| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR ACTIVEBETA US LG | 14 | Q2 2024 | 2.8% |
| ISHARES TR CORE S&P500 ETF | 14 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | 14 | Q2 2024 | 2.5% |
| GOLDMAN SACHS ETF TR ACTIVEBETA INT | 14 | Q2 2024 | 1.9% |
| AMAZON COM INC COM | 14 | Q2 2024 | 1.4% |
| APPLE INC COM | 14 | Q2 2024 | 1.3% |
| NUVEEN AMT-FR QU MUNI INC FD | 14 | Q2 2024 | 1.2% |
| BLACKROCK MUNIHOLDINGS FUND | 14 | Q2 2024 | 1.5% |
| MICROSOFT CORP COM | 14 | Q2 2024 | 0.8% |
| ALPHABET INC-CL A | 14 | Q2 2024 | 0.9% |
View Hennion & Walsh Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-26 |
View Hennion & Walsh Asset Management, 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.