Hurlow Wealth Management Group, Inc. Portfolio Holdings by Sector
Hurlow Wealth Management Group, Inc.
- $283 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VV DFUS VEA VB DFAS VUG VNQ VWO 40 stocks |
$212,872
77.33% of portfolio
|
  22  
|
  9  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$11,723
4.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK NVS PFE 6 stocks |
$8,459
3.07% of portfolio
|
  4  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,300
1.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4,986
1.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,312
1.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT TGT COST 3 stocks |
$1,993
0.72% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CL CLX 3 stocks |
$1,945
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1,827
0.66% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR ITW GE 3 stocks |
$1,608
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE ED DUK ES WEC 5 stocks |
$1,578
0.57% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$1,350
0.49% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$1,317
0.48% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$1,270
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$1,239
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX GD RTX 3 stocks |
$1,071
0.39% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1,045
0.38% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$753
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI AMD 2 stocks |
$744
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$709
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$685
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM BP 2 stocks |
$672
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$625
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$611
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD SHW 2 stocks |
$605
0.22% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$597
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$556
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$531
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$473
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$458
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$457
0.17% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$413
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK 1 stocks |
$391
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$381
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$352
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$304
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$275
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$273
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$271
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$266
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$262
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$253
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$248
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$229
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|