Henrickson Nauta Wealth Advisors, Inc. Portfolio Holdings

Henrickson Nauta Wealth Advisors, Inc.

  • $255 Million
  • Q1 2025

Henrickson Nauta Wealth Advisors, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $62.9M, Ufp Industries Inc with a value of $24.8M, Dimensional ETF Tr Dimensional with a value of $24.1M, American Centy ETF Tr Avantis with a value of $17.3M, and American Centy ETF Tr Avantis with a value of $15.8M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $242M to 255M.

Henrickson Nauta Wealth Advisors, Inc. is based out at Belmont, MI

Below you can find more details about Henrickson Nauta Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $206 Million
Basic Materials: $25.2 Million
Industrials: $4.47 Million
Technology: $3.82 Million
Financial Services: $1.79 Million
Healthcare: $1.62 Million
Communication Services: $1.58 Million
Energy: $1.32 Million
Other: $1.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.9 Million 24.69% of portfolio
1,916,425
Q1 2025 Added 7.85%
$6.65B
$24.8 Million 9.75% of portfolio
233,470
Q1 2025 Added 7.38%
$0
$24.1 Million 9.46% of portfolio
859,197
Q1 2025 Added 27.35%
$0
$17.3 Million 6.81% of portfolio
188,926
Q1 2025 Added 2.15%
$0
$15.8 Million 6.19% of portfolio
235,733
Q1 2025 Added 1.46%
$0
$13.9 Million 5.48% of portfolio
270,781
Q1 2025 Added 9.33%
$0
$10.8 Million 4.23% of portfolio
152,766
Q1 2025 Reduced 2.52%
$0
$8.99 Million 3.53% of portfolio
103,361
Q1 2025 Added 9.87%
$0
$8.94 Million 3.51% of portfolio
336,373
Q1 2025 Added 12.12%
$0
$8.86 Million 3.48% of portfolio
300,433
Q1 2025 Added 23.75%
$0
$7.88 Million 3.09% of portfolio
130,509
Q1 2025 Added 11.0%
$0
$6.53 Million 2.57% of portfolio
247,404
Q1 2025 Reduced 8.9%
$74.4B
$4.47 Million 1.76% of portfolio
18,017
Q1 2025 Added 0.03%
$0
$3.57 Million 1.4% of portfolio
75,087
Q1 2025 Added 2.35%
$0
$3.31 Million 1.3% of portfolio
5,919
Q1 2025 Reduced 3.85%
$0
$2.34 Million 0.92% of portfolio
55,634
Q1 2025 Added 30.81%
$0
$1.21 Million 0.47% of portfolio
14,632
Q1 2024 Reduced 22.41%
$0
$1.18 Million 0.46% of portfolio
10,182
Q1 2025 Reduced 0.03%
$2.89T
$1.12 Million 0.44% of portfolio
2,982
Q1 2025 Added 2.58%
$0
$1.05 Million 0.41% of portfolio
5,543
Q3 2024 Reduced 20.5%
$0
$1.03 Million 0.4% of portfolio
17,010
Q3 2024 Reduced 2.92%
$0
$1 Million 0.39% of portfolio
10,847
Q1 2025 Reduced 0.45%
$3.35T
$927,000 0.36% of portfolio
4,174
Q1 2025 Added 8.16%
$0
$897,000 0.35% of portfolio
2,942
Q1 2025 Reduced 0.51%
$718B
$859,000 0.34% of portfolio
3,505
Q1 2025 Added 2.01%
$133B
$790,000 0.31% of portfolio
7,052
Q1 2025 Added 0.24%
$0
$772,000 0.3% of portfolio
9,343
Q1 2025 Reduced 1.64%
$0
$755,000 0.3% of portfolio
7,265
Q3 2024 Reduced 13.84%
$106B
$774,000 0.3% of portfolio
2,689
Q3 2023 Reduced 44.35%
$1.23T
$763,000 0.3% of portfolio
1,324
Q1 2025 Added 0.99%
$0
$761,000 0.3% of portfolio
20,246
Q1 2024 Reduced 1.05%
$0
$689,000 0.27% of portfolio
6,668
Q1 2025 Reduced 4.36%
$0
$697,000 0.27% of portfolio
1,935
Q1 2024 Reduced 38.2%
$0
$698,000 0.27% of portfolio
17,215
Q1 2025 Added 0.71%
$68.6B
$651,000 0.26% of portfolio
4,472
Q1 2025 Reduced 0.02%
$0
$627,000 0.25% of portfolio
14,672
Q1 2025 Added 29.25%
$137B
$567,000 0.22% of portfolio
1,525
Q1 2025 Added 0.26%
$967B
$540,000 0.21% of portfolio
3,499
Q1 2025 Added 4.73%
$97.7B
$484,000 0.19% of portfolio
713
Q1 2025 Added 0.99%
$0
$437,000 0.17% of portfolio
5,726
Q3 2024 Reduced 51.12%
$371B
$430,000 0.17% of portfolio
3,079
Q1 2025 Reduced 0.23%
$265B
$426,000 0.17% of portfolio
3,935
Q1 2025 Reduced 2.5%
$184B
$432,000 0.17% of portfolio
1,385
Q1 2025 Reduced 0.79%
$38.6B
$403,000 0.16% of portfolio
4,069
Q1 2025 Added 0.37%
$59.6B
$402,000 0.16% of portfolio
1,366
Q1 2025 Added 1.11%
$0
$376,000 0.15% of portfolio
7,178
Q1 2024 Reduced 1.83%
$61B
$369,000 0.14% of portfolio
1,396
Q1 2025 Added 0.87%
$0
$367,000 0.14% of portfolio
2,768
Q1 2025 Reduced 2.5%
$0
$334,000 0.13% of portfolio
3,901
Q1 2025 Reduced 7.95%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $255 Million
  • Prior Value $242 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Henrickson Nauta Wealth Advisors, Inc. Portfolio

Follow Henrickson Nauta Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email