Hennion & Walsh Asset Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.06 Billion distributed in 866 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $53.3M, Wisdomtree Tr Intl Quality Div with a value of $52.2M, J P Morgan ETF Tr U S Quality with a value of $47.7M, Ishares Tr Edge Invt Grade Enh with a value of $43.6M, and Ishares Core S&P 500 ETF with a value of $37M.
Examining the 13F form we can see an increase of $168M in the current position value, from $1.89B to 2.06B.
Below you can find more details about Hennion & Walsh Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.06 Billion
Financial Services: $619 Million
ETFs: $487 Million
Healthcare: $241 Million
Technology: $229 Million
Industrials: $123 Million
Consumer Cyclical: $92.4 Million
Consumer Defensive: $66 Million
Energy: $56.1 Million
Other: $142 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions