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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$286,000 0.09% of portfolio
13,518
Q2 2024 New

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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