Long-term investor

Hennion & Walsh Asset Management, Inc. @hennionwalshassetmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001861642).

Record

  • Tracked since 2025-06-30 (431 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.8% · 6 months +7.5% · 1 year +13.2% · all +13.2%
  • Max drawdown -1.2% · Sharpe 0.91 · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 4.1% · long · since 2025-06-30
  • 97717X263 · 1.9% · long · since 2025-06-30
  • 922908744 · 1.5% · long · since 2025-06-30
  • 19762B202 · 1.5% · long · since 2025-06-30
  • 09254F100 · 1.5% · long · since 2025-06-30
  • 74347G242 · 1.4% · long · since 2025-06-30
  • 09290C103 · 1.3% · long · since 2025-12-31
  • 47103U100 · 1.3% · long · since 2026-03-31
  • 46435G219 · 1.1% · long · since 2025-06-30
  • 381430503 · 1.1% · long · since 2025-06-30
  • AMAT · 1.0% · long · since 2025-06-30
  • GOOGL · 1.0% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.