Hennion & Walsh Asset Management, Inc. Portfolio Holdings
Hennion & Walsh Asset Management, Inc.
- $2.1 Billion
- Q4 2024
Hennion & Walsh Asset Management, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.1 Billion distributed in 851 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 $55M, Ishares Tr Edge Invt Grade Enh with a value of $48.4M, Wisdomtree Tr Intl Quality Div with a value of $45.5M, Ishares Core S&P 500 ETF with a value of $38.3M, and Global X Fds U S Pfd ETF (De) with a value of $28.6M.
Examining the 13F form we can see an increase of $43.2M in the current position value, from $2.06B to 2.1B.
Below you can find more details about Hennion & Walsh Asset Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 851
- Current Value $2.1 Billion
- Prior Value $2.06 Billion
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 55 stocks
- Additional Purchases 474 stocks
- Sold out of 0 stocks
- Reduced holdings in 303 stocks