United Financial Planning Group »

Pulte shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Pulte (PHM) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Pulte

Tip: Access up to 7 years of quarterly data

All positions including Pulte held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pulte by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 249 117.61

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Pulte

Vanguard Group
BlackRock
Franklin Resources
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Greenhaven Associates
Geode Capital Management
First Trust Advisors
Dimensional Fund Advisors
Morgan Stanley
LSV Asset Management
Invesco
Massachusetts Financial Services

View all funds holding Pulte