Crewe Advisors LLC

Position in HD — Home Depot, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in HD

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$771,311

+$114,189 QoQ

Shares Held

2,187

+9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,612

of 4,083 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Crewe Advisors LLC holds $1,196,195 across 2 Home Improvement Retail names. HD ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	2,187	$771,311
2	LOW	Lowes Companies Inc	1,927	$424,884

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,311	2,187	+9.5%	Shares	Sole	2026-07-24
2026-03-31	$657,122	1,998	-47.3%	Shares	Sole	2026-05-07
2025-12-31	$1,304,483	3,791	+0.5%	Shares	Sole	2026-01-16
2025-09-30	$1,528,781	3,773	-23.9%	Shares	Sole	2025-11-13
2024-06-30	$1,706,053	4,956	-0.3%	Shares	Sole	2024-07-29
2024-03-31	$1,906,108	4,969	+30.6%	Shares	Sole	2024-05-14
2023-06-30	$1,181,985	3,805	-7.5%	Shares	Sole	2023-07-28
2023-03-31	$1,214,123	4,114	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$1,294,078	4,097	+166.9%	Shares	Sole	2023-02-08
2022-09-30	$423,567	1,535	+6.6%	Shares	Sole	2022-11-14
2022-06-30	$394,948	1,440	+179.1%	Shares	Sole	2022-08-02
2022-03-31	$154,454	516	+52.2%	Shares	Sole	2022-04-27
2021-12-31	$140,688	339	-10.8%	Shares	Sole	2022-02-10
2021-09-30	$124,738	380	-7.3%	Shares	Sole	2021-10-29
2021-06-30	$130,744	410	-1.7%	Shares	Sole	2021-08-11
2021-03-31	$127,289	417	+1.2%	Shares	Sole	2021-04-21
2020-12-31	$109,435	412	+6.5%	Shares	Sole	2021-01-27
2020-09-30	$107,473	387	+70.5%	Shares	Sole	2020-10-13
2020-06-30	$56,865	227	+16.4%	Shares	Sole	2020-07-24
2020-03-31	$36,408	195	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.