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
MO
Altria Group, Inc.

Consumer Defensive
9.96K
+ 2.97%
$50.81 - $60.02 $506K - $598K
346K $20.8M
LMT
Lockheed Martin Corp

Industrials
1.25K
+ 3.36%
$423.19 - $506.29 $529K - $632K
38.5K $17.2M
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
+ 84.01%
$271.18 - $303.12 $490K - $548K
3.96K $1.09M
IVV
Ishares Core S&P 500 ETF

ETFs
819
+ 23.23%
$554.06 - $615.85 $454K - $504K
4.35K $2.44M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
12.9K
+ 109.34%
$30.59 - $33.02 $396K - $427K
24.8K $786K
WMT
Walmart Inc.

Consumer Defensive
3.63K
+ 1.06%
$84.5 - $105.05 $306K - $381K
344K $30.2M
AMT
American Tower Corp

Real Estate
1.24K
+ 1.37%
$173.46 - $217.6 $215K - $270K
91.6K $19.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.83K
+ 107.24%
$27.01 - $28.54 $238K - $252K
17.1K $476K
PEP
Pepsico Inc

Consumer Defensive
1.62K
+ 1.38%
$142.64 - $156.42 $231K - $253K
118K $17.8M
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 46.57%
$142.06 - $167.7 $165K - $195K
3.66K $606K
PEG
Public Service Enterprise Group Inc

Utilities
2K
+ 0.86%
$78.2 - $90.39 $156K - $181K
234K $19.2M
TRV
Travelers Companies, Inc.

Financial Services
608
+ 0.56%
$232.43 - $265.13 $141K - $161K
109K $28.7M
ABT
Abbott Laboratories

Healthcare
1.08K
+ 39.76%
$111.1 - $140.22 $120K - $151K
3.8K $503K
ICE
Intercontinental Exchange, Inc.

Financial Services
765
+ 0.33%
$142.8 - $176.36 $109K - $135K
232K $40M
AFL
Aflac Inc

Financial Services
925
+ 5.97%
$100.99 - $111.19 $93.4K - $103K
16.4K $1.83M
NSC
Norfolk Southern Corp

Industrials
390
+ 22.57%
$227.69 - $259.76 $88.8K - $101K
2.12K $501K
EME
Emcor Group, Inc.

Industrials
248
+ 0.44%
$361.16 - $535.99 $89.6K - $133K
56.5K $20.9M
GLD
Spdr Gold Trust

ETFs
263
+ 9.82%
$243.19 - $288.14 $64K - $75.8K
2.94K $847K
LOW
Lowes Companies Inc

Consumer Cyclical
256
+ 23.84%
$222.66 - $268.42 $57K - $68.7K
1.33K $310K
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 4.24%
$890.62 - $1076.86 $54.3K - $65.7K
1.5K $1.42M
ED
Consolidated Edison Inc

Utilities
500
+ 20.75%
$88.0 - $110.59 $44K - $55.3K
2.91K $321K
MA
Mastercard Inc

Financial Services
99
+ 8.33%
$504.67 - $576.31 $50K - $57.1K
1.29K $705K
MMM
3 M CO

Industrials
337
+ 12.31%
$129.7 - $155.12 $43.7K - $52.3K
3.08K $451K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.45K
+ 19.25%
$32.42 - $36.13 $47.1K - $52.5K
9K $296K
CAT
Caterpillar Inc

Industrials
132
+ 14.92%
$326.75 - $407.63 $43.1K - $53.8K
1.02K $335K
UNH
Unitedhealth Group Inc

Healthcare
74
+ 4.9%
$461.52 - $548.18 $34.2K - $40.6K
1.58K $829K
GOOG
Alphabet Inc.

Communication Services
215
+ 3.17%
$156.06 - $207.71 $33.6K - $44.7K
6.99K $1.09M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
398
+ 6.03%
$78.0 - $84.37 $31K - $33.6K
7K $558K
PGR
Progressive Corp

Financial Services
83
+ 8.2%
$235.61 - $291.22 $19.6K - $24.2K
1.1K $309K
IBM
International Business Machines Corp

Technology
17
+ 1.05%
$217.4 - $264.74 $3.7K - $4.5K
1.64K $408K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33
+ 0.4%
$87.68 - $94.52 $2.89K - $3.12K
8.38K $784K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.2%
$725.72 - $929.72 $1.45K - $1.86K
983 $811K
WM
Waste Management Inc

Industrials
7
+ 0.14%
$200.54 - $233.78 $1.4K - $1.64K
5.04K $1.17M
ILCG
Ishares Morningstar Growth ETF
95
+ 1.99%
N/A
4.88K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.07%
$102.49 - $119.96 $307 - $360
4.59K $479K
Proshares Tr
11.6K
+ 31.54%
N/A
48.2K $0
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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