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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SYSCO CORP

SYY|871829107

Shares:4.9K

Value:$364.8K

% of Portfolio:0.1% ($364.8K/$319.9M)

92206C102

VGSH|92206C102

Shares:6.0K

Value:$350.8K

% of Portfolio:0.1% ($350.8K/$319.9M)

VISA INC.

V|92826C839

Shares:958

Value:$335.7K

% of Portfolio:0.1% ($335.7K/$319.9M)

NOVARTIS AG

NVS|66987V109

Shares:3.0K

Value:$331.0K

% of Portfolio:0.1% ($331.0K/$319.9M)

46435U663

Shares:8.4K

Value:$321.3K

% of Portfolio:0.1% ($321.3K/$319.9M)

RTX Corp

RTX|75513E101

Shares:2.4K

Value:$320.3K

% of Portfolio:0.1% ($320.3K/$319.9M)

NVIDIA CORP

NVDA|67066G104

Shares:2.9K

Value:$312.4K

% of Portfolio:0.1% ($312.4K/$319.9M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.8K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$319.9M)

MORGAN STANLEY

MS|617446448

Shares:2.6K

Value:$302.5K

% of Portfolio:0.1% ($302.5K/$319.9M)

Medtronic plc

MDT|G5960L103

Shares:3.3K

Value:$298.6K

% of Portfolio:0.1% ($298.6K/$319.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.2K

Value:$298.4K

% of Portfolio:0.1% ($298.4K/$319.9M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.3K

Value:$294.7K

% of Portfolio:0.1% ($294.7K/$319.9M)

921932505

VOOG|921932505

Shares:875

Value:$292.7K

% of Portfolio:0.1% ($292.7K/$319.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.8K

Value:$292.3K

% of Portfolio:0.1% ($292.3K/$319.9M)

Phillips 66

PSX|718546104

Shares:2.3K

Value:$287.2K

% of Portfolio:0.1% ($287.2K/$319.9M)

OLD NATIONAL BANCORP /IN/

ONB|680033107

Shares:13.5K

Value:$286.4K

% of Portfolio:0.1% ($286.4K/$319.9M)

921909768

VXUS|921909768

Shares:4.6K

Value:$285.9K

% of Portfolio:0.1% ($285.9K/$319.9M)

Duke Energy CORP

DUK|26441C204

Shares:2.3K

Value:$279.0K

% of Portfolio:0.1% ($279.0K/$319.9M)

81369Y803

XLK|81369Y803

Shares:1.3K

Value:$276.1K

% of Portfolio:0.1% ($276.1K/$319.9M)

922042742

VT|922042742

Shares:2.4K

Value:$274.3K

% of Portfolio:0.1% ($274.3K/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYSCO CORP(SYYcusip871829107)	4.9K	QoQ -0.04% (-2) YoY -4.57% (-233)	All Managers (Combined)	$364.8K	0.1% ($364.8K/$319.9M)	QoQ -1.89% (-$7.1K) YoY -11.79% (-$48.8K)
(VGSHcusip92206C102)	6.0K	QoQ -11.05% (-743) YoY -13.01% (-894)	All Managers (Combined)	$350.8K	0.1% ($350.8K/$319.9M)	QoQ -10.27% (-$40.2K) YoY -12.08% (-$48.2K)
VISA INC.(Vcusip92826C839)	958	QoQ 0.00% (+0) YoY -2.83% (-28)	All Managers (Combined)	$335.7K	0.1% ($335.7K/$319.9M)	QoQ +10.89% (+$33.0K) YoY +22.01% (-$60.6K)
NOVARTIS AG(NVScusip66987V109)	3.0K	QoQ 0.00% (+0) YoY -0.33% (-10)	All Managers (Combined)	$331.0K	0.1% ($331.0K/$319.9M)	QoQ +14.56% (+$42.1K) YoY +14.86% (-$42.8K)
(cusip46435U663)✕	8.4K	QoQ -38.09% (-5.1K) YoY -35.85% (-4.7K)	All Managers (Combined)	$321.3K	0.1% ($321.3K/$319.9M)	QoQ -43.45% (-$246.9K) YoY -38.81% (-$203.8K)
RTX Corp(RTXcusip75513E101)	2.4K	QoQ 0.00% (+0) YoY -0.41% (-10)	All Managers (Combined)	$320.3K	0.1% ($320.3K/$319.9M)	QoQ +14.46% (+$40.5K) YoY +35.25% (-$83.5K)
NVIDIA CORP(NVDAcusip67066G104)	2.9K	QoQ +1.44% (-41) YoY NEW(+2.9K)	All Managers (Combined)	$312.4K	0.1% ($312.4K/$319.9M)	QoQ -18.12% (-$69.2K) YoY NEW(+$312.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.8K	QoQ +0.07% (+2) YoY +0.07% (+2)	All Managers (Combined)	$304.3K	0.1% ($304.3K/$319.9M)	QoQ +15.96% (+$41.9K) YoY +32.80% (+$75.2K)
MORGAN STANLEY(MScusip617446448)	2.6K	QoQ 0.00% (-0) YoY -1.85% (-49)	All Managers (Combined)	$302.5K	0.1% ($302.5K/$319.9M)	QoQ -7.19% (-$23.5K) YoY +21.60% (-$53.8K)
Medtronic plc(MDTcusipG5960L103)	3.3K	QoQ 0.00% (+0) YoY -2.12% (-72)	All Managers (Combined)	$298.6K	0.1% ($298.6K/$319.9M)	QoQ +12.49% (+$33.2K) YoY +0.92% (-$2.7K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.2K	QoQ 0.00% (+0) YoY -8.37% (-291)	All Managers (Combined)	$298.4K	0.1% ($298.4K/$319.9M)	QoQ +3.06% (+$8.9K) YoY -4.65% (-$14.6K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.3K	QoQ 0.00% (+0) YoY -0.07% (-1)	All Managers (Combined)	$294.7K	0.1% ($294.7K/$319.9M)	QoQ +14.72% (+$37.8K) YoY +8.52% (-$23.2K)
(VOOGcusip921932505)	875	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$292.7K	0.1% ($292.7K/$319.9M)	QoQ -8.62% (-$27.6K) YoY +9.77% (+$26.0K)
CONOCOPHILLIPS(COPcusip20825C104)	2.8K	QoQ +0.32% (+9) YoY +0.36% (-10)	All Managers (Combined)	$292.3K	0.1% ($292.3K/$319.9M)	QoQ +6.24% (+$17.2K) YoY -17.19% (-$60.7K)
Phillips 66(PSXcusip718546104)	2.3K	QoQ 0.00% (+0) YoY -0.51% (-12)	All Managers (Combined)	$287.2K	0.1% ($287.2K/$319.9M)	QoQ +8.38% (+$22.2K) YoY -24.79% (-$94.7K)
OLD NATIONAL BANCORP /IN/(ONBcusip680033107)	13.5K	QoQ 0.00% (-0) YoY NEW(+13.5K)	All Managers (Combined)	$286.4K	0.1% ($286.4K/$319.9M)	QoQ -2.37% (-$7.0K) YoY NEW(+$286.4K)
(VXUScusip921909768)	4.6K	QoQ 0.00% (+0) YoY -2.02% (-95)	All Managers (Combined)	$285.9K	0.1% ($285.9K/$319.9M)	QoQ +5.37% (+$14.6K) YoY +0.90% (-$2.6K)
Duke Energy CORP(DUKcusip26441C204)	2.3K	QoQ +0.08% (+2) YoY -23.71% (-711)	All Managers (Combined)	$279.0K	0.1% ($279.0K/$319.9M)	QoQ +13.30% (+$32.8K) YoY -3.78% (-$11.0K)
(XLKcusip81369Y803)	1.3K	QoQ 0.00% (-0) YoY +9.77% (+119)	All Managers (Combined)	$276.1K	0.1% ($276.1K/$319.9M)	QoQ -11.19% (-$34.8K) YoY +8.82% (+$22.4K)
(VTcusip922042742)	2.4K	QoQ +24.00% (+458) YoY NEW(+2.4K)	All Managers (Combined)	$274.3K	0.1% ($274.3K/$319.9M)	QoQ +22.39% (+$50.2K) YoY NEW(+$274.3K)