Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hennion & Walsh Asset Management, Inc. (CIK 1861642) reported $2.97B across 924 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($115.9M, 3.90%), GSLC ($70.5M, 2.37%), DDWM ($58.7M, 1.98%), MQY ($50.6M, 1.70%), VTV ($46.3M, 1.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $115.9M | 3.90% | 177,483 | Added |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $70.5M | 2.37% | 563,097 | Added |
| 3 | DDWM | WISDOMTREE TR | $58.7M | 1.98% | 1.3M | Added |
| 4 | MQY | BLACKROCK MUNIYILD QULT FD I | $50.6M | 1.70% | 4.7M | Added |
| 5 | VTV | VANGUARD INDEX FDS | $46.3M | 1.56% | 236,087 | Added |
| 6 | GSIE | GOLDMAN SACHS ETF TR | $44.7M | 1.50% | 1.0M | Trimmed |
| 7 | ISPY | PROSHARES TR | $43.6M | 1.47% | 1.0M | Added |
| 8 | XCEM | COLUMBIA ETF TR II | $39.2M | 1.32% | 959,842 | Added |
| 9 | IGEB | ISHARES TR | $35.3M | 1.19% | 782,966 | Trimmed |
| 10 | JSML | JANUS DETROIT STR TR | $32.9M | 1.11% | 469,624 | New |
| 11 | MHD | BLACKROCK MUNIHOLDINGS FD IN | $30.4M | 1.02% | 2.7M | Added |
| 12 | GOOGL | ALPHABET INC | $26.5M | 0.89% | 92,174 | Trimmed |
| 13 | PFF | ISHARES TR | $24.9M | 0.84% | 821,917 | Added |
| 14 | NVG | NUVEEN AMT FREE MUN CR INC F | $23.6M | 0.80% | 1.9M | Added |
| 15 | NVDA | NVIDIA CORPORATION | $23.7M | 0.80% | 135,923 | Trimmed |
| 16 | NUV | NUVEEN MUN VALUE FD INC | $21.9M | 0.74% | 2.4M | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $22.1M | 0.74% | 115,064 | Trimmed |
| 18 | CELC | CELCUITY INC | $20.8M | 0.70% | 182,601 | Trimmed |
| 19 | HYGW | ISHARES TR | $19.9M | 0.67% | 674,072 | Added |
| 20 | PML | PIMCO MUN INCOME FD II | $19.7M | 0.66% | 2.6M | Trimmed |
| 21 | NEA | NUVEEN AMT FREE QLTY MUN INC | $19.8M | 0.66% | 1.8M | Trimmed |
| 22 | AVGO | BROADCOM INC | $19.6M | 0.66% | 63,241 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $18.6M | 0.63% | 89,332 | Trimmed |
| 24 | AMAT | APPLIED MATLS INC | $18.0M | 0.61% | 52,730 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $18.1M | 0.61% | 56,982 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31