Hennion & Walsh Asset Management, Inc. - Portfolio overview

Hennion & Walsh Asset Management, Inc. has 937 reported holdings in this dataset, with the latest filing dated 2025-10-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 4.07%
2. GSLC - GOLDMAN SACHS ETF TR, 2.51%
3. DDWM - WISDOMTREE TR, 1.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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