Hurlow Wealth Management Group, Inc. Portfolio Holdings
Q3 2025•119 long positions•$386.1M portfolio value
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Holding132 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $53.2M 13.78% | +$7.3M Bought | — 172.8K shares | 149.1K → 172.8K +$7.3M | +15.88% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $42.7M 11.06% | +$5.9M Bought | — 589.7K shares | 508.6K → 589.7K +$5.9M | +15.96% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $27.5M 7.13% | +$4.6M Bought | — 402.4K shares | 335.3K → 402.4K +$4.6M | +19.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $26.7M 6.91% | +$962.3K Bought | — 445.0K shares | 429.0K → 445.0K +$962.3K | +3.74% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $22.0M 5.7% | +$719.1K Bought | — 86.5K shares | 83.7K → 86.5K +$719.1K | +3.38% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $19.7M 5.11% | +$7.9M Bought | — 601.5K shares | 359.3K → 601.5K +$7.9M | +67.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.0M 3.37% | -$1.5M Sold | — 27.1K shares | 30.2K → 27.1K −$1.5M | -10.17% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.7M 3.28% | +$402.9K Bought | — 138.5K shares | 134.1K → 138.5K +$402.9K | +3.29% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.9M 3.09% | +$487.2K Bought | — 219.9K shares | 210.9K → 219.9K +$487.2K | +4.26% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.4M 2.7% | +$788.9K Bought | — 156.0K shares | 144.2K → 156.0K +$788.9K | +8.18% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $9.8M 2.54% | -$276.3K Sold | — 116.7K shares | 120.0K → 116.7K −$276.3K | -2.74% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.2M 2.39% | -$471.6K Sold | — 294.4K shares | 309.4K → 294.4K −$471.6K | -4.86% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.9M 2.31% | +$1.1M Bought | — 111.3K shares | 97.7K → 111.3K +$1.1M | +13.96% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.9M 2.06% | +$3.2M Bought | — 247.9K shares | 148.3K → 247.9K +$3.2M | +67.17% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.6M 1.96% | +$184.9K Bought | — 151.4K shares | 147.7K → 151.4K +$184.9K | +2.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.3M 1.88% | +$1.4M Bought | — 93.1K shares | 75.8K → 93.1K +$1.4M | +22.91% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $7.2M 1.85% | -$899.4K Sold | — 197.0K shares | 221.7K → 197.0K −$899.4K | -11.16% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.2M 1.61% | +$33.1K Bought | — 19.0K shares | 18.9K → 19.0K +$33.1K | +0.54% | — — | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $6.0M 1.56% | -$670.9K Sold | — 27.9K shares | 31.0K → 27.9K −$670.9K | -10.03% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $4.9M 1.26% | +$2.5K Bought | 0.0% 19.1K shares | 19.1K → 19.1K +$2.5K | +0.05% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.5M 1.16% | +$245.9K Bought | — 187.4K shares | 177.2K → 187.4K +$245.9K | +5.8% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.7M 0.957% | -$147.9K Sold | — 73.0K shares | 75.9K → 73.0K −$147.9K | -3.85% | — — | Q2 2020 Held for 5y 5m | |
Insurance - Diversified Financial Services | $3.7M 0.955% | -$136.7K Sold | 0.0% 7.3K shares | 7.6K → 7.3K −$136.7K | -3.58% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.5M 0.915% | -$14.3K Sold | — 134.1K shares | 134.7K → 134.1K −$14.3K | -0.4% | — — | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $2.6M 0.663% | -$1.7M Sold | 0.0% 3.4K shares | 5.6K → 3.4K −$1.7M | -40.52% | $684.00B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.6M 0.662% | -$219.7K Sold | — 13.7K shares | 14.9K → 13.7K −$219.7K | -7.91% | — — | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $2.1M 0.538% | -$10.3M Sold | 0.0% 4.0K shares | 23.9K → 4.0K −$10.3M | -83.2% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.9M 0.481% | +$1.4M Bought | — 77.9K shares | 20.5K → 77.9K +$1.4M | +280.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 0.472% | +$18.5K Bought | — 6.2K shares | 6.1K → 6.2K +$18.5K | +1.03% | — — | Q4 2018 Held for 6y 11m | |
Discount Stores Consumer Defensive | $1.7M 0.437% | -$612.2K Sold | 0.0% 16.4K shares | 22.3K → 16.4K −$612.2K | -26.62% | $821.68B Mega Cap | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $1.6M 0.424% | -$200.0K Sold | 0.0% 5.2K shares | 5.8K → 5.2K −$200.0K | -10.89% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.6M 0.419% | +$18.5K Bought | — 33.6K shares | 33.2K → 33.6K +$18.5K | +1.16% | — — | Q3 2022 Held for 3y 2m | |
Insurance - Property & Casualty Financial Services | $1.6M 0.408% | -$51.9K Sold | 0.006% 10.0K shares | 10.3K → 10.0K −$51.9K | -3.19% | $24.7B Large Cap | Q4 2018 Held for 6y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.391% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $1.5M 0.378% | -$372.7K Sold | 0.0% 7.9K shares | 9.9K → 7.9K −$372.7K | -20.35% | $446.55B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.3M 0.325% | — | — 11.8K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.0M 0.265% | -$666.0 Sold | — 1.5K shares | 1.5K → 1.5K −$666.0 | -0.07% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $1.0M 0.26% | — | 0.0% 4.6K shares | — | — | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $987.3K 0.256% | -$113.1K Sold | — 35.4K shares | 39.4K → 35.4K −$113.1K | -10.28% | — — | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $961.2K 0.249% | -$319.6K Sold | 0.0% 4.2K shares | 5.5K → 4.2K −$319.6K | -24.95% | $409.03B Mega Cap | Q4 2018 Held for 6y 11m | |
Construction Industrials | $893.0K 0.231% | — | 0.001% 8.1K shares | — | — | $71.9B Large Cap | Q4 2018 Held for 6y 11m | |
Restaurants Consumer Cyclical | $832.1K 0.215% | — | 0.0% 2.7K shares | — | — | $216.86B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $733.5K 0.19% | — | — 2.0K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $710.3K 0.184% | -$86.2K Sold | 0.0% 3.8K shares | 4.3K → 3.8K −$86.2K | -10.82% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Insurance - Life Financial Services | $665.2K 0.172% | +$111.7 Bought | 0.001% 6.0K shares | 6.0K → 6.0K +$111.7 | +0.02% | $59.7B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $663.9K 0.172% | — | 0.0% 2.2K shares | — | — | $319.00B Mega Cap | Q1 2023 Held for 2y 8m | |
Chemicals - Specialty Basic Materials | $654.6K 0.17% | — | 0.0% 1.4K shares | — | — | $222.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $610.8K 0.158% | -$15.7K Sold | 0.001% 2.5K shares | 2.6K → 2.5K −$15.7K | -2.51% | $120.87B Large Cap | Q4 2018 Held for 6y 11m | |
Railroads Industrials | $609.2K 0.158% | — | 0.001% 2.0K shares | — | — | $67.4B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $599.3K 0.155% | -$340.8K Sold | 0.0% 816.0 shares | 1.3K → 816.0 −$340.8K | -36.25% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m |
