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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
43
7
6
2
2
1
28
9
6
GW HENSSLER ASSOCIATES LTD

Time Period2017-12-31

Total Holdings143

Total Value ($x1000)1,069,783
Activities
New15

Increased71

Unchanged9

Decreased48

Sold Out8

Top 10 Stock Holdingstotal 28.9%
EFA5.69

IJH4.84

IJR3.39

AAPL3.3

GOOGL2.22

 
DIS2.08

BSJJ2.05

BSJI1.86

INTC1.75

TRV1.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
5.69%
MSCI EAFE ETF
IJH
4.84%
CORE S&P MCP ETF
IJR
3.39%
CORE S&P SCP ETF
AAPL
3.3%
COM
GOOGL
2.22%
CAP STK CL A
DIS
2.08%
COM DISNEY
BSJJ
2.05%
GUG BUL 2019 HY
BSJI
1.86%
GUG BLT2018 HY
INTC
1.75%
COM
TRV
1.72%
COM
UNH
1.61%
COM
WMT
1.59%
COM
CELG
1.59%
COM
JNJ
1.57%
COM
PEP
1.53%
COM
V
1.51%
COM CL A
ICE
1.51%
COM
CVX
1.49%
COM
BSJK
1.46%
GUG BUL 2020 HY
XOM
1.42%
COM
QCOM
1.4%
COM
FAST
1.4%
COM
VLO
1.39%
COM
CHRW
1.38%
COM NEW
ROST
1.37%
COM
ABT
1.37%
COM
PG
1.33%
COM
CBRL
1.3%
COM
USB
1.29%
COM NEW
MSFT
1.29%
COM
TROW
1.28%
COM
MMM
1.28%
COM
PEG
1.25%
COM
CTSH
1.24%
CL A
HRL
1.21%
COM
CERN
1.21%
COM
ECL
1.2%
COM
CVS
1.17%
COM
GILD
1.14%
COM
OGE
1.13%
COM
RDS/A
1.12%
SPONS ADR A
DRI
1.09%
COM
MCD
1.05%
COM
VFC
1.03%
COM
WM
1.01%
COM
SO
0.99%
COM
XLB
0.98%
SBI MATERIALS
UPS
0.96%
CL B
SLB
0.95%
COM
ORCL
0.91%
COM
MD
0.88%
COM
NVO
0.86%
ADR
LMT
0.85%
COM
AJG
0.78%
COM
PX
0.77%
COM
BLK
0.76%
COM
WFC
0.74%
COM
TMO
0.72%
COM
ITW
0.68%
COM
NVS
0.64%
SPONSORED ADR
D
0.63%
COM
MET
0.59%
COM
KR
0.59%
COM
PM
0.59%
COM
XLU
0.57%
SBI INT-UTILS
XEL
0.57%
COM
PRGO
0.55%
SHS
QUAL
0.44%
MSCI USA QLT FAC
BDX
0.41%
COM
MO
0.39%
COM
HD
0.39%
COM
CA
0.39%
COM
BTI
0.39%
SPONSORED ADR
BA
0.38%
COM
GIS
0.34%
COM
PNW
0.34%
COM
UL
0.3%
SPON ADR NEW
NSC
0.29%
COM
KO
0.27%
COM
AET
0.26%
COM
SCHX
0.24%
US LRG CAP ETF
VZ
0.23%
COM
ETN
0.22%
SHS
CHD
0.19%
COM
SCHF
0.18%
INTL EQTY ETF
VUG
0.15%
GROWTH ETF
VYM
0.14%
HIGH DIV YLD
SCHG
0.13%
US LCAP GR ETF
SCHV
0.13%
US LCAP VA ETF
ACN
0.11%
SHS CLASS A
SPY
0.11%
TR UNIT
DVY
0.11%
SELECT DIVID ETF
SCHM
0.09%
US MID-CAP ETF
BRK.B
0.09%
CL B NEW
FBHS
0.08%
COM
T
0.07%
COM
BBT
0.07%
COM
VIG
0.07%
DIV APP ETF
SCHA
0.07%
US SML CAP ETF
VAR
0.07%
COM
IVV
0.06%
CORE S&P500 ETF
UHS
0.06%
CL B
AMZN
0.06%
COM
DTN
0.05%
DIV EX-FINL FD
DTE
0.05%
COM
FB
0.05%
CL A
SCHD
0.05%
US DIVIDEND EQ
HON
0.04%
COM
AYI
0.03%
COM
DGRW
0.03%
US DIVD GRT FD
VEA
0.03%
FTSE DEV MKT ETF
IBM
0.03%
COM
AFL
0.03%
COM
GOOG
0.03%
CAP STK CL C
VO
0.03%
MID CAP ETF
VPU
0.03%
UTILITIES ETF
THO
0.03%
COM
CAT
0.03%
COM
CBSH
0.02%
COM
TDC
0.02%
COM
CMCSA
0.02%
CL A
STI
0.02%
COM
AVY
0.02%
COM
DLR
0.02%
PRN
AMC
0.02%
CL A COM
LSTR
0.02%
COM
FRT
0.02%
PRN
CTXS
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
MMS
0.02%
COM
RSP
0.02%
GUG S&P500 EQ WT
AAP
0.02%
COM
AGU
0.02%
COM
BAC
0.02%
COM
FDX
0.02%
COM
GE
0.02%
COM
WRI
0.02%
SH BEN INT
DUK
0.02%
COM NEW
CLX
0.02%
COM
VB
0.02%
SMALL CP ETF
SPR
0.02%
COM CL A
PGX
0.02%
AGG PFD PORT
NWBI
0.02%
COM
GSK
0.86%
SPONSORED ADR
SCG
0.41%
COM
PPL
0.02%
COM
GPC
0.02%
COM
AMGN
0.02%
COM
OSIS
0.02%
COM
VBR
0.02%
SM CP VAL ETF
TWO
0.02%
COM