Hennion & Walsh Asset Management, Inc.
Hennion & Walsh Asset Management, Inc. is a registered investment adviser based in Parsippany, New Jersey, United States. The firm was founded in 1990 and has approximately 75 employees, primarily consisting of brokers and investment professionals. It offers asset management and advisory services to individual investors (both high net worth and non-high net worth) and a small number of charitable organizations and corporate clients, focusing on customized investment solutions and personal service.
Investment Strategy
Hennion & Walsh Asset Management, Inc. manages diversified portfolios that emphasize a blend of equity and fixed income securities, including significant exposure to municipal bond funds and large index ETFs such as IVV (S&P 500 ETF), GSLC (Goldman Sachs Large Cap ETF), and others. The firm's strategy focuses on achieving steady long-term growth while mitigating risk through asset allocation and tax-efficient investing, with a particular emphasis on serving individual clients and tailoring solutions to their financial and income needs.
Top Holdings
Equity Positions (928)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.01% | $110.8M | 165,607 | $498.98 | $669.30 | +$9.8M |
G GSLC | GOLDMAN SACHS ETF TR | 2.47% | $68.2M | 523,702 | $84.40 | $130.28 | +$6.0M |
D DDWM | WISDOMTREE TR | 1.85% | $51.1M | 1,221,360 | $36.97 | $41.80 | +$4.2M |
G GSIE | GOLDMAN SACHS ETF TR | 1.84% | $50.9M | 1,237,288 | $36.29 | $41.11 | +$19.9M |
I ISPY | PROSHARES TR | 1.52% | $41.9M | 927,830 | $43.50 | $45.11 | +$5.2M |