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Asset Manager ← All Institutions

GW HENSSLER & ASSOCIATES LTD

Q2 2025 · Filed 2025-07-25
Market Value
$1.9B
+5.7%
Holdings
226
+18
New Purchases
19
Added To
67
Closed
42
Reduced
67
Top 10 Concentration
28.0%
Turnover
27.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
B 1.23% 0.00% +1.23% $23M
LAZ 0.79% 0.00% +0.79% $15M
MS 0.78% 0.00% +0.78% $15M
OSK 0.74% 0.00% +0.74% $14M
SBUX 0.72% 0.00% +0.72% $13M
MTCH 0.70% 0.00% +0.70% $13M
IPAR 0.68% 0.00% +0.68% $13M
VAW 0.68% 0.00% +0.68% $13M
MSFT 3.26% 2.59% +0.67% $61M
ADSK 0.60% 0.00% +0.60% $11M
META 2.79% 2.24% +0.55% $52M
EME 1.62% 1.18% +0.44% $30M
ANET 1.59% 1.18% +0.41% $30M
NVDA 1.27% 0.88% +0.39% $24M
DYNF 0.29% 0.00% +0.29% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 0.97% 2.20% -1.22% $18M
GD 0.00% 1.22% -1.22% $0
PM 1.36% 2.44% -1.08% $25M
CMCSA 0.00% 1.04% -1.04% $0
ALL 1.26% 2.13% -0.87% $23M
D 1.04% 1.81% -0.76% $19M
VZ 1.01% 1.64% -0.62% $19M
EOG 0.00% 0.51% -0.51% $0
LMT 0.47% 0.97% -0.50% $9M
AAPL 3.46% 3.92% -0.46% $64M
BUFD 5.65% 6.02% -0.37% $105M
SPY 0.20% 0.52% -0.33% $4M
ADBE 0.00% 0.31% -0.31% $0
XOM 1.61% 1.87% -0.26% $30M
TMO 0.81% 1.04% -0.23% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 48 $628M 33.7%
Large Cap 123 $942M 50.6%
Mid Cap 42 $184M 9.9%
Small Cap 13 $109M 5.9%

Portfolio Analytics

Avg Market Cap
$246.1B
Median Market Cap
$59.8B
Avg P/E
27.6
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
179
# ETFs / Funds
47

Top Holdings (226 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BUFD 5.65% 3,959,449 $105M $26.56 -$954K -293,725 -6.9%
2 AAPL 3.46% 314,217 $64M $205.17 -$5M +3,156 +1.0%
3 MSFT 3.26% 121,970 $61M $497.41 $15M +464 +0.4%
4 IJJ 3.00% 451,897 $56M $123.58 $3M +6,756 +1.5%
5 META 2.79% 70,442 $52M $738.09 $12M +1,902 +2.8%
6 ICE 2.25% 228,501 $42M $183.47 $2M -3,270 -1.4%
7 GOOGL 2.16% 228,228 $40M $176.23 $5M +3,366 +1.5%
8 AMZN 1.84% 155,931 $34M $219.39 $5M +913 +0.6%
9 IJS 1.83% 342,838 $34M $99.49 $2M +9,115 +2.7%
10 WMT 1.77% 336,904 $33M $97.78 $3M -7,201 -2.1%
11 SO 1.74% 353,005 $32M $91.83 $626K +7,274 +2.1%
12 AEP 1.72% 308,595 $32M $103.76 -$1M +4,906 +1.6%
13 EME 1.62% 56,522 $30M $534.89 $9M +18 +0.0%
14 XOM 1.61% 278,898 $30M $107.80 -$3M +1,023 +0.4%
15 ANET 1.59% 288,780 $30M $102.31 $9M +21,073 +7.9%
16 TFC 1.54% 667,015 $29M $42.99 $2M +20,400 +3.1%
17 TRV 1.53% 106,815 $29M $267.54 -$137K -1,764 -1.6%
18 V 1.52% 79,774 $28M $355.05 -$218K -1,666 -2.0%
19 SRE 1.44% 353,620 $27M $75.77 $2M +11,437 +3.3%
20 EVRG 1.43% 385,120 $27M $68.93 $390K +5,766 +1.5%
21 QCOM 1.37% 159,898 $25M $159.26 $1M +2,838 +1.8%
22 PM 1.36% 139,353 $25M $182.13 -$18M -131,857 -48.6%
23 SCHW 1.30% 265,119 $24M $91.24 $3M -8,166 -3.0%
24 KO 1.28% 337,773 $24M $70.75 -$526K -3,241 -0.9%
25 NVDA 1.27% 149,817 $24M $157.99 $8M +5,913 +4.1%
26 FITB 1.27% 574,281 $24M $41.13 $2M +27,361 +5.0%
27 ALL 1.26% 116,430 $23M $201.31 -$14M -64,946 -35.8%
28 EMR 1.23% 172,415 $23M $133.33 $4M +2,709 +1.6%
29 B 1.23% 1,103,208 $23M $20.82 +1,103,208 NEW
30 USB 1.22% 502,882 $23M $45.25 $3M +29,201 +6.2%
31 QUAL 1.14% 116,006 $21M $182.82 $3M +7,002 +6.4%
32 AMT 1.09% 92,071 $20M $221.02 $407K +422 +0.5%
33 HAS 1.08% 273,103 $20M $73.82 $4M +9,905 +3.8%
34 MELI 1.07% 7,592 $20M $2,613.68 $5M -27 -0.3%
35 MO 1.06% 338,043 $20M $58.63 -$935K -7,744 -2.2%
36 PEG 1.05% 232,628 $20M $84.18 $354K -1,010 -0.4%
37 NKE 1.05% 275,217 $20M $71.04 $4M +33,737 +14.0%
38 IDXX 1.05% 36,391 $20M $536.34 $4M -29 -0.1%
39 TTE 1.05% 317,286 $19M $61.39 -$1M -846 -0.3%
40 D 1.04% 344,186 $19M $56.52 -$12M -223,272 -39.4%
41 VZ 1.01% 436,461 $19M $43.27 -$10M -199,516 -31.4%
42 BTI 1.01% 395,955 $19M $47.33 $2M +3,066 +0.8%
43 CRM 1.00% 68,427 $19M $272.69 $827K +1,977 +3.0%
44 ETR 0.99% 221,336 $18M $83.12 -$611K -1,006 -0.5%
45 AEM 0.97% 152,556 $18M $118.93 -$21M -204,837 -57.3%
46 ABNB 0.94% 132,520 $18M $132.34 $2M +3,105 +2.4%
47 PFG 0.91% 213,618 $17M $79.43 -$707K +4,124 +2.0%
48 AMGN 0.90% 59,957 $17M $279.21 -$2M +113 +0.2%
49 NVS 0.88% 135,406 $16M $121.01 $1M -1,012 -0.7%
50 PYPL 0.88% 219,790 $16M $74.32 $3M +13,514 +6.5%
51 DVY 0.86% 121,224 $16M $132.81 $454K +4,718 +4.0%
52 PEP 0.85% 119,649 $16M $132.04 -$2M +1,197 +1.0%
53 TMO 0.81% 37,057 $15M $405.46 -$3M +347 +0.9%
54 LAZ 0.79% 307,869 $15M $47.98 +307,869 NEW
55 MS 0.78% 103,485 $15M $140.86 +103,485 NEW
56 MRK 0.76% 179,121 $14M $79.16 -$1M +6,926 +4.0%
57 ADI 0.76% 59,105 $14M $238.02 $3M +2,985 +5.3%
58 MCD 0.75% 47,727 $14M $292.17 -$909K +176 +0.4%
59 OSK 0.74% 121,995 $14M $113.54 +121,995 NEW
60 SBUX 0.72% 146,124 $13M $91.63 +146,124 NEW
61 MTCH 0.70% 421,281 $13M $30.89 +421,281 NEW
62 VUG 0.70% 29,641 $13M $438.41 $3M +1,920 +6.9%
63 IPAR 0.68% 96,729 $13M $131.31 +96,729 NEW
64 VAW 0.68% 64,609 $13M $194.83 +64,609 NEW
65 JPM 0.64% 41,235 $12M $289.91 $2M +29 +0.1%
66 ASML 0.64% 14,769 $12M $801.42 $3M +883 +6.4%
67 HD 0.63% 31,949 $12M $366.64 $276K +740 +2.4%
68 VYM 0.62% 87,329 $12M $133.31 $1M +5,353 +6.5%
69 REGN 0.61% 21,482 $11M $524.99 -$2M +1,122 +5.5%
70 ADSK 0.60% 36,082 $11M $309.57 +36,082 NEW
71 OKE 0.58% 133,113 $11M $81.63 -$2M +1,872 +1.4%
72 URA 0.57% 274,880 $11M $38.81 $4M +5,082 +1.9%
73 DOX 0.56% 113,895 $10M $91.24 $858K +9,705 +9.3%
74 VRTX 0.54% 22,763 $10M $445.21 -$925K -48 -0.2%
75 GGG 0.54% 117,436 $10M $85.97 $451K +1,939 +1.7%
76 LMT 0.47% 19,002 $9M $463.13 -$8M -19,460 -50.6%
77 VIG 0.45% 41,226 $8M $204.67 $490K +255 +0.6%
78 HSY 0.41% 45,545 $8M $165.95 $561K +4,630 +11.3%
79 XLE 0.34% 74,954 $6M $84.81 -$645K +25 +0.0%
80 DYNF 0.29% 100,728 $5M $54.46 +100,728 NEW
81 SCHO 0.22% 165,009 $4M $24.38 $144K +5,661 +3.5%
82 IVV 0.20% 6,004 $4M $620.88 $1M +1,659 +38.2%
83 SPY 0.20% 5,882 $4M $617.90 -$6M -10,566 -64.2%
84 VOO 0.16% 5,322 $3M $568.03 $302K +28 +0.5%
85 ITW 0.16% 12,093 $3M $247.25 -$9K
86 SCHX 0.16% 120,311 $3M $24.44 $237K -2,126 -1.7%
87 IJH 0.14% 42,187 $3M $62.02 $92K -1,079 -2.5%
88 THRO 0.12% 64,441 $2M $35.58 +64,441 NEW
89 MPC 0.12% 12,969 $2M $166.11 $255K -68 -0.5%
90 EFX 0.11% 8,195 $2M $259.37 -$12K -580 -6.6%
91 SCHG 0.10% 63,389 $2M $29.21 -$9K -10,917 -14.7%
92 AFL 0.09% 16,643 $2M $105.46 -$72K +213 +1.3%
93 UMH 0.09% 96,368 $2M $16.79 -$184K
94 BRK-B 0.09% 3,292 $2M $485.77 -$197K -80 -2.4%
95 COST 0.08% 1,479 $1M $989.99 $46K -21 -1.4%
96 SCHV 0.08% 51,725 $1M $27.67 $34K -834 -1.6%
97 IWF 0.07% 3,189 $1M $424.56 $202K
98 GOOG 0.07% 6,862 $1M $177.38 $125K -129 -1.9%
99 WM 0.06% 5,089 $1M $228.81 -$2K +49 +1.0%
100 VTI 0.06% 3,791 $1M $303.95 $64K -167 -4.2%

New Positions

SymbolValue% Port
B $23M 1.23%
LAZ $15M 0.79%
MS $15M 0.78%
OSK $14M 0.74%
SBUX $13M 0.72%
MTCH $13M 0.70%
IPAR $13M 0.68%
VAW $13M 0.68%
ADSK $11M 0.60%
DYNF $5M 0.29%
THRO $2M 0.12%
RSP $329K 0.02%
PLTR $312K 0.02%
T $302K 0.02%
ADC $219K 0.01%

Sold Out Positions

SymbolValue% Port
ABM —%
ACN —%
ACHR —%
BKH —%
ZBH —%
BRC —%
DRI —%
PAGS —%
EOG —%
GSK —%
UPS —%
PFE —%
YOU —%
G —%
MAA —%
View SEC EDGAR Filings for GW HENSSLER & ASSOCIATES LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms