Hassell Wealth Management, LLC Portfolio Holdings

Hassell Wealth Management, LLC

  • $248 Billion
  • Q4 2024

Hassell Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66.5B, Vanguard Ftse Developed Market with a value of $21.7B, Vanguard Intermediate Term Cor with a value of $20.9B, Vanguard Total International B with a value of $20.7B, and Dimensional ETF Tr Dimensional with a value of $20.3B.

Examining the 13F form we can see an increase of $9.47B in the current position value, from $239B to 248B.

Hassell Wealth Management, LLC is based out at Houma, LA

Below you can find more details about Hassell Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $248 Billion
ETFs: $239 Billion
Financial Services: $1.09 Billion
Technology: $526 Million
Healthcare: $321 Million
Energy: $213 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$784B
$1.09 Billion 0.44% of portfolio
4,085
Q3 2024 Added 1.82%
$3.79T
$526 Million 0.21% of portfolio
2,209
Q4 2024 Added 0.05%
$398B
$321 Million 0.13% of portfolio
2,137
Q4 2024 New
$445B
$213 Million 0.09% of portfolio
1,969
Q3 2024 Reduced 33.68%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $248 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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