Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $283 Million
  • Q1 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $283 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $31.9M, Dimensional ETF Tr U S Equity with a value of $26.4M, Vanguard Ftse Developed Market with a value of $19.9M, Vanguard Small Cap ETF with a value of $18M, and Dimensional ETF Tr U S Small C with a value of $14.8M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $263M to 283M.

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

Portfolio value $283 Million
ETFs: $218 Million
Technology: $16 Million
Healthcare: $10.7 Million
Financial Services: $9.45 Million
Industrials: $6.15 Million
Consumer Defensive: $5.44 Million
Consumer Cyclical: $3.97 Million
Communication Services: $1.77 Million
Other: $3.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.9 Million 11.28% of portfolio
132,949
Q1 2024 Reduced 0.18%
$0
$26.4 Million 9.34% of portfolio
463,382
Q1 2024 Added 0.62%
$0
$19.9 Million 7.04% of portfolio
396,609
Q1 2024 Added 0.28%
$0
$18 Million 6.38% of portfolio
78,892
Q1 2024 Reduced 0.39%
$0
$14.8 Million 5.24% of portfolio
237,747
Q1 2024 Added 3.49%
$0
$11.8 Million 4.19% of portfolio
34,381
Q1 2024 Reduced 0.87%
$0
$11.8 Million 4.17% of portfolio
136,183
Q1 2024 Added 1.4%
$3.4T
$11.2 Million 3.97% of portfolio
26,648
Q1 2024 Added 0.0%
$0
$8.07 Million 2.86% of portfolio
193,169
Q1 2024 Added 2.15%
$0
$7.38 Million 2.61% of portfolio
115,602
Q1 2024 Added 1.25%
$0
$7.3 Million 2.58% of portfolio
286,894
Q1 2024 Added 3.01%
$0
$7.18 Million 2.54% of portfolio
89,121
Q1 2024 Added 6.56%
$0
$7.08 Million 2.51% of portfolio
234,342
Q1 2024 Added 0.88%
$0
$6.82 Million 2.41% of portfolio
37,333
Q1 2024 Reduced 2.38%
$0
$5.75 Million 2.04% of portfolio
113,692
Q1 2024 Added 7.18%
$0
$5.72 Million 2.02% of portfolio
73,986
Q1 2024 Added 6.94%
$869B
$4.62 Million 1.63% of portfolio
5,935
Q1 2024 Added 0.17%
$0
$3.39 Million 1.2% of portfolio
44,987
Q1 2024 Added 5.75%
$3.48T
$3.31 Million 1.17% of portfolio
19,318
Q1 2024 Reduced 0.07%
$527B
$3.08 Million 1.09% of portfolio
7,332
Q1 2024 Reduced 0.01%
$0
$2.96 Million 1.05% of portfolio
38,039
Q1 2024 Added 1.64%
$0
$2.92 Million 1.03% of portfolio
109,219
Q1 2024 Added 16.54%
$0
$2.76 Million 0.98% of portfolio
57,686
Q1 2024 Added 7.06%
$0
$2.63 Million 0.93% of portfolio
16,159
Q1 2024 Reduced 2.16%
$366B
$1.9 Million 0.67% of portfolio
3
Q4 2022 Added 50.0%
$383B
$1.72 Million 0.61% of portfolio
10,904
Q1 2024 Reduced 0.77%
$0
$1.7 Million 0.6% of portfolio
27,315
Q1 2024 Reduced 2.58%
$0
$1.66 Million 0.59% of portfolio
6,645
Q1 2024 Added 6.18%
$0
$1.63 Million 0.58% of portfolio
33,141
Q1 2024 Reduced 3.65%
$0
$1.58 Million 0.56% of portfolio
33,363
Q1 2024 Reduced 45.86%
$386B
$1.34 Million 0.47% of portfolio
8,269
Q4 2023 Reduced 0.79%
$0
$1.31 Million 0.46% of portfolio
12,207
Q1 2024 Added 0.89%
$19B
$1.27 Million 0.45% of portfolio
10,230
Q1 2024 Added 0.65%
$183B
$1.25 Million 0.44% of portfolio
20,706
Q1 2024 Added 200.0%
$603B
$1.12 Million 0.4% of portfolio
5,582
Q1 2024 Added 0.13%
$0
$1.12 Million 0.4% of portfolio
28,756
Q1 2024 Reduced 0.27%
$0
$1.1 Million 0.39% of portfolio
2,479
Q1 2024 Added 0.81%
$133B
$1.02 Million 0.36% of portfolio
3,999
Q1 2024 Added 0.08%
$301B
$999,000 0.35% of portfolio
5,486
Q1 2024 Added 0.04%
$344B
$809,000 0.29% of portfolio
2,109
Q1 2024 Reduced 0.66%
$184B
$753,000 0.27% of portfolio
2,674
Q4 2023 Reduced 3.26%
$0
$715,000 0.25% of portfolio
1,368
Q1 2024 Added 0.74%
$128B
$709,000 0.25% of portfolio
6,999
Q1 2024 Added 84.23%
$2.01T
$685,000 0.24% of portfolio
3,800
Q1 2024 Added 0.08%
$63.9B
$688,000 0.24% of portfolio
6,071
Q3 2023 Reduced 3.13%
$0
$634,000 0.22% of portfolio
5,154
Q4 2018 New
$324B
$617,000 0.22% of portfolio
4,677
Q1 2024 Added 0.17%
$128B
$625,000 0.22% of portfolio
1,206
Q4 2023 Reduced 4.36%
$42.2B
$634,000 0.22% of portfolio
5,167
Q4 2023 Reduced 1.64%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $283 Million
  • Prior Value $263 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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