Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.5B
$256,000 0.08% of portfolio
1,273
Q3 2024 Reduced 0.08%
$414B
$259,000 0.08% of portfolio
283
Q1 2024 New
$34.4B
$262,000 0.08% of portfolio
2,790
Q4 2023 Reduced 0.07%
$60.7B
$265,000 0.08% of portfolio
2,326
Q4 2024 Added 3.33%
$125B
$265,000 0.08% of portfolio
3,323
Q4 2024 Reduced 1.86%
$182B
$270,000 0.08% of portfolio
747
Q4 2023 Reduced 0.27%
$0
$207,000 0.07% of portfolio
352
Q3 2024 New
$0
$214,000 0.07% of portfolio
5,777
Q4 2023 New
$0
$215,000 0.07% of portfolio
2,235
Q3 2024 Added 0.09%
$0
$219,000 0.07% of portfolio
3,826
Q4 2024 Added 0.31%
$21.4B
$220,000 0.07% of portfolio
3,841
Q4 2024 Reduced 2.04%
$188B
$222,000 0.07% of portfolio
1,999
Q4 2024 New
$0
$224,000 0.07% of portfolio
1,908
Q4 2024 Added 4.38%
$0
$228,000 0.07% of portfolio
3,488
Q2 2024 New
$92.7B
$228,000 0.07% of portfolio
673
Q2 2024 Reduced 0.3%
$195B
$233,000 0.07% of portfolio
5,846
Q4 2024 Reduced 0.14%
$150B
$202,000 0.06% of portfolio
7,616
Q4 2024 Reduced 0.05%
Blackrock Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 4.11%
Tuhura Biosciences Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 New

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
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