Hemington Wealth Management Portfolio Holdings
Hemington Wealth Management
- $297 Million
- Q2 2024
Hemington Wealth Management has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $297 Million distributed in 113 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 $47M, Apple Inc. with a value of $31.5M, Dimensional ETF Tr Core Fxd In with a value of $20.9M, Vanguard Star Fd Vanguard Tota with a value of $18.4M, and Vanguard Value ETF with a value of $17.5M.
Examining the 13F form we can see an increase of $20.7M in the current position value, from $276M to 297M.
Below you can find more details about Hemington Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
ETFs: $209 Million
Technology: $43.2 Million
Healthcare: $9.4 Million
Financial Services: $6.71 Million
Consumer Cyclical: $5.16 Million
Communication Services: $4.49 Million
Consumer Defensive: $1.97 Million
Industrials: $1.48 Million
Other: $2.6 Million