HD HOME DEPOT INC

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  13 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported HOME DEPOT INC (HD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.19% in 2023 Q4. The latest visible filing shows HD at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in HOME DEPOT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HD was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alliance Wealth Advisors, LLC /UT held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,671 -3,355 -30.4% 0.57% $2.6M 2026-02-14 (Est.) $388.45
2025 Q3 REDUCED 11,026 -155 -1.4% 1.05% $4.5M 2025-11-10 $365.61
2025 Q2 ADDED 11,181 +334 +3.1% 0.98% $4.1M 2025-08-14 $392.88
2025 Q1 ADDED 10,847 +128 +1.2% 1.04% $4.0M 2025-05-13 $364.39
2024 Q4 REDUCED 10,719 -132 -1.2% 1.08% $4.2M 2025-01-24 $401.73
2024 Q3 ADDED 10,851 +444 +4.3% 1.16% $4.4M 2024-11-08 $391.34
2024 Q2 ADDED 10,407 +382 +3.8% 1.05% $3.6M 2024-08-02 $340.61
2024 Q1 REDUCED 10,025 -182 -1.8% 1.15% $3.8M 2024-05-13 $324.49
2023 Q4 ADDED 10,207 +164 +1.6% 1.19% $3.5M 2024-02-05 $335.97
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Alliance Wealth Advisors, LLC /UT and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning HD?

Alliance Wealth Advisors, LLC /UT reported HD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HD position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for HD was 1.19% in 2023 Q4.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 7,671 shares, equal to 0.57% of portfolio, with an estimated market value of $2.6M.

What does the chart on this HD ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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