Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,953,238
+$4,878,483 QoQ
Shares Held
16,880
-29.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,042
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,126,984 across 2 Home Improvement Retail names. HD ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,880 | $5,953,238 | |
| 2 | LOW |
Lowes Companies Inc
|
788 | $173,746 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,953,238 | 16,880 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,074,755 | 24,027 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,144,304 | 24,087 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,392,600 | 24,329 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,263,053 | 24,332 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,253,913 | 30,199 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,319,454 | 3,392 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,401,181 | 3,458 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,192,447 | 3,464 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,232,890 | 3,214 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,089,899 | 3,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $963,286 | 3,188 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $976,341 | 3,143 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $928,742 | 3,147 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $988,641 | 3,130 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $840,789 | 3,047 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $783,863 | 2,858 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $850,995 | 2,843 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,180,288 | 2,844 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $949,327 | 2,892 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $637,461 | 1,999 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $714,590 | 2,341 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $612,254 | 2,305 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||