Hennion & Walsh Asset Management, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.59 Billion distributed in 941 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 $111M, Goldman Sachs ETF Tr Activebet with a value of $68.2M, Wisdomtree Tr Currency Hedged with a value of $51.1M, Vanguard Value ETF with a value of $40.7M, and Goldman Sachs ETF Tr Activebet with a value of $39M.
Examining the 13F form we can see an increase of $236M in the current position value, from $2.35B to 2.59B.
Below you can find more details about Hennion & Walsh Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.59 Billion
Financial Services: $717 Million
ETFs: $631 Million
Technology: $337 Million
Healthcare: $262 Million
Industrials: $199 Million
Consumer Cyclical: $95.9 Million
Utilities: $82.9 Million
Consumer Defensive: $74.8 Million
Other: $180 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
