Gw Henssler & Associates LTD has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.67 Billion distributed in 173 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 $95.9M, Marathon Petroleum Corp with a value of $63M, Apple Inc. with a value of $55.5M, Ishares S&P Midcap 400 Value E with a value of $49.6M, and Microsoft Corp with a value of $47.4M.
Examining the 13F form we can see an increase of $183M in the current position value, from $1.48B to 1.67B.
Below you can find more details about Gw Henssler & Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$1.67 Billion
ETFs: $266 Million
Healthcare: $238 Million
Consumer Defensive: $189 Million
Energy: $176 Million
Financial Services: $172 Million
Technology: $166 Million
Utilities: $136 Million
Communication Services: $120 Million
Other: $205 Million
Stock Holdings Table Market Cap. of $200 Billions or more