Gw Henssler & Associates LTD Incresed Positions in Q1 2025

Gw Henssler & Associates LTD

  • $1.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
129K
+ 858.02%
$106.98 - $149.43 $13.8M - $19.3M
144K $15.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
95.5K
+ 281.64%
$119.38 - $161.42 $11.4M - $15.4M
129K $15.5M
JPM
Jpmorgan Chase & CO

Financial Services
39.8K
+ 2918.75%
$225.19 - $279.95 $8.97M - $11.2M
41.2K $10.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19.6K
+ 114.47%
$497.6 - $606.74 $9.75M - $11.9M
36.7K $18.3M
ETR
Entergy Corp

Utilities
114K
+ 104.58%
$75.26 - $87.89 $8.55M - $9.99M
222K $19M
AMZN
Amazon Com Inc

Consumer Cyclical
41.4K
+ 36.43%
$190.26 - $242.06 $7.88M - $10M
155K $29.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.1K
+ 391.57%
$551.42 - $612.93 $7.22M - $8.03M
16.4K $9.2M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
277K
+ 6.98%
$24.66 - $26.1 $6.84M - $7.24M
4.25M $106M
TFC
Truist Financial Corp

Financial Services
149K
+ 29.94%
$39.48 - $48.15 $5.88M - $7.17M
647K $26.6M
META
Meta Platforms, Inc.

Communication Services
8.11K
+ 13.41%
$576.36 - $736.67 $4.67M - $5.97M
68.5K $39.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.8K
+ 22.22%
$168.16 - $186.21 $3.33M - $3.69M
109K $18.6M
DVY
Ishares Tr

ETFs
21.6K
+ 22.7%
$128.58 - $138.1 $2.77M - $2.98M
117K $15.6M
MSFT
Microsoft Corp

Technology
7.54K
+ 6.62%
$375.39 - $447.2 $2.83M - $3.37M
122K $45.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
27.5K
+ 8.97%
$96.3 - $112.23 $2.65M - $3.08M
334K $32.5M
HSY
Hershey CO

Consumer Defensive
15.7K
+ 61.98%
$144.74 - $186.36 $2.27M - $2.92M
40.9K $7M
DOX
Amdocs LTD

Technology
28.8K
+ 38.23%
$82.21 - $92.02 $2.37M - $2.65M
104K $9.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.6K
+ 31.41%
$126.11 - $135.06 $2.47M - $2.65M
82K $10.6M
VUG
Vanguard Growth ETF

ETFs
5.68K
+ 25.79%
$369.1 - $427.61 $2.1M - $2.43M
27.7K $10.3M
D
Dominion Energy, Inc

Utilities
37K
+ 6.98%
$52.85 - $57.43 $1.96M - $2.13M
567K $31.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
28.9K
+ 16.32%
$65.15 - $91.81 $1.89M - $2.66M
206K $13.5M
SCHO
Schwab Short Term Us Treasury

ETFs
74.6K
+ 88.09%
$24.1 - $24.34 $1.8M - $1.82M
159K $3.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
81K
+ 195.28%
$21.75 - $24.28 $1.76M - $1.97M
122K $2.7M
ASML
Asml Holding Nv

Technology
2.61K
+ 23.16%
$662.63 - $776.99 $1.73M - $2.03M
13.9K $9.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.72K
+ 15.45%
$634.14 - $744.83 $1.73M - $2.03M
20.4K $12.9M
KO
Coca Cola CO

Consumer Defensive
23.6K
+ 7.42%
$60.81 - $72.32 $1.43M - $1.7M
341K $24.4M
CRM
Salesforce, Inc.

Technology
6.06K
+ 10.03%
$268.36 - $359.95 $1.63M - $2.18M
66.5K $17.8M
GOOGL
Alphabet Inc.

Communication Services
10.3K
+ 4.82%
$154.33 - $206.19 $1.6M - $2.13M
225K $34.8M
HD
Home Depot, Inc.

Consumer Cyclical
4.15K
+ 15.34%
$347.25 - $424.87 $1.44M - $1.76M
31.2K $11.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
55.3K
+ 290.37%
$24.91 - $29.02 $1.38M - $1.6M
74.3K $1.86M
SRE
Sempra Energy

Utilities
19.3K
+ 5.97%
$67.85 - $87.67 $1.31M - $1.69M
342K $24.4M
EVRG
Evergy, Inc.

Utilities
18.5K
+ 5.13%
$59.9 - $69.52 $1.11M - $1.29M
379K $26.2M
BTI
British American Tobacco P.L.C.

Consumer Defensive
25.8K
+ 7.04%
$35.35 - $42.74 $913K - $1.1M
393K $16.3M
VIG
Vanguard Dividend Appreciation

ETFs
5.64K
+ 15.96%
N/A
41K $7.46M
QCOM
Qualcomm Inc

Technology
6.68K
+ 4.44%
$151.94 - $175.86 $1.01M - $1.17M
157K $24.1M
SO
Southern CO

Utilities
10.8K
+ 3.21%
$80.96 - $92.96 $872K - $1M
346K $31.8M
HAS
Hasbro, Inc.

Consumer Cyclical
16K
+ 6.46%
$56.16 - $69.06 $897K - $1.1M
263K $16.2M
MRK
Merck & Co., Inc.

Healthcare
10.7K
+ 6.66%
$83.01 - $101.02 $892K - $1.09M
172K $15.5M
GGG
Graco Inc

Industrials
11.4K
+ 10.95%
$80.53 - $87.54 $918K - $998K
115K $9.65M
XOM
Exxon Mobil Corp

Energy
7.81K
+ 2.89%
$105.44 - $118.93 $824K - $929K
278K $33M
SCHV
Schwab Strategic Tr Us Large C

ETFs
34.6K
+ 193.33%
$25.77 - $27.6 $893K - $956K
52.6K $1.4M
AEP
American Electric Power CO Inc

Utilities
8.1K
+ 2.74%
$90.32 - $109.27 $732K - $885K
304K $33.2M
EMR
Emerson Electric CO

Industrials
7.61K
+ 4.69%
$108.64 - $131.17 $827K - $998K
170K $18.6M
AAPL
Apple Inc.

Technology
3.69K
+ 1.2%
$209.68 - $247.1 $774K - $912K
311K $69.1M
PFG
Principal Financial Group Inc

Financial Services
9.67K
+ 4.84%
$76.34 - $89.04 $738K - $861K
209K $17.7M
DUK
Duke Energy Corp

Utilities
6.33K
+ 326.78%
$105.87 - $121.97 $670K - $772K
8.27K $1.01M
V
Visa Inc.

Financial Services
1.92K
+ 2.42%
$306.92 - $362.71 $590K - $697K
81.4K $28.5M
MCD
Mcdonalds Corp

Consumer Cyclical
2.06K
+ 4.52%
$279.74 - $321.29 $576K - $661K
47.6K $14.9M
ADI
Analog Devices Inc

Technology
3.13K
+ 5.91%
$201.56 - $243.82 $631K - $763K
56.1K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 28.75%
$507.05 - $563.67 $599K - $666K
5.29K $2.72M
Activity Summary
Buys All Purchases 116 New Holdings 29 Increased Positions 87 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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