Hughes Financial Services, LLC New Holdings in Q1 2025

Hughes Financial Services, LLC

  • $511 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
DE
Deere & CO

Industrials
60
New
$408.57 - $509.27 $24.5K - $30.6K
60 $28.7M
ALL
Allstate Corp

Financial Services
137
New
$180.99 - $210.18 $24.8K - $28.8K
137 $28.4M
CBRE
Cbre Group, Inc.

Real Estate
216
New
$121.79 - $147.13 $26.3K - $31.8K
216 $28.3M
WEC
Wec Energy Group, Inc.

Utilities
257
New
$92.12 - $108.98 $23.7K - $28K
257 $28M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
253
New
$104.87 - $112.53 $26.5K - $28.5K
253 $27.8M
AIR
Aar Corp

Industrials
500
New
$55.99 - $72.21 $28K - $36.1K
500 $27.7M
CGDV
Capital Group Divid Value ETF

ETFs
774
New
$34.95 - $37.36 $27.1K - $28.9K
774 $27.7M
ABT
Abbott Laboratories

Healthcare
206
New
$111.1 - $140.22 $22.9K - $28.9K
206 $27.1M
SBUX
Starbucks Corp

Consumer Cyclical
273
New
$91.75 - $115.81 $25K - $31.6K
273 $26.9M
LNT
Alliant Energy Corp

Utilities
416
New
$56.66 - $66.04 $23.6K - $27.5K
416 $26.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
125
New
$203.38 - $274.79 $25.4K - $34.3K
125 $26M
MRVL
Marvell Technology, Inc.

Technology
414
New
$61.57 - $126.06 $25.5K - $52.2K
414 $26M
IEMG
Ishares Inc

ETFs
474
New
N/A
474 $25.7M
SRLN
Ssga Active Trust

ETFs
622
New
$41.02 - $41.99 $25.5K - $26.1K
622 $25.4M
PNM
Pnm Resources Inc

Utilities
470
New
N/A
470 $25.2M
MORN
Morningstar, Inc.

Financial Services
83
New
$282.49 - $334.73 $23.4K - $27.8K
83 $25M
APH
Amphenol Corp

Technology
373
New
$61.62 - $78.55 $23K - $29.3K
373 $24.6M
VDE
Vanguard Energy ETF

ETFs
188
New
$119.14 - $132.76 $22.4K - $25K
188 $24.5M
MET
Metlife Inc

Financial Services
300
New
$77.7 - $87.0 $23.3K - $26.1K
300 $24.3M
ISRG
Intuitive Surgical Inc

Healthcare
49
New
$476.63 - $610.45 $23.4K - $29.9K
49 $24.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
144
New
$165.25 - $224.62 $23.8K - $32.3K
144 $24.3M
POWL
Powell Industries Inc

Industrials
138
New
$155.56 - $311.38 $21.5K - $43K
138 $24.3M
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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