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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
1,526
Value
$538.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of HD by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,526$538.2K0.2%00.0%UnchangedHolders
Q1 20261,526$501.9K0.4%−2−0.1%ReducedHolders
Q4 20251,528$525.8K0.3%−82−5.1%ReducedHolders
Q3 20251,610$652.4K0.4%+15+0.9%AddedHolders
Q2 20251,595$584.8K0.4%−57−3.5%ReducedHolders
Q1 20251,652$605.4K0.5%−3−0.2%ReducedHolders
Q4 20241,655$643.8K0.5%00.0%UnchangedHolders
Q3 20241,655$670.6K0.5%+10+0.6%AddedHolders
Q2 20241,645$566.3K0.5%+13+0.8%AddedHolders
Q1 20241,632$622.2K0.5%−25−1.5%ReducedHolders
Q4 20231,657$574.2K0.5%+37+2.3%AddedHolders
Q3 20231,620$489.5K0.6%+2+0.1%AddedHolders
Q2 20231,618$502.6K0.6%00.0%UnchangedHolders
Q1 20231,618$477.5K0.6%+5+0.3%AddedHolders
Q4 20221,613$509.5K0.8%00.0%UnchangedHolders
Q3 20221,613$446.0K0.8%00.0%UnchangedHolders
Q2 20221,613$442.0K0.7%+80+5.2%AddedHolders
Q1 20221,533$458.0K0.4%00.0%UnchangedHolders
Q4 20211,533$636.0K0.5%–No prior filingHolders