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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Hurlow Wealth Management Group, Inc. Portfolio

Follow Hurlow Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hurlow Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hurlow Wealth Management Group, Inc. with notifications on news.