Hemington Wealth Management
Latest statistics and disclosures from Hemington Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, DFCF, DFAU, VXUS, and represent 40.43% of Hemington Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFCF, DFAI, DFIP, DFAU, DFSD, DFEM, DISV, DFAR, IVV, NVDA.
- Started 49 new stock positions in WK, SPMD, TBBK, SMMT, SPSM, UWMC, STIP, BIPC, GDRX, SOUN.
- Reduced shares in these 10 stocks: VTI, VTV, DFAC, VT, DFUS, Lam Research Corporation, , VSS, LUNR, RLJ.
- Sold out of its positions in ACCO, ARKK, ATNI, ADPT, ATUS, RCUS, Arista Networks, Avangrid, BlackRock, BXP.
- Hemington Wealth Management was a net buyer of stock by $22M.
- Hemington Wealth Management has $398M in assets under management (AUM), dropping by 7.09%.
- Central Index Key (CIK): 0001838234
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Portfolio Holdings for Hemington Wealth Management
Hemington Wealth Management holds 1793 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Hemington Wealth Management has 1793 total positions. Only the first 250 positions are shown.
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- Download the Hemington Wealth Management December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds Total Stk Mkt (VTI) | 12.4 | $50M | 171k | 289.81 |
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Apple (AAPL) | 9.4 | $37M | 149k | 250.42 |
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Dimensional Etf Trust Core Fixed Incom (DFCF) | 8.3 | $33M | +17% | 803k | 41.27 |
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 5.8 | $23M | +12% | 573k | 40.49 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.4 | $18M | 298k | 58.93 |
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Vanguard Index Fds Value Etf (VTV) | 4.3 | $17M | -4% | 101k | 169.30 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.0 | $16M | 457k | 34.59 |
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Dimensional Etf Trust Short Duration F (DFSD) | 2.8 | $11M | +20% | 241k | 46.88 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.8 | $11M | +45% | 379k | 29.20 |
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Dimensional Etf Trust Inflation Prote (DFIP) | 2.5 | $10M | +34% | 248k | 40.49 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 2.2 | $8.6M | 344k | 24.86 |
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Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.6 | $6.3M | +24% | 242k | 26.19 |
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Microsoft Corporation (MSFT) | 1.5 | $5.9M | +4% | 14k | 421.47 |
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Dimensional Etf Trust Us Equity Market (DFUS) | 1.5 | $5.9M | -2% | 92k | 63.74 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $5.0M | 121k | 40.92 |
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Dimensional Etf Trust Us Real Estate E (DFAR) | 1.2 | $4.8M | +17% | 207k | 23.27 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.6M | 105k | 44.04 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.1 | $4.6M | +4% | 148k | 30.78 |
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Ishares Tr Core Msci Intl (IDEV) | 1.1 | $4.2M | 65k | 64.46 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $4.1M | +8% | 6.9k | 588.66 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $3.4M | -5% | 29k | 117.47 |
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Amazon (AMZN) | 0.8 | $3.2M | +7% | 15k | 219.38 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $3.2M | 5.9k | 538.76 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.8 | $3.0M | -2% | 26k | 114.45 |
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NVIDIA Corporation (NVDA) | 0.7 | $2.9M | +11% | 22k | 134.28 |
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Lifestance Health Group (LFST) | 0.7 | $2.8M | 376k | 7.37 |
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Dimensional Etf Trust Intl Small Cap V (DISV) | 0.7 | $2.7M | +47% | 104k | 26.57 |
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Johnson & Johnson (JNJ) | 0.6 | $2.6M | 18k | 144.57 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $2.5M | 28k | 89.06 |
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Ishares Tr S&p 100 Etf (OEF) | 0.6 | $2.5M | 8.6k | 288.74 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $2.3M | +3% | 9.7k | 239.65 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $1.9M | 30k | 65.06 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +7% | 3.7k | 453.21 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | +5% | 8.3k | 190.43 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.5M | 11k | 128.56 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.3M | +11% | 6.8k | 189.26 |
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.3 | $1.3M | -3% | 126k | 10.11 |
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Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $1.2M | 46k | 27.10 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $1.2M | 21k | 57.44 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.2M | 16k | 75.57 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | 3.0k | 401.42 |
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W.W. Grainger (GWW) | 0.3 | $1.2M | -4% | 1.1k | 1054.03 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.2M | 16k | 71.89 |
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Tesla Motors (TSLA) | 0.3 | $1.2M | +4% | 2.9k | 403.69 |
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Meta Platforms Cl A (META) | 0.3 | $1.2M | +11% | 2.0k | 585.40 |
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Intuitive Surgical Com New (ISRG) | 0.3 | $1.1M | 2.1k | 521.80 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | +2% | 2.1k | 526.57 |
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Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.3 | $1.0M | 16k | 64.14 |
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Costco Wholesale Corporation (COST) | 0.3 | $1.0M | +3% | 1.1k | 916.21 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $953k | 5.2k | 185.01 |
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Home Depot (HD) | 0.2 | $942k | +5% | 2.4k | 388.77 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $876k | 18k | 48.37 |
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Nextera Energy (NEE) | 0.2 | $861k | -3% | 12k | 71.64 |
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Broadcom (AVGO) | 0.2 | $828k | +11% | 3.6k | 231.61 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $826k | 2.0k | 410.13 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $800k | 4.0k | 198.02 |
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Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $793k | 31k | 25.84 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $729k | 14k | 52.16 |
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Visa Com Cl A (V) | 0.2 | $711k | +5% | 2.3k | 315.72 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $672k | 3.4k | 195.58 |
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Amgen (AMGN) | 0.2 | $672k | 2.6k | 260.47 |
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Eli Lilly & Co. (LLY) | 0.2 | $664k | 861.00 | 771.20 |
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Walt Disney Company (DIS) | 0.2 | $614k | -2% | 5.5k | 111.17 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $582k | 994.00 | 585.51 |
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UnitedHealth (UNH) | 0.1 | $569k | +5% | 1.1k | 505.33 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $560k | +3% | 9.0k | 62.20 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $542k | 2.6k | 206.55 |
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Ishares Tr Eafe Value Etf (EFV) | 0.1 | $527k | 10k | 52.41 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $520k | 1.9k | 279.57 |
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Procter & Gamble Company (PG) | 0.1 | $513k | +4% | 3.1k | 167.65 |
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Bank of America Corporation (BAC) | 0.1 | $513k | +5% | 12k | 43.90 |
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International Business Machines (IBM) | 0.1 | $509k | +7% | 2.3k | 219.78 |
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Automatic Data Processing (ADP) | 0.1 | $508k | +2% | 1.7k | 292.29 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $487k | 8.8k | 55.61 |
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American Express Company (AXP) | 0.1 | $481k | +3% | 1.6k | 296.36 |
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Wal-Mart Stores (WMT) | 0.1 | $465k | +7% | 5.2k | 90.26 |
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Netflix (NFLX) | 0.1 | $464k | -4% | 521.00 | 890.60 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $454k | +18% | 890.00 | 510.11 |
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Abbvie (ABBV) | 0.1 | $450k | +6% | 2.5k | 177.44 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $432k | 12k | 35.42 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $430k | -7% | 3.7k | 117.42 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $423k | 953.00 | 443.86 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $422k | +7% | 4.4k | 96.74 |
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Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $416k | +47% | 16k | 25.51 |
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Merck & Co (MRK) | 0.1 | $402k | +3% | 4.1k | 99.26 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $396k | 3.4k | 115.05 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $368k | -6% | 3.5k | 104.81 |
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Ishares Tr Short Treas Bd (SHV) | 0.1 | $362k | 3.3k | 110.00 |
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Affirm Hldgs Com Cl A (AFRM) | 0.1 | $354k | 5.8k | 60.78 |
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Carvana Cl A (CVNA) | 0.1 | $322k | -10% | 1.6k | 203.15 |
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Exxon Mobil Corporation (XOM) | 0.1 | $314k | +16% | 2.9k | 107.50 |
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $308k | 5.7k | 54.05 |
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Rlj Lodging Trust (RLJ) | 0.1 | $305k | -17% | 30k | 10.18 |
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Selective Insurance (SIGI) | 0.1 | $300k | 3.2k | 93.49 |
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Oracle Corporation (ORCL) | 0.1 | $297k | +12% | 1.8k | 166.48 |
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McDonald's Corporation (MCD) | 0.1 | $295k | +5% | 1.0k | 288.93 |
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Lowe's Companies (LOW) | 0.1 | $292k | +8% | 1.2k | 246.21 |
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Qualcomm (QCOM) | 0.1 | $292k | -12% | 1.9k | 153.36 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $278k | +3% | 7.4k | 37.42 |
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Ross Stores (ROST) | 0.1 | $277k | 1.8k | 151.12 |
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Cisco Systems (CSCO) | 0.1 | $273k | 4.6k | 59.17 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $273k | 14k | 19.57 |
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Ameriprise Financial (AMP) | 0.1 | $272k | +5% | 511.00 | 532.29 |
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salesforce (CRM) | 0.1 | $271k | +6% | 811.00 | 334.16 |
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Morgan Stanley Com New (MS) | 0.1 | $269k | +4% | 2.1k | 125.58 |
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Philip Morris International (PM) | 0.1 | $264k | +4% | 2.2k | 120.11 |
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Chevron Corporation (CVX) | 0.1 | $250k | +18% | 1.7k | 144.34 |
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Booking Holdings (BKNG) | 0.1 | $243k | +6% | 49.00 | 4959.18 |
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Abbott Laboratories (ABT) | 0.1 | $243k | +5% | 2.2k | 112.76 |
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Thermo Fisher Scientific (TMO) | 0.1 | $240k | 462.00 | 519.48 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $240k | +16% | 2.1k | 115.11 |
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Texas Instruments Incorporated (TXN) | 0.1 | $236k | +3% | 1.3k | 187.45 |
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O'reilly Automotive (ORLY) | 0.1 | $234k | +2% | 198.00 | 1181.82 |
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Honeywell International (HON) | 0.1 | $233k | +17% | 1.0k | 225.34 |
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Nucor Corporation (NUE) | 0.1 | $216k | 1.9k | 116.50 |
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Coca-Cola Company (KO) | 0.1 | $213k | +4% | 3.4k | 62.01 |
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At&t (T) | 0.1 | $213k | +11% | 9.4k | 22.67 |
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Progressive Corporation (PGR) | 0.1 | $205k | +4% | 857.00 | 239.21 |
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Parker-Hannifin Corporation (PH) | 0.1 | $204k | +3% | 322.00 | 633.54 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $202k | 3.9k | 51.52 |
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Raytheon Technologies Corp (RTX) | 0.0 | $196k | +6% | 1.7k | 115.16 |
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Danaher Corporation (DHR) | 0.0 | $193k | 841.00 | 229.49 |
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Pulte (PHM) | 0.0 | $189k | 1.7k | 108.75 |
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Intuit (INTU) | 0.0 | $188k | +4% | 300.00 | 626.67 |
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American Tower Reit (AMT) | 0.0 | $188k | -10% | 1.0k | 183.06 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $187k | 583.00 | 320.75 |
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Caterpillar (CAT) | 0.0 | $185k | +8% | 512.00 | 361.33 |
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Deere & Company (DE) | 0.0 | $185k | +7% | 438.00 | 422.37 |
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Verizon Communications (VZ) | 0.0 | $183k | +21% | 4.6k | 39.91 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $183k | +121% | 681.00 | 268.72 |
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Servicenow (NOW) | 0.0 | $182k | +4% | 172.00 | 1058.14 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $181k | +10% | 517.00 | 350.10 |
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Fiserv (FI) | 0.0 | $177k | +6% | 864.00 | 204.86 |
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Union Pacific Corporation (UNP) | 0.0 | $176k | +8% | 775.00 | 227.10 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $172k | +6% | 2.7k | 63.45 |
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Marathon Petroleum Corp (MPC) | 0.0 | $171k | 1.2k | 139.25 |
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Martin Marietta Materials (MLM) | 0.0 | $169k | 329.00 | 513.68 |
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Fifth Third Ban (FITB) | 0.0 | $168k | 4.0k | 42.06 |
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Wells Fargo & Company (WFC) | 0.0 | $166k | +13% | 2.4k | 70.22 |
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Goldman Sachs (GS) | 0.0 | $166k | +9% | 290.00 | 572.41 |
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Marsh & McLennan Companies (MMC) | 0.0 | $163k | +6% | 768.00 | 212.24 |
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Dick's Sporting Goods (DKS) | 0.0 | $159k | +2% | 696.00 | 228.45 |
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Marriott Intl Cl A (MAR) | 0.0 | $159k | -9% | 571.00 | 278.46 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $158k | +84% | 1.6k | 101.35 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $157k | 985.00 | 159.39 |
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Illinois Tool Works (ITW) | 0.0 | $156k | +4% | 617.00 | 252.84 |
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Northrop Grumman Corporation (NOC) | 0.0 | $154k | +3% | 328.00 | 469.51 |
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Stryker Corporation (SYK) | 0.0 | $152k | +4% | 424.00 | 358.49 |
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Republic Services (RSG) | 0.0 | $152k | +4% | 759.00 | 200.26 |
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Copart (CPRT) | 0.0 | $151k | +3% | 2.6k | 57.02 |
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3M Company (MMM) | 0.0 | $151k | +4% | 1.2k | 128.40 |
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Sherwin-Williams Company (SHW) | 0.0 | $149k | +6% | 441.00 | 337.87 |
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EOG Resources (EOG) | 0.0 | $149k | +6% | 1.2k | 122.03 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $148k | +56% | 3.1k | 47.53 |
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Air Products & Chemicals (APD) | 0.0 | $139k | +3% | 480.00 | 289.58 |
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TJX Companies (TJX) | 0.0 | $137k | +10% | 1.1k | 120.39 |
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Advanced Micro Devices (AMD) | 0.0 | $136k | 1.1k | 120.14 |
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Eaton Corp SHS (ETN) | 0.0 | $134k | +4% | 404.00 | 331.68 |
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Paypal Holdings (PYPL) | 0.0 | $133k | +5% | 1.6k | 84.77 |
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S&p Global (SPGI) | 0.0 | $130k | +10% | 263.00 | 494.30 |
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Kla Corp Com New (KLAC) | 0.0 | $129k | 206.00 | 626.21 |
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Leidos Holdings (LDOS) | 0.0 | $129k | +2% | 902.00 | 143.02 |
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Ishares Tr U S Equity Factr (LRGF) | 0.0 | $127k | 2.1k | 59.99 |
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Lockheed Martin Corporation (LMT) | 0.0 | $126k | +9% | 260.00 | 484.62 |
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Waste Management (WM) | 0.0 | $125k | +7% | 622.00 | 200.96 |
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Boston Scientific Corporation (BSX) | 0.0 | $123k | +6% | 1.4k | 88.74 |
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Allstate Corporation (ALL) | 0.0 | $123k | +7% | 640.00 | 192.19 |
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Royal Caribbean Cruises (RCL) | 0.0 | $123k | +8% | 533.00 | 230.77 |
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Zoetis Cl A (ZTS) | 0.0 | $121k | +6% | 748.00 | 161.76 |
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Blackrock (BLK) | 0.0 | $118k | NEW | 116.00 | 1017.24 |
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Ge Aerospace Com New (GE) | 0.0 | $117k | +18% | 703.00 | 166.43 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $117k | +2% | 293.00 | 399.32 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $117k | +16% | 679.00 | 172.31 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $116k | -4% | 168.00 | 690.48 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $115k | +6% | 1.5k | 76.31 |
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Metropcs Communications (TMUS) | 0.0 | $115k | +10% | 521.00 | 220.73 |
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Vistra Energy (VST) | 0.0 | $115k | +5% | 836.00 | 137.56 |
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Trane Technologies SHS (TT) | 0.0 | $115k | +6% | 312.00 | 368.59 |
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Curtiss-Wright (CW) | 0.0 | $114k | +4% | 322.00 | 354.04 |
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Cme (CME) | 0.0 | $114k | 493.00 | 231.24 |
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Applied Materials (AMAT) | 0.0 | $113k | 697.00 | 162.12 |
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Lam Research Corp Com New (LRCX) | 0.0 | $111k | NEW | 1.5k | 72.17 |
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Tidal Tr Ii Yieldmax Mstr Op (MSTY) | 0.0 | $110k | NEW | 4.2k | 26.26 |
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West Pharmaceutical Services (WST) | 0.0 | $110k | +2% | 336.00 | 327.38 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $109k | 1.2k | 87.97 |
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Amphenol Corp Cl A (APH) | 0.0 | $107k | +4% | 1.6k | 68.94 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $104k | 964.00 | 107.88 |
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Uber Technologies (UBER) | 0.0 | $104k | +14% | 1.7k | 59.77 |
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Analog Devices (ADI) | 0.0 | $102k | -5% | 483.00 | 211.18 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $102k | 1.5k | 69.67 |
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Bristol Myers Squibb (BMY) | 0.0 | $101k | 1.8k | 56.30 |
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Charles Schwab Corporation (SCHW) | 0.0 | $101k | +9% | 1.4k | 73.72 |
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Travelers Companies (TRV) | 0.0 | $99k | +16% | 414.00 | 239.13 |
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Hartford Financial Services (HIG) | 0.0 | $98k | +8% | 898.00 | 109.13 |
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Ishares Tr Tips Bd Etf (TIP) | 0.0 | $98k | 920.00 | 106.52 |
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Cigna Corp (CI) | 0.0 | $97k | +2% | 353.00 | 274.79 |
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Citigroup Com New (C) | 0.0 | $97k | +10% | 1.4k | 69.94 |
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Pepsi (PEP) | 0.0 | $96k | -22% | 634.00 | 151.42 |
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AutoZone (AZO) | 0.0 | $96k | +25% | 30.00 | 3200.00 |
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HEICO Corporation (HEI) | 0.0 | $96k | 407.00 | 235.87 |
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Prologis (PLD) | 0.0 | $95k | -2% | 907.00 | 104.74 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $94k | 528.00 | 178.03 |
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PNC Financial Services (PNC) | 0.0 | $94k | +7% | 492.00 | 191.06 |
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Kkr & Co (KKR) | 0.0 | $93k | +6% | 632.00 | 147.15 |
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Kroger (KR) | 0.0 | $92k | +17% | 1.5k | 61.09 |
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CSX Corporation (CSX) | 0.0 | $92k | +14% | 2.9k | 32.11 |
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Bay (BCML) | 0.0 | $92k | 3.4k | 26.81 |
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Capital One Financial (COF) | 0.0 | $91k | +9% | 511.00 | 178.08 |
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M&T Bank Corporation (MTB) | 0.0 | $91k | +3% | 486.00 | 187.24 |
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KB Home (KBH) | 0.0 | $90k | 1.4k | 65.41 |
|
|
Aon Shs Cl A (AON) | 0.0 | $90k | +6% | 251.00 | 358.57 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $88k | +79% | 967.00 | 91.00 |
|
Discover Financial Services (DFS) | 0.0 | $87k | +11% | 503.00 | 172.96 |
|
Micron Technology (MU) | 0.0 | $86k | +4% | 1.0k | 83.82 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $86k | +28% | 121.00 | 710.74 |
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $86k | +16% | 139.00 | 618.71 |
|
Boeing Company (BA) | 0.0 | $85k | +3% | 481.00 | 176.72 |
|
Marvell Technology (MRVL) | 0.0 | $84k | +121% | 768.00 | 109.38 |
|
Starbucks Corporation (SBUX) | 0.0 | $84k | +9% | 928.00 | 90.52 |
|
Us Bancorp Del Com New (USB) | 0.0 | $83k | +6% | 1.7k | 47.67 |
|
eBay (EBAY) | 0.0 | $83k | +5% | 1.4k | 61.35 |
|
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 0.0 | $83k | +34% | 912.00 | 91.01 |
|
Autodesk (ADSK) | 0.0 | $83k | 281.00 | 295.37 |
|
|
Synopsys (SNPS) | 0.0 | $82k | 171.00 | 479.53 |
|
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $81k | 996.00 | 81.33 |
|
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $81k | 494.00 | 163.97 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $81k | -4% | 1.4k | 59.43 |
|
Norfolk Southern (NSC) | 0.0 | $80k | +5% | 343.00 | 233.24 |
|
Intercontinental Exchange (ICE) | 0.0 | $80k | +6% | 542.00 | 147.60 |
|
Cummins (CMI) | 0.0 | $80k | +12% | 230.00 | 347.83 |
|
Lennar Corp Cl A (LEN) | 0.0 | $79k | 586.00 | 134.81 |
|
|
TransDigm Group Incorporated (TDG) | 0.0 | $78k | -4% | 62.00 | 1258.06 |
|
Coinbase Global Com Cl A (COIN) | 0.0 | $78k | +7% | 315.00 | 247.62 |
|
Altria (MO) | 0.0 | $77k | +8% | 1.5k | 52.13 |
|
Williams-Sonoma (WSM) | 0.0 | $77k | +6% | 418.00 | 184.21 |
|
Medtronic SHS (MDT) | 0.0 | $76k | +5% | 954.00 | 79.66 |
|
Pfizer (PFE) | 0.0 | $76k | -9% | 2.9k | 26.38 |
|
Southern Company (SO) | 0.0 | $75k | +3% | 913.00 | 82.15 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $75k | NEW | 1.2k | 62.71 |
|
ConocoPhillips (COP) | 0.0 | $74k | +8% | 750.00 | 98.67 |
|
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $74k | +2% | 826.00 | 89.59 |
|
Anthem (ELV) | 0.0 | $74k | -2% | 203.00 | 364.53 |
|
Cheniere Energy Com New (LNG) | 0.0 | $73k | +12% | 342.00 | 213.45 |
|
General Dynamics Corporation (GD) | 0.0 | $73k | 277.00 | 263.54 |
|
|
Motorola Solutions Com New (MSI) | 0.0 | $73k | +12% | 158.00 | 462.03 |
|
AutoNation (AN) | 0.0 | $73k | 430.00 | 169.77 |
|
|
Cadence Design Systems (CDNS) | 0.0 | $72k | +9% | 240.00 | 300.00 |
|
Hp (HPQ) | 0.0 | $71k | +2% | 2.2k | 32.58 |
|
Popular Com New (BPOP) | 0.0 | $70k | 751.00 | 93.21 |
|
|
Hilton Worldwide Holdings (HLT) | 0.0 | $69k | +8% | 281.00 | 245.55 |
|
Past Filings by Hemington Wealth Management
SEC 13F filings are viewable for Hemington Wealth Management going back to 2020
- Hemington Wealth Management 2024 Q4 filed Jan. 29, 2025
- Hemington Wealth Management 2024 Q3 filed Nov. 13, 2024
- Hemington Wealth Management 2024 Q2 filed Aug. 1, 2024
- Hemington Wealth Management 2024 Q1 filed May 3, 2024
- Hemington Wealth Management 2023 Q4 filed Jan. 26, 2024
- Hemington Wealth Management 2023 Q3 filed Oct. 20, 2023
- Hemington Wealth Management 2023 Q2 filed Aug. 7, 2023
- Hemington Wealth Management 2023 Q1 filed May 8, 2023
- Hemington Wealth Management 2022 Q4 filed Jan. 30, 2023
- Hemington Wealth Management 2022 Q3 filed Nov. 1, 2022
- Hemington Wealth Management 2022 Q2 filed July 22, 2022
- Hemington Wealth Management 2022 Q1 filed May 4, 2022
- Hemington Wealth Management 2021 Q4 filed Jan. 13, 2022
- Hemington Wealth Management 2021 Q3 filed Oct. 6, 2021
- Hemington Wealth Management 2021 Q2 filed July 9, 2021
- Hemington Wealth Management 2021 Q1 filed April 12, 2021