Hughes Financial Services, LLC Purchases in Q1 2025

Hughes Financial Services, LLC

  • $511 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 4.4%
$442.66 - $534.52 $10.6K - $12.8K
569 $303M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
432
New
$126.11 - $135.06 $54.5K - $58.3K
432 $55.6M
EFG
Msci Eafe Growth ETF

ETFs
543
New
$96.1 - $106.37 $52.2K - $57.8K
543 $54.4M
SPYG
Spdr Portfolio

ETFs
651
New
$80.05 - $92.39 $52.1K - $60.1K
651 $52.7M
ASML
Asml Holding Nv

Technology
78
New
$662.63 - $776.99 $51.7K - $60.6K
78 $52.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.55K
New
$32.42 - $36.13 $50.1K - $55.8K
1.55K $51.1M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.89K
New
$26.63 - $26.75 $50.4K - $50.7K
1.89K $50.5M
INTU
Intuit Inc

Technology
82
New
$555.63 - $630.23 $45.6K - $51.7K
82 $50.3M
Marex Group PLC Ord
1.4K
New
N/A
1.4K $50M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
996
New
$48.29 - $51.95 $48.1K - $51.7K
996 $49.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
228
New
$211.47 - $267.17 $48.2K - $60.9K
228 $48.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
655
New
$71.17 - $73.66 $46.6K - $48.2K
655 $48.1M
PCTY
Paylocity Holding Corp

Technology
253
New
$183.21 - $217.86 $46.4K - $55.1K
253 $48M
SUB
Ishares Short Term National Mu

ETFs
447
New
$105.3 - $106.24 $47.1K - $47.5K
447 $47.2M
AFL
Aflac Inc

Financial Services
418
New
$100.99 - $111.19 $42.2K - $46.5K
418 $47M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
810
+ 13.9%
$61.91 - $66.79 $50.1K - $54.1K
6.64K $416M
SJW
Sjw Group

Utilities
860
New
$45.47 - $55.8 $39.1K - $48K
860 $46.6M
PM
Philip Morris International Inc.

Consumer Defensive
288
New
$117.15 - $158.79 $33.7K - $45.7K
288 $45.5M
AMD
Advanced Micro Devices Inc

Technology
438
New
$96.63 - $129.55 $42.3K - $56.7K
438 $45M
GTLS
Chart Industries Inc

Industrials
302
New
$141.99 - $218.35 $42.9K - $65.9K
302 $44.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
120
New
$308.86 - $455.36 $37.1K - $54.6K
120 $43.5M
DGRO
Ishares Core Dividend Growth E

ETFs
684
New
$60.46 - $64.42 $41.4K - $44.1K
684 $42.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
422
New
$96.3 - $112.23 $40.6K - $47.4K
422 $41.2M
NEE
Nextera Energy Inc

Utilities
565
New
$66.96 - $76.16 $37.8K - $43K
565 $40.1M
SCHW
Schwab Charles Corp

Financial Services
513
New
$71.24 - $83.64 $36.5K - $42.9K
513 $39.8M
IEFA
Ishares Tr

ETFs
522
New
$69.57 - $78.65 $36.3K - $41.1K
522 $39.6M
DVN
Devon Energy Corp

Energy
1.01K
New
$33.15 - $38.55 $33.5K - $39K
1.01K $38M
LLY
Eli Lilly & CO

Healthcare
35
+ 12.15%
$725.72 - $929.72 $25.4K - $32.5K
323 $260M
DCOM
Dime Community Bancshares, Inc.

Financial Services
1.33K
New
$27.05 - $33.89 $36K - $45.1K
1.33K $37.3M
NVT
N Vent Electric PLC

Industrials
669
New
$52.42 - $75.4 $35.1K - $50.4K
669 $35.6M
WFC
Wells Fargo & Company

Financial Services
490
New
$66.78 - $81.42 $32.7K - $39.9K
490 $34.9M
AXP
American Express CO

Financial Services
128
New
$255.39 - $325.87 $32.7K - $41.7K
128 $34.6M
IWV
Ishares Russell 3000 ETF

ETFs
108
New
$313.1 - $349.83 $33.8K - $37.8K
108 $34.4M
MA
Mastercard Inc

Financial Services
62
New
$504.67 - $576.31 $31.3K - $35.7K
62 $34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
92
New
$360.07 - $417.26 $33.1K - $38.4K
92 $33.5M
TRV
Travelers Companies, Inc.

Financial Services
125
New
$232.43 - $265.13 $29.1K - $33.1K
125 $33.1M
WMB
Williams Companies, Inc.

Energy
536
New
$54.02 - $61.09 $29K - $32.7K
536 $32.5M
MDT
Medtronic PLC

Healthcare
360
New
$79.84 - $94.5 $28.7K - $34K
360 $31.9M
MPC
Marathon Petroleum Corp

Energy
217
New
$134.72 - $159.03 $29.2K - $34.5K
217 $31.8M
DELL
Dell Technologies Inc.

Technology
344
New
$90.34 - $124.66 $31.1K - $42.9K
344 $31.6M
WELL
Welltower Inc.

Real Estate
203
New
$124.05 - $156.86 $25.2K - $31.8K
203 $31.3M
IWS
Ishares Russell Midcap Value E

ETFs
247
New
$122.59 - $135.24 $30.3K - $33.4K
247 $31.2M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.78%
$279.74 - $321.29 $2.52K - $2.89K
1.17K $366M
DFAS
Dimensional ETF Tr U S Small C

ETFs
505
New
$58.81 - $68.2 $29.7K - $34.4K
505 $30.3M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.12K
New
$14.21 - $15.67 $30.1K - $33.2K
2.12K $30.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
154
New
$192.82 - $222.1 $29.7K - $34.2K
154 $30M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3.63K
New
$8.11 - $8.58 $29.4K - $31.1K
3.63K $29.5M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
557
New
$42.3 - $53.69 $23.6K - $29.9K
557 $29.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
131
New
$190.84 - $226.29 $25K - $29.6K
131 $29.5M
Activity Summary
Buys All Purchases 1041 New Holdings 1007 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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