The Analysis of Hurlow Wealth Management Group, Inc.'s Holdings
Currently, Hurlow Wealth Management Group, Inc. holds 120 types of securities in its portfolio with a total value $408.5M. In the most recent quarter, they have increased their positions in DFIC (+108.6K shares, valued at $3.7M), DFAS (+46.4K shares, valued at $3.2M), DFUS (+29.9K shares, valued at $2.2M); decreased their positions in DFAI (-21.7K shares, valued at $827.5K), VUG (-1.5K shares, valued at $709.3K), AAPL (-2.0K shares, valued at $552.2K); initiated new positions in BSV (+6.7K shares, valued at $524.7K), N/A (+4.2K shares, valued at $343.9K), IVW (+2.6K shares, valued at $314.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV AMAZON COM INC COM179.1K shares3.67%2025-12-312026-02-17
DFUS GLOBAL PMTS INC COM619.7K shares5.07%2025-12-312026-02-17 DFAS ROLLINS INC COM448.8K shares11.53%2025-12-312026-02-17 VEA PRUDENTIAL FINL INC COM446.0K shares0.22%2025-12-312026-02-17 DFIC HEWLETT PACKARD ENTERPRISE CO COM710.1K shares18.06%2025-12-312026-02-17 VB SEALED AIR CORP NEW COM87.4K shares1.05%2025-12-312026-02-17 VUG WYNN RESORTS LTD COM25.7K shares-5.36%2025-12-312026-02-17 VNQ ULTA BEAUTY INC COM134.0K shares-3.27%2025-12-312026-02-17 VWO ARCHROCK INC COM215.4K shares-2.04%2025-12-312026-02-17 VWOB RADNET INC COM167.9K shares7.63%2025-12-312026-02-17 VCIT INVESCO QQQ TRUST SERIES I123.3K shares5.66%2025-12-312026-02-17 DFAX STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF299.0K shares1.55%2025-12-312026-02-17 DFEM STARBUCKS CORP COM293.2K shares18.29%2025-12-312026-02-17 VCSH SEMPRA COM119.7K shares7.50%2025-12-312026-02-17 BIV PUBLIC SVC ENTERPRISE GRP INC COM111.8K shares20.09%2025-12-312026-02-17 VTEB OLD REP INTL CORP COM146.0K shares-3.56%2025-12-312026-02-17 DFAI ATI INC COM175.3K shares-11.02%2025-12-312026-02-17 VTI LOUISIANA PAC CORP COM17.7K shares-6.72%2025-12-312026-02-17 VIG BLOCK INC CL A26.7K shares-4.26%2025-12-312026-02-17 SPHY HECLA MNG CO COM214.7K shares14.54%2025-12-312026-02-17 AAPL ALNYLAM PHARMACEUTICALS INC COM17.1K shares-10.63%2025-12-312026-02-17 VTIP INTERDIGITAL INC COM83.1K shares13.87%2025-12-312026-02-17 LLY XPO INC COM3.3K shares-0.24%2025-12-312026-02-17 SCHX ELEVANCE HEALTH INC FORMERLY A COM133.4K shares-0.53%2025-12-312026-02-17 DFAR ISHARES GOLD TRUST128.3K shares64.70%2025-12-312026-02-17 VTV EBAY INC. COM13.4K shares-2.61%2025-12-312026-02-17 MSFT ALTO INGREDIENTS INC COM3.8K shares-4.31%2025-12-312026-02-17 WMT DOLLAR GEN CORP NEW COM15.7K shares-4.31%2025-12-312026-02-17 JPM RMR GROUP INC CL A5.2K shares0.00%2025-12-312026-02-17 CINF HUBBELL INC COM10.0K shares0.06%2025-12-312026-02-17 JNJ BGC GROUP INC CL A7.6K shares-3.72%2025-12-312026-02-17 BRK.A TRIPADVISOR INC COM2 shares0.00%2025-12-312026-02-17 SHM WILLIS TOWERS WATSON PLC LTD SHS30.8K shares-8.14%2025-12-312026-02-17 MUB MONSTER BEVERAGE CORP NEW COM11.8K shares-0.08%2025-12-312026-02-17 VO VULCAN MATLS CO COM4.3K shares-30.50%2025-12-312026-02-17 AMZN JOHNSON & JOHNSON COM4.6K shares0.09%2025-12-312026-02-17 SPY ISHARES U.S. EQUITY FACTOR ETF1.5K shares0.00%2025-12-312026-02-17 SCHA AKAMAI TECHNOLOGIES INC COM35.2K shares-0.41%2025-12-312026-02-17 JCI CORPAY INC COM SHS8.1K shares0.00%2025-12-312026-02-17 ABBV TAKE-TWO INTERACTIVE SOFTWARE COM4.0K shares-3.13%2025-12-312026-02-17 MCD SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.6K shares-5.62%2025-12-312026-02-17 IWB WILLIAMS SONOMA INC COM2.0K shares0.00%2025-12-312026-02-17 NVDA KIRBY CORP COM3.9K shares2.60%2025-12-312026-02-17 LKQ CORP COM LKQ CORP COM2.2K shares0.00%2025-12-312026-02-17 ADI WASTE MGMT INC DEL COM2.2K shares-10.74%2025-12-312026-02-17 AFL ADVANCED ENERGY INDS COM5.4K shares-8.53%2025-12-312026-02-17 META VANGUARD TOTAL STOCK MARKET ETF880 shares7.84%2025-12-312026-02-17 TJX THOMSON REUTERS CORP COM3.6K shares0.00%2025-12-312026-02-17 NSC BANK OZK LITTLE ROCK ARK COM1.8K shares-9.07%2025-12-312026-02-17 VYM DEXCOM INC COM3.7K shares0.00%2025-12-312026-02-17 BSV VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF6.7K sharesnew addition2025-12-312026-02-17 NEE CABOT CORP COM6.4K shares-9.12%2025-12-312026-02-17 LHX GOLDMAN SACHS GROUP INC COM1.6K shares-10.65%2025-12-312026-02-17 ELV LAS VEGAS SANDS CORP COM1.3K shares4.83%2025-12-312026-02-17 GWW STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF451 shares-15.54%2025-12-312026-02-17 ADP SCOTTS MIRACLE-GRO CO CL A1.7K shares-10.21%2025-12-312026-02-17 CAT WATSCO INC COM747 shares0.00%2025-12-312026-02-17 RTX DIODES INC COM2.3K shares-2.58%2025-12-312026-02-17 MS ISHARES ESG MSCI KLD 400 ETF2.3K shares-10.41%2025-12-312026-02-17 PG SHELL PLC SPON ADS2.9K shares-9.90%2025-12-312026-02-17 ED GAP INC COM4.0K shares0.00%2025-12-312026-02-17 ITW YUM BRANDS INC COM1.6K shares-9.12%2025-12-312026-02-17 EMR OLD DOMINION FREIGHT LINE INC COM3.0K shares-9.80%2025-12-312026-02-17 PAYX ABERCROMBIE & FITCH CO CL A3.4K shares-9.04%2025-12-312026-02-17 VTES KNIGHT-SWIFT TRANSN HLDGS INC CL A3.7K shares24.33%2025-12-312026-02-17 IVV BOSTON SCIENTIFIC CORP COM550 shares56.25%2025-12-312026-02-17 SCHF EAST WEST BANCORP INC COM15.6K shares-0.91%2025-12-312026-02-17 F5 INC COM F5 INC COM1.1K shares-9.73%2025-12-312026-02-17 VXUS VIASAT INC COM4.9K shares25.34%2025-12-312026-02-17 SYK MAGNOLIA OIL & GAS CORP CL A1.0K shares-8.17%2025-12-312026-02-17 XLK ISHARES U.S. INDUSTRIALS ETF2.5K shares84.44%2025-12-312026-02-17 VGSH PROCTER AND GAMBLE CO COM6.0K shares0.00%2025-12-312026-02-17 DFCA COCA COLA CO COM7.0K shares0.00%2025-12-312026-02-17 LOW ISHARES U.S. HEALTHCARE ETF1.4K shares-19.98%2025-12-312026-02-17 GEV AMEREN CORP COM520 shares0.00%2025-12-312026-02-17 CVX IDEX CORP COM2.2K shares-4.62%2025-12-312026-02-17 V PPG INDS INC COM958 shares-0.10%2025-12-312026-02-17 XOM ISHARES U.S. ENERGY ETF2.8K shares-11.63%2025-12-312026-02-17 PEP OCCIDENTAL PETE CORP COM2.3K shares-8.86%2025-12-312026-02-17 VBK TRUIST FINL CORP COM1.1K shares0.00%2025-12-312026-02-17 EFG INGEVITY CORP COM2.8K shares44.40%2025-12-312026-02-17 VGT MARRIOTT INTL INC NEW CL A420 shares32.08%2025-12-312026-02-17 SYY VANGUARD REAL ESTATE ETF4.3K shares-8.12%2025-12-312026-02-17 IVW BIOGEN INC COM2.6K sharesnew addition2025-12-312026-02-17 QUAL CARNIVAL CORP PAIRED CTF1.6K sharesnew addition2025-12-312026-02-17 VTEC US FOODS HLDG CORP COM3.1K shares3.29%2025-12-312026-02-17 LRGF GRAND CANYON ED INC COM4.5K sharesnew addition2025-12-312026-02-17 ONB MUELLER INDS INC COM13.5K shares0.00%2025-12-312026-02-17 SUB INTEL CORP COM2.7K shares2.52%2025-12-312026-02-17 XLY MODINE MFG CO COM2.4K shares86.56%2025-12-312026-02-17 APD PRESTIGE CONSMR HEALTHCARE INC COM1.2K shares-10.10%2025-12-312026-02-17 ESML PERRIGO CO PLC SHS6.2K shares0.00%2025-12-312026-02-17 VEU RELIANCE INC COM3.8K shares0.00%2025-12-312026-02-17 CSCO SELECTIVE INS GROUP INC COM3.6K shares-19.41%2025-12-312026-02-17 ABT WESTERN ALLIANCE BANCORP COM2.2K shares-7.17%2025-12-312026-02-17 DIA HUNT J B TRANS SVCS INC COM566 shares0.00%2025-12-312026-02-17 VOOG WILEY JOHN & SONS INC CL A606 shares20.48%2025-12-312026-02-17 IBM VAIL RESORTS INC COM906 shares-5.03%2025-12-312026-02-17 FQAL MSA SAFETY INC COM3.5K shares0.00%2025-12-312026-02-17 IVE ATKORE INC COM1.2K sharesnew addition2025-12-312026-02-17 IQLT STATE STR CORP COM5.8K shares0.00%2025-12-312026-02-17 AVUV MEDTRONIC PLC SHS2.4K shares0.00%2025-12-312026-02-17 FDS CLOROX CO DEL COM827 shares-12.95%2025-12-312026-02-17 NVS COMERICA INC COM1.7K shares-11.61%2025-12-312026-02-17 AMD WEATHERFORD INTL PLC ORD SHS1.1K sharesnew addition2025-12-312026-02-17 CL CROCS INC COM2.9K shares-8.04%2025-12-312026-02-17 SHW FORTIVE CORP COM673 shares0.00%2025-12-312026-02-17 BP NETFLIX INC COM6.3K shares0.00%2025-12-312026-02-17 TGT PRIMORIS SVCS CORP COM2.2K shares-10.11%2025-12-312026-02-17 HURA ISHARES ESG AWARE USD CORPORATE BOND ETF31.4K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available