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Home Depot shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Home Depot (HD) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Home Depot

Tip: Access up to 7 years of quarterly data

All positions including Home Depot held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Home Depot by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 826 344.15

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Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Home Depot

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Capital World Investors
Northern Trust
Capital Research Global Investors
Fisher Investments
Wellington Management Company
Royal Bank of Canada
FMR
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Home Depot