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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.
Latest 13F Filing Activity
Hennion & Walsh Asset Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 928 equity positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Goldman Sachs Etf TR, PIMCO Mun Income FD II among other positions. Hennion & Walsh Asset Management, Inc. reduced exposure to Invesco Exchange Traded FD T, Vanguard Index FDS, PIMCO Mun Income FD III among others.
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 |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Associate | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Delray Beach, FL , United States | |
 | President and Chief Investment Officer - Hennion and Walsh Asset Management | Parsippany-Troy Hills, NJ , United States | |
 | Trader | Parsippany-Troy Hills, NJ , United States | |
 | Partner | Parsippany-Troy Hills, NJ , United States | |
 | Investment Associate | Randolph, NJ , United States | |
 | Senior Investment Associate | Irvington, NJ , United States | |
 | Partner | Parsippany-Troy Hills, NJ , United States | |
 | Investment Associate | United States | |
 | Investment Associate | United States |
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