Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q1 2025

Hurlow Wealth Management Group, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.9M, Dimensional ETF Tr U S Equity with a value of $28.8M, Vanguard Ftse Developed Market with a value of $21.9M, Vanguard Small Cap ETF with a value of $18.5M, and Dimensional ETF Tr U S Small C with a value of $18.2M.

Examining the 13F form we can see an decrease of $287K in the current position value, from $318M 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: $251 Million
Technology: $15.3 Million
Financial Services: $11 Million
Healthcare: $10.8 Million
Industrials: $6.4 Million
Consumer Defensive: $5.86 Million
Consumer Cyclical: $3.62 Million
Utilities: $1.76 Million
Other: $3.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.9 Million 11.59% of portfolio
143,407
Q1 2025 Added 3.22%
$0
$28.8 Million 9.06% of portfolio
476,715
Q1 2025 Reduced 0.62%
$0
$21.9 Million 6.89% of portfolio
431,077
Q1 2025 Added 0.5%
$0
$18.5 Million 5.81% of portfolio
83,340
Q1 2025 Added 3.18%
$0
$18.2 Million 5.72% of portfolio
304,296
Q1 2025 Added 6.14%
$0
$14.5 Million 4.55% of portfolio
159,703
Q1 2025 Added 4.81%
$0
$12.2 Million 3.83% of portfolio
32,857
Q1 2025 Reduced 0.36%
$0
$9.67 Million 3.04% of portfolio
118,267
Q1 2025 Added 1.93%
$0
$9.23 Million 2.9% of portfolio
203,906
Q1 2025 Reduced 0.13%
$3.56T
$9 Million 2.83% of portfolio
23,987
Q1 2025 Reduced 0.08%
$0
$8.54 Million 2.69% of portfolio
307,662
Q1 2025 Added 10.17%
$0
$8.32 Million 2.61% of portfolio
133,308
Q1 2025 Added 3.11%
$0
$8.14 Million 2.56% of portfolio
310,697
Q1 2025 Added 2.8%
$0
$7.38 Million 2.32% of portfolio
93,518
Q1 2025 Added 5.18%
$0
$7.05 Million 2.22% of portfolio
225,748
Q1 2025 Reduced 1.9%
$0
$6.72 Million 2.11% of portfolio
135,383
Q1 2025 Reduced 4.39%
$0
$5.33 Million 1.68% of portfolio
19,397
Q4 2024 Reduced 4.58%
$725B
$5.07 Million 1.59% of portfolio
6,138
Q1 2025 Added 0.66%
$0
$4.69 Million 1.48% of portfolio
61,310
Q1 2025 Added 7.48%
$3.23T
$4.25 Million 1.33% of portfolio
19,118
Q1 2025 Reduced 0.7%
$648B
$4.05 Million 1.27% of portfolio
7,607
Q1 2025 Reduced 1.3%
$0
$3.82 Million 1.2% of portfolio
162,919
Q1 2025 Added 6.92%
$0
$3.63 Million 1.14% of portfolio
72,729
Q1 2025 Added 1.71%
$0
$2.69 Million 0.84% of portfolio
15,558
Q1 2025 Reduced 5.13%
$0
$2.2 Million 0.69% of portfolio
99,456
Q1 2025 Added 26.84%
$0
$2.13 Million 0.67% of portfolio
80,372
Q1 2025 Added 16.25%
$261B
$1.96 Million 0.62% of portfolio
22,311
Q1 2025 Added 8.1%
$0
$1.62 Million 0.51% of portfolio
69,198
Q1 2025 Added 11.69%
$392B
$1.64 Million 0.51% of portfolio
9,875
Q1 2025 Added 0.09%
$0
$1.6 Million 0.5% of portfolio
6,197
Q1 2025 Reduced 7.8%
$438B
$1.6 Million 0.5% of portfolio
2
Q1 2025 Reduced 33.33%
$0
$1.59 Million 0.5% of portfolio
33,410
Q1 2025 Reduced 6.17%
$23.2B
$1.55 Million 0.49% of portfolio
10,474
Q1 2025 Added 0.53%
$807B
$1.5 Million 0.47% of portfolio
6,097
Q1 2025 Added 10.09%
$377B
$1.41 Million 0.44% of portfolio
8,252
Q3 2024 Reduced 0.01%
$0
$1.24 Million 0.39% of portfolio
11,788
Q1 2025 Reduced 2.38%
$328B
$1.16 Million 0.36% of portfolio
5,531
Q4 2024 Added 0.88%
$132B
$884,000 0.28% of portfolio
3,792
Q4 2024 Reduced 0.5%
$0
$859,000 0.27% of portfolio
1,537
Q1 2025 Added 29.49%
$211B
$855,000 0.27% of portfolio
2,738
Q1 2025 Reduced 3.52%
$358B
$782,000 0.25% of portfolio
2,135
Q1 2025 Reduced 0.09%
$127B
$710,000 0.22% of portfolio
2,325
Q1 2025 Reduced 2.35%
$53.7B
$687,000 0.22% of portfolio
4,459
Q4 2024 Added 0.02%
$65.3B
$662,000 0.21% of portfolio
5,954
Q4 2024 Reduced 0.33%
$70.4B
$650,000 0.2% of portfolio
8,120
Q4 2024 Added 0.04%
$2.14T
$634,000 0.2% of portfolio
3,334
Q1 2025 Reduced 8.26%
$0
$615,000 0.19% of portfolio
2,007
Q2 2023 New
$89.9B
$559,000 0.18% of portfolio
1,287
Q4 2024 Added 1.26%
$1.53T
$573,000 0.18% of portfolio
995
Q1 2025 Added 5.85%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $318 Million
  • Prior Value $318 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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