Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,133,105
+$513,033 QoQ
Shares Held
17,390
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,019
of 4,083 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,738,408
PutShares
10,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $7,018,592 across 2 Home Improvement Retail names. HD ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
17,390 | $6,133,105 | |
| 2 | LOW |
Lowes Companies Inc
|
4,016 | $885,487 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,738,408 | 10,600 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $6,133,105 | 17,390 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,620,072 | 17,088 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $3,486,234 | 10,600 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $3,647,460 | 10,600 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $5,918,520 | 17,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,295,014 | 10,600 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $6,972,104 | 17,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,448,464 | 17,588 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,240,719 | 6,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,372,839 | 6,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,192,942 | 5,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,869,911 | 5,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,212,604 | 5,768 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,983,652 | 5,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,824,442 | 6,038 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,844,890 | 5,939 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,674,510 | 5,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,734,387 | 5,491 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,631,909 | 5,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,633,826 | 5,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,301,786 | 4,349 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,983,332 | 4,779 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||