Hennion & Walsh Asset Management, Inc. Portfolio Holdings
Hennion & Walsh Asset Management, Inc.
- $2.15 Billion
- Q1 2025
Hennion & Walsh Asset Management, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.15 Billion distributed in 870 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $89.8M, Goldman Sachs ETF Tr Activebet with a value of $55.7M, Vanguard Value ETF with a value of $51.2M, Ishares Tr Edge Invt Grade Enh with a value of $50.8M, and Invesco S&P 500 Equal Weight E with a value of $45M.
Examining the 13F form we can see an increase of $50.5M in the current position value, from $2.1B to 2.15B.
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 870
- Current Value $2.15 Billion
- Prior Value $2.1 Billion
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 62 stocks
- Additional Purchases 401 stocks
- Sold out of 0 stocks
- Reduced holdings in 387 stocks