Hennion & Walsh Asset Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1861642
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.5B
Holdings
955
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hennion & Walsh Asset Management, Inc. disclosed 955 positions worth $3.5B in its Form 13F-HR for Q2 2026, followed by $WT. During the quarter the fund opened 86 new positions and exited 59 and a full exit from $DAWN. The portfolio is most concentrated in Other (42.7% of disclosed assets). All figures are sourced directly from Hennion & Walsh Asset Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1861642.
AI Fund Analysis
DiversifyingISHARES TR - CORE S&P500 E
4.1% weight
Held 10 quarters
$WT1.9% weight
Held 6 quarters
VANGUARD INDEX FDS - VALUE
1.5% weight
Held 7 quarters
COLUMBIA ETF TR II - EM CO
1.5% weight
Held 9 quarters
$MQY1.5% weight
Held 10 quarters
$BTT9 quarters accumulating
$ASML9 quarters accumulating
$IVZ9 quarters accumulating
$ECL9 quarters accumulating
FLAHERTY & CRUMRIN PFD & I
9 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$143.4M191,514 sh- 59.9#903
Quality
$66.2M1,433,747 sh VANGUARD INDEX FDS - VALUE ETF
—Quality
$53.8M246,833 shCOLUMBIA ETF TR II - EM CORE EX ETF
—Quality
$53.3M1,008,740 sh- $51.3M4,507,211 sh
PROSHARES TR - S&P 500 HIGH ETF
—Quality
$50.5M1,047,800 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$45.2M664,010 shJANUS DETROIT STR TR - HENDERSN CAP ETF
—Quality
$44.9M482,601 shISHARES TR - INVT GRAD SY ETF
—Quality
$38.9M861,241 shGOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$38.6M271,998 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $143.4M | 191,514 |
| WisdomTree, Inc.$WT | 59.9#903 | $66.2M | 1,433,747 |
| VANGUARD INDEX FDS - VALUE ETF | — | $53.8M | 246,833 |
| COLUMBIA ETF TR II - EM CORE EX ETF | — | $53.3M | 1,008,740 |
| BLACKROCK MUNIYIELD QUALITY FUND, INC.$MQY | — | $51.3M | 4,507,211 |
| PROSHARES TR - S&P 500 HIGH ETF | — | $50.5M | 1,047,800 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $45.2M | 664,010 |
| JANUS DETROIT STR TR - HENDERSN CAP ETF | — | $44.9M | 482,601 |
| ISHARES TR - INVT GRAD SY ETF | — | $38.9M | 861,241 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $38.6M | 271,998 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hennion & Walsh Asset Management, Inc.'s 955 positions.
Showing top 10 of 955 holdings.
Sector Allocation
Other
$1.5B
Technology
$584.4M
Healthcare
$347.2M
Financials
$302.3M
Industrials
$290.5M
Utilities
$123.8M
Consumer Discretionary
$105.1M
Materials
$66.4M
Top Holdings — Hennion & Walsh Asset Management, Inc. (Q2 2026)
Top 150 of 955 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $143.4M | 4.1% | +8% | — |
| 2 | $WT | WisdomTree, Inc. | $66.2M | 1.9% | +8% | 59.9 |
| 3 | — | VANGUARD INDEX FDS - VALUE ETF | $53.8M | 1.5% | +5% | — |
| 4 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $53.3M | 1.5% | +5% | — |
| 5 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $51.3M | 1.5% | -4% | — |
| 6 | — | PROSHARES TR - S&P 500 HIGH ETF | $50.5M | 1.4% | +4% | — |
| 7 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $45.2M | 1.3% | NEW | — |
| 8 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | $44.9M | 1.3% | +3% | — |
| 9 | — | ISHARES TR - INVT GRAD SY ETF | $38.9M | 1.1% | +10% | — |
| 10 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $38.6M | 1.1% | -52% | — |
| 11 |  $AMAT | APPLIED MATERIALS INC /DE | $36.7M | 1.1% | -4% | 72.3 |
| 12 |  $GOOG | Alphabet Inc. | $33.4M | 0.9% | +1% | 78.2 |
| 13 |  $LRCX | LAM RESEARCH CORP | $32.2M | 0.9% | -3% | 79.4 |
| 14 |  $MU | MICRON TECHNOLOGY INC | $30.3M | 0.9% | -2% | 86.2 |
| 15 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $28.3M | 0.8% | +15% | — |
| 16 |  $NVDA | NVIDIA CORP | $27.5M | 0.8% | +1% | 85.9 |
| 17 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $27.5M | 0.8% | -14% | — |
| 18 | — | ISHARES TR - PFD AND INCM SEC | $27.3M | 0.8% | +9% | — |
| 19 |  $KLAC | KLA CORP | $26.7M | 0.8% | +748% | 78.6 |
| 20 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $26.4M | 0.8% | +17% | — |
| 21 | — | AMPLIFY ETF TR - BLOOMBERG AI EQQ | $24.2M | 0.7% | NEW | — |
| 22 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $23.4M | 0.7% | +35% | — |
| 23 | — | ISHARES TR - HIGH YLD CORP BD | $22.3M | 0.6% | +14% | — |
| 24 |  $AVGO | Broadcom Inc. | $22.1M | 0.6% | -8% | 84.5 |
| 25 |  $AMZN | AMAZON COM INC | $21.9M | 0.6% | +3% | 68.7 |
| 26 |  $ADI | ANALOG DEVICES INC | $21.5M | 0.6% | -5% | 79.2 |
| 27 |  $NZF | Nuveen Municipal Credit Income Fund | $20.4M | 0.6% | +18% | — |
| 28 |  $AAPL | Apple Inc. | $19.7M | 0.6% | +1% | 76.4 |
| 29 |  $PANW | Palo Alto Networks Inc | $18.9M | 0.5% | -5% | 65.5 |
| 30 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $18.9M | 0.5% | -9% | — |
| 31 |  $GE | GENERAL ELECTRIC CO | $18.3M | 0.5% | +6% | 73.8 |
| 32 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $18.2M | 0.5% | NEW | — |
| 33 | $BTT | BlackRock Municipal 2030 Target Term Trust | $17.8M | 0.5% | +27% | — |
| 34 |  $LLY | ELI LILLY & Co | $17.2M | 0.5% | +0% | 87.5 |
| 35 |  $V | VISA INC. | $16.8M | 0.5% | +4% | 82.9 |
| 36 |  $NAD | Nuveen Quality Municipal Income Fund | $16.6M | 0.5% | +48% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $15.7M | 0.5% | +4% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $15.4M | 0.4% | +8% | 70.7 |
| 39 |  $IIM | Invesco Value Municipal Income Trust | $14.8M | 0.4% | +63% | — |
| 40 |  $INDV | Indivior Pharmaceuticals, Inc. | $14.8M | 0.4% | +9% | 58.5 |
| 41 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $14.7M | 0.4% | +12% | — |
| 42 |  $MSFT | MICROSOFT CORP | $14.5M | 0.4% | +6% | 79.8 |
| 43 |  $DELL | Dell Technologies Inc. | $14.5M | 0.4% | -3% | 71.2 |
| 44 |  $PWR | QUANTA SERVICES, INC. | $14.2M | 0.4% | +3% | 72.1 |
| 45 |  $AMD | ADVANCED MICRO DEVICES INC | $13.6M | 0.4% | +3% | 79.8 |
| 46 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $13.3M | 0.4% | -1% | — |
| 47 |  $VGM | Invesco Trust for Investment Grade Municipals | $13.2M | 0.4% | +28% | — |
| 48 |  $GS | GOLDMAN SACHS GROUP INC | $13.1M | 0.4% | -72% | 73.5 |
| 49 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $12.7M | 0.4% | -36% | — |
| 50 | $ASML | ASML HOLDING NV | $12.7M | 0.4% | +24% | — |
| 51 |  $VMO | Invesco Municipal Opportunity Trust | $12.6M | 0.4% | +90% | — |
| 52 |  $WMT | Walmart Inc. | $11.8M | 0.3% | +6% | 60.2 |
| 53 |  $JAZZ | Jazz Pharmaceuticals plc | $11.6M | 0.3% | -3% | — |
| 54 |  $META | Meta Platforms, Inc. | $11.5M | 0.3% | +7% | 79.6 |
| 55 |  $HWM | Howmet Aerospace Inc. | $11.4M | 0.3% | +13% | 73.9 |
| 56 |  $ANET | Arista Networks, Inc. | $11.4M | 0.3% | +6% | 81.9 |
| 57 | — | ISHARES TR - INTL SEL DIV ETF | $11.3M | 0.3% | -6% | — |
| 58 |  $MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | $11.3M | 0.3% | -1% | — |
| 59 |  $JNJ | JOHNSON & JOHNSON | $11.1M | 0.3% | +6% | 69 |
| 60 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $11.1M | 0.3% | -3% | — |
| 61 |  $EIM | Eaton Vance Municipal Bond Fund | $10.9M | 0.3% | -16% | — |
| 62 |  $LEO | BNY MELLON STRATEGIC MUNICIPALS, INC. | $10.9M | 0.3% | +111% | — |
| 63 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $10.8M | 0.3% | +3% | — |
| 64 |  $EVN | Eaton Vance Municipal Income Trust | $10.5M | 0.3% | -1% | — |
| 65 |  $CELC | Celcuity Inc. | $10.5M | 0.3% | -45% | — |
| 66 | — | VANECK ETF TRUST - LONG MUNI ETF | $10.4M | 0.3% | +4% | — |
| 67 | — | MORGAN STANLEY ETF TRUST - EATO VAN MTG ETF | $10.4M | 0.3% | +6% | — |
| 68 | — | PROSHARES TR - RUS 2000 HIG ETF | $10.4M | 0.3% | +5% | — |
| 69 |  $URGN | UroGen Pharma Ltd. | $10.2M | 0.3% | +51% | — |
| 70 |  $FIX | COMFORT SYSTEMS USA INC | $10.1M | 0.3% | +3% | 77.7 |
| 71 |  $STRL | STERLING INFRASTRUCTURE, INC. | $10.0M | 0.3% | +14% | 70.6 |
| 72 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $10.0M | 0.3% | +29% | — |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.8M | 0.3% | +9% | 66.2 |
| 74 |  $TVTX | Travere Therapeutics, Inc. | $9.7M | 0.3% | +51% | 56.6 |
| 75 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $9.6M | 0.3% | -17% | — |
| 76 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $9.6M | 0.3% | -4% | 48.7 |
| 77 |  $RKLB | Rocket Lab Corp | $9.5M | 0.3% | +12% | 39.9 |
| 78 |  $VKQ | Invesco Municipal Trust | $9.4M | 0.3% | +237% | — |
| 79 |  $LMT | LOCKHEED MARTIN CORP | $9.4M | 0.3% | +6% | 65.6 |
| 80 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $9.4M | 0.3% | -1% | — |
| 81 |  $VKI | Invesco Advantage Municipal Income Trust II | $9.4M | 0.3% | +98% | — |
| 82 | — | JANUS DETROIT STR TR - HEND EM DEBT ETF | $9.4M | 0.3% | +6% | — |
| 83 |  $MRK | Merck & Co., Inc. | $9.3M | 0.3% | -1% | 59.9 |
| 84 |  $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $9.1M | 0.3% | +88% | — |
| 85 |  $DCO | DUCOMMUN INC /DE/ | $9.1M | 0.3% | -0% | 34.1 |
| 86 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $8.9M | 0.3% | +14% | — |
| 87 |  $GD | GENERAL DYNAMICS CORP | $8.8M | 0.3% | +15% | 68.7 |
| 88 |  $VRT | Vertiv Holdings Co | $8.6M | 0.3% | +9% | 81 |
| 89 |  $CEG | Constellation Energy Corp | $8.6M | 0.2% | +10% | 59.4 |
| 90 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $8.5M | 0.2% | +8% | — |
| 91 |  $MCK | MCKESSON CORP | $8.4M | 0.2% | +17% | 63.4 |
| 92 | $IVZ | Invesco Ltd. | $8.0M | 0.2% | +12% | — |
| 93 | — | ISHARES TR - 10+ YR INVST GRD | $8.0M | 0.2% | +5% | — |
| 94 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $7.9M | 0.2% | +5% | — |
| 95 |  $MOD | MODINE MANUFACTURING CO | $7.9M | 0.2% | +13% | 56.3 |
| 96 |  $OIA | Invesco Municipal Income Opportunities Trust | $7.8M | 0.2% | -2% | — |
| 97 |  $TJX | TJX COMPANIES INC /DE/ | $7.8M | 0.2% | +1% | 68.7 |
| 98 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $7.8M | 0.2% | +5% | — |
| 99 |  $PMM | FRANKLIN MANAGED MUNICIPAL INCOME TRUST | $7.8M | 0.2% | -2% | — |
| 100 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $7.8M | 0.2% | +14% | 62.9 |
| 101 | $ECL | ECOLAB INC. | $7.8M | 0.2% | +19% | 63.3 |
| 102 |  $TRGP | Targa Resources Corp. | $7.7M | 0.2% | -13% | 63.3 |
| 103 | — | FLAHERTY & CRUMRIN PFD & INM - COM | $7.7M | 0.2% | +11% | — |
| 104 |  $STX | Seagate Technology Holdings plc | $7.7M | 0.2% | +3% | — |
| 105 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $7.7M | 0.2% | +7% | 66.8 |
| 106 |  $MA | Mastercard Inc | $7.6M | 0.2% | -1% | 85.1 |
| 107 |  $CSCO | CISCO SYSTEMS, INC. | $7.6M | 0.2% | -15% | 70.3 |
| 108 |  $SNDX | Syndax Pharmaceuticals Inc | $7.5M | 0.2% | +60% | 33.8 |
| 109 |  $TT | Trane Technologies plc | $7.4M | 0.2% | -17% | — |
| 110 | — | ISHARES TR - 0-3 MTH TREASURY | $7.3M | 0.2% | +11% | — |
| 111 |  $ATI | ATI INC | $7.3M | 0.2% | +18% | 63.1 |
| 112 |  $IRM | IRON MOUNTAIN INC | $7.1M | 0.2% | +10% | 62.9 |
| 113 |  $NAN | NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | $7.1M | 0.2% | +16% | — |
| 114 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $7.0M | 0.2% | -8% | — |
| 115 |  $CRWD | CrowdStrike Holdings, Inc. | $7.0M | 0.2% | +7% | 67.7 |
| 116 |  $PH | Parker-Hannifin Corp | $6.9M | 0.2% | +2% | 65.8 |
| 117 |  $NEE | NEXTERA ENERGY INC | $6.8M | 0.2% | -14% | 64.6 |
| 118 |  $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | $6.8M | 0.2% | -1% | — |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.8M | 0.2% | +18% | 70 |
| 120 | — | ISHARES TR - ISHS 5-10YR INVT | $6.8M | 0.2% | +4% | — |
| 121 |  $FLEX | FLEX LTD. | $6.7M | 0.2% | +14% | — |
| 122 |  $BNY | Bank of New York Mellon Corp | $6.7M | 0.2% | -5% | 74.1 |
| 123 |  $URI | UNITED RENTALS, INC. | $6.7M | 0.2% | +3% | 63.9 |
| 124 |  $PM | Philip Morris International Inc. | $6.7M | 0.2% | +1% | 75.9 |
| 125 |  $SPGI | S&P Global Inc. | $6.7M | 0.2% | +4% | 76.1 |
| 126 |  $AIR | AAR CORP | $6.6M | 0.2% | +8% | 60.8 |
| 127 |  $QURE | uniQure N.V. | $6.5M | 0.2% | +107% | — |
| 128 |  $XOM.R34088 | EXXON MOBIL CORP | $6.5M | 0.2% | -3% | 57.9 |
| 129 |  $RTX | RTX Corp | $6.5M | 0.2% | +16% | 73.2 |
| 130 |  $KO | COCA COLA CO | $6.5M | 0.2% | +4% | 69.5 |
| 131 |  $ATRO | ASTRONICS CORP | $6.5M | 0.2% | +21% | 61.3 |
| 132 |  $WDI | Western Asset Diversified Income Fund (WDI) | $6.5M | 0.2% | +0% | — |
| 133 |  $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | $6.4M | 0.2% | +24% | — |
| 134 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $6.3M | 0.2% | -1% | — |
| 135 |  $NAC | Nuveen California Quality Municipal Income Fund | $6.3M | 0.2% | +17% | — |
| 136 |  $KURA | Kura Oncology, Inc. | $6.2M | 0.2% | +70% | 27.6 |
| 137 |  $BA | BOEING CO | $6.2M | 0.2% | +13% | 61.6 |
| 138 |  $PG | PROCTER & GAMBLE Co | $6.2M | 0.2% | -1% | 64.6 |
| 139 |  $TRIN | Trinity Capital Inc. | $6.2M | 0.2% | +2% | — |
| 140 |  $ARDX | ARDELYX, INC. | $6.2M | 0.2% | +21% | 41.9 |
| 141 | — | VANGUARD WORLD FD - INF TECH ETF | $6.2M | 0.2% | +561% | — |
| 142 |  $VCV | Invesco California Value Municipal Income Trust | $6.2M | 0.2% | +21% | — |
| 143 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $6.1M | 0.2% | -1% | — |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $6.1M | 0.2% | -1% | 62.7 |
| 145 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $6.0M | 0.2% | +11% | 73.3 |
| 146 |  $ABBV | AbbVie Inc. | $6.0M | 0.2% | +2% | 72.6 |
| 147 |  $CMPS | COMPASS Pathways plc | $5.9M | 0.2% | -14% | — |
| 148 |  $VTN | Invesco Trust for Investment Grade New York Municipals | $5.9M | 0.2% | -2% | — |
| 149 |  $MO | ALTRIA GROUP, INC. | $5.9M | 0.2% | -12% | 67.4 |
| 150 |  $WWD | Woodward, Inc. | $5.9M | 0.2% | +4% | 67.3 |
New Positions (86)
BLACKROCK ETF TRUST - ISHARES US EQUIT$45.2M
AMPLIFY ETF TR - BLOOMBERG AI EQQ$24.2M
AMERICAN CENTY ETF TR - INTL EQT ETF$18.2M
$ALKS Alkermes plc.$2.5M
$TLX Telix Pharmaceuticals Ltd$1.7M
$VTRS Viatris Inc$1.7M
$ALLO Allogene Therapeutics, Inc.$1.5M
$SPRY ARS Pharmaceuticals, Inc.$1.4M
$EXPE Expedia Group, Inc.$1.4M
$LXEO Lexeo Therapeutics, Inc.$1.2M
$LRMR Larimar Therapeutics, Inc.$1.2M
$ABSI Absci Corp$943,901
$FULC Fulcrum Therapeutics, Inc.$855,895
$FMN Federated Hermes Premier Municipal Income Fund$839,678
$SMTC SEMTECH CORP$672,649Exited Positions (59)
$DAWN Day One Biopharmaceuticals, Inc.
$KALV KalVista Pharmaceuticals, Inc.
$KNSA Kiniksa Pharmaceuticals International, plc
$ORIC Oric Pharmaceuticals, Inc.
$APLS Apellis Pharmaceuticals, Inc.
$LXRX LEXICON PHARMACEUTICALS, INC.
$CXH MFS INVESTMENT GRADE MUNICIPAL TRUST VANGUARD WORLD FD
$SHW SHERWIN WILLIAMS CO
$MCO MOODYS CORP /DE/
$CTRA Coterra Energy Inc.
$CSGS CSG SYSTEMS INTERNATIONAL INC
$RGNX REGENXBIO Inc. INVESCO EXCHANGE TRADED FD T
$THR Thermon Group Holdings, Inc.Browse Top Institutional Investors
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