Gw Henssler & Associates as of Sept. 30, 2015
Portfolio Holdings for Gw Henssler & Associates
Gw Henssler & Associates holds 165 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P MidCap 400 Index (IJH) | 5.1 | $44M | 325k | 136.61 | |
iShares MSCI EAFE Index Fund (EFA) | 4.1 | $36M | 625k | 57.32 | |
iShares S&P SmallCap 600 Index (IJR) | 3.6 | $31M | 292k | 106.57 | |
Apple (AAPL) | 3.1 | $27M | 244k | 110.30 | |
Celgene Corporation | 2.4 | $21M | 196k | 108.17 | |
Walt Disney Company (DIS) | 2.2 | $19M | 190k | 102.20 | |
CVS Caremark Corporation (CVS) | 2.0 | $17M | 178k | 96.48 | |
1.9 | $17M | 27k | 638.35 | ||
Utilities SPDR (XLU) | 1.9 | $17M | 387k | 43.29 | |
Travelers Companies (TRV) | 1.8 | $16M | 160k | 99.53 | |
Claymore Etf gug blt2016 hy | 1.8 | $16M | 612k | 25.87 | |
Claymore Etf gug blt2017 hy | 1.8 | $16M | 617k | 25.38 | |
Pepsi (PEP) | 1.7 | $15M | 159k | 94.30 | |
Microsoft Corporation (MSFT) | 1.6 | $14M | 307k | 44.26 | |
Exxon Mobil Corporation (XOM) | 1.4 | $12M | 167k | 74.35 | |
Qualcomm (QCOM) | 1.4 | $12M | 227k | 53.73 | |
Oracle Corporation (ORCL) | 1.4 | $12M | 330k | 36.12 | |
Hormel Foods Corporation (HRL) | 1.3 | $11M | 176k | 63.31 | |
Johnson & Johnson (JNJ) | 1.2 | $11M | 117k | 93.35 | |
T. Rowe Price (TROW) | 1.2 | $11M | 154k | 69.50 | |
Intel Corporation (INTC) | 1.2 | $11M | 354k | 30.14 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.2 | $11M | 324k | 32.78 | |
U.S. Bancorp (USB) | 1.2 | $11M | 259k | 41.01 | |
Visa (V) | 1.2 | $11M | 153k | 69.66 | |
Thermo Fisher Scientific (TMO) | 1.2 | $11M | 86k | 122.28 | |
V.F. Corporation (VFC) | 1.2 | $11M | 154k | 68.21 | |
Wal-Mart Stores (WMT) | 1.2 | $10M | 160k | 64.84 | |
C.H. Robinson Worldwide (CHRW) | 1.2 | $10M | 151k | 67.78 | |
Cognizant Technology Solutions (CTSH) | 1.2 | $10M | 161k | 62.61 | |
General Electric Company | 1.2 | $10M | 399k | 25.22 | |
Public Service Enterprise (PEG) | 1.1 | $10M | 236k | 42.16 | |
Mednax (MD) | 1.1 | $9.9M | 129k | 76.79 | |
Altria (MO) | 1.1 | $9.9M | 181k | 54.40 | |
Materials SPDR (XLB) | 1.1 | $9.6M | 241k | 39.92 | |
Cracker Barrel Old Country Store (CBRL) | 1.1 | $9.6M | 65k | 147.29 | |
Procter & Gamble Company (PG) | 1.1 | $9.6M | 133k | 71.94 | |
UnitedHealth (UNH) | 1.1 | $9.5M | 82k | 116.01 | |
Intercontinental Exchange (ICE) | 1.1 | $9.5M | 40k | 234.99 | |
Fastenal Company (FAST) | 1.1 | $9.4M | 256k | 36.61 | |
Chevron Corporation (CVX) | 1.1 | $9.2M | 117k | 78.88 | |
Wells Fargo & Company (WFC) | 1.1 | $9.2M | 179k | 51.35 | |
Oge Energy Corp (OGE) | 1.0 | $9.0M | 330k | 27.36 | |
Schlumberger (SLB) | 1.0 | $8.8M | 128k | 68.97 | |
International Flavors & Fragrances (IFF) | 1.0 | $8.8M | 85k | 103.25 | |
Becton, Dickinson and (BDX) | 1.0 | $8.5M | 64k | 132.66 | |
Claymore Exchange Trd Fd Tr gug blt2018 hy | 1.0 | $8.5M | 344k | 24.64 | |
Robert Half International (RHI) | 0.9 | $8.3M | 162k | 51.16 | |
McDonald's Corporation (MCD) | 0.9 | $8.0M | 82k | 98.53 | |
Zimmer Holdings (ZBH) | 0.9 | $8.0M | 86k | 93.93 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $7.6M | 40k | 191.64 | |
W.W. Grainger (GWW) | 0.9 | $7.7M | 36k | 215.01 | |
Aetna | 0.8 | $7.0M | 64k | 109.41 | |
Franklin Resources (BEN) | 0.8 | $6.9M | 186k | 37.26 | |
Waste Management (WM) | 0.8 | $6.8M | 138k | 49.81 | |
United Parcel Service (UPS) | 0.8 | $6.8M | 69k | 98.69 | |
Universal Health Services (UHS) | 0.8 | $6.9M | 55k | 124.80 | |
Illinois Tool Works (ITW) | 0.8 | $6.9M | 84k | 82.31 | |
International Business Machines (IBM) | 0.8 | $6.8M | 47k | 144.96 | |
Southern Company (SO) | 0.8 | $6.8M | 152k | 44.70 | |
BB&T Corporation | 0.7 | $6.4M | 179k | 35.60 | |
Darden Restaurants (DRI) | 0.7 | $6.3M | 91k | 68.55 | |
Reynolds American | 0.7 | $6.2M | 141k | 44.27 | |
Gap (GAP) | 0.7 | $6.2M | 218k | 28.50 | |
Total (TTE) | 0.7 | $5.9M | 132k | 44.71 | |
Advance Auto Parts (AAP) | 0.6 | $5.6M | 29k | 189.54 | |
GlaxoSmithKline | 0.6 | $5.4M | 140k | 38.45 | |
Boeing Company (BA) | 0.6 | $5.2M | 40k | 130.96 | |
McKesson Corporation (MCK) | 0.6 | $5.2M | 28k | 185.02 | |
Novartis (NVS) | 0.5 | $4.7M | 51k | 91.93 | |
Lockheed Martin Corporation (LMT) | 0.5 | $4.3M | 21k | 207.30 | |
BlackRock (BLK) | 0.4 | $3.6M | 12k | 297.44 | |
CenterPoint Energy (CNP) | 0.4 | $3.5M | 196k | 18.04 | |
Royal Dutch Shell | 0.4 | $3.3M | 69k | 47.39 | |
Baidu (BIDU) | 0.4 | $3.3M | 24k | 137.39 | |
Avista Corporation (AVA) | 0.4 | $3.3M | 98k | 33.25 | |
SCANA Corporation | 0.4 | $3.1M | 55k | 56.26 | |
Coca-Cola Company (KO) | 0.3 | $3.0M | 74k | 40.12 | |
Home Depot (HD) | 0.3 | $2.9M | 25k | 115.49 | |
Praxair | 0.3 | $2.8M | 27k | 101.85 | |
Xcel Energy (XEL) | 0.3 | $2.7M | 77k | 35.41 | |
BHP Billiton (BHP) | 0.3 | $2.7M | 86k | 31.62 | |
Cummins (CMI) | 0.3 | $2.6M | 24k | 108.59 | |
Church & Dwight (CHD) | 0.3 | $2.6M | 31k | 83.89 | |
Ca | 0.3 | $2.4M | 88k | 27.30 | |
British American Tobac (BTI) | 0.2 | $2.2M | 20k | 110.09 | |
General Mills (GIS) | 0.2 | $2.1M | 37k | 56.12 | |
Rbc Cad (RY) | 0.2 | $2.1M | 38k | 55.26 | |
Unilever (UL) | 0.2 | $1.7M | 43k | 40.77 | |
Schwab International Equity ETF (SCHF) | 0.2 | $1.7M | 64k | 27.37 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $1.7M | 36k | 45.77 | |
Bk Nova Cad (BNS) | 0.2 | $1.5M | 35k | 44.07 | |
Verizon Communications (VZ) | 0.2 | $1.5M | 34k | 43.50 | |
Norfolk Southern (NSC) | 0.1 | $1.2M | 16k | 76.41 | |
At&t (T) | 0.1 | $1.1M | 33k | 32.58 | |
Accenture (ACN) | 0.1 | $1.0M | 10k | 98.22 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $1.0M | 16k | 62.66 | |
3M Company (MMM) | 0.1 | $977k | 6.9k | 141.72 | |
Vanguard Growth ETF (VUG) | 0.1 | $978k | 9.7k | 100.33 | |
Eaton (ETN) | 0.1 | $950k | 19k | 51.31 | |
Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.1 | $939k | 40k | 23.59 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $840k | 17k | 49.99 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $814k | 20k | 39.81 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $731k | 19k | 38.90 | |
Honeywell International (HON) | 0.1 | $573k | 6.1k | 94.63 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $617k | 8.4k | 73.72 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $621k | 31k | 20.21 | |
Ishares Tr eafe min volat (EFAV) | 0.1 | $592k | 9.5k | 62.35 | |
Berkshire Hathaway (BRK.B) | 0.1 | $563k | 4.3k | 130.32 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $550k | 5.0k | 109.06 | |
Fortune Brands (FBIN) | 0.1 | $564k | 12k | 47.43 | |
Duke Energy (DUK) | 0.1 | $501k | 7.0k | 71.96 | |
AGL Resources | 0.1 | $404k | 6.6k | 61.03 | |
Nike (NKE) | 0.1 | $458k | 3.7k | 123.05 | |
EMC Corporation | 0.1 | $397k | 16k | 24.15 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $469k | 6.5k | 72.69 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $477k | 4.5k | 105.09 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 0.1 | $433k | 6.4k | 67.26 | |
Rydex S&P Equal Weight Energy | 0.1 | $436k | 8.8k | 49.48 | |
Schwab U S Small Cap ETF (SCHA) | 0.1 | $466k | 9.2k | 50.77 | |
Rydex Etf Trust consumr staple | 0.1 | $393k | 3.7k | 106.33 | |
Bank of America Corporation (BAC) | 0.0 | $308k | 20k | 15.60 | |
Leggett & Platt (LEG) | 0.0 | $311k | 7.5k | 41.26 | |
Amgen (AMGN) | 0.0 | $356k | 2.6k | 138.15 | |
Philip Morris International (PM) | 0.0 | $386k | 4.9k | 79.36 | |
Starbucks Corporation (SBUX) | 0.0 | $339k | 6.0k | 56.87 | |
ConAgra Foods (CAG) | 0.0 | $376k | 9.3k | 40.46 | |
Precision Castparts | 0.0 | $387k | 1.7k | 229.54 | |
Commerce Bancshares (CBSH) | 0.0 | $305k | 6.7k | 45.62 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $348k | 3.2k | 108.58 | |
Google Inc Class C | 0.0 | $381k | 627.00 | 607.66 | |
Ishares Tr dec 2016 cp bd | 0.0 | $323k | 13k | 25.20 | |
BP (BP) | 0.0 | $263k | 8.6k | 30.60 | |
Broadridge Financial Solutions (BR) | 0.0 | $240k | 4.3k | 55.34 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $299k | 4.9k | 61.01 | |
People's United Financial | 0.0 | $225k | 14k | 15.72 | |
Sonoco Products Company (SON) | 0.0 | $270k | 7.2k | 37.69 | |
E.I. du Pont de Nemours & Company | 0.0 | $266k | 5.5k | 48.19 | |
iShares S&P 500 Index (IVV) | 0.0 | $254k | 1.3k | 192.86 | |
Clorox Company (CLX) | 0.0 | $293k | 2.5k | 115.63 | |
Sturm, Ruger & Company (RGR) | 0.0 | $241k | 4.1k | 58.74 | |
Landstar System (LSTR) | 0.0 | $218k | 3.4k | 63.35 | |
Acuity Brands (AYI) | 0.0 | $226k | 1.3k | 175.47 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $238k | 4.4k | 53.93 | |
Tyler Technologies (TYL) | 0.0 | $259k | 1.7k | 149.45 | |
American States Water Company (AWR) | 0.0 | $265k | 6.4k | 41.41 | |
Nic | 0.0 | $225k | 13k | 17.70 | |
Rydex S&P Equal Weight ETF | 0.0 | $297k | 4.0k | 73.62 | |
SPDR S&P Homebuilders (XHB) | 0.0 | $265k | 7.7k | 34.21 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $244k | 2.5k | 98.63 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $223k | 1.9k | 116.45 | |
Rydex S&P Equal Weight Materials | 0.0 | $259k | 3.6k | 71.41 | |
PIMCO Broad US TIPS Index Fund (TIPZ) | 0.0 | $266k | 4.8k | 55.81 | |
Rydex S&P Equal Weight Utilities | 0.0 | $266k | 3.7k | 70.95 | |
Rydex Etf Trust equity | 0.0 | $223k | 5.4k | 41.15 | |
Facebook Inc cl a (META) | 0.0 | $265k | 3.0k | 89.74 | |
Walgreen Boots Alliance (WBA) | 0.0 | $272k | 3.3k | 83.13 | |
Two Harbors Investment | 0.0 | $140k | 16k | 8.83 | |
FactSet Research Systems (FDS) | 0.0 | $216k | 1.4k | 159.76 | |
Thor Industries (THO) | 0.0 | $217k | 4.2k | 51.84 | |
Flowers Foods (FLO) | 0.0 | $204k | 8.3k | 24.70 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $215k | 2.5k | 85.15 | |
Rydex Etf Trust indls etf | 0.0 | $202k | 2.6k | 78.75 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $210k | 5.8k | 35.93 | |
Prospect Capital Corporation (PSEC) | 0.0 | $98k | 14k | 7.14 | |
Medley Capital Corporation | 0.0 | $82k | 11k | 7.45 |