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

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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