Henrickson Nauta Wealth Advisors, Inc. Purchases in Q3 2025

Henrickson Nauta Wealth Advisors, Inc.

  • $309 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.8K
+ 2.31%
$36.04 - $38.78 $1.65M - $1.78M
2.03M $78.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
71.9K
+ 7.4%
$30.76 - $33.01 $2.21M - $2.37M
1.04M $34.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.3K
+ 4.94%
$53.36 - $59.69 $764K - $855K
304K $17.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 8.23%
$32.78 - $35.79 $927K - $1.01M
372K $13.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.5K
+ 4.42%
$29.55 - $32.52 $488K - $537K
390K $12.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.58K
New
$110.74 - $122.12 $507K - $559K
4.58K $553K
DFIP
Dimensional ETF Tr Inflation P

ETFs
8.71K
+ 13.6%
$41.6 - $42.66 $362K - $371K
72.7K $3.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
71
+ 1.21%
$617.65 - $666.84 $43.9K - $47.3K
5.95K $3.96M
AAPL
Apple Inc.

Technology
356
+ 7.76%
$202.38 - $256.87 $72K - $91.4K
4.95K $1.26M
GOOGL
Alphabet Inc.

Communication Services
275
+ 7.83%
$174.36 - $254.72 $47.9K - $70K
3.79K $920K
AVGO
Broadcom Inc.

Technology
798
New
$264.74 - $369.57 $211K - $295K
798 $263K
ITW
Illinois Tool Works Inc

Industrials
57
+ 0.32%
$252.31 - $269.41 $14.4K - $15.4K
18.1K $4.72M
XOM
Exxon Mobil Corp

Energy
2.09K
New
$105.83 - $117.22 $221K - $244K
2.09K $235K
WMT
Walmart Inc.

Consumer Defensive
2.28K
New
$94.4 - $104.27 $215K - $237K
2.28K $234K
PKG
Packaging Corp Of America

Consumer Cyclical
1.04K
New
$191.41 - $220.25 $199K - $229K
1.04K $226K
ORCL
Oracle Corp

Technology
98
+ 3.15%
$218.96 - $328.33 $21.5K - $32.2K
3.21K $903K
NVDA
Nvidia Corp

Technology
445
+ 9.65%
$153.3 - $186.58 $68.2K - $83K
5.06K $943K
ABBV
Abb Vie Inc.

Healthcare
911
New
$184.85 - $231.54 $168K - $211K
911 $210K
TSLA
Tesla, Inc.

Consumer Cyclical
471
New
$293.94 - $444.72 $138K - $209K
471 $209K
HD
Home Depot, Inc.

Consumer Cyclical
502
New
$357.4 - $423.42 $179K - $213K
502 $203K
MSFT
Microsoft Corp

Technology
262
+ 8.19%
$491.09 - $535.64 $129K - $140K
3.46K $1.79M
GOOG
Alphabet Inc.

Communication Services
152
+ 7.6%
$175.16 - $255.24 $26.6K - $38.8K
2.15K $524K
KLAC
Kla Corp

Technology
3
+ 0.42%
$843.9 - $1078.6 $2.53K - $3.24K
710 $765K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.09%
$620.67 - $670.08 $1.24K - $1.34K
2.33K $1.56M
JNJ
Johnson & Johnson

Healthcare
164
+ 10.13%
$155.17 - $185.42 $25.4K - $30.4K
1.78K $330K
AMZN
Amazon Com Inc

Consumer Cyclical
349
+ 27.46%
$211.65 - $238.24 $73.9K - $83.1K
1.62K $355K
PEP
Pepsico Inc

Consumer Defensive
346
+ 19.86%
$133.81 - $152.16 $46.3K - $52.6K
2.09K $293K
META
Meta Platforms, Inc.

Communication Services
76
+ 5.49%
$695.21 - $791.73 $52.8K - $60.2K
1.46K $1.07M
AVSU
American Centy ETF Tr Avantis

ETFs
191
+ 3.24%
$68.72 - $74.09 $13.1K - $14.2K
6.09K $448K
TJX
Tjx Companies Inc

Consumer Cyclical
40
+ 2.31%
$121.35 - $144.54 $4.85K - $5.78K
1.78K $256K
VGT
Vanguard Information Technolog

ETFs
9
+ 2.23%
$656.44 - $753.15 $5.91K - $6.78K
413 $308K
TRV
Travelers Companies, Inc.

Financial Services
36
+ 2.57%
$250.62 - $279.43 $9.02K - $10.1K
1.44K $401K
PH
Parker Hannifin Corp

Industrials
5
+ 1.61%
$697.13 - $769.67 $3.49K - $3.85K
316 $239K
CMS
Cms Energy Corp

Utilities
31
+ 0.89%
$69.37 - $74.67 $2.15K - $2.31K
3.51K $256K
PG
Procter & Gamble CO

Consumer Defensive
102
+ 6.91%
$150.47 - $161.22 $15.3K - $16.4K
1.58K $242K
TXN
Texas Instruments Inc

Technology
8
+ 0.62%
N/A
1.3K $252K
DFSE
Dimensional ETF Tr Dimen Emrgn
1.07K
+ 6.08%
N/A
18.7K $0
DFSI
Dimensional ETF Tr Dimen Intl
797
+ 1.82%
N/A
44.7K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.15K
+ 4.66%
N/A
25.8K $0
Dimensional ETF Trust
19.7K
+ 16.49%
N/A
139K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 0.66%
$265.78 - $299.3 $2.39K - $2.69K
1.38K $376K
SYK
Stryker Corp

Healthcare
10
+ 0.66%
$368.57 - $403.53 $3.69K - $4.04K
1.53K $566K
ACN
Accenture PLC

Technology
114
+ 8.12%
$232.56 - $304.78 $26.5K - $34.7K
1.52K $374K
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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