Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
GOLDMAN SACHS ETF TR ACTIVEBETA US LG | 11 | Q3 2023 | 2.8% |
SCHWAB STRATEGIC TR US DIVIDEND EQ | 11 | Q3 2023 | 2.5% |
VANGUARD INDEX FDS VALUE ETF | 11 | Q3 2023 | 2.4% |
ISHARES TR CORE S&P500 ETF | 11 | Q3 2023 | 2.9% |
GOLDMAN SACHS ETF TR ACTIVEBETA INT | 11 | Q3 2023 | 1.9% |
ISHARES INC CORE MSCI EMKT | 11 | Q3 2023 | 1.4% |
AMAZON COM INC COM | 11 | Q3 2023 | 1.4% |
APPLE INC COM | 11 | Q3 2023 | 1.3% |
BLACKROCK MUNIHOLDINGS FUND | 11 | Q3 2023 | 1.5% |
NUVEEN AMT-FR QU MUNI INC FD | 11 | Q3 2023 | 1.2% |
View Hennion & Walsh Asset Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-14 |
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.