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Portfolio (Quarterly) Guide ↗

Hennion & Walsh Asset Management, Inc.

· CIK 0001861642
13F Portfolio $3.5B AUM 960 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 955 New
Page 8 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 51,638.0 $6.2M 0.18% NEW $119.52 +0.1%
142 VCV INVESCO CALIF VALUE MUN INCO Financial Services 570,385.0 $6.2M 0.18% NEW $10.79 -2.0%
143 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 424,949.0 $6.1M 0.17% NEW $14.38 -2.7%
144 UNH UNITEDHEALTH GROUP INC Healthcare 14,653.0 $6.1M 0.17% NEW $415.63 -4.9%
145 MPWR MONOLITHIC PWR SYS INC Technology 4,348.0 $6.0M 0.17% NEW $1382.36 -4.8%
146 ABBV ABBVIE INC Healthcare 23,832.0 $6.0M 0.17% NEW $251.64 +2.4%
147 CMPS COMPASS PATHWAYS PLC Healthcare 417,833.0 $5.9M 0.17% NEW $14.15 -6.0%
148 VTN INVESCO TR INVT GRADE NEW YO Financial Services 510,183.0 $5.9M 0.17% NEW $11.58 -5.6%
149 MO ALTRIA GROUP INC Consumer Defensive 81,993.0 $5.9M 0.17% NEW $71.95 -9.7%
150 WWD WOODWARD INC Industrials 13,866.0 $5.9M 0.17% NEW $425.44 -14.4%
151 GS GOLDMAN SACHS GROUP INC Financial Services 5,831.0 $5.9M 0.17% NEW $1011.37 +2.3%
152 NYF ISHARES TR 109,332.0 $5.9M 0.17% NEW $53.91 -2.2%
153 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 566,770.0 $5.8M 0.17% NEW $10.31 +3.9%
154 VGIT VANGUARD SCOTTSDALE FDS 98,826.0 $5.8M 0.17% NEW $58.98 -1.0%
155 WMB WILLIAMS COS INC Energy 78,124.0 $5.8M 0.17% NEW $74.34 +0.9%
156 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 550,516.0 $5.8M 0.17% NEW $10.54 -0.7%
157 AM ANTERO MIDSTREAM CORP Energy 254,560.0 $5.8M 0.17% NEW $22.75 -0.8%
158 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,884.0 $5.8M 0.17% NEW $290.59 -3.1%
159 MFM ABERDEEN MUN INCOME FD Financial Services 1,024,569.0 $5.8M 0.16% NEW $5.62 -3.7%
160 RVNU DBX ETF TR 226,591.0 $5.7M 0.16% NEW $25.31 -2.5%
Page 8 of 48  ·  955 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.6%
Technology 19.6%
Healthcare 13.7%
Industrials 12.1%
Utilities 4.7%
Consumer Cyclical 3.9%
Consumer Defensive 3.2%
Communication Services 2.9%
Energy 2.7%
Real Estate 1.9%