Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q1 2025

Hurlow Wealth Management Group, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.9M, Dimensional ETF Tr U S Equity with a value of $28.8M, Vanguard Ftse Developed Market with a value of $21.9M, Vanguard Small Cap ETF with a value of $18.5M, and Dimensional ETF Tr U S Small C with a value of $18.2M.

Examining the 13F form we can see an decrease of $287K in the current position value, from $318M to 318M.

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

Portfolio value $318 Million
ETFs: $251 Million
Technology: $15.3 Million
Financial Services: $11 Million
Healthcare: $10.8 Million
Industrials: $6.4 Million
Consumer Defensive: $5.86 Million
Consumer Cyclical: $3.62 Million
Utilities: $1.76 Million
Other: $3.95 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.56T
$9 Million 2.83% of portfolio
23,987
Q1 2025 Reduced 0.08%
$725B
$5.07 Million 1.59% of portfolio
6,138
Q1 2025 Added 0.66%
$3.23T
$4.25 Million 1.33% of portfolio
19,118
Q1 2025 Reduced 0.7%
$631B
$4.05 Million 1.27% of portfolio
7,607
Q1 2025 Reduced 1.3%
$261B
$1.96 Million 0.62% of portfolio
22,311
Q1 2025 Added 8.1%
$392B
$1.64 Million 0.51% of portfolio
9,875
Q1 2025 Added 0.09%
$438B
$1.6 Million 0.5% of portfolio
2
Q1 2025 Reduced 33.33%
$23.2B
$1.55 Million 0.49% of portfolio
10,474
Q1 2025 Added 0.53%
$807B
$1.5 Million 0.47% of portfolio
6,097
Q1 2025 Added 10.09%
$377B
$1.41 Million 0.44% of portfolio
8,252
Q3 2024 Reduced 0.01%
$328B
$1.16 Million 0.36% of portfolio
5,531
Q4 2024 Added 0.88%
$132B
$884,000 0.28% of portfolio
3,792
Q4 2024 Reduced 0.5%
$211B
$855,000 0.27% of portfolio
2,738
Q1 2025 Reduced 3.52%
$358B
$782,000 0.25% of portfolio
2,135
Q1 2025 Reduced 0.09%
$127B
$710,000 0.22% of portfolio
2,325
Q1 2025 Reduced 2.35%
$53.7B
$687,000 0.22% of portfolio
4,459
Q4 2024 Added 0.02%
$70.4B
$650,000 0.2% of portfolio
8,120
Q4 2024 Added 0.04%
$2.14T
$634,000 0.2% of portfolio
3,334
Q1 2025 Reduced 8.26%
$89.9B
$559,000 0.18% of portfolio
1,287
Q4 2024 Added 1.26%
$1.53T
$573,000 0.18% of portfolio
995
Q1 2025 Added 5.85%
$553B
$580,000 0.18% of portfolio
4,149
Q4 2024 Added 1.72%
$75.9B
$583,000 0.18% of portfolio
5,318
Q1 2025 Added 0.04%
$142B
$544,000 0.17% of portfolio
1,463
Q1 2025 Reduced 2.79%
$52.4B
$543,000 0.17% of portfolio
550
Q2 2024 Reduced 6.3%
$178B
$527,000 0.17% of portfolio
3,521
Q1 2025 Reduced 0.11%
$141B
$500,000 0.16% of portfolio
7,057
Q1 2025 Added 0.03%
$117B
$516,000 0.16% of portfolio
2,561
Q4 2024 Reduced 0.89%
$284B
$519,000 0.16% of portfolio
3,270
Q1 2025 Added 15.71%
$143B
$462,000 0.15% of portfolio
3,795
Q3 2024 Reduced 0.11%
$478B
$469,000 0.15% of portfolio
3,949
Q1 2025 Reduced 0.25%
$58.6B
$480,000 0.15% of portfolio
2,028
Q4 2024 Reduced 1.17%
$1.02T
$490,000 0.15% of portfolio
3,139
Q1 2025 Added 0.13%
$233B
$493,000 0.15% of portfolio
3,723
Q1 2025 Added 0.03%
$262B
$441,000 0.14% of portfolio
2,207
Q1 2025 Added 5.55%
$60B
$441,000 0.14% of portfolio
1,498
Q1 2025 Added 0.07%
$35.8B
$443,000 0.14% of portfolio
4,011
Q1 2025 Added 0.02%
$293B
$448,000 0.14% of portfolio
2,683
Q1 2025 New
$16.1B
$449,000 0.14% of portfolio
988
Q4 2024 Reduced 3.04%
$200B
$452,000 0.14% of portfolio
5,039
Q1 2025 Added 10.02%
$73.9B
$439,000 0.14% of portfolio
1,774
Q1 2025 Added 0.06%
$47.8B
$403,000 0.13% of portfolio
1,930
Q4 2024 Added 0.05%
$272B
$395,000 0.12% of portfolio
6,406
Q1 2025 Added 10.3%
$76.5B
$395,000 0.12% of portfolio
1,450
Q2 2024 Reduced 1.43%
$554B
$335,000 0.11% of portfolio
958
Q4 2024 Reduced 3.43%
$37.8B
$364,000 0.11% of portfolio
4,862
Q1 2025 Reduced 0.04%
$32.9B
$304,000 0.1% of portfolio
2,792
Q1 2025 Added 0.07%
$358B
$312,000 0.1% of portfolio
2,883
Q1 2025 Added 1.44%
$216B
$320,000 0.1% of portfolio
2,418
Q2 2024 Reduced 0.41%
$249B
$330,000 0.1% of portfolio
2,969
Q2 2024 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $318 Million
  • Prior Value $318 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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