Hassell Wealth Management, LLC Portfolio Holdings

Hassell Wealth Management, LLC

  • $234 Billion
  • Q1 2025

Hassell Wealth Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 25 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 $60.3B, Vanguard Total International B with a value of $22.2B, Vanguard Intermediate Term Cor with a value of $22.1B, Vanguard Ftse Developed Market with a value of $22B, and Dimensional ETF Tr Dimensional with a value of $17.5B.

Examining the 13F form we can see an decrease of $13.8B in the current position value, from $248B to 234B.

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 $234 Billion
ETFs: $227 Billion
Financial Services: $1.01 Billion
Technology: $437 Million
Energy: $204 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.3 Billion 25.75% of portfolio
228,440
Q1 2025 Added 2.93%
$0
$22.2 Billion 9.49% of portfolio
453,203
Q1 2025 Added 7.01%
$0
$22.1 Billion 9.42% of portfolio
275,638
Q1 2025 Added 6.79%
$0
$22 Billion 9.37% of portfolio
439,508
Q1 2025 Added 0.91%
$0
$17.5 Billion 7.47% of portfolio
685,219
Q1 2025 Added 7.3%
$0
$15 Billion 6.39% of portfolio
253,428
Q1 2025 Added 6.58%
$0
$14.9 Billion 6.35% of portfolio
190,175
Q1 2025 Added 6.73%
$0
$11.7 Billion 5.0% of portfolio
372,739
Q1 2025 Reduced 18.55%
$0
$10.1 Billion 4.32% of portfolio
395,561
Q1 2025 Added 5.66%
$0
$8.16 Billion 3.48% of portfolio
284,842
Q1 2025 Added 3.45%
$0
$5.59 Billion 2.39% of portfolio
218,541
Q1 2025 Reduced 17.79%
$0
$4.8 Billion 2.05% of portfolio
40,948
Q1 2025 Reduced 21.96%
$0
$4.71 Billion 2.01% of portfolio
45,614
Q1 2025 Added 0.02%
$0
$3.66 Billion 1.56% of portfolio
75,473
Q1 2025 Added 10.43%
$0
$2.91 Billion 1.24% of portfolio
5,404
Q1 2025 Reduced 21.73%
$0
$1.63 Billion 0.69% of portfolio
21,944
Q1 2025 Reduced 11.06%
$0
$1.16 Billion 0.49% of portfolio
26,585
Q1 2025 Reduced 15.29%
$680B
$1.01 Billion 0.43% of portfolio
4,299
Q1 2025 Added 5.24%
$0
$944 Million 0.4% of portfolio
5,751
Q1 2025 Added 0.07%
$0
$846 Million 0.36% of portfolio
22,369
Q1 2025 Added 1.52%
$0
$487 Million 0.21% of portfolio
9,338
Q1 2025 Reduced 14.88%
$3.17T
$437 Million 0.19% of portfolio
2,160
Q1 2025 Reduced 2.22%
$0
$373 Million 0.16% of portfolio
689
Q1 2025 Reduced 1.57%
$446B
$204 Million 0.09% of portfolio
1,969
Q3 2024 Reduced 33.68%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $234 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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