Hemington Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $371 Million distributed in 1807 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 $48.8M, Apple Inc. with a value of $33.5M, Dimensional ETF Tr Core Fxd In with a value of $28.8M, Dimensional ETF Tr with a value of $20.1M, and Vanguard Star Fd Vanguard Tota with a value of $18.4M.

Examining the 13F form we can see an increase of $74.5M in the current position value, from $297M to 371M.

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

Portfolio value $371 Million
ETFs: $253 Million
Technology: $48.8 Million
Healthcare: $12.5 Million
Financial Services: $11.6 Million
Consumer Cyclical: $9.06 Million
Industrials: $6.93 Million
Communication Services: $5.53 Million
Consumer Defensive: $3.33 Million
Other: $6.73 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 1,807
  • Current Value $371 Million
  • Prior Value $297 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1,695 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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