Gw Henssler & Associates LTD has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.8 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exc Trd Fd Viii Ft Cb with a value of $105M, Apple Inc. with a value of $64.5M, Microsoft Corp with a value of $60.7M, Ishares S&P Midcap 400 Value E with a value of $55.8M, and Meta Platforms, Inc. with a value of $52M.
Examining the 13F form we can see an increase of $78.2M in the current position value, from $1.72B to 1.8B.
Below you can find more details about Gw Henssler & Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$1.8 Billion
ETFs: $334 Million
Financial Services: $288 Million
Technology: $241 Million
Utilities: $177 Million
Consumer Cyclical: $161 Million
Consumer Defensive: $161 Million
Communication Services: $126 Million
Healthcare: $109 Million
Other: $203 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
