Hurlow Wealth Management Group, Inc. Purchases in Q1 2025

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
2.13K
+ 0.5%
$47.4 - $52.99 $101K - $113K
431K $21.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
28.4K
+ 10.17%
$25.54 - $28.79 $725K - $818K
308K $8.54M
VNQ
Vanguard Specialized Funds Van

ETFs
7.34K
+ 4.81%
$85.55 - $94.34 $628K - $692K
160K $14.5M
DFAX
Dimensional ETF Tr
8.47K
+ 2.8%
$24.45 - $27.2 $207K - $230K
311K $8.14M
CVX
Chevron Corp

Energy
2.68K
New
$146.71 - $167.97 $394K - $451K
2.68K $448K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.61K
+ 5.18%
$77.7 - $78.94 $358K - $364K
93.5K $7.38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.27K
+ 7.48%
$73.78 - $76.59 $315K - $327K
61.3K $4.69M
SCHX
Schwab Strategic Tr Us Large C

ETFs
21K
+ 26.84%
$21.75 - $24.28 $458K - $511K
99.5K $2.2M
LLY
Eli Lilly & CO

Healthcare
40
+ 0.66%
$725.72 - $929.72 $29K - $37.2K
6.14K $5.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.24K
+ 1.93%
$79.17 - $82.04 $177K - $183K
118K $9.67M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.03K
+ 3.11%
N/A
133K $8.32M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.5K
+ 6.92%
$23.32 - $23.84 $246K - $251K
163K $3.82M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
566
New
$408.78 - $448.82 $231K - $254K
566 $237K
IBM
International Business Machines Corp

Technology
954
New
$217.4 - $264.74 $207K - $253K
954 $237K
BP
Bp PLC

Energy
6.26K
New
$29.93 - $35.31 $187K - $221K
6.26K $211K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.09%
$142.06 - $167.7 $1.28K - $1.51K
9.88K $1.64M
MMM
3 M CO

Industrials
1.43K
New
$129.7 - $155.12 $185K - $222K
1.43K $209K
PM
Philip Morris International Inc.

Consumer Defensive
444
+ 15.71%
$117.15 - $158.79 $52K - $70.5K
3.27K $519K
JPM
Jpmorgan Chase & CO

Financial Services
559
+ 10.09%
$225.19 - $279.95 $126K - $156K
6.1K $1.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.22K
+ 1.71%
$48.43 - $49.9 $59.2K - $61K
72.7K $3.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
350
+ 29.49%
$551.42 - $612.93 $193K - $215K
1.54K $859K
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 8.1%
$84.5 - $105.05 $141K - $176K
22.3K $1.96M
GE
General Electric CO

Industrials
116
+ 5.55%
$168.59 - $212.13 $19.6K - $24.6K
2.21K $441K
ED
Consolidated Edison Inc

Utilities
1
+ 0.02%
$88.0 - $110.59 $88 - $111
4.01K $443K
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$111.1 - $140.22 $111 - $140
3.72K $493K
CSCO
Cisco Systems, Inc.

Technology
598
+ 10.3%
$58.74 - $64.87 $35.1K - $38.8K
6.41K $395K
VT
Vanguard Total World Stk Index

ETFs
458
+ 24.0%
$115.08 - $123.97 $52.7K - $56.8K
2.37K $274K
CINF
Cincinnati Financial Corp

Financial Services
55
+ 0.53%
$133.67 - $147.81 $7.35K - $8.13K
10.5K $1.55M
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.07%
$92.12 - $108.98 $184 - $218
2.79K $304K
DUK
Duke Energy Corp

Utilities
2
+ 0.09%
$105.87 - $121.97 $212 - $244
2.29K $278K
META
Meta Platforms, Inc.

Communication Services
55
+ 5.85%
$576.36 - $736.67 $31.7K - $40.5K
995 $573K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.25K
+ 11.69%
$23.16 - $27.04 $168K - $196K
69.2K $1.62M
ES
Eversource Energy

Utilities
5
+ 0.13%
$55.63 - $63.8 $278 - $319
3.85K $238K
COP
Conocophillips

Energy
9
+ 0.32%
$88.6 - $105.85 $797 - $953
2.78K $292K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.07%
$283.24 - $338.07 $283 - $338
1.5K $441K
MRK
Merck & Co., Inc.

Healthcare
459
+ 10.02%
$83.01 - $101.02 $38.1K - $46.4K
5.04K $452K
NEE
Nextera Energy Inc

Utilities
2
+ 0.03%
$66.96 - $76.16 $134 - $152
7.06K $500K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$244.9 - $274.48 $245 - $274
1.77K $439K
NVDA
Nvidia Corp

Technology
41
+ 1.44%
$106.98 - $149.43 $4.39K - $6.13K
2.88K $312K
EMR
Emerson Electric CO

Industrials
2
+ 0.04%
$108.64 - $131.17 $217 - $262
5.32K $583K
GOOG
Alphabet Inc.

Communication Services
4
+ 0.13%
$156.06 - $207.71 $624 - $831
3.14K $490K
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.6K
+ 6.14%
$58.81 - $68.2 $1.04M - $1.2M
304K $18.2M
VV
Vanguard Large Cap ETF

ETFs
4.47K
+ 3.22%
$253.32 - $282.66 $1.13M - $1.26M
143K $36.9M
VB
Vanguard Small Cap ETF

ETFs
2.57K
+ 3.18%
$217.89 - $252.64 $560K - $649K
83.3K $18.5M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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