SAX WEALTH ADVISORS, LLC

Position in HD — Home Depot, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in HD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,871,167

-$34,247 QoQ

Shares Held

8,141

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,512

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $3,636,928 across 2 Home Improvement Retail names. HD ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	8,141	$2,871,167
2	LOW	Lowes Companies Inc	3,473	$765,761

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,871,167	8,141	-7.8%	Shares	Sole	2026-07-09
2026-03-31	$2,905,414	8,834	-0.4%	Shares	Sole	2026-04-08
2025-12-31	$3,052,167	8,870	+64.8%	Shares	Sole	2026-01-12
2025-09-30	$2,180,732	5,382	+2.7%	Shares	Sole	2025-10-20
2025-06-30	$1,921,193	5,240	+9.4%	Shares	Sole	2025-07-23
2025-03-31	$1,754,754	4,788	+113.8%	Shares	Sole	2025-05-14
2024-12-31	$870,948	2,239	+14.3%	Shares	Sole	2025-01-15
2024-09-30	$793,786	1,959	+13.2%	Shares	Sole	2024-10-17
2024-06-30	$595,535	1,730	+23.0%	Shares	Sole	2024-07-12
2024-03-31	$539,341	1,406	-8.9%	Shares	Sole	2024-05-14
2023-12-31	$535,073	1,544	-39.3%	Shares	Sole	2024-02-14
2023-09-30	$768,695	2,544	+3.1%	Shares	Sole	2023-11-07
2023-06-30	$766,348	2,467	-5.5%	Shares	Sole	2023-08-11
2023-03-31	$770,263	2,610	-5.0%	Shares	Sole	2023-05-05
2022-12-31	$867,667	2,747	+21.0%	Shares	Sole	2023-02-06
2022-09-30	$626,383	2,270	+147.0%	Shares	Sole	2022-11-08
2022-06-30	$252,054	919	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$274,784	918	-0.2%	Shares	Sole	2022-08-11
2021-12-31	$381,809	920	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.