Hennion & Walsh Asset Management, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.89 Billion distributed in 838 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 $49.9M, Wisdomtree Tr Intl Quality Div with a value of $48.3M, J P Morgan ETF Tr U S Quality with a value of $44.2M, Ishares Tr Edge Invt Grade Enh with a value of $38.1M, and Ishares Core S&P 500 ETF with a value of $34.9M.
Examining the 13F form we can see an increase of $56M in the current position value, from $1.84B to 1.89B.
Below you can find more details about Hennion & Walsh Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.89 Billion
Financial Services: $553 Million
ETFs: $455 Million
Healthcare: $231 Million
Technology: $215 Million
Industrials: $109 Million
Consumer Cyclical: $83.2 Million
Energy: $58.9 Million
Consumer Defensive: $57.5 Million
Other: $128 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions