GW HENSSLER & ASSOCIATES LTD

PrivateCIK: 1080369
Location

KENNESAW, GA

232
Positions
$2.12B
Total AUM (reported)
23.89M
Total Shares

Allocation by class

TOTAL AUM$2.12B232 positions
COM$1.27B59.6%
FT VEST LADDERED$112.37M5.3%
INTL EQT ETF$85.45M4.0%
COM NEW$56.84M2.7%
CAP STK CL A$56.08M2.6%
ENHANCED MID$42.42M2.0%
COM CL A$40.61M1.9%

Portfolio Concentration

Top 313.3%4–1014.3%11–2520.1%Rest52.3%TOP 1027.5%0%100%
Top 3$281.65M13.3%
4–10$302.72M14.3%
11–25$427.32M20.1%
Rest$1.11B52.3%

Top 3 weight

13.3%

Top 10 weight

27.5%

Voting Authority Distribution

Total shares with voting rights: 23.89M

Sole

Full voting authority

161.52K

shares

% of voting shares0.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

23.73M

shares

% of voting shares99.3%

Investment Discretion (by position count)

Sole232
Shared0
Other0
Dominant voting typeNone · 99.3% of voting shares
Institutional Holdings232
Rows:

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST LADDERED
Shares4.01M
TypeSH
Market value$112.37M
5.29%
Sole
0.00
Shared
0.00
None
4.01M

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares1.01M
TypeSH
Market value$85.45M
4.02%
Sole
0.00
Shared
0.00
None
1.01M

APPLE INC

SOLE
COM
Shares330.34K
TypeSH
Market value$83.84M
3.95%
Sole
0.00
Shared
0.00
None
330.34K

ALPHABET INC

SOLE
CAP STK CL A
Shares195.03K
TypeSH
Market value$56.08M
2.64%
Sole
0.00
Shared
0.00
None
195.03K

MICROSOFT CORP

SOLE
COM
Shares136.50K
TypeSH
Market value$50.53M
2.38%
Sole
0.00
Shared
0.00
None
136.50K

NVIDIA CORPORATION

SOLE
COM
Shares259.73K
TypeSH
Market value$45.30M
2.13%
Sole
0.00
Shared
0.00
None
259.73K

FIDELITY COVINGTON TRUST

SOLE
ENHANCED MID
Shares1.18M
TypeSH
Market value$42.42M
2.00%
Sole
0.00
Shared
0.00
None
1.18M

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares301.81K
TypeSH
Market value$39.56M
1.86%
Sole
0.00
Shared
0.00
None
301.81K

SEMPRA

SOLE
COM
Shares360.53K
TypeSH
Market value$35.03M
1.65%
Sole
0.00
Shared
0.00
None
360.53K

AMAZON COM INC

SOLE
COM
Shares162.27K
TypeSH
Market value$33.80M
1.59%
Sole
0.00
Shared
0.00
None
162.27K

SOUTHERN CO

SOLE
COM
Shares343.37K
TypeSH
Market value$33.14M
1.56%
Sole
0.00
Shared
0.00
None
343.37K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares266.67K
TypeSH
Market value$32.74M
1.54%
Sole
0.00
Shared
0.00
None
266.67K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MIDCAP 400
Shares275.18K
TypeSH
Market value$32.53M
1.53%
Sole
0.00
Shared
0.00
None
275.18K

EVERGY INC

SOLE
COM
Shares382.55K
TypeSH
Market value$31.34M
1.48%
Sole
0.00
Shared
0.00
None
382.55K

TRUIST FINL CORP

SOLE
COM
Shares645.90K
TypeSH
Market value$29.67M
1.40%
Sole
0.00
Shared
0.00
None
645.90K

TRAVELERS COMPANIES INC

SOLE
COM
Shares100.63K
TypeSH
Market value$29.35M
1.38%
Sole
610.00
Shared
0.00
None
100.02K

TOTALENERGIES SE

SOLE
ACT
Shares309.48K
TypeSH
Market value$28.16M
1.33%
Sole
0.00
Shared
0.00
None
309.48K

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares346.31K
TypeSH
Market value$27.91M
1.31%
Sole
0.00
Shared
0.00
None
346.31K

FIFTH THIRD BANCORP

SOLE
COM
Shares596.76K
TypeSH
Market value$27.73M
1.31%
Sole
2.97K
Shared
0.00
None
593.79K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares133.63K
TypeSH
Market value$27.13M
1.28%
Sole
699.00
Shared
0.00
None
132.94K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares685.21K
TypeSH
Market value$27.02M
1.27%
Sole
0.00
Shared
0.00
None
685.21K

EXXON MOBIL CORP

SOLE
COM
Shares150.66K
TypeSH
Market value$25.56M
1.20%
Sole
0.00
Shared
0.00
None
150.66K

ALLSTATE CORP

SOLE
COM
Shares121.41K
TypeSH
Market value$25.17M
1.19%
Sole
0.00
Shared
0.00
None
121.41K

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares130.39K
TypeSH
Market value$25.01M
1.18%
Sole
0.00
Shared
0.00
None
130.39K

HASBRO INC

SOLE
COM
Shares265.62K
TypeSH
Market value$24.86M
1.17%
Sole
0.00
Shared
0.00
None
265.62K
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