Hartmann Taylor Wealth Management, LLC Portfolio Holdings

Hartmann Taylor Wealth Management, LLC

  • $112 Billion
  • Q1 2025

Hartmann Taylor Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $15.3B, Capital Group Growth ETF Shs C with a value of $9.65B, Capital Group Divid Value ETF with a value of $9.48B, Capital Group Core Balanced with a value of $9.03B, and Capital Group Core Plus Income with a value of $5.63B.

Examining the 13F form we can see an increase of $112B in the current position value.

Hartmann Taylor Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Hartmann Taylor Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $77.3 Billion
Technology: $5.94 Billion
Financial Services: $2.18 Billion
Consumer Cyclical: $1.54 Billion
Communication Services: $1.31 Billion
Healthcare: $669 Million
Consumer Defensive: $632 Million
Basic Materials: $8.27 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Billion 13.74% of portfolio
88,759
Q1 2025 New
$0
$9.65 Billion 8.65% of portfolio
281,622
Q1 2025 New
$0
$9.48 Billion 8.5% of portfolio
266,019
Q1 2025 New
$0
$5.45 Billion 4.89% of portfolio
87,830
Q1 2025 New
$0
$5.05 Billion 4.52% of portfolio
83,173
Q1 2025 New
$0
$4.9 Billion 4.39% of portfolio
227,679
Q1 2025 New
$0
$4.14 Billion 3.71% of portfolio
18,678
Q1 2025 New
$0
$3.8 Billion 3.41% of portfolio
14,795
Q1 2025 New
$0
$2.74 Billion 2.46% of portfolio
83,196
Q1 2025 New
$0
$2.68 Billion 2.4% of portfolio
56,415
Q1 2025 New
$0
$2.45 Billion 2.19% of portfolio
51,450
Q1 2025 New
$0
$2.17 Billion 1.94% of portfolio
18,677
Q1 2025 New
$0
$1.91 Billion 1.71% of portfolio
41,747
Q1 2025 New
$0
$1.6 Billion 1.44% of portfolio
8,269
Q1 2025 New
$0
$1.48 Billion 1.33% of portfolio
44,806
Q1 2025 New
$0
$1.47 Billion 1.32% of portfolio
34,895
Q1 2025 New
$0
$442 Million 0.4% of portfolio
943
Q1 2025 New
$0
$348 Million 0.31% of portfolio
1,265
Q1 2025 New
$0
$265 Million 0.24% of portfolio
9,557
Q1 2025 New
$0
$256 Million 0.23% of portfolio
11,400
Q1 2025 New
$0
$225 Million 0.2% of portfolio
7,205
Q1 2025 New
$0
$202 Million 0.18% of portfolio
3,916
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 51 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Hartmann Taylor Wealth Management, LLC Portfolio

Follow Hartmann Taylor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartmann Taylor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hartmann Taylor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email