Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,747,425
+$226,832 QoQ
Shares Held
13,461
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,185
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,297,690 across 2 Home Improvement Retail names. HD ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,461 | $4,747,425 | |
| 2 | LOW |
Lowes Companies Inc
|
7,031 | $1,550,265 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,747,425 | 13,461 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,520,593 | 13,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,674,942 | 13,586 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,466,013 | 13,490 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,899,043 | 13,362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,714,160 | 12,863 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,988,407 | 12,824 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,203,983 | 12,843 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,614,537 | 13,405 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,470,519 | 14,261 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,792,439 | 13,829 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,365,909 | 14,449 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,155,070 | 16,595 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,756,505 | 29,671 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,042,111 | 25,461 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,320,675 | 19,282 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,172,732 | 18,860 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,519,645 | 18,440 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,754,943 | 13,867 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,225,690 | 12,873 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,865,903 | 12,123 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,602,255 | 11,801 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,019,568 | 11,368 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,050,922 | 10,986 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $2,531,403 | 10,105 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,826,210 | 9,781 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||