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Hurlow Wealth Management Group, Inc.

Q1 2025 Holdings

Filed 2025-05-08 | 120 holdings | $319.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Tuhura Biosciences Inc COM(HURA)Stock898920103$101.6K31,4440.0%
3M Co COM(MMM)Stock88579Y101$209.8K1,4290.1%
BP PLC Sponsored ADR(BP)ADR055622104$211.7K6,2640.1%
Fidelity Quality Factor ETF(FQAL)ETF316092790$223.8K3,4880.1%
Ishares Msci Intl Quality Factor ETF(IQLT)ETF46434V456$229.3K5,7770.1%
Vanguard Ftse All-World Ex-US Index Fund(VEU)ETF922042775$232.1K3,8260.1%
Sherwin Williams Co COM(SHW)Stock824348106$235.0K6730.1%
Wells Fargo Co New COM(WFC)Stock949746101$236.3K3,2910.1%
International Business Machs COM(IBM)Stock459200101$237.2K9540.1%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$237.7K5660.1%
Eversource Energy COM(ES)Stock30040W108$238.9K3,8460.1%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$241.8K1,5640.1%
Caterpillar Inc COM(CAT)Stock149123101$246.4K7470.1%
Clorox Co del COM(CLX)Stock189054109$249.9K1,6970.1%
Becton Dickinson & Co COM(BDX)Stock075887109$250.4K1,0930.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$255.7K1,2950.1%
Verizon Communications Inc COM(VZ)Stock92343V104$263.5K5,8080.1%
Costco Whsl Corp New COM(COST)Stock22160K105$267.7K2830.1%
Target Corp COM(TGT)Stock87612E106$268.1K2,5690.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$273.4K1,0860.1%
Vanguard Total World Stock ETF(VT)ETF922042742$274.3K2,3660.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$276.1K1,3370.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$279.0K2,2870.1%
Vanguard Total International Stock ETF(VXUS)ETF921909768$285.9K4,6040.1%
Old Natl Bancorp IND COM(ONB)Stock680033107$286.4K13,5180.1%
Phillips 66 COM(PSX)Stock718546104$287.2K2,3260.1%
Conocophillips COM(COP)Stock20825C104$292.3K2,7830.1%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$292.7K8750.1%
Waste Mgmt Inc del COM(WM)Stock94106L109$294.7K1,2730.1%
Colgate Palmolive Co COM(CL)Stock194162103$298.4K3,1850.1%
Medtronic PLC SHS(MDT)StockG5960L103$298.6K3,3230.1%
Morgan Stanley COM New(MS)Stock617446448$302.5K2,5930.1%
WEC Energy Group Inc COM(WEC)Stock92939U106$304.3K2,7920.1%
Nvidia Corporation COM(NVDA)Stock67066G104$312.4K2,8830.1%
RTX Corporation COM(RTX)Stock75513E101$320.3K2,4180.1%
Ishares ESG Aware Msci USA Small-Cap ETF(ESML)ETF46435U663$321.3K8,3650.1%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$331.0K2,9690.1%
Visa Inc COM CL A(V)Stock92826C839$335.7K9580.1%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$350.8K5,9770.1%
Sysco Corp COM(SYY)Stock871829107$364.8K4,8620.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$389.7K7580.1%
General Dynamics Corp COM(GD)Stock369550108$395.2K1,4500.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$395.3K6,4060.1%
L3harris Technologies Inc COM(LHX)Stock502431109$404.0K1,9300.1%
BlackRock Inc COM(BLK)Stock09290D101$405.1K4280.1%
Schwab International Equity ETF(SCHF)ETF808524805$412.3K20,8440.1%
Illinois Tool WKS Inc COM(ITW)Stock452308109$440.0K1,7740.1%
GE Aerospace COM New(GE)Stock369604301$441.7K2,2070.1%
AIR Prods & Chems Inc COM(APD)Stock009158106$441.8K1,4980.1%
Consolidated Edison Inc COM(ED)Stock209115104$443.6K4,0110.1%
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