Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
40
4
5
2
1
1
30
8
3
GW HENSSLER ASSOCIATES LTD

Time Period2018-09-30

Total Holdings138

Total Value ($x1000)1,098,622
Activities
New14

Increased75

Unchanged7

Decreased42

Sold Out3

Top 10 Stock Holdingstotal 29.82%
IJH4.85

EFA4.53

AAPL4

IJR3.55

GOOGL2.35

 
DIS2.3

BSJK2.13

CVS2.13

XOM2.09

INTC1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
4.85%
CORE S&P MCP ETF
EFA
4.53%
MSCI EAFE ETF
AAPL
4%
COM
IJR
3.55%
CORE S&P SCP ETF
GOOGL
2.35%
CAP STK CL A
DIS
2.3%
COM DISNEY
BSJK
2.13%
BULSHS 2020 HY
CVS
2.13%
COM
XOM
2.09%
COM
INTC
1.89%
COM
UNH
1.8%
COM
V
1.76%
COM CL A
ABT
1.67%
COM
JNJ
1.61%
COM
TRV
1.6%
COM
ROST
1.59%
COM
QCOM
1.58%
COM
VLO
1.57%
COM
ICE
1.54%
COM
WMT
1.49%
COM
PEP
1.49%
COM
CELG
1.48%
COM
CHRW
1.44%
COM NEW
CVX
1.41%
COM
ECL
1.39%
COM
MSFT
1.37%
COM
HRL
1.34%
COM
CTSH
1.31%
CL A
PEG
1.3%
COM
PG
1.29%
COM
CBRL
1.29%
COM
USB
1.28%
COM NEW
RDS/A
1.28%
SPONS ADR A
GILD
1.25%
COM
CERN
1.2%
COM
DRI
1.2%
COM
VFC
1.19%
COM
MET
1.18%
COM
TROW
1.18%
COM
MMM
1.15%
COM
SCHW
1.12%
COM
WM
1.03%
COM
SO
0.99%
COM
UPS
0.99%
CL B
SLB
0.98%
COM
MCD
0.97%
COM
MD
0.95%
COM
NVO
0.95%
ADR
LMT
0.94%
COM
AJG
0.9%
COM
XLB
0.85%
SBI MATERIALS
ORCL
0.85%
COM
PX
0.8%
COM
BIL
0.79%
SPDR BLOOMBERG
TMO
0.74%
COM
NVS
0.72%
SPONSORED ADR
BLK
0.65%
COM
PM
0.65%
COM
KR
0.65%
COM
XEL
0.62%
COM
D
0.61%
COM
USMV
0.57%
USA MIN VOL ETF
PNW
0.53%
COM
XLU
0.52%
SBI INT-UTILS
PRGO
0.48%
SHS
HD
0.48%
COM
VZ
0.46%
COM
ITW
0.43%
COM
BA
0.42%
COM
BDX
0.33%
COM
SCHX
0.32%
US LRG CAP ETF
BTI
0.31%
SPONSORED ADR
UL
0.3%
SPON ADR NEW
QUAL
0.28%
MSCI USA QLT FAC
GIS
0.28%
COM
KO
0.26%
COM
ETN
0.24%
SHS
PSA
0.24%
COM
CHD
0.18%
COM
MNR
0.18%
PRN
AET
0.18%
COM
SCHF
0.17%
INTL EQTY ETF
MO
0.17%
COM
VUG
0.17%
GROWTH ETF
SCHG
0.16%
US LCAP GR ETF
VYM
0.15%
HIGH DIV YLD
SCHV
0.15%
US LCAP VA ETF
UMH
0.15%
COM
SCHM
0.11%
US MID-CAP ETF
DVY
0.1%
SELECT DIVID ETF
AMZN
0.1%
COM
VIG
0.08%
DIV APP ETF
BRK.B
0.08%
CL B NEW
SCHA
0.08%
US SML CAP ETF
SPY
0.07%
TR UNIT
IVV
0.06%
CORE S&P500 ETF
T
0.06%
COM
FBHS
0.06%
COM
BBT
0.06%
COM
SCHD
0.05%
US DIVIDEND EQ
DTN
0.05%
DIV EX-FINL FD
VOO
0.05%
SHS
HON
0.05%
COM
VEA
0.04%
FTSE DEV MKT ETF
ACN
0.04%
SHS CLASS A
DGRW
0.04%
US DIVD GRT FD
FB
0.04%
CL A
VAR
0.04%
COM
VTI
0.03%
TOTAL STK MKT
VPU
0.03%
UTILITIES ETF
NSC
0.03%
COM
AGN
0.03%
SHS
UHS
0.03%
CL B
AERI
0.03%
COM
IYW
0.03%
U.S. TECH ETF
IBM
0.03%
COM
IWF
0.03%
RUS 1000 GRW ETF
VO
0.03%
MID CAP ETF
BAC
0.03%
COM
JPM
0.03%
COM
AFL
0.03%
COM
MPC
0.03%
COM
GOOG
0.03%
CAP STK CL C
ED
0.03%
COM
XLK
0.02%
TECHNOLOGY
NNN
0.02%
COM
AMGN
0.02%
COM
CBSH
0.02%
COM
VB
0.02%
SMALL CP ETF
FAST
0.02%
COM
CHKP
0.02%
ORD
AVY
0.02%
COM
FFIV
0.02%
COM
FDX
0.02%
COM
WRI
0.02%
SH BEN INT
PGX
0.02%
PFD ETF
EGOV
0.02%
COM
TWO
0.02%
COM NEW
CA
0.45%
COM
OGE
0.05%
COM
TDC
0.02%
COM