Institutions / Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc.

CIK 1861642 · Institution · as of Dec 31, 2025
Portfolio value
$2.90B
Positions
926
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 926 →
CompanyClassValueShares% of portfolio
iShares Tr$117.30M171,2584.0%
Goldman Sachs ETF Tr$70.43M532,0532.4%
Goldman Sachs ETF Tr$55.15M1,284,4471.9%
WisdomTree Tr$54.85M1,259,7771.9%
ProShares Tr$44.62M977,8891.5%
Vanguard Index Fds$43.84M229,5281.5%
iShares Tr$40.68M890,8651.4%
Invesco Exchange Traded Fd T$34.57M180,4801.2%
Alphabet Inc.$30.80M98,3951.1%
NVIDIA Corp$28.59M153,3071.0%
Columbia ETF Tr II$25.63M668,2090.9%
Broadcom Inc.$24.66M71,2400.9%
iShares Tr$24.45M789,7940.8%
Amazon.com Inc$21.84M94,6050.8%
iShares Tr$21.71M289,9110.7%
PIMCO Municipal Income Fund IIPMLClosed-End Fund$21.23M2,816,0240.7%
Nuveen Municipal Value Fund IncNUVClosed-End Fund$21.21M2,341,4620.7%
Apple Inc.$20.94M77,0370.7%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$20.88M1,649,2110.7%
Nuveen Amt Free Qlty Mun Inc$20.63M1,773,5410.7%
J P Morgan Exchange Traded F$19.45M408,9250.7%
iShares Tr$19.23M643,8660.7%
Celcuity Inc.CELCCommon Stock$19.04M190,9330.7%
Microsoft Corp$17.54M36,2580.6%
Visa Inc$17.18M49,0000.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.