GW HENSSLER & ASSOCIATES LTD Diversified Active

Location: Kennesaw, GA

CIK: 0001080369 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value: $1.702B (100.0% shares, 0.0% debt)

Holdings (173)

BUFD FIRST TR EXCHNG TRADED FD VI 5.6%
Value $95.86M Shares 4,063,633 Est. Cost $19.39 Unrealized
MPC MARATHON PETE CORP 3.7%
Value $63.01M Shares 312,724 Est. Cost $39.07 Unrealized +320.6%
AAPL APPLE INC 3.3%
Value $55.54M Shares 323,861 Est. Cost $93.64 Unrealized +92.5%
IJJ ISHARES TR 2.9%
Value $49.57M Shares 419,075 Est. Cost $103.57 Unrealized
MSFT MICROSOFT CORP 2.8%
Value $47.4M Shares 112,661 Est. Cost $112.59 Unrealized +254.6%
PSX PHILLIPS 66 2.1%
Value $36.14M Shares 221,245 Est. Cost $51.06 Unrealized +164.3%
GOOGL ALPHABET INC 2.0%
Value $34.37M Shares 227,743 Est. Cost $106.13 Unrealized +33.8%
GSK GSK PLC 2.0%
Value $34.02M Shares 793,582 Est. Cost $35.54 Unrealized
ALL ALLSTATE CORP 2.0%
Value $33.93M Shares 196,120 Est. Cost $103.44 Unrealized +46.9%
XOM EXXON MOBIL CORP 2.0%
Value $33.71M Shares 289,994 Est. Cost $50.26 Unrealized +95.1%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value $33.12M Shares 241,027 Est. Cost $58.36 Unrealized +122.4%
CVX CHEVRON CORP NEW 1.9%
Value $33.01M Shares 209,247 Est. Cost $76.92 Unrealized +80.7%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value $32.88M Shares 783,633 Est. Cost $36.86 Unrealized -2.5%
META META PLATFORMS INC 1.9%
Value $32.73M Shares 67,408 Est. Cost $231.85 Unrealized +91.2%
IJS ISHARES TR 1.9%
Value $31.53M Shares 306,851 Est. Cost $94.30 Unrealized
KR KROGER CO 1.8%
Value $30.01M Shares 525,335 Est. Cost $21.14 Unrealized +123.8%
ABBV ABBVIE INC 1.8%
Value $29.89M Shares 164,123 Est. Cost $69.23 Unrealized +134.0%
QCOM QUALCOMM INC 1.6%
Value $27.54M Shares 162,654 Est. Cost $46.86 Unrealized +217.0%
ZBH ZIMMER BIOMET HOLDINGS INC 1.6%
Value $26.93M Shares 204,061 Est. Cost $117.53 Unrealized +4.4%
AMGN AMGEN INC 1.6%
Value $26.91M Shares 94,658 Est. Cost $176.62 Unrealized +56.3%
TRV TRAVELERS COMPANIES INC 1.5%
Value $26.1M Shares 113,408 Est. Cost $80.37 Unrealized +157.2%
PM PHILIP MORRIS INTL INC 1.5%
Value $25.97M Shares 283,425 Est. Cost $66.04 Unrealized +28.6%
AEP AMERICAN ELEC PWR CO INC 1.5%
Value $25.92M Shares 301,097 Est. Cost $77.34 Unrealized -1.7%
SO SOUTHERN CO 1.5%
Value $25.56M Shares 356,227 Est. Cost $38.24 Unrealized +69.3%
D DOMINION ENERGY INC 1.5%
Value $25.24M Shares 513,044 Est. Cost $52.87 Unrealized -19.4%
NVS NOVARTIS AG 1.4%
Value $24.05M Shares 248,626 Est. Cost $83.93 Unrealized
DG DOLLAR GEN CORP NEW 1.4%
Value $23.92M Shares 153,249 Est. Cost $169.68 Unrealized -19.6%
MDT MEDTRONIC PLC 1.4%
Value $23.78M Shares 272,869 Est. Cost $81.26 Unrealized -0.7%
V VISA INC 1.4%
Value $23.66M Shares 84,763 Est. Cost $77.00 Unrealized +253.7%
SRE SEMPRA 1.4%
Value $23.63M Shares 328,966 Est. Cost $64.55 Unrealized +4.3%
MRK MERCK & CO INC 1.3%
Value $22.48M Shares 170,357 Est. Cost $64.31 Unrealized +80.0%
WMT WALMART INC 1.3%
Value $21.93M Shares 364,527 Est. Cost $44.12 Unrealized +27.0%
AMZN AMAZON COM INC 1.3%
Value $21.74M Shares 120,544 Est. Cost $117.51 Unrealized +42.1%
BARRICK GOLD CORP 1.2%
Value $21.28M Shares 1,278,815 Est. Cost $17.74 Unrealized
GD GENERAL DYNAMICS CORP 1.2%
Value $21.06M Shares 74,558 Est. Cost $185.18 Unrealized +39.3%
PEP PEPSICO INC 1.2%
Value $20.47M Shares 116,944 Est. Cost $58.02 Unrealized +171.0%
SCHW SCHWAB CHARLES CORP 1.2%
Value $20.45M Shares 282,758 Est. Cost $51.14 Unrealized +25.7%
KO COCA COLA CO 1.2%
Value $20.17M Shares 329,740 Est. Cost $41.29 Unrealized +37.3%
INTC INTEL CORP 1.2%
Value $19.98M Shares 452,362 Est. Cost $31.47 Unrealized +40.0%
CVS CVS HEALTH CORP 1.2%
Value $19.72M Shares 247,248 Est. Cost $48.48 Unrealized +46.1%
AMT AMERICAN TOWER CORP NEW 1.1%
Value $19.48M Shares 98,613 Est. Cost $167.65 Unrealized +11.0%
REGN REGENERON PHARMACEUTICALS 1.1%
Value $18.72M Shares 19,453 Est. Cost $353.18 Unrealized +167.7%
TSCO TRACTOR SUPPLY CO 1.1%
Value $18.59M Shares 71,037 Est. Cost $20.29 Unrealized +128.3%
EVRG EVERGY INC 1.1%
Value $18.59M Shares 348,278 Est. Cost $53.78 Unrealized -12.4%
EMR EMERSON ELEC CO 1.1%
Value $18.41M Shares 162,289 Est. Cost $85.48 Unrealized +16.3%
CMCSA COMCAST CORP NEW 1.0%
Value $17.77M Shares 409,866 Est. Cost $35.92 Unrealized +13.1%
PFG PRINCIPAL FINANCIAL GROUP IN 1.0%
Value $17.4M Shares 201,606 Est. Cost $49.96 Unrealized +49.7%
LMT LOCKHEED MARTIN CORP 1.0%
Value $17.25M Shares 37,915 Est. Cost $257.43 Unrealized +61.6%
INGR INGREDION INC 1.0%
Value $17.17M Shares 146,922 Est. Cost $86.09 Unrealized +30.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.9%
Value $16.16M Shares 241,940 Est. Cost $30.95 Unrealized +86.2%
AMCOR PLC 0.9%
Value $16.03M Shares 1,685,778 Est. Cost $9.77 Unrealized -10.8%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value $15.32M Shares 706,294 Est. Cost $36.43 Unrealized
MO ALTRIA GROUP INC 0.9%
Value $14.52M Shares 332,977 Est. Cost $32.07 Unrealized +11.3%
GILD GILEAD SCIENCES INC 0.8%
Value $14.4M Shares 196,556 Est. Cost $52.71 Unrealized +36.6%
QUAL ISHARES TR 0.8%
Value $13.42M Shares 81,660 Est. Cost $104.69 Unrealized
MCD MCDONALDS CORP 0.8%
Value $13.11M Shares 46,508 Est. Cost $81.50 Unrealized +241.1%
PYPL PAYPAL HLDGS INC 0.7%
Value $12.11M Shares 180,838 Est. Cost $57.25 Unrealized +7.0%
ADBE ADOBE INC 0.7%
Value $12.02M Shares 23,826 Est. Cost $573.19 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value $10.99M Shares 28,654 Est. Cost $130.82 Unrealized +166.4%
XLB SELECT SECTOR SPDR TR 0.6%
Value $10.91M Shares 117,415 Est. Cost $38.35 Unrealized
BTI BRITISH AMERN TOB PLC 0.6%
Value $10.5M Shares 344,333 Est. Cost $32.40 Unrealized
DVY ISHARES TR 0.6%
Value $10.44M Shares 84,786 Est. Cost $111.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $10.17M Shares 17,501 Est. Cost $79.76 Unrealized +599.2%
XLE SELECT SECTOR SPDR TR 0.5%
Value $9.355M Shares 99,088 Est. Cost $37.19 Unrealized
EOG EOG RES INC 0.5%
Value $8.907M Shares 69,673 Est. Cost $115.16 Unrealized -4.2%
HILLENBRAND INC 0.5%
Value $8.288M Shares 164,814 Est. Cost $41.89 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value $6.974M Shares 20,262 Est. Cost $186.42 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value $6.361M Shares 52,579 Est. Cost $91.12 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value $5.221M Shares 108,291 Est. Cost $48.79 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $5.076M Shares 27,796 Est. Cost $130.33 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value $4.3M Shares 16,026 Est. Cost $49.85 Unrealized +396.8%
IJH ISHARES TR 0.2%
Value $2.895M Shares 47,661 Est. Cost $106.75 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value $2.876M Shares 46,340 Est. Cost $55.21 Unrealized
EFX EQUIFAX INC 0.1%
Value $2.53M Shares 9,459 Est. Cost $251.16 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.1%
Value $1.925M Shares 4,004 Est. Cost $416.79 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value $1.921M Shares 18,414 Est. Cost $36.01 Unrealized +171.6%
SCHG SCHWAB STRATEGIC TR 0.1%
Value $1.861M Shares 20,069 Est. Cost $68.43 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $1.822M Shares 3,484 Est. Cost $462.72 Unrealized
UMH UMH PPTYS INC 0.1%
Value $1.565M Shares 96,368 Est. Cost $15.64 Unrealized
IVV ISHARES TR 0.1%
Value $1.554M Shares 2,955 Est. Cost $465.88 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value $1.435M Shares 18,887 Est. Cost $48.69 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value $1.427M Shares 1,579 Est. Cost $30.38 Unrealized +138.5%
AFL AFLAC INC 0.1%
Value $1.336M Shares 15,556 Est. Cost $61.79 Unrealized +27.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $1.314M Shares 3,124 Est. Cost $294.47 Unrealized +33.6%
NVO NOVO-NORDISK A S 0.1%
Value $1.086M Shares 8,459 Est. Cost $101.46 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $1.062M Shares 1,449 Est. Cost $494.66 Unrealized +42.9%
GOOG ALPHABET INC 0.1%
Value $1.058M Shares 6,951 Est. Cost $105.57 Unrealized +35.7%
BDX BECTON DICKINSON & CO 0.1%
Value $1.035M Shares 4,182 Est. Cost $223.48 Unrealized +3.2%
GLD SPDR GOLD TR 0.1%
Value $1.023M Shares 4,975 Est. Cost $171.04 Unrealized
PROSHARES TR 0.1%
Value $966K Shares 149,539 Est. Cost $14.36 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $952K Shares 4,464 Est. Cost $151.33 Unrealized +26.2%
GPN GLOBAL PMTS INC 0.1%
Value $927K Shares 6,938 Est. Cost $100.98 Unrealized +28.3%
GPC GENUINE PARTS CO 0.1%
Value $926K Shares 5,977 Est. Cost $119.31 Unrealized +15.3%
USMV ISHARES TR 0.1%
Value $907K Shares 10,850 Est. Cost $62.78 Unrealized
DIS DISNEY WALT CO 0.0%
Value $792K Shares 6,476 Est. Cost $76.95 Unrealized +33.0%
LLY ELI LILLY & CO 0.0%
Value $783K Shares 1,006 Est. Cost $414.59 Unrealized +69.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $761K Shares 1,539 Est. Cost $123.53 Unrealized +295.8%
SHEL SHELL PLC 0.0%
Value $749K Shares 11,167 Est. Cost $54.93 Unrealized
IWF ISHARES TR 0.0%
Value $696K Shares 2,066 Est. Cost $303.81 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $692K Shares 4,268 Est. Cost $64.61 Unrealized +132.0%
DGRW WISDOMTREE TR 0.0%
Value $639K Shares 8,386 Est. Cost $41.22 Unrealized
IJR ISHARES TR 0.0%
Value $629K Shares 5,690 Est. Cost $112.72 Unrealized
ORCL ORACLE CORP 0.0%
Value $544K Shares 4,334 Est. Cost $31.13 Unrealized +260.9%
ED CONSOLIDATED EDISON INC 0.0%
Value $526K Shares 5,797 Est. Cost $79.32 Unrealized +6.1%
XCEM COLUMBIA ETF TR II 0.0%
Value $460K Shares 14,800 Est. Cost $26.70 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $440K Shares 1,728 Est. Cost $255.22 Unrealized -6.8%
IBIT ISHARES BITCOIN TR 0.0%
Value $440K Shares 10,860 Est. Cost $40.47 Unrealized
SHY ISHARES TR 0.0%
Value $397K Shares 4,851 Est. Cost $84.62 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $392K Shares 2,478 Est. Cost $145.97 Unrealized +2.9%
TFC TRUIST FINL CORP 0.0%
Value $383K Shares 9,824 Est. Cost $42.62 Unrealized -21.7%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $382K Shares 1,833 Est. Cost $137.97 Unrealized +33.9%
VGT VANGUARD WORLD FD 0.0%
Value $372K Shares 709 Est. Cost $486.67 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $370K Shares 3,807 Est. Cost $82.92 Unrealized +8.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value $361K Shares 1,431 Est. Cost $151.70 Unrealized +56.7%
EYLD CAMBRIA ETF TR 0.0%
Value $351K Shares 10,458 Est. Cost $33.54 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $344K Shares 2,317 Est. Cost $166.14 Unrealized -17.9%
CMI CUMMINS INC 0.0%
Value $336K Shares 1,141 Est. Cost $213.36 Unrealized +16.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $335K Shares 9,335 Est. Cost $30.62 Unrealized +4.2%
EME EMCOR GROUP INC 0.0%
Value $328K Shares 937 Est. Cost $121.75 Unrealized +119.6%
CAT CATERPILLAR INC 0.0%
Value $326K Shares 891 Est. Cost $261.47 Unrealized +19.0%
ABT ABBOTT LABS 0.0%
Value $320K Shares 2,816 Est. Cost $117.11 Unrealized -5.4%
BAC BANK AMERICA CORP 0.0%
Value $310K Shares 8,186 Est. Cost $26.73 Unrealized +22.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $310K Shares 3,845 Est. Cost $80.27 Unrealized
MMM 3M CO 0.0%
Value $309K Shares 2,909 Est. Cost $93.54 Unrealized -15.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $307K Shares 4,895 Est. Cost $44.67 Unrealized +22.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $307K Shares 1,873 Est. Cost $120.78 Unrealized +32.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value $305K Shares 2,501 Est. Cost $166.91 Unrealized -39.0%
CPT CAMDEN PPTY TR 0.0%
Value $303K Shares 3,079 Est. Cost $96.21 Unrealized -6.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $300K Shares 1,572 Est. Cost $114.49 Unrealized +50.7%
VLO VALERO ENERGY CORP 0.0%
Value $292K Shares 1,713 Est. Cost $122.12 Unrealized +11.1%
BBY BEST BUY INC 0.0%
Value $283K Shares 3,455 Est. Cost $89.19 Unrealized -22.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $277K Shares 3,781 Est. Cost $66.41 Unrealized +11.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value $274K Shares 1,640 Est. Cost $147.58 Unrealized +6.2%
MA MASTERCARD INCORPORATED 0.0%
Value $269K Shares 558 Est. Cost $371.63 Unrealized +21.8%
AMAT APPLIED MATLS INC 0.0%
Value $268K Shares 1,300 Est. Cost $144.16 Unrealized +25.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value $266K Shares 2,584 Est. Cost $64.55 Unrealized +37.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value $253K Shares 5,859 Est. Cost $31.63 Unrealized +21.5%
DECK DECKERS OUTDOOR CORP 0.0%
Value $251K Shares 267 Est. Cost $138.61 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $239K Shares 690 Est. Cost $315.49 Unrealized +12.4%
LSTR LANDSTAR SYS INC 0.0%
Value $234K Shares 1,215 Est. Cost $178.02 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $233K Shares 2,114 Est. Cost $90.79 Unrealized 0.0%
BCC BOISE CASCADE CO DEL 0.0%
Value $231K Shares 1,508 Est. Cost $128.13 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value $231K Shares 3,608 Est. Cost $73.73 Unrealized -24.9%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $230K Shares 1,261 Est. Cost $163.89 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value $228K Shares 556 Est. Cost $297.31 Unrealized +30.3%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $228K Shares 2,202 Est. Cost $75.66 Unrealized
TFX TELEFLEX INCORPORATED 0.0%
Value $225K Shares 994 Est. Cost $222.37 Unrealized +5.0%
MEDP MEDPACE HLDGS INC 0.0%
Value $224K Shares 555 Est. Cost $351.59 Unrealized 0.0%
MHO M/I HOMES INC 0.0%
Value $223K Shares 1,638 Est. Cost $92.44 Unrealized +37.4%
ENCORE WIRE CORP 0.0%
Value $223K Shares 847 Est. Cost $262.78 Unrealized
YUM YUM BRANDS INC 0.0%
Value $222K Shares 1,604 Est. Cost $114.06 Unrealized +12.9%
OGS ONE GAS INC 0.0%
Value $222K Shares 3,442 Est. Cost $74.59 Unrealized -17.7%
PECO PHILLIPS EDISON & CO INC 0.0%
Value $216K Shares 6,008 Est. Cost $34.08 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $215K Shares 4,436 Est. Cost $41.67 Unrealized +13.5%
SIG SIGNET JEWELERS LIMITED 0.0%
Value $214K Shares 2,142 Est. Cost $72.01 Unrealized +35.5%
SPTI SPDR SER TR 0.0%
Value $212K Shares 7,524 Est. Cost $28.18 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $211K Shares 814 Est. Cost $212.35 Unrealized
IWM ISHARES TR 0.0%
Value $208K Shares 991 Est. Cost $210.30 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $208K Shares 2,561 Est. Cost $65.94 Unrealized 0.0%
GMS INC 0.0%
Value $208K Shares 2,135 Est. Cost $97.34 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $207K Shares 1,000 Est. Cost $170.60 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $207K Shares 183 Est. Cost $69.94 Unrealized 0.0%
ATEN A10 NETWORKS INC 0.0%
Value $206K Shares 15,071 Est. Cost $13.65 Unrealized -4.5%
SNA SNAP ON INC 0.0%
Value $205K Shares 691 Est. Cost $269.89 Unrealized 0.0%
ALLETE INC 0.0%
Value $204K Shares 3,417 Est. Cost $52.80 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $202K Shares 3,762 Est. Cost $49.45 Unrealized 0.0%
CLBT CELLEBRITE DI LTD 0.0%
Value $188K Shares 17,010 Est. Cost $7.51 Unrealized +36.0%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value $127K Shares 12,565 Est. Cost $12.72 Unrealized -4.5%
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value $120K Shares 13,821 Est. Cost $9.80 Unrealized +23.8%
RES RPC INC 0.0%
Value $101K Shares 13,036 Est. Cost $7.76 Unrealized -12.4%
ICL ICL GROUP LTD 0.0%
Value $88,534 Shares 16,456 Est. Cost $6.01 Unrealized -18.1%
BRIDGE INVT GROUP HLDGS INC 0.0%
Value $80,700 Shares 11,781 Est. Cost $9.05 Unrealized
SHARECARE INC 0.0%
Value $8,091 Shares 10,542 Est. Cost $0.77 Unrealized