Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $319 Million
  • Q3 2024

Hurlow Wealth Management Group, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.8M, Dimensional ETF Tr U S Equity with a value of $29.2M, Vanguard Ftse Developed Market with a value of $21.1M, Vanguard Small Cap ETF with a value of $19.3M, and Dimensional ETF Tr U S Small C with a value of $17.6M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $291M to 319M.

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

Portfolio value $319 Million
ETFs: $250 Million
Technology: $18.1 Million
Healthcare: $11.6 Million
Financial Services: $10.1 Million
Industrials: $6.19 Million
Consumer Defensive: $5.94 Million
Consumer Cyclical: $3.87 Million
Utilities: $1.88 Million
Other: $3.59 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$11.4 Million 3.58% of portfolio
26,503
Q3 2024 Added 0.26%
$730B
$5.53 Million 1.74% of portfolio
6,242
Q3 2024 Added 1.74%
$4.09T
$4.51 Million 1.42% of portfolio
19,383
Q3 2024 Reduced 1.2%
$590B
$3.55 Million 1.11% of portfolio
7,719
Q2 2024 Added 5.28%
$409B
$2.07 Million 0.65% of portfolio
3
Q4 2022 Added 50.0%
$378B
$1.7 Million 0.53% of portfolio
10,514
Q3 2024 Reduced 1.64%
$250B
$1.67 Million 0.52% of portfolio
20,695
Q3 2024 Added 0.35%
$398B
$1.43 Million 0.45% of portfolio
8,252
Q3 2024 Reduced 0.01%
$697B
$1.16 Million 0.36% of portfolio
5,498
Q2 2024 Reduced 1.5%
$310B
$1.08 Million 0.34% of portfolio
5,483
Q3 2024 Added 0.04%
$402B
$854,000 0.27% of portfolio
2,110
Q2 2024 Added 0.05%
$215B
$833,000 0.26% of portfolio
2,738
Q3 2024 Reduced 1.79%
$2.29T
$708,000 0.22% of portfolio
3,802
Q3 2024 Added 0.13%
$457B
$694,000 0.22% of portfolio
4,079
Q4 2023 Reduced 0.02%
$1.32T
$667,000 0.21% of portfolio
1,166
Q3 2024 Added 133.67%
$211B
$605,000 0.19% of portfolio
3,564
Q3 2024 Reduced 0.34%
$248B
$527,000 0.17% of portfolio
4,648
Q3 2024 Reduced 0.39%
$441B
$464,000 0.15% of portfolio
3,959
Q3 2024 Reduced 0.13%
$200B
$424,000 0.13% of portfolio
3,722
Q3 2024 Reduced 7.3%
$209B
$341,000 0.11% of portfolio
2,969
Q2 2024 Reduced 0.34%
$336B
$345,000 0.11% of portfolio
2,848
Q3 2024 Added 8.87%
$1.14T
$356,000 0.11% of portfolio
2,151
Q3 2024 Reduced 2.45%
$519B
$272,000 0.09% of portfolio
992
Q3 2024 Added 0.71%
$209B
$274,000 0.09% of portfolio
2,630
Q2 2024 Reduced 0.45%
$240B
$302,000 0.09% of portfolio
5,689
Q3 2024 Reduced 0.04%
$422B
$250,000 0.08% of portfolio
283
Q1 2024 New
$231B
$207,000 0.06% of portfolio
586
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $319 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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