouth, Minnesota	$486	$0	2	0.01%	Maintained
2428	NA Networth Advisors Canonsburg, Pennsylvania	$470	-$1.15K	1	0%	Reduced
2429	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$419	-$4.04K	1	0%	Reduced
2430	MASECO Private Wealth London,	$418	-$117K	1	0%	Reduced
2431	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$275	$0	1	0%	Maintained
2432	WA Walsh & Associates Sarasota, Florida	$186	+$212	1	0%	New
2433	NF Napier Financial Braintree, Massachusetts	$137	+$151	1	0%	New
2434	SJIM St. Johns Investment Management Jacksonville, Florida	$112	$0	1	0%	Maintained
2435	SC Stance Capital Boston, Massachusetts	$86	-$1.35M	1	0%	Reduced
2436	AWA A4 Wealth Advisors Huntersville, North Carolina	$0	-$214K	0	–	Closed
2437	ADEF ABS Direct Equity Fund Stamford, Connecticut	$0	-$720K	0	–	Closed
2438	APW Acima Private Wealth Richmond, Virginia	$0	-$6.34K	0	–	Closed
2439	Adapt Investment Managers Geneva, Switzerland	$0	-$11.7M	0	–	Closed
2440	AIA Affinity Investment Advisors Newport Beach, California	$0	-$386K	0	–	Closed
2441	AIP Alexis Investment Partners Montgomery, Texas	$0	-$364K	0	–	Closed
2442	AU Algebris (UK) London, United Kingdom	$0	-$34.2M	0	–	Closed
2443	A AlphaQuest New York	$0	-$24.3M	0	–	Closed
2444	AFC Alpine Fox Capital Las Vegas, Nevada	$0	-$2.57M	0	–	Closed
2445	AFM Anson Funds Management Dallas, Texas	$0	-$13.7K	0	–	Closed
2446	Antipodes Partners Royal Exchange, Australia	$0	-$34.4M	0	–	Closed
2447	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$0	-$332K	0	–	Closed
2448	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$0	-$263K	0	–	Closed
2449	APW Atlantic Private Wealth Chapel Hill, North Carolina	$0	-$1.17K	0	–	Closed
2450	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$210K	0	–	Closed