Henrickson Nauta Wealth Advisors, Inc. New Holdings in Q4 2025

Henrickson Nauta Wealth Advisors, Inc.

  • $629 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
462
New
$799.57 - $1025.28 $369K - $474K
462 $472K
VLO
Valero Energy Corp

Energy
2.16K
New
$156.39 - $181.76 $338K - $393K
2.16K $392K
REET
Ishares Global Reit ETF

ETFs
14.5K
New
$24.8 - $26.02 $359K - $376K
14.5K $364K
CVS
Cvs Health Corp

Healthcare
4.11K
New
$76.69 - $83.04 $315K - $341K
4.11K $322K
PSX
Phillips 66

Energy
2.25K
New
$126.76 - $142.32 $285K - $320K
2.25K $319K
CB
Chubb LTD

Financial Services
1K
New
$268.2 - $296.22 $268K - $296K
1K $295K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
937
New
$309.99 - $353.65 $290K - $331K
937 $290K
DIS
Walt Disney CO

Communication Services
2.72K
New
$105.69 - $116.65 $287K - $317K
2.72K $287K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.09K
New
$125.45 - $131.1 $262K - $273K
2.09K $265K
PFE
Pfizer Inc

Healthcare
10.5K
New
$24.23 - $27.37 $253K - $286K
10.5K $262K
CL
Colgate Palmolive CO

Consumer Defensive
3.07K
New
$74.98 - $79.86 $230K - $245K
3.07K $242K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
476
New
$475.68 - $513.11 $226K - $244K
476 $242K
MS
Morgan Stanley

Financial Services
1.48K
New
$151.86 - $169.92 $225K - $252K
1.48K $236K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.81K
New
$128.96 - $165.33 $234K - $300K
1.81K $233K
WFC
Wells Fargo & Company

Financial Services
2.79K
New
$77.62 - $87.3 $217K - $244K
2.79K $232K
AEE
Ameren Corp

Utilities
2.11K
New
$101.28 - $105.72 $214K - $223K
2.11K $221K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.89K
New
$43.57 - $45.71 $213K - $224K
4.89K $220K
CVX
Chevron Corp

Energy
1.37K
New
$148.9 - $157.72 $204K - $216K
1.37K $211K
SCHW
Schwab Charles Corp

Financial Services
2.24K
New
$91.91 - $97.71 $206K - $219K
2.24K $205K
MDT
Medtronic PLC

Healthcare
2.11K
New
$90.06 - $98.43 $190K - $208K
2.11K $203K
IWM
Ishares Russell 2000 ETF

ETFs
834
New
$236.79 - $250.33 $197K - $209K
834 $198K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
1.79K
New
$106.69 - $113.41 $191K - $203K
1.79K $194K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.25K
New
$150.5 - $159.55 $189K - $200K
1.25K $189K
ADCT
Adc Therapeutics Sa

Healthcare
19.4K
New
$3.96 - $4.63 $76.9K - $89.9K
19.4K $76K
AVGE
American Centy ETF Tr Avantis
4.72K
New
N/A
4.72K $0
Activity Summary
Buys All Purchases 118 New Holdings 26 Increased Positions 92 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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