Hickory Asset Management, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.4B, Invesco Qqq Trust, Series 1 with a value of $6.67B, First Trust Rising Dividend Ac with a value of $6.06B, Invesco Exchange Traded Fd Tr with a value of $5.93B, and First Tr Exch Trd Fd Viii Ft C with a value of $5.63B.

Examining the 13F form we can see an increase of $118B in the current position value.

Hickory Asset Management, Inc. is based out at Concord, OH

Below you can find more details about Hickory Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $70 Billion
Technology: $7.16 Billion
Communication Services: $5.81 Billion
Consumer Cyclical: $5.53 Billion
Financial Services: $4.8 Billion
Healthcare: $4.54 Billion
Consumer Defensive: $1.35 Billion
Basic Materials: $853 Million
Other: $1.09 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 90 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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