HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HA HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Institutional Filer | ▲ 1.05% | $756K | 274 |
Current Portfolio Holdings
Showing all 274 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF | — | 361K | $45K | 5.98% |
| 2 | AAPL | Apple Inc. | Technology | 144K | $36K | 4.82% |
| 3 | MSFT | Microsoft Corporation | Technology | 83K | $31K | 4.08% |
| 4 | FBND | FIDELITY MERRIMACK STR TR TOTAL BD ETF | — | 620K | $28K | 3.75% |
| 5 | ISTB | ISHARES TR CORE 1-5 YR USD BD ETF | — | 478K | $23K | 3.06% |
| 6 | QQQM | INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF | — | 92K | $22K | 2.88% |
| 7 | IHDG | WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD | — | 423K | $20K | 2.70% |
| 8 | AMGN | Amgen Inc. | Healthcare | 51K | $18K | 2.36% |
| 9 | XMHQ | INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF | — | 170K | $18K | 2.32% |
| 10 | SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | — | 571K | $18K | 2.32% |
| 11 | CGMU | CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETF | — | 560K | $15K | 2.01% |
| 12 | AVGO | Broadcom Inc. | Technology | 48K | $15K | 1.97% |
| 13 | APLD | Applied Digital Corporation | Technology | 503K | $12K | 1.58% |
| 14 | CGDV | CAPITAL GROUP DIVID VALUE ETF | — | 264K | $11K | 1.49% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 45K | $11K | 1.44% |
Showing 1 to 15 of 274 holdings