Hennion & Walsh Asset Management, Inc.: 13F holdings
CIK 18616422026Q2
| Positions | 955 |
|---|
| Reported value | $3.5bn |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 955 (+27 vs prior quarter) |
|---|
| Reported value | $3.5bn (+17.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 191,514 | $143.4m | 4.1% |
| EWU WISDOMTREE TR | 1,433,747 | $66.2m | 1.9% |
| VTV VANGUARD INDEX FDS | 246,833 | $53.8m | 1.5% |
| XCEM COLUMBIA ETF TR II | 1,008,740 | $53.3m | 1.5% |
| MQY BLACKROCK MUNIYILD QULT FD I | 4,507,211 | $51.3m | 1.5% |
| ISPY PROSHARES TR | 1,047,800 | $50.5m | 1.4% |
| DYNF BLACKROCK ETF TRUST | 664,010 | $45.2m | 1.3% |
| JSML JANUS DETROIT STR TR | 482,601 | $44.9m | 1.3% |
| IGEB ISHARES TR | 861,241 | $38.9m | 1.1% |
| GSLC GOLDMAN SACHS ETF TR | 271,998 | $38.6m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861642")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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