Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$954,352
+$72,270 QoQ
Shares Held
2,706
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,403
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $1,393,127 across 2 Home Improvement Retail names. HD ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,706 | $954,352 | |
| 2 | LOW |
Lowes Companies Inc
|
1,990 | $438,775 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,352 | 2,706 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $882,082 | 2,682 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $940,081 | 2,732 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,116,703 | 2,756 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,000,193 | 2,728 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $997,585 | 2,722 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,005,928 | 2,586 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||