Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,457
+$33,241 QoQ
Shares Held
2,044
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#704
of 1,032 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $585,368 across 2 Residential Construction names. PHM ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,872 | $304,911 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
2,044 | $280,457 |
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,457 | 2,044 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $247,216 | 2,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,047 | 2,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $279,587 | 2,116 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,051 | 2,134 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $218,655 | 2,127 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $229,016 | 2,103 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $225,772 | 1,573 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $223,678 | 3,838 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $945,840 | 20,774 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $762,450 | 20,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $756,061 | 19,078 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||