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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922908595

VBK|922908595

Shares:1.1K

Value:$273.4K

% of Portfolio:0.1% ($273.4K/$319.9M)

TARGET CORP

TGT|87612E106

Shares:2.6K

Value:$268.1K

% of Portfolio:0.1% ($268.1K/$319.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:283

Value:$267.7K

% of Portfolio:0.1% ($267.7K/$319.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.8K

Value:$263.5K

% of Portfolio:0.1% ($263.5K/$319.9M)

81369Y407

Shares:1.3K

Value:$255.7K

% of Portfolio:0.1% ($255.7K/$319.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.1K

Value:$250.4K

% of Portfolio:0.1% ($250.4K/$319.9M)

CLOROX CO /DE/

CLX|189054109

Shares:1.7K

Value:$249.9K

% of Portfolio:0.1% ($249.9K/$319.9M)

CATERPILLAR INC

CAT|149123101

Shares:747

Value:$246.4K

% of Portfolio:0.1% ($246.4K/$319.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$319.9M)

EVERSOURCE ENERGY

ES|30040W108

Shares:3.8K

Value:$238.9K

% of Portfolio:0.1% ($238.9K/$319.9M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:566

Value:$237.7K

% of Portfolio:0.1% ($237.7K/$319.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:954

Value:$237.2K

% of Portfolio:0.1% ($237.2K/$319.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.3K

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$319.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:673

Value:$235.0K

% of Portfolio:0.1% ($235.0K/$319.9M)

922042775

VEU|922042775

Shares:3.8K

Value:$232.1K

% of Portfolio:0.1% ($232.1K/$319.9M)

46434V456

Shares:5.8K

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$319.9M)

316092790

Shares:3.5K

Value:$223.8K

% of Portfolio:0.1% ($223.8K/$319.9M)

BP PLC

BP|055622104

Shares:6.3K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$319.9M)

3M CO

MMM|88579Y101

Shares:1.4K

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$319.9M)

TuHURA Biosciences, Inc./NV

HURA|898920103

Shares:31.4K

Value:$101.6K

% of Portfolio:0.0% ($101.6K/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBKcusip922908595)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$273.4K	0.1% ($273.4K/$319.9M)	QoQ -10.10% (-$30.7K) YoY NEW(+$273.4K)
TARGET CORP(TGTcusip87612E106)	2.6K	QoQ -3.92% (-105) YoY -15.99% (-489)	All Managers (Combined)	$268.1K	0.1% ($268.1K/$319.9M)	QoQ -25.83% (-$93.4K) YoY -50.52% (-$273.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	283	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$267.7K	0.1% ($267.7K/$319.9M)	QoQ +3.22% (+$8.4K) YoY +29.09% (+$60.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.8K	QoQ -0.65% (-38) YoY -9.89% (-638)	All Managers (Combined)	$263.5K	0.1% ($263.5K/$319.9M)	QoQ +12.69% (-$29.7K) YoY -2.59% (-$7.0K)
(cusip81369Y407)✕	1.3K	QoQ 0.00% (-0) YoY +4.43% (+55)	All Managers (Combined)	$255.7K	0.1% ($255.7K/$319.9M)	QoQ -11.98% (-$34.8K) YoY +12.14% (+$27.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.1K	QoQ -0.09% (-1) YoY -11.13% (-137)	All Managers (Combined)	$250.4K	0.1% ($250.4K/$319.9M)	QoQ +0.87% (-$2.2K) YoY -17.74% (-$54.0K)
CLOROX CO /DE/(CLXcusip189054109)	1.7K	QoQ 0.00% (-0) YoY -11.01% (-210)	All Managers (Combined)	$249.9K	0.1% ($249.9K/$319.9M)	QoQ -9.33% (-$25.7K) YoY -14.41% (-$42.1K)
CATERPILLAR INC(CATcusip149123101)	747	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$246.4K	0.1% ($246.4K/$319.9M)	QoQ -9.08% (-$24.6K) YoY -9.99% (-$27.4K)
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ -6.62% (-111) YoY -19.54% (-380)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$319.9M)	QoQ -23.72% (-$75.2K) YoY -17.57% (-$51.5K)
EVERSOURCE ENERGY(EScusip30040W108)	3.8K	QoQ +0.13% (+5) YoY -1.86% (-73)	All Managers (Combined)	$238.9K	0.1% ($238.9K/$319.9M)	QoQ +8.28% (+$18.3K) YoY +1.97% (-$4.6K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	566	QoQ NEW(+566) YoY NEW(+566)	All Managers (Combined)	$237.7K	0.1% ($237.7K/$319.9M)	QoQ NEW(+$237.7K) YoY NEW(+$237.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	954	QoQ NEW(+954) YoY NEW(+954)	All Managers (Combined)	$237.2K	0.1% ($237.2K/$319.9M)	QoQ NEW(+$237.2K) YoY NEW(+$237.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.3K	QoQ -3.94% (-135) YoY -18.07% (-726)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$319.9M)	QoQ -1.82% (-$4.4K) YoY +1.47% (-$3.4K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	673	QoQ 0.00% (+0) YoY -0.29% (-2)	All Managers (Combined)	$235.0K	0.1% ($235.0K/$319.9M)	QoQ +2.72% (+$6.2K) YoY +0.23% (-$557)
(VEUcusip922042775)	3.8K	QoQ 0.00% (+0) YoY NEW(+3.8K)	All Managers (Combined)	$232.1K	0.1% ($232.1K/$319.9M)	QoQ +5.66% (+$12.4K) YoY NEW(+$232.1K)
(cusip46434V456)✕	5.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$319.9M)	QoQ +6.92% (+$14.8K) YoY +0.07% (+$173)
(cusip316092790)✕	3.5K	QoQ 0.00% (-0) YoY NEW(+3.5K)	All Managers (Combined)	$223.8K	0.1% ($223.8K/$319.9M)	QoQ -1.94% (-$4.4K) YoY NEW(+$223.8K)
BP PLC(BPcusip055622104)	6.3K	QoQ NEW(+6.3K) YoY +10.74% (-608)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$319.9M)	QoQ NEW(+$211.7K) YoY -0.68% (-$1.5K)
3M CO(MMMcusip88579Y101)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$209.8K	0.1% ($209.8K/$319.9M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
TuHURA Biosciences, Inc./NV(HURAcusip898920103)	31.4K	QoQ -24.12% (-10.0K) YoY NEW(+31.4K)	All Managers (Combined)	$101.6K	0.0% ($101.6K/$319.9M)	QoQ -40.08% (-$67.9K) YoY NEW(+$101.6K)