Back to Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc.

Q2 2026 13F filing

Updated 64 days ago

960 disclosed positions worth $3.5B

Portfolio value
$3.5B
Total holdings
960
New positions
91
Closed positions
64
Increased
488
Decreased
371
Turnover
16.1%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+7.9%
Value
$143.4M
Shares
191.5K
% Port
4.09%
?
2.N/A

WISDOMTREE TR

+7.7%
Value
$66.2M
Shares
1.43M
% Port
1.89%
V

VANGUARD INDEX FDS

+4.5%
Value
$53.8M
Shares
246.8K
% Port
1.54%
?
4.N/A

COLUMBIA ETF TR II

+5.1%
Value
$53.3M
Shares
1.01M
% Port
1.52%
?
5.N/A

PROSHARES TR

+4.2%
Value
$50.5M
Shares
1.05M
% Port
1.44%
?
6.N/A

BLACKROCK ETF TRUST

Value
$45.2M
Shares
664.0K
% Port
1.29%
?
7.N/A

JANUS DETROIT STR TR

+2.8%
Value
$44.9M
Shares
482.6K
% Port
1.28%
?
8.N/A

ISHARES TR

+10.0%
Value
$38.9M
Shares
861.2K
% Port
1.11%
?
9.N/A

GOLDMAN SACHS ETF TR

-51.7%
Value
$38.6M
Shares
272.0K
% Port
1.10%
A
10.AMAT

APPLIED MATLS INC

-3.6%
Value
$36.7M
Shares
50.8K
% Port
1.05%
G

ALPHABET INC

+1.4%
Value
$33.4M
Shares
93.5K
% Port
0.95%
L
12.LRCX

LAM RESEARCH CORP

-3.2%
Value
$32.2M
Shares
74.4K
% Port
0.92%
M
13.MU

MICRON TECHNOLOGY INC

-2.1%
Value
$30.3M
Shares
26.3K
% Port
0.87%
?
14.N/A

NUVEEN AMT FREE MUN CR INC F

+15.3%
Value
$28.3M
Shares
2.21M
% Port
0.81%
?
15.N/A

BLACKROCK MUNIYILD QULT FD I

+11.6%
Value
$28M
Shares
2.42M
% Port
0.80%
N
16.NVDA

NVIDIA CORPORATION

+1.1%
Value
$27.5M
Shares
137.5K
% Port
0.79%
?
17.N/A

BLACKROCK MUNIHOLDINGS FD IN

-14.2%
Value
$27.5M
Shares
2.31M
% Port
0.78%
?
18.N/A

ISHARES TR

+9.0%
Value
$27.3M
Shares
895.6K
% Port
0.78%
K
19.KLAC

KLA CORP

+748.3%
Value
$26.7M
Shares
88.5K
% Port
0.76%
?
20.N/A

NUVEEN MUN VALUE FD INC

+17.3%
Value
$26.4M
Shares
2.86M
% Port
0.75%
?
21.N/A

AMPLIFY ETF TR

Value
$24.2M
Shares
209.5K
% Port
0.69%
?
22.N/A

NUVEEN MUN HIGH INCOME OPPOR

+35.3%
Value
$23.4M
Shares
2.22M
% Port
0.67%
?
23.N/A

BLACKROCK MUNIYIELD QUALITY

-3.4%
Value
$23.2M
Shares
2.09M
% Port
0.66%
?
24.N/A

ISHARES TR

+13.8%
Value
$22.3M
Shares
767.2K
% Port
0.64%
A
25.AVGO

BROADCOM INC

-7.5%
Value
$22.1M
Shares
58.5K
% Port
0.63%
A
26.AMZN

AMAZON COM INC

+2.5%
Value
$21.2M
Shares
88.9K
% Port
0.60%
A
27.ADI

ANALOG DEVICES INC

-5.0%
Value
$20.9M
Shares
52.7K
% Port
0.60%
?
28.N/A

NUVEEN MUN CR INCOME FD

+18.4%
Value
$20.4M
Shares
1.61M
% Port
0.58%
P
29.PANW

PALO ALTO NETWORKS INC

-4.5%
Value
$18.9M
Shares
55.6K
% Port
0.54%
?
30.N/A

NUVEEN AMT FREE QLTY MUN INC

-8.6%
Value
$18.9M
Shares
1.61M
% Port
0.54%
G
31.GE

GE AEROSPACE

+6.5%
Value
$18.3M
Shares
49.0K
% Port
0.52%
?
32.N/A

AMERICAN CENTY ETF TR

Value
$18.2M
Shares
203.8K
% Port
0.52%
A
33.AAPL

APPLE INC

+0.8%
Value
$18M
Shares
62.1K
% Port
0.51%
?
34.N/A

BLACKROCK MUN TARGET TERM TR

+26.9%
Value
$17.8M
Shares
783.7K
% Port
0.51%
L
35.LLY

ELI LILLY & CO

+0.2%
Value
$17.2M
Shares
14.4K
% Port
0.49%
V
36.V

VISA INC

+4.0%
Value
$16.8M
Shares
48.8K
% Port
0.48%
?
37.N/A

NUVEEN QUALITY MUNCP INCOME

+48.0%
Value
$16.6M
Shares
1.37M
% Port
0.48%
?
38.N/A

J P MORGAN EXCHANGE TRADED F

+4.3%
Value
$15.7M
Shares
254.7K
% Port
0.45%
J

JPMORGAN CHASE & CO

+7.9%
Value
$15.4M
Shares
47.2K
% Port
0.44%
?
40.N/A

INVESCO VALUE MUN INCOME TR

+63.2%
Value
$14.8M
Shares
1.16M
% Port
0.42%
?
41.N/A

INDIVIOR PHARMACEUTICALS INC

+8.9%
Value
$14.8M
Shares
360.2K
% Port
0.42%
?
42.N/A

J P MORGAN EXCHANGE TRADED F

+11.6%
Value
$14.7M
Shares
312.3K
% Port
0.42%
M
43.MSFT

MICROSOFT CORP

+6.0%
Value
$14.5M
Shares
38.9K
% Port
0.41%
D
44.DELL

DELL TECHNOLOGIES INC

-3.2%
Value
$14.5M
Shares
33.5K
% Port
0.41%
P
45.PWR

QUANTA SVCS INC

+2.8%
Value
$14.2M
Shares
19.7K
% Port
0.40%
A
46.AMD

ADVANCED MICRO DEVICES INC

+3.3%
Value
$13.6M
Shares
23.4K
% Port
0.39%
?
47.N/A

BLACKROCK MUNIASSETS FD INC

-1.1%
Value
$13.3M
Shares
1.21M
% Port
0.38%
?
48.N/A

INVESCO TR INVT GRADE MUNS

+27.5%
Value
$13.2M
Shares
1.25M
% Port
0.38%
?
49.N/A

GOLDMAN SACHS ETF TR

-72.3%
Value
$13.1M
Shares
286.7K
% Port
0.37%
?
50.N/A

PIMCO MUN INCOME FD II

-35.7%
Value
$12.7M
Shares
1.67M
% Port
0.36%