Capital Advisors Wealth Management, LLC

Position in HD — Home Depot, Inc.

CIK 1824700 YAKIMA, WA

Position in HD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$206,670

+$3,745 QoQ

Shares Held

586

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,829

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $432,672 across 2 Home Improvement Retail names. HD ranks #2 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	1,025	$226,002
2	HD	Home Depot, Inc. This page	586	$206,670

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,670	586	-5.0%	Shares	Sole	2026-07-23
2026-03-31	$202,925	617	-14.1%	Shares	Sole	2026-04-08
2025-12-31	$247,063	718	-20.1%	Shares	Sole	2026-01-21
2025-09-30	$364,265	899	-25.9%	Shares	Sole	2025-10-16
2025-06-30	$444,734	1,213	-8.1%	Shares	Sole	2025-08-13
2025-03-31	$483,766	1,320	+5.5%	Shares	Sole	2025-04-25
2024-12-31	$486,626	1,251	+14.7%	Shares	Sole	2025-01-15
2024-09-30	$442,073	1,091	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$373,844	1,086	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$416,206	1,085	+0.5%	Shares	Sole	2024-04-12
2023-12-31	$374,274	1,080	+2.5%	Shares	Sole	2024-01-09
2023-09-30	$318,476	1,054	-2.9%	Shares	Sole	2023-10-11
2023-06-30	$337,355	1,086	+8.7%	Shares	Sole	2023-07-12
2023-03-31	$294,824	999	+2.3%	Shares	Sole	2023-04-14
2022-12-31	$308,595	977	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$268,213	972	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$264,944	966	-11.0%	Shares	Sole	2022-08-04
2022-03-31	$325,072	1,086	-3.3%	Shares	Sole	2022-05-09
2021-12-31	$466,056	1,123	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.