IFP Advisors, Inc

Position in PHM — Pultegroup Inc/Mi/

CIK 1641866 TAMPA, FL

Position in PHM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$356,608

-$192,865 QoQ

Shares Held

2,599

-44.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#651

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

IFP Advisors, Inc holds $7,242,432 across 19 Residential Construction names. PHM ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1			76,093	$5,458,911
2	TOL	Toll Brothers, Inc.	3,563	$587,004
3	DHI	Horton D R Inc /De/	2,550	$415,344
4	PHM	Pultegroup Inc/Mi/ This page	2,599	$356,608
5	LEN	Lennar Corp /New/	2,443	$221,067
6	NVR	Nvr Inc	9	$61,320
7	MTH	Meritage Homes CORP	616	$51,651
8	CVCO	Cavco Industries, Inc.	59	$36,248

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,608	2,599	-44.4%	Shares	Sole	2026-07-20
2026-03-31	$549,473	4,672	+20.8%	Shares	Sole	2026-04-13
2025-12-31	$453,678	3,869	+3.9%	Shares	Sole	2026-02-06
2025-09-30	$492,184	3,725	-18.8%	Shares	Sole	2026-02-06
2025-06-30	$483,850	4,588	-27.1%	Shares	Sole	2025-07-24
2025-03-31	$647,331	6,297	-11.1%	Shares	Sole	2025-05-05
2024-12-31	$771,665	7,086	-9.0%	Shares	Sole	2025-02-04
2024-09-30	$1,117,955	7,789	-18.3%	Shares	Sole	2025-02-04
2024-06-30	$1,049,142	9,529	-26.5%	Shares	Sole	2024-07-30
2024-03-31	$1,563,114	12,959	-4.3%	Shares	Sole	2024-07-30
2023-12-31	$1,397,082	13,535	+17.6%	Shares	Sole	2024-01-09
2023-09-30	$852,241	11,509	+41.1%	Shares	Sole	2023-10-12
2023-06-30	$633,558	8,156	-7.7%	Shares	Sole	2023-08-04
2023-03-31	$515,136	8,839	+1.4%	Shares	Sole	2023-04-18
2022-12-31	$304	8,715	-84.5%	Shares	Sole	2023-02-07
2022-09-30	$2,110,087	56,269	+87820.3%	Shares	Sole	2022-11-08
2022-06-30	$2,536	64	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$1,389,823	33,170	+9.8%	Shares	Sole	2022-08-08
2021-12-31	$1,726,975	30,213	+1176.4%	Shares	Sole	2022-01-12
2021-09-30	$108,692	2,367	-38.3%	Shares	Sole	2021-10-06
2021-06-30	$209,385	3,837	+127.2%	Shares	Sole	2021-07-13
2021-03-31	$88,571	1,689	+9.0%	Shares	Sole	2021-04-30
2020-12-31	$66,836	1,550	-51.6%	Shares	Sole	2021-01-25
2020-09-30	$148,266	3,203	+47.3%	Shares	Sole	2020-10-29
2020-06-30	$73,981	2,174	+72.8%	Shares	Sole	2020-08-05
2020-03-31	$28,078	1,258	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.