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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
5601
SC
Scratch Capital
Idaho
$221K -$13.7K 1 0.11% Reduced
5602
ACM
Avalon Capital Management
California
$221K +$724 1 0.05% Increased
5603
PWM
Platform Wealth Management
Utah
$220K +$227K 1 0.08% New
5604
DC
Dorval Corp
Minnesota
$220K -$32.9K 1 0.06% Reduced
5605
NS
Northland Securities
Minnesota
$220K +$203K 1 0.13% New
5606
PP
Prosperity Planning
Missouri
$219K +$2.04K 1 0.05% Increased
5607
SWA
Serenus Wealth Advisors
California
$219K $0 1 0.04% Maintained
5608
DSM Capital Partners
DSM Capital Partners
Florida
$219K +$238K 1 0% New
5609
PPW
Pasadena Private Wealth
California
$217K $0 1 0.03% Maintained
5610
O3W
Omni 360 Wealth
New Jersey
$217K +$325 1 0.1% Increased
5611
WPWM
Windward Private Wealth Management
Kansas
$217K $0 1 0.07% Maintained
5612
FA
Fiducient Advisors
Illinois
$216K +$199K 1 0.03% New
5613
WA
Waystone Advisors
Washington
$216K +$191K 1 0.16% New
5614
TPW
Talon Private Wealth
Florida
$216K -$1.57M 1 0.03% Reduced
5615
PWM
Provident Wealth Management
Tennessee
$215K $0 1 0.06% Maintained
5616
SC
Scholtz & Company
Connecticut
$215K -$3.97M 1 0.11% Reduced
5617
TGIA
Torrey Growth & Income Advisors
California
$215K +$198K 1 0.07% New
5618
RI
Rinkey Investments
California
$215K $0 1 0.05% Maintained
5619
EWA
Evolution Wealth Advisors
Florida
$214K -$74.3K 1 0.03% Reduced
5620
ACM
Aspen Capital Management
Idaho
$214K +$198K 1 0.05% New
5621
LRIA
Leonard Rickey Investment Advisors
Washington
$214K +$218K 1 0.03% New
5622
KWA
Kondo Wealth Advisors
California
$214K -$213K 1 0.07% Reduced
5623
AF
Affiance Financial
Minnesota
$213K $0 1 0.03% Maintained
5624
PFG
Putney Financial Group
California
$213K -$231K 1 0.19% Reduced
5625
MWM
Maripau Wealth Management
Indiana
$212K +$164K 1 0.08% Increased