WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1632972
PLYMOUTH, MN
Position in PHM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$31,053,367
+$6,498,987 QoQ
Shares Held
226,320
+8.4% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2
of 112 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 6.344556380346413.ToString("F0")%
Shared 0.ToString("F0")%
None 93.6554436196536.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Jun 30, 2026CallValue
$13,721
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,787,448 across 15 Residential Construction names. PHM ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
451,760 | $73,582,668 | |
| 2 | TOL |
Toll Brothers, Inc.
|
248,405 | $40,924,723 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
226,320 | $31,053,367 | |
| 4 | LEN |
Lennar Corp /New/
|
75,166 | $6,801,771 | |
| 5 | NVR |
Nvr Inc
|
872 | $5,941,284 | |
| 6 | MTH |
Meritage Homes CORP
|
42,657 | $3,576,789 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
2,000 | $1,228,760 | |
| 8 | LGIH |
LGI Homes, Inc.
|
14,407 | $917,437 |
All Filings in PHM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,721 | 100 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $31,053,367 | 226,320 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,554,380 | 208,778 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,288,653 | 53,630 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,576,506 | 49,773 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,259,184 | 49,869 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,972,641 | 48,372 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,500,647 | 50,511 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,643,924 | 67,191 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,587,134 | 50,746 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,830,469 | 56,628 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,987,379 | 58,006 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,504,387 | 60,829 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $2,061,917 | 45,287 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||