Gw Henssler & Associates LTD Portfolio Holdings
Gw Henssler & Associates LTD
- $1.64 Billion
- Q4 2024
Gw Henssler & Associates LTD has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.64 Billion distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exc Trd Fd Viii Ft Cb with a value of $102M, Apple Inc. with a value of $77.4M, Ishares S&P Midcap 400 Value E with a value of $52.4M, Microsoft Corp with a value of $48.3M, and Alphabet Inc. with a value of $41.1M.
Examining the 13F form we can see an decrease of $121M in the current position value, from $1.76B to 1.64B.
Below you can find more details about Gw Henssler & Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$1.64 Billion
ETFs: $282 Million
Technology: $218 Million
Financial Services: $200 Million
Utilities: $164 Million
Consumer Defensive: $142 Million
Healthcare: $139 Million
Communication Services: $128 Million
Energy: $109 Million
Other: $260 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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