Physician Wealth Advisors, Inc.

Position in HD — Home Depot, Inc.

CIK 1795173 MIDVALE, UT

Position in HD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$444,729

+$70,782 QoQ

Shares Held

1,261

+10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,127

of 4,083 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $600,293 across 3 Home Improvement Retail names. HD ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	1,261	$444,729
2	LOW	Lowes Companies Inc	698	$153,902
3	FND	Floor & Decor Holdings, Inc.	28	$1,662

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,729	1,261	+10.9%	Shares	Sole	2026-07-20
2026-03-31	$373,947	1,137	-1.3%	Shares	Sole	2026-04-24
2025-12-31	$396,403	1,152	-14.8%	Shares	Sole	2026-01-29
2025-09-30	$547,816	1,352	+21.0%	Shares	Sole	2025-11-04
2025-06-30	$409,536	1,117	+1.5%	Shares	Sole	2025-07-14
2025-03-31	$403,505	1,101	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$427,889	1,100	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$446,125	1,101	+7.6%	Shares	Sole	2024-10-16
2024-06-30	$352,157	1,023	+0.1%	Shares	Sole	2024-07-17
2024-03-31	$392,039	1,022	-0.7%	Shares	Sole	2024-04-17
2023-12-31	$356,599	1,029	+1.7%	Shares	Sole	2024-01-23
2023-09-30	$305,785	1,012	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$313,746	1,010	+1.9%	Shares	Sole	2023-07-05
2023-03-31	$292,463	991	+0.3%	Shares	Sole	2023-04-20
2022-12-31	$312,069	988	+0.2%	Shares	Sole	2023-01-25
2022-09-30	$272,076	986	+0.2%	Shares	Sole	2022-10-06
2022-06-30	$269,881	984	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$293,642	981	+2.7%	Shares	Sole	2022-05-05
2021-12-31	$396,334	955	+0.1%	Shares	Sole	2022-01-11
2021-09-30	$313,160	954	+0.2%	Shares	Sole	2021-10-19
2021-06-30	$303,583	952	+4.3%	Shares	Sole	2021-07-23
2021-03-31	$278,693	913	+0.1%	Shares	Sole	2021-04-06
2020-12-31	$242,245	912	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.