$163 Million is the total value of Hurlow Wealth Management Group, Inc.'s 96 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,058,000 | +53.8% | 2 | 0.0% | 0.65% | +20.2% | |
| PAYX | PAYCHEX INC | $872,000 | +56.3% | 6,387 | 0.0% | 0.54% | +22.1% | |
| NSC | NORFOLK SOUTHN CORP | $752,000 | +20.5% | 2,637 | 0.0% | 0.46% | -5.9% | |
| DVY | ISHARES TRselect divid etf | $660,000 | +32.5% | 5,154 | 0.0% | 0.40% | +3.6% | |
| TGT | TARGET CORP | $647,000 | +17.2% | 3,048 | 0.0% | 0.40% | -8.3% | |
| ABBV | ABBVIE INC | $624,000 | +58.0% | 3,851 | 0.0% | 0.38% | +23.5% | |
| FDS | FACTSET RESH SYS INC | $567,000 | +43.5% | 1,306 | 0.0% | 0.35% | +12.3% | |
| ITW | ILLINOIS TOOL WKS INC | $539,000 | +7.8% | 2,576 | 0.0% | 0.33% | -15.6% | |
| LIN | LINDE PLC | $486,000 | +30.3% | 1,520 | 0.0% | 0.30% | +1.7% | |
| APD | AIR PRODS & CHEMS INC | $469,000 | -6.4% | 1,877 | 0.0% | 0.29% | -26.7% | |
| BDX | BECTON DICKINSON & CO | $451,000 | +1.6% | 1,696 | 0.0% | 0.28% | -20.4% | |
| SYK | STRYKER CORPORATION | $444,000 | +21.0% | 1,661 | 0.0% | 0.27% | -5.6% | |
| SYY | SYSCO CORP | $434,000 | +14.2% | 5,318 | 0.0% | 0.27% | -10.7% | |
| AFL | AFLAC INC | $420,000 | +42.9% | 6,516 | 0.0% | 0.26% | +11.7% | |
| GWW | GRAINGER W W INC | $407,000 | +41.3% | 789 | 0.0% | 0.25% | +10.6% | |
| ANTM | ANTHEM INC | $381,000 | +65.7% | 776 | 0.0% | 0.23% | +30.0% | |
| ED | CONSOLIDATED EDISON INC | $379,000 | +33.9% | 4,000 | 0.0% | 0.23% | +4.5% | |
| ORCL | ORACLE CORP | $331,000 | +36.8% | 4,000 | 0.0% | 0.20% | +6.8% | |
| MDT | MEDTRONIC PLC | $328,000 | -0.3% | 2,959 | 0.0% | 0.20% | -22.1% | |
| CSCO | CISCO SYS INC | $317,000 | +24.8% | 5,694 | 0.0% | 0.19% | -2.5% | |
| DUK | DUKE ENERGY CORP NEW | $308,000 | +18.5% | 2,762 | 0.0% | 0.19% | -7.4% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $305,000 | +23.5% | 2,713 | 0.0% | 0.19% | -3.6% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $230,000 | +15.0% | 635 | 0.0% | 0.14% | -10.2% | |
| TJX | TJX COS INC NEW | $228,000 | -5.4% | 3,760 | 0.0% | 0.14% | -25.9% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $229,000 | +13.9% | 1,240 | 0.0% | 0.14% | -11.4% | |
| CL | COLGATE PALMOLIVE CO | $217,000 | -2.7% | 2,864 | 0.0% | 0.13% | -24.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 9.0% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.5% |
View Hurlow Wealth Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-02 |
View Hurlow Wealth Management Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.