Hemington Wealth Management Reduced Holdings in Q3 2025

Hemington Wealth Management

  • $769 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-4
- 0.35%
$932.44 - $1059.49 $3.73K - $4.24K
1.14K $1.09M
BALL
Ball Corp

Consumer Cyclical
-1.58K
- 88.04%
$48.47 - $59.71 $76.4K - $94.1K
214 $10K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 1.07%
$915.95 - $994.57 $11K - $11.9K
1.11K $1.03M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.08K
- 39.95%
$70.85 - $76.96 $76.7K - $83.3K
1.63K $123K
ACN
Accenture PLC

Technology
-176
- 31.1%
$232.56 - $304.78 $40.9K - $53.6K
390 $96K
CRM
Salesforce, Inc.

Technology
-174
- 22.28%
$231.66 - $273.65 $40.3K - $47.6K
607 $143K
DIS
Walt Disney CO

Communication Services
-64
- 1.19%
$112.25 - $124.0 $7.18K - $7.94K
5.31K $608K
TXN
Texas Instruments Inc

Technology
-116
- 8.8%
N/A
1.2K $220K
PG
Procter & Gamble CO

Consumer Defensive
-227
- 7.02%
$150.47 - $161.22 $34.2K - $36.6K
3.01K $462K
CMCSA
Comcast Corp

Communication Services
-279
- 3.46%
$31.41 - $36.33 $8.76K - $10.1K
7.78K $244K
ISRG
Intuitive Surgical Inc

Healthcare
-34
- 14.66%
$433.66 - $544.47 $14.7K - $18.5K
198 $88K
INTU
Intuit Inc

Technology
-2
- 0.64%
$646.03 - $807.39 $1.29K - $1.61K
309 $211K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-227
- 13.65%
$236.25 - $257.69 $53.6K - $58.5K
1.44K $368K
FTNT
Fortinet, Inc.

Technology
-136
- 15.98%
$74.39 - $107.65 $10.1K - $14.6K
715 $60K
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.16%
$288.69 - $310.94 $866 - $933
1.85K $544K
ELV
Elevance Health, Inc.

Healthcare
-42
- 19.44%
$274.66 - $395.76 $11.5K - $16.6K
174 $56K
DE
Deere & CO

Industrials
-6
- 1.28%
$457.26 - $524.37 $2.74K - $3.15K
461 $210K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-68
- 8.97%
$196.15 - $217.83 $13.3K - $14.8K
690 $139K
IT
Gartner Inc

Technology
-43
- 42.16%
$225.98 - $406.7 $9.72K - $17.5K
59 $15K
CHTR
Charter Communications, Inc.

Communication Services
-7
- 4.38%
$256.57 - $418.22 $1.8K - $2.93K
153 $42K
LLY
Eli Lilly & CO

Healthcare
-9
- 0.95%
$625.65 - $812.69 $5.63K - $7.31K
937 $714K
PGR
Progressive Corp

Financial Services
-18
- 2.02%
$238.61 - $264.3 $4.29K - $4.76K
874 $215K
TDG
Trans Digm Group Inc

Industrials
-4
- 4.76%
$1271.04 - $1620.83 $5.08K - $6.48K
80 $105K
NOW
Service Now, Inc.

Technology
-1
- 0.54%
$850.86 - $1044.69 $851 - $1.04K
184 $169K
FICO
Fair Isaac Corp

Technology
-5
- 12.2%
$1311.26 - $1869.83 $6.56K - $9.35K
36 $53K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 2.27%
$366.54 - $479.53 $2.57K - $3.36K
302 $118K
SIGI
Selective Insurance Group Inc

Financial Services
-6
- 0.19%
$75.0 - $90.91 $450 - $545
3.24K $262K
VRSK
Verisk Analytics, Inc.

Industrials
-27
- 13.43%
$242.3 - $312.95 $6.54K - $8.45K
174 $43K
CNC
Centene Corp

Healthcare
-325
- 87.6%
$25.21 - $56.65 $8.19K - $18.4K
46 $1K
CARR
Carrier Global Corp

Industrials
-110
- 11.84%
$58.75 - $80.73 $6.46K - $8.88K
819 $48K
CI
Cigna Corp

Healthcare
-1
- 0.24%
$262.23 - $334.39 $262 - $334
422 $121K
CL
Colgate Palmolive CO

Consumer Defensive
-145
- 24.21%
$79.36 - $93.33 $11.5K - $13.5K
454 $36K
ZTS
Zoetis Inc.

Healthcare
-71
- 9.45%
$141.13 - $159.19 $10K - $11.3K
680 $99K
UPS
United Parcel Service Inc

Industrials
-144
- 50.88%
$82.58 - $105.54 $11.9K - $15.2K
139 $11K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-39
- 16.74%
$108.8 - $169.61 $4.24K - $6.61K
194 $21K
TGT
Target Corp

Consumer Defensive
-159
- 47.89%
$86.56 - $107.43 $13.8K - $17.1K
173 $15K
FIS
Fidelity National Information Services, Inc.

Technology
-160
- 42.78%
$63.37 - $82.35 $10.1K - $13.2K
214 $14K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-461
- 70.06%
$25.5 - $35.2 $11.8K - $16.2K
197 $5K
BRO
Brown & Brown, Inc.

Financial Services
-107
- 29.23%
$90.88 - $108.93 $9.72K - $11.7K
259 $24K
SYK
Stryker Corp

Healthcare
-11
- 2.35%
$368.57 - $403.53 $4.05K - $4.44K
458 $169K
FDS
Factset Research Systems Inc

Financial Services
-26
- 44.83%
$283.86 - $450.3 $7.38K - $11.7K
32 $9K
MOH
Molina Healthcare, Inc.

Healthcare
-39
- 55.71%
$152.31 - $306.29 $5.94K - $11.9K
31 $5K
ROP
Roper Technologies Inc

Industrials
-9
- 5.77%
$495.03 - $573.0 $4.46K - $5.16K
147 $73K
RSG
Republic Services, Inc.

Industrials
-1
- 0.13%
$225.33 - $246.01 $225 - $246
794 $182K
XEL
Xcel Energy Inc

Utilities
-269
- 42.1%
$67.56 - $80.65 $18.2K - $21.7K
370 $29K
LBRDK
Liberty Broadband Corp

Communication Services
-95
- 40.77%
$58.3 - $100.8 $5.54K - $9.58K
138 $8K
UNM
Unum Group

Financial Services
-149
- 26.0%
$68.55 - $82.12 $10.2K - $12.2K
424 $32K
LMT
Lockheed Martin Corp

Industrials
-48
- 14.91%
$410.74 - $499.21 $19.7K - $24K
274 $136K
IRDM
Iridium Communications Inc.

Communication Services
-52
- 5.5%
$17.28 - $32.43 $899 - $1.69K
893 $15K
Activity Summary
Buys All Purchases 1008 New Holdings 79 Increased Positions 929 Sells All Sells 424 Reductions 424 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hemington Wealth Management Portfolio

Follow Hemington Wealth Management 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 Hemington Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Hemington Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email