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Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1861642, reporting 969 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NJ
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in Hennion & Walsh Asset Management, Inc.'s most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. WISDOMTREE TR (DDWM)
  3. BLACKROCK ETF TRUST (DYNF)
  4. COLUMBIA ETF TR II (XCEM)
  5. VANGUARD INDEX FDS (VTV)
  6. NEOS ETF TRUST (SPYI)
  7. GOLDMAN SACHS ETF TR (GSLC)
  8. ISHARES TR (IGEB)
  9. ALPHABET INC (GOOGL)
  10. NVIDIA CORPORATION (NVDA)
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