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Housing & Home Improvement

Housing sets off a long chain of spending — land, construction, materials, appliances, financing, and everything bought after moving in. Interest rates control the whole sequence.

223 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5326
PS
Portfolio Strategies
New York
$320K -$18.2K 1 0.03% Reduced
5327
GF
Gimbal Financial
Indiana
$320K +$295K 1 0.2% New
5328
OE
OFS Enterprise
Nebraska
$320K +$6.13K 1 0.08% Increased
5329
EFL
ERn Financial LLC
Wisconsin
$319K +$60.5K 1 0.05% Increased
5330
PCGDR
Pangea Capital Gestao de Recursos
$318K +$239K 1 0.22% New
5331
SAM
Stembrook Asset Management
New Jersey
$318K $0 1 0.27% Maintained
5332
Private Advisory Group
Private Advisory Group
Washington
$318K -$10.3M 1 0.02% Reduced
5333
CPWL
Coquina Private Wealth LLC
Florida
$318K +$651 1 0.22% Increased
5334
AMI Asset Management
AMI Asset Management
California
$317K -$583K 1 0.02% Reduced
5335
PCMM
Piedmont Capital Management (Montana)
Montana
$317K +$651 1 0.16% Increased
5336
BAG
Bauman Advisory Group
Nevada
$317K +$52.4K 1 0.17% Increased
5337
PWM
Peck Wealth Management
New York
$316K $0 1 0.27% Maintained
5338
Advance Capital Management
Advance Capital Management
Michigan
$316K -$168K 2 0.01% Reduced
5339
AIA
Accelerate Investment Advisors
California
$315K -$220K 1 0.18% Reduced
5340
HIF
Hill Island Financial
Michigan
$315K -$11.7K 1 0.07% Reduced
5341
MWM
Momentous Wealth Management
Washington
$314K +$2.28K 1 0.16% Increased
5342
GCS
Gordian Capital (Singapore)
Singapore
$313K +$267K 2 0.54% New
5343
TCM
Tuttle Capital Management
Connecticut
$313K -$613K 1 0.21% Reduced
5344
VWA
Valued Wealth Advisors
Utah
$313K +$12.1K 44 0.11% Increased
5345
AP
Arlington Partners
Alabama
$313K +$54.7K 1 0.57% Increased
5346
Helen Stephens Group
Helen Stephens Group
Texas
$311K -$246K 1 0.05% Reduced
5347
Harbor Group
Harbor Group
New Hampshire
$310K +$1.95K 1 0.04% Increased
5348
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$309K +$419K 1 0.01% New
5349
MWML
Morrissey Wealth Management, LLC
Connecticut
$309K +$355K 1 0.19% New
5350
TBC
Ted Buchan & Co
California
$308K $0 1 0.1% Maintained