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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
5651
AGA
Arch Global Advisors
New York
$206K +$190K 1 0.09% New
5652
FWP
Family Wealth Partners
North Carolina
$205K +$218K 1 0.06% New
5653
SWM
Schwallier Wealth Management
Michigan
$204K +$188K 1 0.13% New
5654
FSWA
Financial Synergies Wealth Advisors
Texas
$204K +$188K 1 0.02% New
5655
NWP
NerdWallet Wealth Partners
New York
$203K +$174K 1 0.07% New
5656
AIA
Aventus Investment Advisors
Florida
$203K -$382K 3 0.15% Reduced
5657
VW
Vance Wealth
California
$203K +$187K 1 0.05% New
5658
SWMP
Signature Wealth Management Partners
New Jersey
$203K -$46.2K 1 0.09% Reduced
5659
CF
Carter Financial
California
$203K +$187K 1 0.15% New
5660
STFP
Signal Tree Financial Partners
Ohio
$203K +$187K 1 0.13% New
5661
NRW
Nova R Wealth
Kansas
$203K -$50.8K 1 0.06% Reduced
5662
CMP
Christine Messmer PC
Pennsylvania
$203K +$187K 1 0.11% New
5663
CWM
Collaborative Wealth Management
Florida
$202K +$187K 1 0.08% New
5664
AWM
Allen Wealth Management
North Carolina
$202K -$34.1K 1 0.1% Reduced
5665
OAP
One Advisory Partners
Kansas
$202K +$186K 1 0.06% New
5666
LFA
LifeGuide Financial Advisors
Pennsylvania
$202K -$15.3K 1 0.06% Reduced
5667
VF
Vawter Financial
Ohio
$201K +$186K 1 0.08% New
5668
GWM
Greenline Wealth Management
Florida
$200K +$160K 1 0.16% New
5669
WFC
Western Financial Corp
California
$200K +$185K 1 0.06% New
5670
FWMP
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$200K +$185K 1 0.06% New
5671
NIA
NIA Impact Advisors
California
$200K +$169K 1 0.08% New
5672
T
Tidemark
California
$198K -$75.1K 17 0.04% Reduced
5673
BSC
Brown Shipley & Co
United Kingdom
$197K $0 1 0.1% Maintained
5674
DFG
Dynamic Financial Group
Iowa
$197K +$180K 1 0.15% New
5675
CA
Cache Advisors
California
$197K -$588K 1 0.02% Reduced