Hurlow Wealth Management Group, Inc. Reduced Holdings in Q4 2024

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.5K
- 9.42%
$406.35 - $454.46 $1.01M - $1.13M
24K $10.1M
LLY
Eli Lilly & CO

Healthcare
-144
- 2.31%
$727.2 - $932.06 $105K - $134K
6.1K $4.71M
DFAI
Dimensional ETF Tr

ETFs
-4.81K
- 2.05%
$29.0 - $31.6 $139K - $152K
230K $6.72M
JNJ
Johnson & Johnson

Healthcare
-648
- 6.16%
$143.34 - $165.86 $92.9K - $107K
9.87K $1.43M
VTV
Vanguard Value ETF

ETFs
-836
- 4.85%
$168.32 - $181.87 $141K - $152K
16.4K $2.78M
VIG
Vanguard Dividend Appreciation

ETFs
-1.24K
- 3.48%
N/A
34.4K $6.26M
VTI
Vanguard Total Stock Market Et

ETFs
-930
- 4.58%
$280.04 - $302.45 $260K - $281K
19.4K $5.62M
META
Meta Platforms, Inc.

Communication Services
-226
- 19.38%
$554.08 - $632.68 $125K - $143K
940 $554K
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 0.5%
$244.52 - $284.07 $4.65K - $5.4K
3.79K $935K
NEE
Nextera Energy Inc

Utilities
-1
- 0.01%
$69.77 - $85.43 $69.8 - $85.4
7.06K $505K
MRK
Merck & Co., Inc.

Healthcare
-68
- 1.46%
$96.31 - $114.76 $6.55K - $7.8K
4.58K $455K
PEP
Pepsico Inc

Consumer Defensive
-39
- 1.09%
$151.29 - $176.1 $5.9K - $6.87K
3.53K $536K
TGT
Target Corp

Consumer Defensive
-78
- 2.83%
$121.59 - $160.69 $9.48K - $12.5K
2.67K $361K
VGSH
Vanguard

ETFs
-957
- 12.47%
$58.02 - $58.88 $55.5K - $56.3K
6.72K $390K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.16%
$442.29 - $483.08 $5.31K - $5.8K
7.71K $3.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-211
- 9.64%
$481.22 - $538.17 $102K - $114K
1.98K $1.01M
AFL
Aflac Inc

Financial Services
-20
- 0.33%
$100.37 - $115.27 $2.01K - $2.31K
5.95K $615K
MUB
Ishares National Muni Bond ETF

ETFs
-245
- 1.99%
$105.78 - $108.7 $25.9K - $26.6K
12.1K $1.29M
ADI
Analog Devices Inc

Technology
-23
- 0.89%
$206.35 - $236.48 $4.75K - $5.44K
2.56K $544K
ES
Eversource Energy

Utilities
-80
- 2.04%
$55.9 - $67.73 $4.47K - $5.42K
3.84K $220K
CL
Colgate Palmolive CO

Consumer Defensive
-21
- 0.66%
$90.22 - $102.31 $1.89K - $2.15K
3.19K $289K
GOOGL
Alphabet Inc.

Communication Services
-476
- 22.13%
$161.86 - $196.66 $77K - $93.6K
1.68K $317K
MDT
Medtronic PLC

Healthcare
-63
- 1.86%
$79.61 - $92.24 $5.02K - $5.81K
3.32K $265K
NSC
Norfolk Southern Corp

Industrials
-24
- 1.17%
$230.6 - $277.0 $5.53K - $6.65K
2.03K $475K
VZ
Verizon Communications Inc

Communication Services
-8
- 0.14%
$39.6 - $45.21 $317 - $362
5.85K $233K
BDX
Becton Dickinson & CO

Healthcare
-18
- 1.62%
$220.02 - $243.75 $3.96K - $4.39K
1.09K $248K
PFE
Pfizer Inc

Healthcare
-4
- 0.05%
$24.8 - $30.19 $99.2 - $121
7.62K $202K
COP
Conocophillips

Energy
-3
- 0.11%
$95.12 - $114.72 $285 - $344
2.77K $275K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-48
- 1.29%
$126.68 - $134.74 $6.08K - $6.47K
3.68K $469K
SYK
Stryker Corp

Healthcare
-13
- 0.86%
$345.14 - $392.15 $4.49K - $5.1K
1.51K $541K
CLX
Clorox CO

Consumer Defensive
-25
- 1.45%
$156.51 - $169.74 $3.91K - $4.24K
1.7K $275K
FDS
Factset Research Systems Inc

Financial Services
-31
- 3.04%
$449.69 - $495.72 $13.9K - $15.4K
988 $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.17%
$567.81 - $607.81 $1.14K - $1.22K
1.19K $695K
V
Visa Inc.

Financial Services
-34
- 3.43%
$273.87 - $320.91 $9.31K - $10.9K
958 $302K
EMR
Emerson Electric CO

Industrials
-402
- 7.03%
$108.13 - $134.33 $43.5K - $54K
5.32K $658K
GOOG
Alphabet Inc.

Communication Services
-227
- 6.75%
$163.08 - $198.16 $37K - $45K
3.14K $597K
NVDA
Nvidia Corp

Technology
-6
- 0.21%
$117.0 - $148.88 $702 - $893
2.84K $381K
MS
Morgan Stanley

Financial Services
-37
- 1.41%
$104.42 - $134.99 $3.86K - $4.99K
2.59K $325K
AMZN
Amazon Com Inc

Consumer Cyclical
-168
- 4.42%
$180.88 - $232.93 $30.4K - $39.1K
3.63K $797K
VB
Vanguard Small Cap ETF

ETFs
-521
- 0.64%
$233.76 - $261.58 $122K - $136K
80.8K $19.4M
WMT
Walmart Inc.

Consumer Defensive
-55
- 0.27%
$79.1 - $95.7 $4.35K - $5.26K
20.6K $1.86M
AAPL
Apple Inc.

Technology
-130
- 0.67%
$221.69 - $259.02 $28.8K - $33.7K
19.3K $4.82M
VUG
Vanguard Growth ETF

ETFs
-1.29K
- 3.75%
$378.79 - $428.11 $487K - $551K
33K $13.5M
VV
Vanguard Large Cap ETF

ETFs
-970
- 0.69%
$260.27 - $280.65 $252K - $272K
139K $37.5M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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