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 (476 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days -7.8% · 6 months -5.4% · 1 year -7.3% · all -7.3%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 4.4% · long · since 2025-09-30
  • 97717X263 · 2.0% · long · since 2025-09-30
  • 09290C103 · 1.8% · long · since 2025-12-31
  • 19762B202 · 1.6% · long · since 2025-09-30
  • 922908744 · 1.6% · long · since 2025-09-30
  • 78433H303 · 1.4% · long · since 2026-09-30
  • 381430503 · 1.1% · long · since 2025-09-30
  • 46435G219 · 1.1% · long · since 2025-09-30
  • GOOGL · 0.9% · long · since 2025-09-30
  • NVDA · 0.9% · long · since 2025-09-30
  • 47103U100 · 0.8% · long · since 2026-03-31
  • 464288687 · 0.8% · long · since 2025-09-30

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