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Christopher E. Reeves

Gw Henssler & Associates Ltd

Assets Managed
$2.123B
Holdings
232
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
2.16%(2Q avg: 3%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gw Henssler & Associates Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Gw Henssler & Associates Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.123B in assets, with a quarterly growth rate of 2.16% and a 2-quarter average growth rate of 3%. The portfolio is managed by Christopher E. Reeves, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Increased 0.64%
5.3%
$112.366M
4.013M shares@ $28.01 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 60.08%
4.03%
$85.446M
1.007M shares@ $84.84 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.57%
3.95%
$83.837M
330,340 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.08%
2.65%
$56.084M
195,034 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.9%
2.39%
$50.529M
136,503 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 74.04%
2.14%
$45.296M
259,725 shares@ $174.41 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 62.43%
2%
$42.42M
1.18M shares@ $35.96 avg price
AEP
American Electric Power
Recent Activity
Decreased -0.92%
1.87%
$39.561M
301,809 shares@ $131.09 avg price
SRE
Sempra
Recent Activity
Increased 1.32%
1.66%
$35.033M
360,533 shares@ $97.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.14%
1.6%
$33.795M
162,266 shares@ $208.28 avg price

1-10 of 232