Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q4 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $318 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $37.5M, Dimensional ETF Tr U S Equity with a value of $30.6M, Vanguard Ftse Developed Market with a value of $20.5M, Vanguard Small Cap ETF with a value of $19.4M, and Dimensional ETF Tr U S Small C with a value of $18.7M.

Examining the 13F form we can see an decrease of $200K in the current position value, from $319M to 318M.

Below you can find more details about Hurlow Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $318 Million
ETFs: $252 Million
Technology: $17.1 Million
Financial Services: $10.6 Million
Healthcare: $10 Million
Industrials: $6.06 Million
Consumer Defensive: $5.68 Million
Consumer Cyclical: $4.12 Million
Communication Services: $1.92 Million
Other: $3.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 11.77% of portfolio
138,933
Q4 2024 Reduced 0.69%
$0
$30.6 Million 9.61% of portfolio
479,713
Q4 2024 Added 2.27%
$0
$20.5 Million 6.44% of portfolio
428,946
Q4 2024 Added 7.29%
$0
$19.4 Million 6.1% of portfolio
80,772
Q4 2024 Reduced 0.64%
$0
$18.7 Million 5.86% of portfolio
286,685
Q4 2024 Added 5.52%
$0
$13.6 Million 4.26% of portfolio
152,367
Q4 2024 Added 2.45%
$0
$13.5 Million 4.25% of portfolio
32,975
Q4 2024 Reduced 3.75%
$2.92T
$10.1 Million 3.18% of portfolio
24,007
Q4 2024 Reduced 9.42%
$0
$9.31 Million 2.92% of portfolio
116,031
Q4 2024 Added 5.89%
$0
$8.99 Million 2.82% of portfolio
204,170
Q4 2024 Added 0.77%
$0
$8.07 Million 2.53% of portfolio
129,283
Q4 2024 Added 2.11%
$0
$7.51 Million 2.36% of portfolio
302,224
Q4 2024 Added 5.32%
$0
$7.22 Million 2.27% of portfolio
279,261
Q4 2024 Added 30.14%
$0
$7.1 Million 2.23% of portfolio
141,605
Q4 2024 Added 5.23%
$0
$6.94 Million 2.18% of portfolio
88,911
Q4 2024 Added 7.13%
$0
$6.72 Million 2.11% of portfolio
230,109
Q4 2024 Reduced 2.05%
$0
$5.62 Million 1.77% of portfolio
19,397
Q4 2024 Reduced 4.58%
$3.51T
$4.82 Million 1.51% of portfolio
19,253
Q4 2024 Reduced 0.67%
$796B
$4.71 Million 1.48% of portfolio
6,098
Q4 2024 Reduced 2.31%
$0
$4.26 Million 1.34% of portfolio
57,042
Q4 2024 Added 4.14%
$0
$3.58 Million 1.12% of portfolio
152,371
Q4 2024 Added 4.69%
$688B
$3.49 Million 1.1% of portfolio
7,707
Q4 2024 Reduced 0.16%
$0
$3.46 Million 1.09% of portfolio
71,507
Q4 2024 Added 9.24%
$0
$2.78 Million 0.87% of portfolio
16,400
Q4 2024 Reduced 4.85%
$469B
$2.04 Million 0.64% of portfolio
3
Q4 2022 Added 50.0%
$233B
$1.86 Million 0.59% of portfolio
20,640
Q4 2024 Reduced 0.27%
$0
$1.82 Million 0.57% of portfolio
78,409
Q4 2024 Added 192.68%
$0
$1.81 Million 0.57% of portfolio
69,139
Q4 2024 Added 22.59%
$0
$1.78 Million 0.56% of portfolio
6,721
Q4 2024 Added 0.34%
$0
$1.69 Million 0.53% of portfolio
35,608
Q4 2024 Added 11.48%
$0
$1.6 Million 0.5% of portfolio
61,953
Q4 2024 Added 97.28%
$23.2B
$1.5 Million 0.47% of portfolio
10,419
Q4 2024 Added 0.56%
$428B
$1.43 Million 0.45% of portfolio
9,866
Q4 2024 Reduced 6.16%
$395B
$1.38 Million 0.43% of portfolio
8,252
Q3 2024 Reduced 0.01%
$709B
$1.33 Million 0.42% of portfolio
5,538
Q4 2024 Added 0.73%
$0
$1.29 Million 0.4% of portfolio
12,075
Q4 2024 Reduced 1.99%
$0
$1.01 Million 0.32% of portfolio
1,978
Q4 2024 Reduced 9.64%
$371B
$982,000 0.31% of portfolio
5,531
Q4 2024 Added 0.88%
$141B
$935,000 0.29% of portfolio
3,792
Q4 2024 Reduced 0.5%
$359B
$831,000 0.26% of portfolio
2,137
Q4 2024 Added 1.28%
$225B
$822,000 0.26% of portfolio
2,838
Q4 2024 Added 3.65%
$2T
$797,000 0.25% of portfolio
3,634
Q4 2024 Reduced 4.42%
$410B
$691,000 0.22% of portfolio
4,149
Q4 2024 Added 1.72%
$0
$695,000 0.22% of portfolio
1,187
Q4 2024 Reduced 0.17%
$123B
$696,000 0.22% of portfolio
2,381
Q2 2024 Reduced 1.81%
$66.9B
$658,000 0.21% of portfolio
5,316
Q4 2024 Reduced 7.03%
$0
$646,000 0.2% of portfolio
2,007
Q2 2023 New
$57B
$640,000 0.2% of portfolio
8,120
Q4 2024 Added 0.04%
$0
$628,000 0.2% of portfolio
1,167
Q4 2024 Added 8.76%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $318 Million
  • Prior Value $319 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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