Hassell Wealth Management, LLC Portfolio Holdings

Hassell Wealth Management, LLC

  • $239 Billion
  • Q3 2024

Hassell Wealth Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $65.7B, Vanguard Ftse Developed Market with a value of $21.3B, Dimensional ETF Tr Dimensional with a value of $20B, Vanguard Intermediate Term Cor with a value of $19.4B, and Vanguard Total International B with a value of $19.4B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $223B to 239B.

Hassell Wealth Management, LLC is based out at Houma, LA

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

Portfolio value $239 Billion
ETFs: $230 Billion
Financial Services: $906 Million
Technology: $499 Million
Energy: $230 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.7 Billion 27.53% of portfolio
233,794
Q3 2024 Added 5.59%
$0
$21.3 Billion 8.95% of portfolio
426,073
Q3 2024 Added 9.03%
$0
$20 Billion 8.36% of portfolio
656,732
Q3 2024 Added 9.62%
$0
$19.4 Billion 8.12% of portfolio
238,197
Q3 2024 Added 5.5%
$0
$19.4 Billion 8.12% of portfolio
388,812
Q3 2024 Added 5.84%
$0
$15.9 Billion 6.67% of portfolio
468,167
Q3 2024 Reduced 1.45%
$0
$12.9 Billion 5.41% of portfolio
164,563
Q3 2024 Added 6.14%
$0
$12.9 Billion 5.41% of portfolio
219,492
Q3 2024 Added 5.76%
$0
$10.1 Billion 4.24% of portfolio
372,330
Q3 2024 Added 10.04%
$0
$7.48 Billion 3.13% of portfolio
272,817
Q3 2024 Added 9.9%
$0
$6.85 Billion 2.87% of portfolio
265,737
Q3 2024 Reduced 0.82%
$0
$6.46 Billion 2.71% of portfolio
51,792
Q3 2024 Added 1.19%
$0
$4.88 Billion 2.04% of portfolio
45,593
Q3 2024 Added 0.01%
$0
$3.98 Billion 1.67% of portfolio
6,995
Q3 2024 Reduced 0.07%
$0
$2.31 Billion 0.97% of portfolio
4,427
Q3 2024 Reduced 4.8%
$0
$1.8 Billion 0.75% of portfolio
24,334
Q3 2024 Added 1.53%
$0
$1.01 Billion 0.42% of portfolio
5,744
Q4 2022 New
$699B
$906 Million 0.38% of portfolio
4,085
Q3 2024 Added 1.82%
$0
$868 Million 0.36% of portfolio
21,576
Q3 2024 Added 3.47%
$0
$705 Million 0.3% of portfolio
8,557
Q3 2024 Reduced 9.61%
$0
$590 Million 0.25% of portfolio
10,609
Q3 2024 Added 0.54%
$4.07T
$499 Million 0.21% of portfolio
2,208
Q3 2024 Added 0.09%
$0
$426 Million 0.18% of portfolio
4,331
Q3 2024 Reduced 0.16%
$0
$400 Million 0.17% of portfolio
700
Q3 2024 Added 2.64%
$0
$297 Million 0.12% of portfolio
3,755
Q3 2024 Reduced 19.51%
$450B
$230 Million 0.1% of portfolio
1,969
Q3 2024 Reduced 33.68%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $239 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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