Hassell Wealth Management, LLC Portfolio Holdings

Hassell Wealth Management, LLC

  • $223 Billion
  • Q2 2024

Hassell Wealth Management, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $223 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $59.5B, Vanguard Ftse Developed Market with a value of $19.6B, Dimensional ETF Tr Dimensional with a value of $18.9B, Vanguard Intermediate Term Cor with a value of $18.3B, and Vanguard Total International B with a value of $18.2B.

Examining the 13F form we can see an increase of $65.5B in the current position value, from $158B to 223B.

Hassell Wealth Management, LLC is based out at Houma, LA

Below you can find more details about Hassell Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
ETFs: $215 Billion
Financial Services: $863 Million
Technology: $483 Million
Energy: $351 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.5 Billion 26.64% of portfolio
221,411
Q2 2024 Added 4.66%
$0
$19.6 Billion 8.78% of portfolio
390,777
Q2 2024 Added 7.01%
$0
$18.9 Billion 8.46% of portfolio
599,092
Q2 2024 Added 7.93%
$0
$18.3 Billion 8.22% of portfolio
225,786
Q2 2024 New
$0
$18.2 Billion 8.13% of portfolio
367,374
Q2 2024 New
$0
$15.6 Billion 7.01% of portfolio
475,052
Q2 2024 Reduced 1.16%
$0
$12.3 Billion 5.49% of portfolio
207,538
Q2 2024 Added 13.08%
$0
$12.1 Billion 5.42% of portfolio
155,038
Q2 2024 New
$0
$8.93 Billion 4.0% of portfolio
338,374
Q2 2024 Added 8.21%
$0
$6.93 Billion 3.1% of portfolio
248,250
Q2 2024 Added 7.5%
$0
$6.86 Billion 3.07% of portfolio
267,944
Q2 2024 Reduced 0.1%
$0
$6.1 Billion 2.73% of portfolio
51,184
Q2 2024 Added 1.23%
$0
$4.9 Billion 2.19% of portfolio
45,589
Q3 2023 Reduced 2.82%
$0
$3.79 Billion 1.7% of portfolio
7,000
Q2 2024 Reduced 0.14%
$0
$2.32 Billion 1.04% of portfolio
4,650
Q2 2024 Reduced 1.29%
$0
$1.77 Billion 0.79% of portfolio
23,968
Q1 2024 Added 0.08%
$0
$981 Million 0.44% of portfolio
5,744
Q4 2022 New
$645B
$863 Million 0.39% of portfolio
4,012
Q1 2024 Added 6.59%
$0
$781 Million 0.35% of portfolio
20,853
Q2 2024 Added 0.7%
$0
$778 Million 0.35% of portfolio
9,467
Q2 2024 Reduced 3.44%
$0
$558 Million 0.25% of portfolio
10,552
Q2 2024 Added 6.29%
$3.57T
$483 Million 0.22% of portfolio
2,206
Q1 2024 New
$0
$428 Million 0.19% of portfolio
4,338
Q2 2024 Added 0.21%
$0
$370 Million 0.17% of portfolio
4,665
Q2 2024 Reduced 1.91%
$0
$372 Million 0.17% of portfolio
682
Q2 2024 Reduced 2.15%
$494B
$351 Million 0.16% of portfolio
2,969
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $223 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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