Hurlow-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "BLK",
  "CAT",
  "LOW",
  null,
  "DUK",
  null,
  "GD",
  "HD",
  "MCD",
  "ITW",
  "EMR",
  "MUB",
  "META",
  "HURA",
  "LHX",
  "LIN",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  "ORCL",
  "PAYX",
  "PEP",
  "VGSH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "SCHX",
  "SHW",
  "RTX",
  "BP",
  "IBM",
  "SYK",
  "TGT",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  null,
  "VWO",
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "VYM",
  "ONB",
  null,
  "AFL",
  "WEC",
  "WM",
  "ES",
  "FDS",
  "AMZN",
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "VTEB",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "DVY",
  "SCHF",
  "SCHA",
  "NSC",
  "JCI",
  "PSX",
  "SYY",
  "DIA",
  "GWW",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BDX",
  "CVX",
  "CINF",
  "CSCO",
  "CLX",
  "CL",
  "COP",
  "ED",
  "COST",
  null,
  null,
  null,
  "DFAX",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 120
Total Value: 319948177
Accession Number: 0001747749-25-000004
Form Type: 13F-HR
CIK: hurlow-wealth-management-group
Manager Name: Hurlow-Wealth-Management-Group

Data Enrichment

88% identified

106 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $319.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$855.3K

% of Portfolio:0.3% ($855.3K/$319.9M)

HOME DEPOT, INC.

HD|437076102

Shares:2.1K

Value:$782.5K

% of Portfolio:0.2% ($782.5K/$319.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.3K

Value:$710.4K

% of Portfolio:0.2% ($710.4K/$319.9M)

PAYCHEX INC

PAYX|704326107

Shares:4.5K

Value:$687.9K

% of Portfolio:0.2% ($687.9K/$319.9M)

AFLAC INC

AFL|001055102

Shares:6.0K

Value:$662.0K

% of Portfolio:0.2% ($662.0K/$319.9M)

Johnson Controls International plc

JCI|G51502105

Shares:8.1K

Value:$650.5K

% of Portfolio:0.2% ($650.5K/$319.9M)

LINDE PLC

LIN|G54950103

Shares:1.4K

Value:$641.7K

% of Portfolio:0.2% ($641.7K/$319.9M)

AMAZON COM INC

AMZN|023135106

Shares:3.3K

Value:$634.4K

% of Portfolio:0.2% ($634.4K/$319.9M)

464287622

IWB|464287622

Shares:2.0K

Value:$615.6K

% of Portfolio:0.2% ($615.6K/$319.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:5.3K

Value:$583.1K

% of Portfolio:0.2% ($583.1K/$319.9M)

ORACLE CORP

ORCL|68389X105

Shares:4.1K

Value:$580.1K

% of Portfolio:0.2% ($580.1K/$319.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$576.4K

% of Portfolio:0.2% ($576.4K/$319.9M)

Meta Platforms, Inc.

META|30303M102

Shares:995

Value:$573.5K

% of Portfolio:0.2% ($573.5K/$319.9M)

Elevance Health, Inc.

ELV|036752103

Shares:1.3K

Value:$559.8K

% of Portfolio:0.2% ($559.8K/$319.9M)

464287168

DVY|464287168

Shares:4.1K

Value:$547.8K

% of Portfolio:0.2% ($547.8K/$319.9M)

STRYKER CORP

SYK|863667101

Shares:1.5K

Value:$544.6K

% of Portfolio:0.2% ($544.6K/$319.9M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:550

Value:$543.3K

% of Portfolio:0.2% ($543.3K/$319.9M)

PEPSICO INC

PEP|713448108

Shares:3.5K

Value:$527.9K

% of Portfolio:0.2% ($527.9K/$319.9M)

Philip Morris International Inc.

PM|718172109

Shares:3.3K

Value:$519.0K

% of Portfolio:0.2% ($519.0K/$319.9M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.6K

Value:$516.5K

% of Portfolio:0.2% ($516.5K/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ -3.52% (-100) YoY +2.39% (+64)	All Managers (Combined)	$855.3K	0.3% ($855.3K/$319.9M)	QoQ +3.95% (-$32.6K) YoY +13.44% (+$101.3K)
HOME DEPOT, INC.(HDcusip437076102)	2.1K	QoQ -0.09% (-2) YoY +1.23% (-26)	All Managers (Combined)	$782.5K	0.2% ($782.5K/$319.9M)	QoQ -5.87% (-$48.8K) YoY -3.28% (-$26.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.3K	QoQ -2.35% (-56) YoY -4.12% (-100)	All Managers (Combined)	$710.4K	0.2% ($710.4K/$319.9M)	QoQ +1.91% (-$13.4K) YoY +17.29% (-$104.7K)
PAYCHEX INC(PAYXcusip704326107)	4.5K	QoQ 0.00% (+0) YoY -13.70% (-708)	All Managers (Combined)	$687.9K	0.2% ($687.9K/$319.9M)	QoQ +10.02% (+$62.7K) YoY +8.42% (-$53.4K)
AFLAC INC(AFLcusip001055102)	6.0K	QoQ 0.00% (+0) YoY +11.45% (+612)	All Managers (Combined)	$662.0K	0.2% ($662.0K/$319.9M)	QoQ +7.49% (+$46.1K) YoY +44.33% (+$203.4K)
Johnson Controls International plc(JCIcusipG51502105)	8.1K	QoQ 0.00% (+0) YoY -0.13% (-11)	All Managers (Combined)	$650.5K	0.2% ($650.5K/$319.9M)	QoQ +1.49% (+$9.6K) YoY +22.47% (-$119.4K)
LINDE PLC(LINcusipG54950103)	1.4K	QoQ 0.00% (+0) YoY -4.10% (-59)	All Managers (Combined)	$641.7K	0.2% ($641.7K/$319.9M)	QoQ +11.21% (+$64.7K) YoY -3.83% (-$25.6K)
AMAZON COM INC(AMZNcusip023135106)	3.3K	QoQ -8.25% (-300) YoY -12.26% (-466)	All Managers (Combined)	$634.4K	0.2% ($634.4K/$319.9M)	QoQ -20.43% (-$162.9K) YoY -7.45% (-$51.1K)
(IWBcusip464287622)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$615.6K	0.2% ($615.6K/$319.9M)	QoQ -4.78% (-$30.9K) YoY +6.49% (+$37.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	5.3K	QoQ +0.03% (-2) YoY -12.40% (-753)	All Managers (Combined)	$583.1K	0.2% ($583.1K/$319.9M)	QoQ -11.49% (-$75.7K) YoY -15.32% (-$105.5K)
ORACLE CORP(ORCLcusip68389X105)	4.1K	QoQ 0.00% (-0) YoY +1.71% (+70)	All Managers (Combined)	$580.1K	0.2% ($580.1K/$319.9M)	QoQ -16.10% (-$111.3K) YoY +13.21% (+$67.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ -37.86% (-749) YoY -50.42% (-1.3K)	All Managers (Combined)	$576.4K	0.2% ($576.4K/$319.9M)	QoQ -43.00% (-$434.9K) YoY -47.63% (-$524.4K)
Meta Platforms, Inc.(METAcusip30303M102)	995	QoQ +5.85% (+55) YoY +98.60% (+494)	All Managers (Combined)	$573.5K	0.2% ($573.5K/$319.9M)	QoQ +4.19% (+$23.1K) YoY +135.73% (+$330.2K)
Elevance Health, Inc.(ELVcusip036752103)	1.3K	QoQ 0.00% (+0) YoY +6.71% (-81)	All Managers (Combined)	$559.8K	0.2% ($559.8K/$319.9M)	QoQ +17.90% (+$85.0K) YoY -10.48% (-$65.6K)
(DVYcusip464287168)	4.1K	QoQ -2.15% (-90) YoY -20.85% (-1.1K)	All Managers (Combined)	$547.8K	0.2% ($547.8K/$319.9M)	QoQ +0.07% (-$421) YoY -13.71% (-$87.1K)
STRYKER CORP(SYKcusip863667101)	1.5K	QoQ -2.79% (-42) YoY -9.41% (-152)	All Managers (Combined)	$544.6K	0.2% ($544.6K/$319.9M)	QoQ +0.50% (-$2.7K) YoY -5.77% (-$33.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	550	QoQ 0.00% (-0) YoY -6.30% (-37)	All Managers (Combined)	$543.3K	0.2% ($543.3K/$319.9M)	QoQ -6.28% (-$36.4K) YoY -9.01% (-$53.8K)
PEPSICO INC(PEPcusip713448108)	3.5K	QoQ -0.11% (-4) YoY +0.80% (-28)	All Managers (Combined)	$527.9K	0.2% ($527.9K/$319.9M)	QoQ -1.50% (-$8.1K) YoY -13.63% (-$83.4K)
Philip Morris International Inc.(PMcusip718172109)	3.3K	QoQ +15.71% (+444) YoY +18.26% (+505)	All Managers (Combined)	$519.0K	0.2% ($519.0K/$319.9M)	QoQ +52.61% (+$178.9K) YoY +104.89% (+$265.7K)
ANALOG DEVICES INC(ADIcusip032654105)	2.6K	QoQ 0.00% (-0) YoY -4.54% (-122)	All Managers (Combined)	$516.5K	0.2% ($516.5K/$319.9M)	QoQ -5.07% (-$27.6K) YoY -2.67% (-$14.2K)