Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: GW HENSSLER & ASSOCIATES LTD
  City: MARIETTA
  State: GA
  Zip: 30066
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,702,469,000
  Total Value Change : $187,727,000
  Securities Held Change : 14
   
All Securities Held : 173
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 86
  Unchanged Positions : 14
  Decreased Positions : 62

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 58 New $455.80 $12,023,000 23,826 0.71% 12,023,000 23,826 0.005    Application Software
   (EFX)1 Year Chart         EFX Equifax Inc 74 New $241.30 $2,530,000 9,459 0.15% 2,530,000 9,459 0.008    Business Services
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 106 New $40.67 $440,000 10,860 0.03% 440,000 10,860 0.121    N/A
   (EYLD)1 Year Chart         EYLD Cambria Emerging Shareholde... 115 New $0.00 $351,000 10,458 0.02% 351,000 10,458 0.149    N/A
   (DECK)1 Year Chart         DECK Deckers Outdoor Corp 138 New $1,093.26 $251,000 267 0.01% 251,000 267 0.001    Textile - Apparel Foo...
   (UHS)1 Year Chart         UHS Universal Health Services Inc 144 New $189.47 $230,000 1,261 0.01% 230,000 1,261 0.002    Hospitals
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 156 New $28.01 $212,000 7,524 0.01% 212,000 7,524 0.001    Closed - End Fund - E...
   (GMS)1 Year Chart         GMS GMS Inc 159 New $91.71 $208,000 2,135 0.01% 208,000 2,135 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 160 New $205.06 $208,000 991 0.01% 208,000 991 0    Closed - End Fund - E...
   (PGR)1 Year Chart         PGR Progressive Corp 162 New $212.61 $207,000 1,000 0.01% 207,000 1,000 0    Property & Casualty I...
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 161 New $976.86 $207,000 183 0.01% 207,000 183 0    Auto Parts Stores

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results