Hemington Wealth Management Portfolio Holdings
Hemington Wealth Management
- $371 Million
- Q3 2024
Hemington Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $371 Million distributed in 1807 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 $48.8M, Apple Inc. with a value of $33.5M, Dimensional ETF Tr Core Fxd In with a value of $28.8M, Dimensional ETF Tr with a value of $20.1M, and Vanguard Star Fd Vanguard Tota with a value of $18.4M.
Examining the 13F form we can see an increase of $74.5M in the current position value, from $297M to 371M.
Below you can find more details about Hemington Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$371 Million
ETFs: $253 Million
Technology: $48.8 Million
Healthcare: $12.5 Million
Financial Services: $11.6 Million
Consumer Cyclical: $9.06 Million
Industrials: $6.93 Million
Communication Services: $5.53 Million
Consumer Defensive: $3.33 Million
Other: $6.73 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,807
- Current Value $371 Million
- Prior Value $297 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 1,695 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks