JFS WEALTH ADVISORS, LLC

Position in HD — Home Depot, Inc.

CIK 1568068 HERMITAGE, PA

Position in HD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,218,004

+$106,202 QoQ

Shares Held

6,289

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,704

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,687,613 across 3 Home Improvement Retail names. HD ranks #1 (82.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	6,289	$2,218,004
2	LOW	Lowes Companies Inc	2,125	$468,541
3	FND	Floor & Decor Holdings, Inc.	18	$1,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,218,004	6,289	-2.1%	Shares	Sole	2026-07-10
2026-03-31	$2,111,802	6,421	-3.9%	Shares	Sole	2026-04-21
2025-12-31	$2,300,308	6,685	-1.1%	Shares	Sole	2026-01-14
2025-09-30	$2,738,679	6,759	+10.1%	Shares	Sole	2025-11-10
2025-06-30	$2,251,169	6,140	+0.7%	Shares	Sole	2025-07-24
2025-03-31	$2,235,589	6,100	-2.0%	Shares	Sole	2025-04-22
2024-12-31	$2,421,462	6,225	-0.8%	Shares	Sole	2025-01-31
2024-09-30	$2,542,224	6,274	+12.8%	Shares	Sole	2024-10-25
2024-06-30	$1,913,974	5,560	-0.4%	Shares	Sole	2024-07-15
2024-03-31	$2,140,488	5,580	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,933,402	5,579	+9.1%	Shares	Sole	2024-02-07
2023-09-30	$1,545,548	5,115	+2.2%	Shares	Sole	2023-11-02
2023-06-30	$1,554,131	5,003	-2.0%	Shares	Sole	2023-08-07
2023-03-31	$1,506,292	5,104	-1.6%	Shares	Sole	2023-04-19
2022-12-31	$1,638,997	5,189	-1.8%	Shares	Sole	2023-02-13
2022-09-30	$1,457,515	5,282	-1.0%	Shares	Sole	2022-10-21
2022-06-30	$1,463,230	5,335	+5.2%	Shares	Sole	2022-08-02
2022-03-31	$1,517,603	5,070	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$2,094,555	5,047	+0.4%	Shares	Sole	2022-02-03
2021-09-30	$1,649,834	5,026	+22.0%	Shares	Sole	2021-11-09
2021-06-30	$1,313,507	4,119	+8.3%	Shares	Sole	2021-08-04
2021-03-31	$1,161,171	3,804	-5.2%	Shares	Sole	2021-04-28
2020-12-31	$1,066,198	4,014	0.0%	Shares	Sole	2021-02-01
2020-09-30	$1,114,727	4,014	0.0%	Shares	Sole	2020-10-28
2020-06-30	$1,005,547	4,014	0.0%	Shares	Sole	2020-08-05
2020-03-31	$749,453	4,014	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.