Hughes Financial Services, LLC Reduced Holdings in Q2 2025

Hughes Financial Services, LLC

  • $582 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-494K
- 91.09%
$51.52 - $67.38 $25.5M - $33.3M
48.3K $3.3B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-516K
- 85.66%
$35.35 - $42.68 $18.2M - $22M
86.4K $3.73B
FITE
Spdr S&P Kensho Future Securit

ETFs
-282K
- 87.76%
$56.51 - $75.96 $15.9M - $21.4M
39.3K $3.05B
PHYL
Pgim ETF Tr

ETFs
-225K
- 99.51%
$33.41 - $35.49 $7.5M - $7.97M
1.11K $39.3M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-94.1K
- 97.47%
$45.9 - $48.26 $4.32M - $4.54M
2.45K $113M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-39.3K
- 3.02%
$45.9 - $47.2 $1.8M - $1.86M
1.26M $59.4B
VEA
Vanguard Ftse Developed Market

ETFs
-36K
- 31.19%
$45.65 - $57.01 $1.64M - $2.05M
79.3K $4.55B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.3K
- 62.24%
$58.41 - $72.69 $893K - $1.11M
9.27K $690M
VB
Vanguard Small Cap ETF

ETFs
-4.3K
- 55.9%
$193.73 - $237.37 $832K - $1.02M
3.39K $816M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.45K
- 79.03%
$90.56 - $109.49 $674K - $815K
1.98K $219M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-6.34K
- 95.6%
$55.5 - $69.0 $352K - $438K
292 $20.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.14K
- 1.39%
$82.21 - $83.12 $176K - $178K
152K $12.6B
IYR
Ishares Tr

ETFs
-1.33K
- 48.93%
$84.48 - $96.25 $112K - $128K
1.39K $132M
AUB
Atlantic Union Bankshares Corp

Financial Services
-4.15K
- 99.09%
$23.85 - $32.24 $98.9K - $134K
38 $1.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.36K
- 88.01%
$33.46 - $41.33 $78.8K - $97.4K
321 $13.5M
XOM
Exxon Mobil Corp

Energy
-43
- 0.79%
$99.93 - $119.04 $4.3K - $5.12K
5.39K $575M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.02K
- 34.88%
$24.32 - $27.87 $49.2K - $56.3K
3.77K $101M
Ge Healthcare Technologies Inc Common Stock
-720
- 67.73%
N/A
343 $24M
LNTH
Lantheus Holdings, Inc.

Healthcare
-335
- 40.26%
$73.86 - $108.74 $24.7K - $36.4K
497 $25.8M
NVO
Novo Nordisk A S

Healthcare
-730
- 82.77%
$58.08 - $81.05 $42.4K - $59.2K
152 $6.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.15K
- 14.54%
$34.72 - $42.74 $109K - $134K
18.5K $804M
VTV
Vanguard Value ETF

ETFs
-299
- 35.89%
$153.67 - $176.74 $45.9K - $52.8K
534 $94.5M
PG
Procter & Gamble CO

Consumer Defensive
-163
- 12.09%
$157.66 - $172.39 $25.7K - $28.1K
1.19K $181M
BMY
Bristol Myers Squibb CO

Healthcare
-224
- 11.27%
$44.12 - $59.6 $9.88K - $13.4K
1.76K $79.1M
PEP
Pepsico Inc

Consumer Defensive
-152
- 10.22%
$128.02 - $151.37 $19.5K - $23K
1.34K $188M
NVT
N Vent Electric PLC

Industrials
-649
- 97.01%
$45.2 - $73.35 $29.3K - $47.6K
20 $1.81M
Marex Group PLC Ord
-925
- 66.07%
N/A
475 $16.6M
IEMG
Ishares Inc

ETFs
-471
- 99.37%
N/A
3 $183K
CVX
Chevron Corp

Energy
-36
- 2.84%
$133.73 - $168.51 $4.81K - $6.07K
1.23K $188M
LLY
Eli Lilly & CO

Healthcare
-8
- 2.48%
$713.71 - $898.95 $5.71K - $7.19K
315 $235M
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.08%
$138.36 - $161.45 $138 - $161
1.28K $181M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-211
- 50.0%
$83.54 - $100.04 $17.6K - $21.1K
211 $21.4M
VZ
Verizon Communications Inc

Communication Services
-67
- 1.38%
$41.67 - $45.62 $2.79K - $3.06K
4.78K $202M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-782
- 98.74%
$21.55 - $22.2 $16.9K - $17.4K
10 $221K
EXPD
Expeditors International Of Washington Inc

Industrials
-126
- 89.36%
$102.84 - $122.24 $13K - $15.4K
15 $1.78M
SRLN
Ssga Active Trust

ETFs
-382
- 61.41%
$39.47 - $41.59 $15.1K - $15.9K
240 $9.94M
IBM
International Business Machines Corp

Technology
-61
- 17.89%
$221.03 - $294.78 $13.5K - $18K
280 $70.6M
VXF
Vanguard Extended Market ETF

ETFs
-209
- 18.14%
$150.43 - $192.71 $31.4K - $40.3K
943 $186M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-482
- 91.46%
$25.48 - $27.78 $12.3K - $13.4K
45 $1.19M
SBUX
Starbucks Corp

Consumer Cyclical
-111
- 40.66%
$79.69 - $99.41 $8.85K - $11K
162 $14.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-445
- 79.75%
$24.98 - $25.66 $11.1K - $11.4K
113 $2.89M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-208
- 44.64%
$50.36 - $50.68 $10.5K - $10.5K
258 $13M
VBR
Vanguard Small Cap Value ETF

ETFs
-56
- 62.92%
$162.76 - $195.77 $9.11K - $11K
33 $6.54M
FANG
Diamondback Energy, Inc.

Energy
-23
- 5.65%
$119.25 - $161.49 $2.74K - $3.71K
384 $55.4M
IEFA
Ishares Tr

ETFs
-162
- 31.03%
$67.83 - $84.09 $11K - $13.6K
360 $30M
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.69%
$285.55 - $321.23 $2.28K - $2.57K
1.16K $357M
MRK
Merck & Co., Inc.

Healthcare
-10
- 0.99%
$73.47 - $87.12 $735 - $871
1K $79.6M
PLD
Prologis, Inc.

Real Estate
-33
- 3.73%
$89.76 - $112.34 $2.96K - $3.71K
851 $90M
EFG
Msci Eafe Growth ETF

ETFs
-117
- 21.55%
$89.8 - $112.0 $10.5K - $13.1K
426 $46.4M
Activity Summary
Buys All Purchases 513 New Holdings 206 Increased Positions 307 Sells All Sells 319 Reductions 319 Sold out 0 Options Calls 2 Puts 0
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