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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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