GW HENSSLER & ASSOCIATES LTD - Portfolio overview

GW HENSSLER & ASSOCIATES LTD has 257 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BUFD - FIRST TR EXCHNG TRADED FD VI, 5.22%
2. AVDE - AMERICAN CENTY ETF TR, 3.97%
3. AAPL - APPLE INC, 3.89%

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

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