Henrickson Nauta Wealth Advisors, Inc. Portfolio Holdings

Henrickson Nauta Wealth Advisors, Inc.

  • $242 Million
  • Q4 2024

Henrickson Nauta Wealth Advisors, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $242 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $61.5M, Ufp Industries Inc with a value of $24.5M, American Centy ETF Tr Avantis with a value of $17.9M, Dimensional ETF Tr Dimensional with a value of $17.4M, and American Centy ETF Tr Avantis with a value of $14.3M.

Examining the 13F form we can see an decrease of $5.64M in the current position value, from $248M to 242M.

Henrickson Nauta Wealth Advisors, Inc. is based out at Belmont, MI

Below you can find more details about Henrickson Nauta Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $193 Million
Basic Materials: $24.9 Million
Industrials: $4.57 Million
Technology: $4.43 Million
Financial Services: $1.84 Million
Communication Services: $1.73 Million
Healthcare: $1.41 Million
Energy: $1.27 Million
Other: $1.45 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.1M
$241,000 0.1% of portfolio
59,300
Q4 2024 Added 26.71%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $242 Million
  • Prior Value $248 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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