Smallwood Wealth Investment Management, LLC

Position in HD — Home Depot, Inc.

CIK 1921304 RED BANK, NJ

Position in HD

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

Position Value

$621,774

+$40,626 QoQ

Shares Held

1,763

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#2,819

of 4,086 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $745,248 across 2 Home Improvement Retail names. HD ranks #1 (83.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	1,763	$621,774
2	LOW	Lowes Companies Inc	560	$123,474

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,774	1,763	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$581,148	1,767	0.0%	Shares	Sole	2026-04-22
2025-12-31	$608,024	1,767	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$714,349	1,763	-0.7%	Shares	Sole	2025-10-17
2025-06-30	$650,786	1,775	0.0%	Shares	Sole	2025-10-03
2025-03-31	$650,519	1,775	0.0%	Shares	Sole	2025-04-25
2024-12-31	$690,457	1,775	0.0%	Shares	Sole	2025-01-17
2024-09-30	$719,230	1,775	+0.9%	Shares	Sole	2024-10-16
2024-06-30	$605,862	1,760	0.0%	Shares	Sole	2024-07-26
2024-03-31	$675,136	1,760	+1.4%	Shares	Sole	2024-04-25
2023-12-31	$601,264	1,735	+7.8%	Shares	Sole	2024-01-23
2023-09-30	$486,477	1,610	+14.2%	Shares	Sole	2023-10-31
2023-06-30	$438,002	1,410	0.0%	Shares	Sole	2023-07-17
2023-03-31	$416,119	1,410	-4.1%	Shares	Sole	2023-04-25
2022-12-31	$464,314	1,470	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$407,011	1,475	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$403,176	1,470	+4.3%	Shares	Sole	2022-08-08
2022-03-31	$422,055	1,410	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.