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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
36
3
4
1
1
0
28
6
3
GW HENSSLER ASSOCIATES LTD

Time Period2018-12-31

Total Holdings121

Total Value ($x1000)936,096
Activities
New2

Increased44

Unchanged5

Decreased70

Sold Out19

Top 10 Stock Holdingstotal 28.45%
IJH4.68

EFA4.26

IJR3.28

AAPL3.25

DIS2.52

 
GOOGL2.37

INTC2.2

CVS2.06

UNH1.93

XOM1.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
4.68%
CORE S&P MCP ETF
EFA
4.26%
MSCI EAFE ETF
IJR
3.28%
CORE S&P SCP ETF
AAPL
3.25%
COM
DIS
2.52%
COM DISNEY
GOOGL
2.37%
CAP STK CL A
INTC
2.2%
COM
CVS
2.06%
COM
UNH
1.93%
COM
XOM
1.9%
COM
ABT
1.88%
COM
ICE
1.8%
COM
V
1.77%
COM CL A
TRV
1.74%
COM
WMT
1.73%
COM
PEP
1.72%
COM
JNJ
1.7%
COM
PG
1.67%
COM
HRL
1.67%
COM
ECL
1.53%
COM
ROST
1.52%
COM
PEG
1.5%
COM
QCOM
1.46%
COM
CVX
1.46%
COM
CHRW
1.44%
COM NEW
MSFT
1.39%
COM
RDS/A
1.3%
SPONS ADR A
USB
1.28%
COM NEW
VLO
1.27%
COM
CTSH
1.25%
CL A
CELG
1.23%
COM
MMM
1.22%
COM
WM
1.21%
COM
NVO
1.2%
ADR
MCD
1.19%
COM
SO
1.19%
COM
BIL
1.16%
SPDR BLOOMBERG
TROW
1.16%
COM
CERN
1.14%
COM
GILD
1.07%
COM
MET
1.06%
COM
VFC
1.05%
COM
AJG
1.05%
COM
SCHW
1.04%
COM
XEL
1%
COM
USMV
0.99%
USA MIN VOL ETF
D
0.99%
COM
PNW
0.97%
COM
UPS
0.9%
CL B
XLB
0.88%
SBI MATERIALS
NVS
0.87%
SPONSORED ADR
ORCL
0.85%
COM
LIN
0.85%
COM
QUAL
0.84%
MSCI USA QLT FAC
LMT
0.84%
COM
MD
0.8%
COM
TMO
0.76%
COM
SLB
0.75%
COM
KR
0.72%
COM
PM
0.69%
COM
BLK
0.68%
COM
DRI
0.64%
COM
XLU
0.63%
SBI INT-UTILS
VZ
0.6%
COM
UL
0.55%
SPON ADR NEW
SPY
0.5%
TR UNIT
GIS
0.49%
COM
BTI
0.47%
SPONSORED ADR
HD
0.45%
COM
ITW
0.42%
COM
BA
0.42%
COM
SCHX
0.37%
US LRG CAP ETF
BDX
0.33%
COM
PRGO
0.31%
SHS
KO
0.31%
COM
PSA
0.29%
COM
ETN
0.23%
SHS
CHD
0.22%
COM
SCHG
0.18%
US LCAP GR ETF
SCHV
0.18%
US LCAP VA ETF
VUG
0.18%
GROWTH ETF
VYM
0.17%
HIGH DIV YLD
DVY
0.17%
SELECT DIVID ETF
SCHF
0.16%
INTL EQTY ETF
MNR
0.15%
PRN
MO
0.15%
COM
UMH
0.12%
COM
CBRL
0.12%
COM
SCHM
0.11%
US MID-CAP ETF
AMZN
0.1%
COM
BRK.B
0.1%
CL B NEW
SCHA
0.08%
US SML CAP ETF
VIG
0.07%
DIV APP ETF
IVV
0.07%
CORE S&P500 ETF
T
0.05%
COM
DTN
0.05%
DIV EX-FINL FD
SCHD
0.05%
US DIVIDEND EQ
VAR
0.05%
COM
FBHS
0.04%
COM
DGRW
0.04%
US DIVD GRT FD
VPU
0.04%
UTILITIES ETF
HON
0.04%
COM
UHS
0.03%
CL B
NSC
0.03%
COM
AFL
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
ACN
0.03%
SHS CLASS A
ED
0.03%
COM
FB
0.03%
CL A
IWF
0.03%
RUS 1000 GRW ETF
GOOG
0.03%
CAP STK CL C
VO
0.03%
MID CAP ETF
VTI
0.03%
TOTAL STK MKT
IYW
0.03%
U.S. TECH ETF
IBM
0.03%
COM
AGN
0.03%
SHS
CBSH
0.02%
COM
BAC
0.02%
COM
EGOV
0.02%
COM
TWO
0.02%
COM NEW
ORGS
0.01%
COM NEW
BSJK
2.13%
BULSHS 2020 HY
PX
0.8%
COM
AET
0.18%
COM
BBT
0.06%
COM
VOO
0.05%
SHS
AERI
0.03%
COM
JPM
0.03%
COM
MPC
0.03%
COM
XLK
0.02%
TECHNOLOGY
NNN
0.02%
COM
AMGN
0.02%
COM
VB
0.02%
SMALL CP ETF
CHKP
0.02%
ORD
FAST
0.02%
COM
AVY
0.02%
COM
FFIV
0.02%
COM
WRI
0.02%
SH BEN INT
FDX
0.02%
COM
PGX
0.02%
PFD ETF