The Analysis of hemming& Wealth Management, Inc.'s Holdings & P&L

Currently, hemming& Wealth Management, Inc. holds 15 types of securities in its portfolio with a total value $143.2M. In the most recent quarter, they have increased their positions in IVW (+43.0K shares, valued at $4.9M), IYW (+25.7K shares, valued at $4.7M), DYNF (+69.7K shares, valued at $4.1M); decreased their positions in IVE (-32.5K shares, valued at $6.9M), IJR (-26.5K shares, valued at $3.3M), JQUA (-27.8K shares, valued at $1.7M); initiated new positions in WMT (+1.7K shares, valued at $216.6K).

1M P&L

+849.2K+0.52%

3M P&L

+7.7M+4.93%

HY P&L

+13.4M+8.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A139.6M

97.7%

2Software - Infrastructure814.1K

0.6%

3Beverages - Non-Alcoholic785.3K

0.5%

Top Industries by Stock Count

1N/A8 stocks

57.1%

2Discount Stores2 stocks

14.3%

3Consumer Electronics1 stocks

7.1%

Sponsored

MSFT MICROSOFT CORP2.2K shares0.00%2026-03-312026-04-24

KO COCA COLA CO10.3K shares0.00%2026-03-312026-04-24

SYK STRYKER CORPORATION2.2K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-04-24

AAPL APPLE INC1.5K shares-17.11%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION306 shares0.00%2026-03-312026-04-24

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

-5.90%

Shares442.8K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

23.43%

Shares226.6K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

16.67%

Shares31.8K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

30.18%

Shares300.7K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-1.43%

Shares228.6K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

59.45%

Shares68.9K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-37.98%

Shares53.0K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-29.55%

Shares63.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-17.11%

Shares1.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares306

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available