Hennessy Advisors, Inc.

HENNESSY ADVISORS INC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Hennessy Advisors is a hedge fund with 17 clients and discretionary assets under management (AUM) of $5,149,278,896 (Form ADV from 2024-12-16). Their last reported 13F filing for Q4 …

whalewisdom.com

HENNESSY ADVISORS INC - 13F

3 weeks from now

Hennessy Advisors Inc reported 306 holdings with total value $3.36 B as of Q4 2024. Top holdings included PTON, ALK, EAT, NWL, and UGI. HENNESSY ADVISORS INC 13F …

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Hennessy Advisors Inc Q4 2024 13F Top Portfolio Holdings

3 weeks from now

Oct 15, 2024  · Top holdings included PTON, ALK, EAT, NWL, and UGI. HENNESSY ADVISORS INC Q4 2024 13F Holdings Location Novato, CA Holdings as of 12/31/2024 Value ($000) …

13f.info

$3.36Billion HENNESSY ADVISORS INC Q4 2024 13F Holdings …

3 weeks from now

HENNESSY ADVISORS INC reported 306 stock holdings with total value $3.36B as of Q4 2024. Top holdings included PTON, ALK, EAT, NWL, and UGI. Open main menu. PortfolioSavvy ...

portfoliosavvy.com

Hennessy Advisors 13F Filings And Top Holdings And Stakes

3 weeks from now

Latest statistics and disclosures from Hennessy Advisors's latest quarterly 13F-HR filing: Top 5 stock holdings are SFM, MOD, ANF ... HSBC Holdings Spon Adr New 0.2 : $5.9M : 130k : ...

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Hennessy Advisors Inc Q1 2024 13F Top Portfolio Holdings

3 weeks from now

Hennessy Advisors Inc reported 287 holdings with total value $2.38 B as of Q1 2024. Top holdings included MOD, GPS, FIX, ANF, and EME. HENNESSY ADVISORS INC ... Num …

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HENNESSY ADVISORS INC Current Portfolio, 13F Holdings (2024

3 weeks from now

Past Performances and the history of Asset Under Management HENNESSY ADVISORS INC. Current Holdings: 300Stocks(52 new) Top holdings: ANF(3.38%) SFM(2.55%) MOD(2.39%) …

gurufocus.com

Hennessy Advisors Inc Q4 2022 13F Top Portfolio Holdings

3 weeks from now

Hennessy Advisors Inc reported 263 holdings with total value $1.52 B as of Q4 2022. Top holdings included KMI, BRK-A, ENB.TO, SRE, and ATO. HENNESSY ADVISORS INC Q4 …

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Hennessy Advisors Inc Q3 2022 13F Top Portfolio Holdings

3 weeks from now

Aug 12, 2022  · Hennessy Advisors Inc reported 271 holdings with total value $1.45 B as of Q3 2022. Top holdings included LNG, KMI, EQT, ENB.TO, and BRK-A. HENNESSY ADVISORS …

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WEALTH ADVISORS NORTHWEST LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Wealth Advisors Northwest is a large advisory firm with 306 clients and discretionary assets under management (AUM) of $253,346,649 (Form ADV from 2025-01 …

whalewisdom.com

STERLING WEALTH ADVISORS INC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Sterling Wealth Advisors is a large advisory firm with 67 clients and discretionary assets under management (AUM) of $164,376,313 (Form ADV from 2024-03-26). Their last …

whalewisdom.com

CENTERLINE WEALTH ADVISORS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Centerline Wealth Advisors is a large advisory firm with 282 clients and discretionary assets under management (AUM) of $258,490,120 (Form ADV from 2024-09 …

whalewisdom.com

ELEVATE CAPITAL ADVISORS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Elevate Capital Advisors is based out of Eagle. Their last reported 13F filing for Q4 2024 included $113,549,997 in managed 13F securities and a top 10 holdings concentration …

whalewisdom.com

SOVRAN ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Dec 31, 2024  · Sovran Advisors is based out of San Diego. Sovran Advisors is a large advisory firm with 2941 clients and discretionary assets under management (AUM) of $1,169,444,289 …

whalewisdom.com

COMPASS FINANCIAL SERVICES INC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Compass Financial Services is based out of West Des Moines. Their last reported 13F filing for Q4 2024 included $176,625,292 in managed 13F securities and a top 10 …

whalewisdom.com