Hengehold Capital Management LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $203M, Procter & Gamble CO with a value of $63.2M, Vanguard Mega Cap Growth ETF with a value of $53M, Schwab Us Aggregate Bond ETF with a value of $47.4M, and Spdr S&P 500 ETF Trust with a value of $34M.
Examining the 13F form we can see an increase of $3.31M in the current position value, from $1.05B to 1.06B.
Below you can find more details about Hengehold Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $796 Million
Consumer Defensive: $74.2 Million
Financial Services: $35.8 Million
Industrials: $35.7 Million
Technology: $32.1 Million
Healthcare: $25.1 Million
Consumer Cyclical: $12.1 Million
Communication Services: $10.7 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
