Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$95,223
-$160,863 QoQ
Shares Held
270
-57.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,951
of 4,086 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $253,755 across 2 Home Improvement Retail names. HD ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
719 | $158,532 | |
| 2 | HD |
Home Depot, Inc.
This page
|
270 | $95,223 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,223 | 270 | Shares | Sole | 2026-08-06 | |
| 2024-09-30 | $256,086 | 632 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $216,871 | 630 | Shares | Sole | 2024-08-07 | |
| 2021-12-31 | $235,310 | 567 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||