Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $319 Million
  • Q3 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.8M, Dimensional ETF Tr U S Equity with a value of $29.2M, Vanguard Ftse Developed Market with a value of $21.1M, Vanguard Small Cap ETF with a value of $19.3M, and Dimensional ETF Tr U S Small C with a value of $17.6M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $291M to 319M.

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

Portfolio value $319 Million
ETFs: $250 Million
Technology: $18.1 Million
Healthcare: $11.6 Million
Financial Services: $10.1 Million
Industrials: $6.19 Million
Consumer Defensive: $5.94 Million
Consumer Cyclical: $3.87 Million
Utilities: $1.88 Million
Other: $3.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.8 Million 11.56% of portfolio
139,903
Q3 2024 Added 4.82%
$0
$29.2 Million 9.16% of portfolio
469,049
Q3 2024 Added 2.56%
$0
$21.1 Million 6.63% of portfolio
399,804
Q3 2024 Added 1.64%
$0
$19.3 Million 6.05% of portfolio
81,293
Q3 2024 Added 1.92%
$0
$17.6 Million 5.53% of portfolio
271,688
Q3 2024 Added 9.0%
$0
$14.5 Million 4.55% of portfolio
148,726
Q3 2024 Added 4.35%
$0
$13.2 Million 4.13% of portfolio
34,261
Q3 2024 Added 0.31%
$3.25T
$11.4 Million 3.58% of portfolio
26,503
Q3 2024 Added 0.26%
$0
$9.69 Million 3.04% of portfolio
202,604
Q3 2024 Added 2.39%
$0
$9.18 Million 2.88% of portfolio
109,578
Q3 2024 Added 7.69%
$0
$7.9 Million 2.48% of portfolio
126,607
Q3 2024 Added 5.5%
$0
$7.75 Million 2.43% of portfolio
286,971
Q3 2024 Added 0.2%
$0
$7.47 Million 2.34% of portfolio
234,915
Q3 2024 Added 0.04%
$0
$6.88 Million 2.16% of portfolio
134,564
Q3 2024 Added 9.3%
$0
$6.59 Million 2.07% of portfolio
82,991
Q3 2024 Added 3.68%
$0
$6.49 Million 2.04% of portfolio
35,609
Q3 2024 Reduced 2.55%
$0
$5.76 Million 1.81% of portfolio
20,327
Q3 2024 Reduced 0.12%
$730B
$5.53 Million 1.74% of portfolio
6,242
Q3 2024 Added 1.74%
$4.09T
$4.51 Million 1.42% of portfolio
19,383
Q3 2024 Reduced 1.2%
$0
$4.29 Million 1.35% of portfolio
54,772
Q3 2024 Added 6.39%
$590B
$3.55 Million 1.11% of portfolio
7,719
Q2 2024 Added 5.28%
$0
$3.5 Million 1.1% of portfolio
145,547
Q3 2024 New
$0
$3.23 Million 1.01% of portfolio
65,460
Q3 2024 Added 7.06%
$0
$3.01 Million 0.94% of portfolio
17,236
Q3 2024 Reduced 0.1%
$409B
$2.07 Million 0.65% of portfolio
3
Q4 2022 Added 50.0%
$0
$1.82 Million 0.57% of portfolio
26,790
Q3 2024 Reduced 0.59%
$0
$1.77 Million 0.55% of portfolio
6,698
Q3 2024 Added 0.71%
$378B
$1.7 Million 0.53% of portfolio
10,514
Q3 2024 Reduced 1.64%
$250B
$1.67 Million 0.52% of portfolio
20,695
Q3 2024 Added 0.35%
$0
$1.62 Million 0.51% of portfolio
31,403
Q3 2024 Reduced 5.48%
$0
$1.59 Million 0.5% of portfolio
56,398
Q3 2024 Added 52.51%
$0
$1.54 Million 0.48% of portfolio
31,942
Q3 2024 Added 2.71%
$398B
$1.43 Million 0.45% of portfolio
8,252
Q3 2024 Reduced 0.01%
$23B
$1.41 Million 0.44% of portfolio
10,361
Q3 2024 Added 0.63%
$0
$1.34 Million 0.42% of portfolio
12,320
Q3 2024 Added 0.78%
$697B
$1.16 Million 0.36% of portfolio
5,498
Q2 2024 Reduced 1.5%
$310B
$1.08 Million 0.34% of portfolio
5,483
Q3 2024 Added 0.04%
$0
$1.07 Million 0.34% of portfolio
2,189
Q3 2024 Reduced 7.72%
$154B
$1.03 Million 0.32% of portfolio
3,811
Q3 2024 Reduced 2.13%
$402B
$854,000 0.27% of portfolio
2,110
Q2 2024 Added 0.05%
$215B
$833,000 0.26% of portfolio
2,738
Q3 2024 Reduced 1.79%
$2.29T
$708,000 0.22% of portfolio
3,802
Q3 2024 Added 0.13%
$457B
$694,000 0.22% of portfolio
4,079
Q4 2023 Reduced 0.02%
$122B
$658,000 0.21% of portfolio
2,381
Q2 2024 Reduced 1.81%
$0
$682,000 0.21% of portfolio
1,189
Q3 2024 Reduced 0.17%
$1.32T
$667,000 0.21% of portfolio
1,166
Q3 2024 Added 133.67%
$64.9B
$667,000 0.21% of portfolio
5,974
Q3 2024 Added 0.02%
$87.8B
$660,000 0.21% of portfolio
1,271
Q3 2024 Added 3.42%
$55.5B
$629,000 0.2% of portfolio
8,117
Q3 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $319 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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