Henrickson Nauta Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Henrickson Nauta Wealth Advisors, Inc.

  • $309 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UFPI
Ufp Industries Inc

Basic Materials
-2.1K
- 1.11%
$91.8 - $108.49 $192K - $227K
186K $17.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-8.48K
- 11.77%
$47.86 - $48.43 $406K - $411K
63.6K $3.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-473
- 41.31%
$546.99 - $602.2 $259K - $285K
672 $403K
ACWI
Ishares Msci Acwi ETF

ETFs
-2K
- 33.95%
$128.32 - $138.41 $256K - $276K
3.88K $536K
GLD
Spdr Gold Trust

ETFs
-858
- 29.66%
$300.96 - $355.47 $258K - $305K
2.04K $723K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.44K
- 22.3%
$102.4 - $103.88 $148K - $150K
5.03K $519K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-778
- 17.61%
$82.96 - $95.7 $64.5K - $74.5K
3.64K $326K
OKE
Oneok Inc

Energy
-10
- 0.24%
$71.36 - $83.47 $714 - $835
4.09K $298K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-348
- 8.92%
N/A
3.55K $304K
IBM
International Business Machines Corp

Technology
-21
- 2.86%
$234.77 - $292.47 $4.93K - $6.14K
712 $200K
XLK
Technology Sector Spdr

ETFs
-135
- 12.2%
$250.97 - $282.66 $33.9K - $38.2K
972 $273K
GILD
Gilead Sciences, Inc.

Healthcare
-15
- 0.21%
$108.22 - $120.47 $1.62K - $1.81K
7.05K $782K
SUB
Ishares Short Term National Mu

ETFs
-5
- 0.19%
$106.17 - $107.3 $531 - $537
2.69K $287K
HBAN
Huntington Bancshares Inc

Financial Services
-154
- 1.29%
$15.87 - $17.88 $2.44K - $2.75K
11.8K $203K
IWR
Ishares Russell Mid Cap ETF

ETFs
-32
- 1.25%
$92.26 - $97.51 $2.95K - $3.12K
2.54K $244K
IVE
Ishares S&P 500 Value ETF

ETFs
-247
- 4.46%
$194.44 - $206.51 $48K - $51K
5.3K $1.09M
FITB
Fifth Third Bancorp

Financial Services
-97
- 1.67%
$40.91 - $46.28 $3.97K - $4.49K
5.72K $254K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 1.06%
$303.93 - $329.86 $3.34K - $3.63K
1.02K $335K
DVY
Ishares Tr

ETFs
-27
- 0.98%
$133.88 - $142.57 $3.61K - $3.85K
2.74K $389K
TSCO
Tractor Supply CO

Consumer Cyclical
-9
- 0.16%
$54.08 - $62.65 $487 - $564
5.48K $311K
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 3.6%
$282.78 - $316.06 $36.8K - $41.1K
3.48K $1.1M
MPC
Marathon Petroleum Corp

Energy
-8
- 0.18%
$158.59 - $198.69 $1.27K - $1.59K
4.43K $853K
DFAX
Dimensional ETF Tr
-11.8K
- 4.79%
$29.25 - $31.56 $345K - $372K
234K $7.35M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.09K
- 0.84%
$68.33 - $75.41 $74.7K - $82.4K
129K $9.68M
AVUV
American Centy ETF Tr Avantis

ETFs
-109
- 0.1%
$90.37 - $102.12 $9.85K - $11.1K
105K $10.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.06K
- 0.45%
$73.24 - $79.04 $77.6K - $83.8K
233K $18.4M
AVDV
American Centy ETF Tr Avantis

ETFs
-920
- 0.61%
$79.24 - $89.03 $72.9K - $81.9K
150K $13.4M
AVUS
American Centy ETF Tr Avantis

ETFs
-352
- 0.18%
$101.2 - $109.16 $35.6K - $38.4K
197K $21.4M
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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