Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q4 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $318 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $37.5M, Dimensional ETF Tr U S Equity with a value of $30.6M, Vanguard Ftse Developed Market with a value of $20.5M, Vanguard Small Cap ETF with a value of $19.4M, and Dimensional ETF Tr U S Small C with a value of $18.7M.

Examining the 13F form we can see an decrease of $200K in the current position value, from $319M 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: $252 Million
Technology: $17.1 Million
Financial Services: $10.6 Million
Healthcare: $10 Million
Industrials: $6.06 Million
Consumer Defensive: $5.68 Million
Consumer Cyclical: $4.12 Million
Communication Services: $1.92 Million
Other: $3.22 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.92T
$10.1 Million 3.18% of portfolio
24,007
Q4 2024 Reduced 9.42%
$3.51T
$4.82 Million 1.51% of portfolio
19,253
Q4 2024 Reduced 0.67%
$796B
$4.71 Million 1.48% of portfolio
6,098
Q4 2024 Reduced 2.31%
$679B
$3.49 Million 1.1% of portfolio
7,707
Q4 2024 Reduced 0.16%
$469B
$2.04 Million 0.64% of portfolio
3
Q4 2022 Added 50.0%
$233B
$1.86 Million 0.59% of portfolio
20,640
Q4 2024 Reduced 0.27%
$23.2B
$1.5 Million 0.47% of portfolio
10,419
Q4 2024 Added 0.56%
$428B
$1.43 Million 0.45% of portfolio
9,866
Q4 2024 Reduced 6.16%
$395B
$1.38 Million 0.43% of portfolio
8,252
Q3 2024 Reduced 0.01%
$709B
$1.33 Million 0.42% of portfolio
5,538
Q4 2024 Added 0.73%
$371B
$982,000 0.31% of portfolio
5,531
Q4 2024 Added 0.88%
$141B
$935,000 0.29% of portfolio
3,792
Q4 2024 Reduced 0.5%
$359B
$831,000 0.26% of portfolio
2,137
Q4 2024 Added 1.28%
$225B
$822,000 0.26% of portfolio
2,838
Q4 2024 Added 3.65%
$2T
$797,000 0.25% of portfolio
3,634
Q4 2024 Reduced 4.42%
$410B
$691,000 0.22% of portfolio
4,149
Q4 2024 Added 1.72%
$66.9B
$658,000 0.21% of portfolio
5,316
Q4 2024 Reduced 7.03%
$57B
$640,000 0.2% of portfolio
8,120
Q4 2024 Added 0.04%
$51.5B
$625,000 0.2% of portfolio
4,459
Q4 2024 Added 0.02%
$1.01T
$597,000 0.19% of portfolio
3,135
Q4 2024 Reduced 6.75%
$68.4B
$615,000 0.19% of portfolio
5,954
Q4 2024 Reduced 0.33%
$49.2B
$579,000 0.18% of portfolio
550
Q2 2024 Reduced 6.3%
$200B
$536,000 0.17% of portfolio
3,525
Q4 2024 Reduced 1.09%
$140B
$541,000 0.17% of portfolio
1,505
Q4 2024 Reduced 0.86%
$105B
$544,000 0.17% of portfolio
2,561
Q4 2024 Reduced 0.89%
$1.34T
$554,000 0.17% of portfolio
940
Q4 2024 Reduced 19.38%
$139B
$505,000 0.16% of portfolio
7,055
Q4 2024 Reduced 0.01%
$53.7B
$475,000 0.15% of portfolio
2,028
Q4 2024 Reduced 1.17%
$103B
$475,000 0.15% of portfolio
1,287
Q4 2024 Added 1.26%
$16.5B
$474,000 0.15% of portfolio
988
Q4 2024 Reduced 3.04%
$64.7B
$434,000 0.14% of portfolio
1,497
Q4 2024 Added 1.08%
$77.2B
$449,000 0.14% of portfolio
1,773
Q3 2024 Reduced 3.69%
$236B
$455,000 0.14% of portfolio
4,580
Q4 2024 Reduced 1.46%
$135B
$458,000 0.14% of portfolio
3,795
Q3 2024 Reduced 0.11%
$481B
$425,000 0.13% of portfolio
3,959
Q3 2024 Reduced 0.13%
$221B
$420,000 0.13% of portfolio
3,722
Q3 2024 Reduced 7.3%
$39.8B
$405,000 0.13% of portfolio
1,930
Q4 2024 Added 0.05%
$293B
$381,000 0.12% of portfolio
2,842
Q4 2024 Reduced 0.21%
$36B
$371,000 0.12% of portfolio
4,864
Q4 2024 Added 0.04%
$72.3B
$382,000 0.12% of portfolio
1,450
Q2 2024 Reduced 1.43%
$47.9B
$361,000 0.11% of portfolio
2,674
Q4 2024 Reduced 2.83%
$38.2B
$357,000 0.11% of portfolio
4,010
Q1 2024 Added 0.02%
$223B
$348,000 0.11% of portfolio
2,091
Q2 2024 Reduced 0.05%
$248B
$343,000 0.11% of portfolio
5,808
Q4 2024 Added 2.09%
$235B
$340,000 0.11% of portfolio
2,826
Q4 2024 Added 0.07%
$980B
$317,000 0.1% of portfolio
1,675
Q4 2024 Reduced 22.13%
$204B
$325,000 0.1% of portfolio
2,593
Q4 2024 Reduced 1.41%
$785B
$272,000 0.09% of portfolio
676
Q4 2024 New
$130B
$275,000 0.09% of portfolio
2,774
Q4 2024 Reduced 0.11%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $318 Million
  • Prior Value $319 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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