Hemington Wealth Management Portfolio Holdings
Hemington Wealth Management
- $398 Million
- Q4 2024
Hemington Wealth Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $398 Million distributed in 1793 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 $49.5M, Apple Inc. with a value of $37.4M, Dimensional ETF Tr Core Fxd In with a value of $33.1M, Dimensional ETF Tr with a value of $23.2M, and Vanguard Star Fd Vanguard Tota with a value of $17.5M.
Examining the 13F form we can see an increase of $26.3M in the current position value, from $371M to 398M.
Below you can find more details about Hemington Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
ETFs: $270 Million
Technology: $54.2 Million
Financial Services: $12.9 Million
Healthcare: $12.3 Million
Consumer Cyclical: $10.5 Million
Industrials: $7.33 Million
Communication Services: $6.35 Million
Consumer Defensive: $3.52 Million
Other: $6.67 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,793
- Current Value $398 Million
- Prior Value $371 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 50 stocks
- Additional Purchases 1,194 stocks
- Sold out of 0 stocks
- Reduced holdings in 261 stocks