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  Name: GW HENSSLER & ASSOCIATES LTD
  City: MARIETTA
  State: GA
  Zip: 30066
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,702,469,000
  Total Value Change : $187,727,000
  Securities Held Change : 14
   
All Securities Held : 173
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 86
  Unchanged Positions : 14
  Decreased Positions : 62

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 75 - $498.98 $1,925,000 4,004 0.11% 176,000 0 0    Closed - End Fund - E...
   (UMH)1 Year Chart         UMH UMH Properties Inc 79 - $15.42 $1,565,000 96,368 0.09% 89,000 0 0.167    REIT - Housing/Apartm...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 85 - $142.50 $1,086,000 8,459 0.06% 211,000 0 0    Drug Manufacturers - ...
   (GPN)1 Year Chart         GPN Global Payments Inc 92 - $127.47 $927,000 6,938 0.05% 46,000 0 0.002    Business Services
   (SHEL)1 Year Chart         SHEL Shell plc 98 - $69.00 $749,000 11,167 0.04% 14,000 0 0.001    Integrated Oil & Gas
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 99 - $363.10 $696,000 2,066 0.04% 70,000 0 0.001    Closed - End Fund - E...
   (ORCL)1 Year Chart         ORCL Oracle Corp 103 - $138.13 $544,000 4,334 0.03% 87,000 0 0    Application Software
   (CBG)1 Year Chart         CBG CBRE Group Inc 113 - $86.90 $370,000 3,807 0.02% 16,000 0 0.001    Property Management
   (CAT)1 Year Chart         CAT Caterpillar Inc 120 - $321.47 $326,000 891 0.02% 63,000 0 0    Farm & Construction M...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 135 - $237.03 $268,000 1,300 0.02% 57,000 0 0    Semiconductor Equipme...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 151 - $134.34 $222,000 1,604 0.01% 12,000 0 0.001    Restaurants
   (PHEC)1 Year Chart         PHEC Phillips Edison & Company, Inc 153 - $36.00 $216,000 6,008 0.01% -3,000 0 0.006    N/A
   (ABCB)1 Year Chart         ABCB Ameris Bancorp 154 - $46.79 $215,000 4,436 0.01% -20,000 0 0.006    Domestic Regional Banks
   (IRWD)1 Year Chart         IRWD Ironwood Pharmaceuticals Inc 169 - $5.83 $120,000 13,821 0.01% -38,000 0 0.008    Medical Laboratories ...
      14 Records Found
  1    
Page 1 of 1
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