Gw Henssler & Associates as of Sept. 30, 2021
Portfolio Holdings for Gw Henssler & Associates
Gw Henssler & Associates holds 107 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Rus 2000 Val Etf (IWN) | 4.8 | $69M | 432k | 160.23 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 4.7 | $67M | 1.3M | 50.58 | |
Apple (AAPL) | 3.4 | $50M | 351k | 141.50 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 3.3 | $48M | 2.1M | 22.95 | |
Microsoft Corporation (MSFT) | 2.4 | $35M | 124k | 281.92 | |
Royal Dutch Shell Spons Adr A | 2.3 | $34M | 759k | 44.57 | |
Truist Financial Corp equities (TFC) | 2.3 | $33M | 567k | 58.65 | |
Ishares Tr Latn Amer 40 Etf (ILF) | 2.1 | $31M | 1.2M | 26.54 | |
Comerica Incorporated (CMA) | 2.0 | $29M | 366k | 80.50 | |
Verizon Communications (VZ) | 2.0 | $29M | 527k | 54.01 | |
Intercontinental Exchange (ICE) | 1.9 | $27M | 234k | 114.82 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $26M | 9.9k | 2673.53 | |
Marathon Petroleum Corp (MPC) | 1.8 | $26M | 414k | 61.81 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.7 | $24M | 476k | 50.38 | |
Chevron Corporation (CVX) | 1.6 | $24M | 234k | 101.45 | |
Philip Morris International (PM) | 1.6 | $23M | 242k | 94.79 | |
CVS Caremark Corporation (CVS) | 1.6 | $22M | 264k | 84.86 | |
Kroger (KR) | 1.5 | $22M | 539k | 40.43 | |
PNC Financial Services (PNC) | 1.5 | $21M | 109k | 195.64 | |
Southern Company (SO) | 1.5 | $21M | 340k | 61.97 | |
Allstate Corporation (ALL) | 1.4 | $21M | 164k | 127.31 | |
Qualcomm (QCOM) | 1.4 | $21M | 159k | 128.98 | |
Exxon Mobil Corporation (XOM) | 1.4 | $20M | 343k | 58.82 | |
Lockheed Martin Corporation (LMT) | 1.4 | $20M | 58k | 345.09 | |
Amazon (AMZN) | 1.4 | $20M | 6.0k | 3284.98 | |
Walgreen Boots Alliance (WBA) | 1.3 | $20M | 413k | 47.05 | |
Principal Financial (PFG) | 1.3 | $19M | 299k | 64.40 | |
UnitedHealth (UNH) | 1.3 | $19M | 49k | 390.74 | |
Phillips 66 (PSX) | 1.3 | $19M | 269k | 70.03 | |
Abbvie (ABBV) | 1.3 | $19M | 174k | 107.87 | |
Amgen (AMGN) | 1.3 | $18M | 86k | 212.65 | |
Travelers Companies (TRV) | 1.3 | $18M | 120k | 152.01 | |
Visa Com Cl A (V) | 1.2 | $18M | 81k | 222.75 | |
Pepsi (PEP) | 1.2 | $18M | 119k | 150.41 | |
Procter & Gamble Company (PG) | 1.2 | $18M | 128k | 139.80 | |
Novartis Sponsored Adr (NVS) | 1.2 | $17M | 209k | 81.78 | |
Wal-Mart Stores (WMT) | 1.2 | $17M | 121k | 139.38 | |
Global X Fds Us Infr Dev Etf (PAVE) | 1.1 | $16M | 631k | 25.41 | |
Facebook Cl A (META) | 1.1 | $16M | 46k | 339.38 | |
Fifth Third Ban (FITB) | 1.1 | $15M | 364k | 42.44 | |
Tractor Supply Company (TSCO) | 1.0 | $15M | 75k | 202.62 | |
Pinnacle West Capital Corporation (PNW) | 1.0 | $15M | 203k | 72.36 | |
Coca-Cola Company (KO) | 1.0 | $15M | 280k | 52.47 | |
Walt Disney Company (DIS) | 1.0 | $14M | 85k | 169.16 | |
Intel Corporation (INTC) | 1.0 | $14M | 269k | 53.28 | |
Cerner Corporation | 1.0 | $14M | 201k | 70.52 | |
Merck & Co (MRK) | 1.0 | $14M | 186k | 75.11 | |
Public Service Enterprise (PEG) | 1.0 | $14M | 226k | 60.90 | |
Smucker J M Com New (SJM) | 0.9 | $13M | 112k | 120.03 | |
Nushares Etf Tr Nuveen Shrt Term (NURE) | 0.9 | $13M | 378k | 35.29 | |
Dominion Resources (D) | 0.9 | $13M | 179k | 73.02 | |
Cardinal Health (CAH) | 0.9 | $13M | 259k | 49.46 | |
Ingredion Incorporated (INGR) | 0.9 | $13M | 143k | 89.01 | |
Gilead Sciences (GILD) | 0.9 | $13M | 181k | 69.85 | |
Regeneron Pharmaceuticals (REGN) | 0.8 | $12M | 20k | 605.16 | |
Thermo Fisher Scientific (TMO) | 0.8 | $12M | 21k | 571.33 | |
McDonald's Corporation (MCD) | 0.8 | $12M | 48k | 241.10 | |
Oracle Corporation (ORCL) | 0.8 | $11M | 131k | 87.13 | |
3M Company (MMM) | 0.7 | $11M | 61k | 175.42 | |
Archer Daniels Midland Company (ADM) | 0.7 | $10M | 171k | 60.01 | |
Unilever Spon Adr New (UL) | 0.7 | $9.9M | 183k | 54.22 | |
Altria (MO) | 0.7 | $9.6M | 212k | 45.52 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.6 | $9.3M | 118k | 79.11 | |
Sempra Energy (SRE) | 0.6 | $9.2M | 73k | 126.50 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $9.1M | 69k | 131.73 | |
Ishares Msci Sth Kor Etf (EWY) | 0.6 | $9.0M | 111k | 80.66 | |
Orbital Energy Group | 0.6 | $8.9M | 2.9M | 3.08 | |
General Dynamics Corporation (GD) | 0.6 | $8.6M | 44k | 196.03 | |
Home Depot (HD) | 0.6 | $8.2M | 25k | 328.26 | |
Public Storage (PSA) | 0.5 | $7.1M | 24k | 297.08 | |
Sanofi Sponsored Adr (SNY) | 0.5 | $7.0M | 145k | 48.21 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $6.3M | 121k | 52.09 | |
Illinois Tool Works (ITW) | 0.3 | $4.1M | 20k | 206.63 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.0M | 34k | 114.71 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.7M | 13k | 290.17 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.6M | 49k | 73.51 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.4M | 33k | 103.36 | |
Monmouth Real Estate Invt Cl A | 0.2 | $3.4M | 182k | 18.65 | |
Wisdomtree Tr Us Divid Ex Fncl (AIVL) | 0.2 | $3.1M | 33k | 93.98 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.0M | 20k | 153.60 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.9M | 28k | 104.02 | |
UMH Properties (UMH) | 0.2 | $2.2M | 96k | 22.90 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.8M | 12k | 148.13 | |
Church & Dwight (CHD) | 0.1 | $1.6M | 20k | 82.59 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.5M | 22k | 67.50 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.2M | 20k | 61.41 | |
National Health Investors (NHI) | 0.1 | $920k | 17k | 53.49 | |
LTC Properties (LTC) | 0.1 | $842k | 27k | 31.71 | |
Halliburton Company (HAL) | 0.1 | $747k | 35k | 21.62 | |
Proshares Tr Ultrapro Short S | 0.0 | $709k | 40k | 17.53 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $676k | 11k | 63.83 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $645k | 11k | 58.82 | |
Genpact SHS (G) | 0.0 | $541k | 11k | 47.54 | |
Dropbox Cl A (DBX) | 0.0 | $481k | 17k | 29.21 | |
Viacomcbs CL B (PARA) | 0.0 | $473k | 12k | 39.54 | |
Pfizer (PFE) | 0.0 | $466k | 11k | 43.02 | |
NetGear (NTGR) | 0.0 | $466k | 15k | 31.92 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $425k | 13k | 32.28 | |
Northfield Bancorp (NFBK) | 0.0 | $410k | 24k | 17.16 | |
Amcor Ord (AMCR) | 0.0 | $392k | 34k | 11.59 | |
Ishares Tr Ibonds Dec2022 | 0.0 | $384k | 15k | 26.15 | |
Cbiz (CBZ) | 0.0 | $368k | 11k | 32.38 | |
Barrick Gold Corp (GOLD) | 0.0 | $339k | 19k | 18.03 | |
At&t (T) | 0.0 | $338k | 13k | 26.99 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $198k | 13k | 15.00 | |
Sharecare Com Cl A (SHCR) | 0.0 | $97k | 12k | 8.24 | |
Orgenesis Com New (ORGS) | 0.0 | $54k | 11k | 4.91 |