Hassell Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$239M
Signature - Title
Stephen K. Hassell - CCO
Location
Houma, LA
Summary
This page shows a list of all the recent 13F filings made by Hassell Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hassell Wealth Management, LLC reported 27 stock holdings with total value $239M as of Q3 2024. Top holdings included VTI, VEA, DFSV, VCIT, and BNDX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 27 $239M +$12.3M -$675K +$11.7M VTI, VEA, DFSV, VCIT, BNDX 13F-HR 11/5/2024, 02:50 PM
Q2 2024 27 $223M +$56.6M -$269K +$56.4M VTI, VEA, DFSV, VCIT, BNDX 13F-HR 8/9/2024, 01:20 PM
Q1 2024 24 $158M +$5.93M -$581K +$5.35M VTI, VEA, DFSV, DFAC, VGIT 13F-HR 5/1/2024, 10:42 AM
Q4 2023 18 $149M +$963K -$9.23M -$8.27M VTI, VEA, DFSV, DFAC, VGIT 13F-HR 2/15/2024, 11:52 AM
Q3 2023 21 $137M +$9.75M -$6.23M +$3.53M VTI, VEA, DFAC, DFSV, VGIT 13F-HR 10/27/2023, 04:23 PM
Q2 2023 20 $146M +$4.45M -$4.29M +$153K VTI, VEA, DFAC, DFSV, VGIT 13F-HR 7/25/2023, 11:37 AM
Q1 2023 20 $136M +$7.54M -$3.96M +$3.58M VTI, DFAC, VEA, DFSV, VGIT 13F-HR 4/27/2023, 11:41 AM
Q4 2022 21 $133M $0 $0 VTI, DFAC, VEA, VGIT, DFSV 13F-HR 2/15/2023, 10:33 AM