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Home > Institutional Investor > Hennion & Walsh Asset Management, Inc. > Profile

Instuitional Investor - Hennion & Walsh Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Hennion & Walsh Asset Management, Inc.
Portfolio Value $2,971,813,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 177,483 $115,933,609 3.9%
2.
Goldman Sachs Etf Tr
 563,097 $70,460,265 2.37%
3.
Wisdomtree Tr
 1,331,088 $58,714,284 1.98%
4.
Blackrock Muniyield Quality Fund Inc.
 MQY 4,696,687 $50,552,046 1.7%
5.
Vanguard Index Fds - VALUE ETF
 236,087 $46,320,356 1.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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