Hennion & Walsh Asset Management, Inc.
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,898,229
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 926 | 2,898,229 | 13F-HR | Hennion & Walsh Asset Management, Inc. |
| Q3 2025 | 10/22/2025 | 937 | 2,760,796 | 13F-HR | Hennion & Walsh Asset Management, Inc. |
| Q2 2025 | 8/7/2025 | 916 | 2,476,269 | 13F-HR | Hennion & Walsh Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.654 M | 91.6% | 118.7 K | 0 | 118.7 K |
| ETFs | 232.7 K | 8.0% | 15.38 K | 0 | 15.38 K |
| Debt | 3.564 K | 0.1% | 42 | 0 | 42 |
| Other | 8.306 K | 0.3% | 3.314 K | 0 | 3.314 K |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
2,898,229
Holdings
926
QoQ value change ($000)
137,433
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.