Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$463,068
-$338 QoQ
Shares Held
1,313
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,071
of 4,083 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Strategies Wealth Advisors, LLC holds $874,502 across 2 Home Improvement Retail names. HD ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,313 | $463,068 | |
| 2 | LOW |
Lowes Companies Inc
|
1,866 | $411,434 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,068 | 1,313 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $463,406 | 1,409 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $472,793 | 1,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $576,180 | 1,422 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $526,495 | 1,436 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $527,379 | 1,439 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||