Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $291 Million
  • Q2 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $291 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $33.3M, Dimensional ETF Tr U S Equity with a value of $26.9M, Vanguard Ftse Developed Market with a value of $19.4M, Vanguard Small Cap ETF with a value of $17.4M, and Dimensional ETF Tr U S Small C with a value of $15M.

Examining the 13F form we can see an increase of $8.07M in the current position value, from $283M to 291M.

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

Portfolio value $291 Million
ETFs: $225 Million
Technology: $17.7 Million
Healthcare: $11.3 Million
Financial Services: $9.59 Million
Industrials: $5.62 Million
Consumer Defensive: $5.21 Million
Consumer Cyclical: $3.45 Million
Communication Services: $1.73 Million
Other: $3.51 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.3 Million 11.46% of portfolio
133,465
Q2 2024 Added 0.39%
$0
$26.9 Million 9.26% of portfolio
457,354
Q2 2024 Reduced 1.3%
$0
$19.4 Million 6.69% of portfolio
393,367
Q2 2024 Reduced 0.82%
$0
$17.4 Million 5.98% of portfolio
79,763
Q2 2024 Added 1.1%
$0
$15 Million 5.15% of portfolio
249,258
Q2 2024 Added 4.84%
$0
$12.8 Million 4.39% of portfolio
34,154
Q2 2024 Reduced 0.66%
$0
$11.9 Million 4.11% of portfolio
142,520
Q2 2024 Added 4.65%
$3.17T
$11.8 Million 4.06% of portfolio
26,433
Q2 2024 Reduced 0.81%
$0
$8.66 Million 2.98% of portfolio
197,868
Q2 2024 Added 2.43%
$0
$8.13 Million 2.8% of portfolio
101,750
Q2 2024 Added 14.17%
$0
$7.55 Million 2.6% of portfolio
120,008
Q2 2024 Added 3.81%
$0
$7.28 Million 2.5% of portfolio
286,408
Q2 2024 Reduced 0.17%
$0
$6.97 Million 2.4% of portfolio
234,821
Q2 2024 Added 0.2%
$0
$6.67 Million 2.29% of portfolio
36,539
Q2 2024 Reduced 2.13%
$0
$6.19 Million 2.13% of portfolio
80,044
Q2 2024 Added 8.19%
$0
$6.17 Million 2.12% of portfolio
123,109
Q2 2024 Added 8.28%
$0
$5.44 Million 1.87% of portfolio
20,352
Q2 2024 Reduced 0.21%
$3.5T
$4.13 Million 1.42% of portfolio
19,618
Q2 2024 Added 1.55%
$0
$4.07 Million 1.4% of portfolio
154,948
Q2 2024 Added 41.87%
$0
$3.86 Million 1.33% of portfolio
51,482
Q2 2024 Added 14.44%
$564B
$3.14 Million 1.08% of portfolio
7,719
Q2 2024 Added 5.28%
$0
$3.11 Million 1.07% of portfolio
40,295
Q2 2024 Added 5.93%
$0
$2.97 Million 1.02% of portfolio
61,146
Q2 2024 Added 6.0%
$0
$2.77 Million 0.95% of portfolio
17,254
Q2 2024 Added 6.78%
$394B
$1.84 Million 0.63% of portfolio
3
Q4 2022 Added 50.0%
$0
$1.73 Million 0.6% of portfolio
26,949
Q2 2024 Reduced 1.34%
$0
$1.61 Million 0.55% of portfolio
6,651
Q2 2024 Added 0.09%
$0
$1.58 Million 0.54% of portfolio
33,225
Q2 2024 Added 0.25%
$420B
$1.56 Million 0.54% of portfolio
10,689
Q2 2024 Reduced 1.97%
$0
$1.47 Million 0.5% of portfolio
31,098
Q2 2024 Reduced 6.79%
$189B
$1.4 Million 0.48% of portfolio
20,623
Q2 2024 Reduced 0.4%
$401B
$1.36 Million 0.47% of portfolio
8,253
Q2 2024 Reduced 0.19%
$0
$1.3 Million 0.45% of portfolio
12,225
Q2 2024 Added 0.15%
$19.7B
$1.22 Million 0.42% of portfolio
10,296
Q2 2024 Added 0.65%
$0
$1.14 Million 0.39% of portfolio
2,372
Q2 2024 Reduced 4.32%
$623B
$1.11 Million 0.38% of portfolio
5,498
Q2 2024 Reduced 1.5%
$0
$988,000 0.34% of portfolio
36,980
Q2 2024 Added 204.09%
$327B
$940,000 0.32% of portfolio
5,481
Q2 2024 Reduced 0.09%
$148B
$858,000 0.3% of portfolio
3,894
Q2 2024 Reduced 2.63%
$1.86T
$733,000 0.25% of portfolio
3,797
Q2 2024 Reduced 0.08%
$368B
$726,000 0.25% of portfolio
2,110
Q2 2024 Added 0.05%
$185B
$710,000 0.24% of portfolio
2,788
Q2 2024 Added 4.26%
$127B
$665,000 0.23% of portfolio
1,229
Q2 2024 Added 1.91%
$69.1B
$652,000 0.22% of portfolio
5,923
Q2 2024 Reduced 2.44%
$0
$648,000 0.22% of portfolio
1,191
Q2 2024 Reduced 12.94%
$1.03T
$616,000 0.21% of portfolio
3,362
Q2 2024 Added 0.57%
$0
$596,000 0.21% of portfolio
4,928
Q2 2024 Reduced 4.38%
$0
$597,000 0.21% of portfolio
2,007
Q2 2023 New
$105B
$568,000 0.2% of portfolio
2,381
Q2 2024 Reduced 1.81%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $291 Million
  • Prior Value $283 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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