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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$11.8 Million 4.06% of portfolio
26,433
Q2 2024 Reduced 0.81%
$901B
$5.55 Million 1.91% of portfolio
6,135
Q2 2024 Added 3.37%
$3.7T
$4.13 Million 1.42% of portfolio
19,618
Q2 2024 Added 1.55%
$552B
$3.14 Million 1.08% of portfolio
7,719
Q2 2024 Added 5.28%
$384B
$1.84 Million 0.63% of portfolio
3
Q4 2022 Added 50.0%
$392B
$1.56 Million 0.54% of portfolio
10,689
Q2 2024 Reduced 1.97%
$188B
$1.4 Million 0.48% of portfolio
20,623
Q2 2024 Reduced 0.4%
$395B
$1.36 Million 0.47% of portfolio
8,253
Q2 2024 Reduced 0.19%
$19.5B
$1.22 Million 0.42% of portfolio
10,296
Q2 2024 Added 0.65%
$601B
$1.11 Million 0.38% of portfolio
5,498
Q2 2024 Reduced 1.5%
$301B
$940,000 0.32% of portfolio
5,481
Q2 2024 Reduced 0.09%
$145B
$858,000 0.3% of portfolio
3,894
Q2 2024 Reduced 2.63%
$1.98T
$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%
$187B
$710,000 0.24% of portfolio
2,788
Q2 2024 Added 4.26%
$129B
$665,000 0.23% of portfolio
1,229
Q2 2024 Added 1.91%
$1.14T
$616,000 0.21% of portfolio
3,362
Q2 2024 Added 0.57%
$98.8B
$568,000 0.2% of portfolio
2,381
Q2 2024 Reduced 1.81%
$324B
$577,000 0.2% of portfolio
4,666
Q2 2024 Reduced 0.24%
$123B
$590,000 0.2% of portfolio
2,586
Q2 2024 Reduced 3.62%
$229B
$589,000 0.2% of portfolio
3,576
Q2 2024 Added 2.38%
$390B
$575,000 0.2% of portfolio
4,079
Q4 2023 Reduced 0.02%
$48.2B
$539,000 0.19% of portfolio
8,115
Q2 2024 Reduced 0.2%
$58.5B
$533,000 0.18% of portfolio
5,973
Q2 2024 Added 11.81%
$42.6B
$528,000 0.18% of portfolio
4,458
Q2 2024 Reduced 13.72%
$128B
$523,000 0.18% of portfolio
1,539
Q2 2024 Reduced 4.71%
$149B
$499,000 0.17% of portfolio
7,054
Q2 2024 Reduced 2.62%
$46.4B
$496,000 0.17% of portfolio
550
Q2 2024 Reduced 6.3%
$51.2B
$459,000 0.16% of portfolio
2,138
Q2 2024 Reduced 2.02%
$472B
$456,000 0.16% of portfolio
3,964
Q2 2024 Added 0.35%
$75.5B
$436,000 0.15% of portfolio
1,841
Q2 2024 Reduced 10.72%
$70.4B
$450,000 0.15% of portfolio
3,045
Q2 2024 Reduced 0.43%
$44.2B
$433,000 0.15% of portfolio
1,929
Q2 2024 Reduced 2.33%
$77.9B
$420,000 0.14% of portfolio
1,450
Q2 2024 Reduced 1.43%
$133B
$418,000 0.14% of portfolio
3,799
Q2 2024 Reduced 45.72%
$16.1B
$416,000 0.14% of portfolio
1,019
Q2 2024 Reduced 2.3%
$183B
$417,000 0.14% of portfolio
4,015
Q2 2024 Added 2.35%
$1.11T
$401,000 0.14% of portfolio
2,205
Q2 2024 Added 13.43%
$58B
$395,000 0.14% of portfolio
1,532
Q1 2024 Reduced 0.52%
$36.6B
$347,000 0.12% of portfolio
4,862
Q2 2024 Reduced 4.57%
$32.7B
$358,000 0.12% of portfolio
4,010
Q1 2024 Added 0.02%
$125B
$359,000 0.12% of portfolio
457
Q2 2024 Reduced 2.77%
$144B
$316,000 0.11% of portfolio
2,771
Q2 2024 Reduced 0.07%
$174B
$332,000 0.11% of portfolio
2,091
Q2 2024 Reduced 0.05%
$240B
$316,000 0.11% of portfolio
2,969
Q2 2024 Reduced 0.34%
$322B
$323,000 0.11% of portfolio
2,616
Q2 2024 New
$66.7B
$329,000 0.11% of portfolio
2,336
Q2 2024 Reduced 0.09%
$81.8B
$311,000 0.11% of portfolio
3,206
Q2 2024 Reduced 7.77%
$65.3B
$287,000 0.1% of portfolio
1,232
Q2 2024 Added 0.16%

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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