Hennion & Walsh Asset Management, Inc. Incresed Positions in Q4 2024

Hennion & Walsh Asset Management, Inc.

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FR
First Industrial Realty Trust Inc

Real Estate
665
+ 6.94%
$49.6 - $55.9 $33K - $37.2K
10.2K $513K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
325
+ 0.58%
$9.82 - $10.6 $3.19K - $3.45K
56.7K $572K
ONTO
Onto Innovation Inc.

Technology
1.28K
+ 22.1%
$158.54 - $225.02 $202K - $287K
7.05K $1.18M
TGT
Target Corp

Consumer Defensive
590
+ 11.83%
$121.59 - $160.69 $71.7K - $94.8K
5.58K $753K
ARLO
Arlo Technologies, Inc.

Industrials
6.82K
+ 5.85%
$10.16 - $13.19 $69.3K - $89.9K
123K $1.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.96K
+ 26.36%
$72.97 - $96.75 $289K - $383K
19K $1.41M
UNH
Unitedhealth Group Inc

Healthcare
1.67K
+ 15.01%
$485.52 - $625.25 $810K - $1.04M
12.8K $6.47M
WU
Western Union CO

Financial Services
10.3K
+ 9.56%
$10.52 - $11.94 $108K - $123K
118K $1.25M
AVAV
Aero Vironment Inc

Industrials
721
+ 22.73%
$153.72 - $235.17 $111K - $170K
3.89K $599K
PII
Polaris Inc.

Consumer Cyclical
866
+ 25.88%
$56.74 - $83.06 $49.1K - $71.9K
4.21K $242K
STWD
Starwood Property Trust, Inc.

Real Estate
571
+ 1.68%
$18.95 - $20.37 $10.8K - $11.6K
34.5K $654K
CHRD
Oasis Petroleum Inc.

Energy
284
+ 5.32%
$110.83 - $137.78 $31.5K - $39.1K
5.62K $655K
CARR
Carrier Global Corp

Industrials
5
+ 0.15%
$66.69 - $82.65 $333 - $413
3.36K $229K
DLY
Double Line Yield Opportunities Fund

N/A
640
+ 0.87%
$15.64 - $16.56 $10K - $10.6K
74.4K $1.18M
OHI
Omega Healthcare Investors Inc

Real Estate
363
+ 1.68%
$37.51 - $42.56 $13.6K - $15.4K
22K $831K
STAG
Stag Industrial, Inc.

Real Estate
347
+ 2.97%
$33.22 - $39.1 $11.5K - $13.6K
12K $406K
LOW
Lowes Companies Inc

Consumer Cyclical
167
+ 4.0%
$244.52 - $284.07 $40.8K - $47.4K
4.34K $1.07M
ATRO
Astronics Corp

Industrials
7
+ 0.04%
$15.66 - $21.04 $110 - $147
17.1K $272K
CPB
Campbell Soup CO

Consumer Defensive
2.89K
+ 11.01%
$41.42 - $48.71 $120K - $141K
29.1K $1.22M
ZETA
Zeta Global Holdings Corp.

Technology
15.1K
+ 53.04%
$17.37 - $36.74 $262K - $554K
43.5K $782K
PCH
Potlatchdeltic Corp

Real Estate
124
+ 0.94%
$38.4 - $44.89 $4.76K - $5.57K
13.4K $525K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
200
+ 0.93%
$27.09 - $32.06 $5.42K - $6.41K
21.6K $605K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.46K
+ 6.9%
$33.77 - $44.09 $49.4K - $64.5K
22.7K $768K
AMT
American Tower Corp

Real Estate
305
+ 11.03%
$179.4 - $232.01 $54.7K - $70.8K
3.07K $563K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1.18K
+ 10.98%
$37.97 - $49.45 $45K - $58.5K
12K $462K
CVI
Cvr Energy Inc

Energy
356
+ 1.68%
$15.9 - $25.09 $5.66K - $8.93K
21.6K $404K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
24.9K
+ 18.08%
$7.68 - $10.3 $192K - $257K
163K $1.31M
MELI
Mercadolibre Inc

Consumer Cyclical
51
+ 9.14%
$1666.0 - $2117.3 $85K - $108K
609 $1.04M
GERN
Geron Corp

Healthcare
61.8K
+ 18.08%
$3.3 - $4.44 $204K - $274K
404K $1.43M
BMI
Badger Meter Inc

Technology
170
+ 0.66%
$199.06 - $237.67 $33.8K - $40.4K
26K $5.52M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
3.08K
+ 2.05%
$10.47 - $11.66 $32.2K - $35.9K
153K $1.6M
AMD
Advanced Micro Devices Inc

Technology
1.94K
+ 23.14%
$118.88 - $172.8 $231K - $336K
10.3K $1.25M
HII
Huntington Ingalls Industries, Inc.

Industrials
674
+ 19.73%
$184.96 - $264.65 $125K - $178K
4.09K $772K
ED
Consolidated Edison Inc

Utilities
846
+ 5.7%
$88.87 - $107.38 $75.2K - $90.8K
15.7K $1.4M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
732
+ 0.29%
$13.32 - $14.34 $9.75K - $10.5K
254K $3.45M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
3.27K
+ 9.01%
$16.36 - $22.16 $53.4K - $72.4K
39.5K $659K
GIS
General Mills Inc

Consumer Defensive
4.17K
+ 9.99%
$62.78 - $74.62 $261K - $311K
45.9K $2.92M
PSX
Phillips 66

Energy
530
+ 4.33%
$110.35 - $138.93 $58.5K - $73.6K
12.8K $1.46M
CRSP
Crispr Therapeutics Ag

Healthcare
3.74K
+ 9.21%
$38.65 - $55.15 $144K - $206K
44.3K $1.74M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
94.7K
+ 80.49%
$5.61 - $12.72 $531K - $1.2M
212K $1.24M
ADI
Analog Devices Inc

Technology
2.89K
+ 6.48%
$206.35 - $236.48 $597K - $684K
47.6K $10.1M
PEG
Public Service Enterprise Group Inc

Utilities
212
+ 0.5%
$81.87 - $94.51 $17.4K - $20K
42.7K $3.61M
AMCR
Amcor PLC

Consumer Cyclical
8.08K
+ 5.46%
$9.34 - $11.37 $75.4K - $91.8K
156K $1.47M
PDD
Pinduoduo Inc.

Consumer Cyclical
400
+ 5.69%
$94.39 - $154.27 $37.8K - $61.7K
7.43K $720K
PSA
Public Storage

Real Estate
298
+ 6.06%
$289.33 - $360.21 $86.2K - $107K
5.22K $1.56M
MPC
Marathon Petroleum Corp

Energy
30
+ 0.3%
$131.65 - $174.84 $3.95K - $5.25K
10.2K $1.42M
CL
Colgate Palmolive CO

Consumer Defensive
367
+ 1.75%
$90.22 - $102.31 $33.1K - $37.5K
21.3K $1.94M
ABR
Arbor Realty Trust Inc

Real Estate
1.01K
+ 0.66%
$13.66 - $15.64 $13.8K - $15.7K
153K $2.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
554
+ 7.32%
$396.64 - $516.74 $220K - $286K
8.13K $3.27M
Activity Summary
Buys All Purchases 529 New Holdings 55 Increased Positions 474 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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