Hohimer Wealth Management, LLC Portfolio Holdings

Hohimer Wealth Management, LLC

  • $685 Million
  • Q3 2025

Hohimer Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $685 Million distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.6M, Goldman Sachs Access Treasury with a value of $33.2M, Apple Inc. with a value of $17.8M, Vanguard Growth ETF with a value of $17.1M, and Nvidia Corp with a value of $15.6M.

Examining the 13F form we can see an increase of $149M in the current position value, from $536M to 685M.

Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $685 Million
Technology: $170 Million
ETFs: $154 Million
Financial Services: $65.9 Million
Industrials: $60.2 Million
Consumer Cyclical: $54.6 Million
Healthcare: $50.7 Million
Basic Materials: $28.8 Million
Communication Services: $28.2 Million
Other: $71.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$47.6 Million 6.95% of portfolio
91,937
Q3 2025 Added 3.85%
$0
$33.2 Million 4.84% of portfolio
331,067
Q3 2025 Reduced 3.84%
$4.3T
$17.8 Million 2.6% of portfolio
70,061
Q3 2025 Added 127.65%
$0
$17.1 Million 2.49% of portfolio
35,622
Q3 2025 Added 2.67%
$465B
$15.6 Million 2.28% of portfolio
83,775
Q3 2025 Reduced 15.43%
$2.39T
$11.9 Million 1.74% of portfolio
54,353
Q3 2025 Added 16.29%
$139B
$11.5 Million 1.68% of portfolio
34,879
Q3 2025 Reduced 21.7%
$0
$11.1 Million 1.62% of portfolio
185,643
Q3 2025 Added 1.13%
$1.65T
$10.6 Million 1.55% of portfolio
43,773
Q3 2025 Reduced 3.84%
$0
$9.24 Million 1.35% of portfolio
49,564
Q3 2025 Added 2.2%
$0
$9.25 Million 1.35% of portfolio
244,725
Q3 2025 Added 120.94%
$0
$7.91 Million 1.15% of portfolio
11,815
Q3 2025 Added 0.14%
$1.37T
$7.07 Million 1.03% of portfolio
9,622
Q3 2025 Reduced 18.23%
$881B
$6.63 Million 0.97% of portfolio
21,024
Q3 2025 Reduced 9.69%
$0
$6.61 Million 0.96% of portfolio
9,922
Q3 2025 Reduced 1.81%
$490B
$6.59 Million 0.96% of portfolio
58,464
Q3 2025 Added 24.81%
$76.5B
$6.37 Million 0.93% of portfolio
37,803
Q3 2025 New
$1.29T
$6.03 Million 0.88% of portfolio
13,553
Q3 2025 Added 39.51%
$0
$5.88 Million 0.86% of portfolio
75,282
Q3 2025 Added 33.92%
$28.9B
$5.91 Million 0.86% of portfolio
65,670
Q3 2025 Added 2.49%
$404B
$5.85 Million 0.85% of portfolio
6,325
Q3 2025 Reduced 4.83%
$224B
$5.72 Million 0.84% of portfolio
18,832
Q3 2025 Added 103.02%
$533B
$5.63 Million 0.82% of portfolio
16,506
Q3 2025 Added 2.15%
$7.96B
$5.29 Million 0.77% of portfolio
240,270
Q3 2025 New
$418B
$5.18 Million 0.76% of portfolio
28,986
Q3 2025 Reduced 33.27%
$405B
$5.23 Million 0.76% of portfolio
5,403
Q3 2025 Reduced 14.2%
$62.3B
$4.93 Million 0.72% of portfolio
43,843
Q3 2025 Reduced 13.36%
$47B
$4.93 Million 0.72% of portfolio
10,029
Q3 2025 Reduced 2.93%
$954M
$4.84 Million 0.71% of portfolio
134,404
Q3 2025 New
$187B
$4.88 Million 0.71% of portfolio
29,324
Q3 2025 Added 21.57%
$123B
$4.77 Million 0.7% of portfolio
9,557
Q3 2025 Added 17.76%
$21.2B
$4.77 Million 0.7% of portfolio
11,370
Q3 2025 Reduced 9.95%
$346B
$4.71 Million 0.69% of portfolio
30,686
Q3 2025 Added 220.11%
$268B
$4.72 Million 0.69% of portfolio
28,226
Q3 2025 Added 12.22%
$303B
$4.75 Million 0.69% of portfolio
30,617
Q3 2025 Added 292.22%
$204B
$4.7 Million 0.69% of portfolio
33,482
Q3 2025 Added 33.72%
$235B
$4.75 Million 0.69% of portfolio
56,579
Q3 2025 Added 19.34%
$78.2B
$4.63 Million 0.68% of portfolio
14,319
Q3 2025 New
$183B
$4.59 Million 0.67% of portfolio
16,266
Q3 2025 Added 11.43%
$2.64B
$4.54 Million 0.66% of portfolio
201,100
Q3 2025 New
$367B
$4.46 Million 0.65% of portfolio
11,006
Q3 2025 Reduced 2.5%
$71.6B
$4.48 Million 0.65% of portfolio
66,752
Q3 2025 Added 7.91%
$0
$4.33 Million 0.63% of portfolio
54,876
Q3 2025 Reduced 38.21%
$29.2B
$4.23 Million 0.62% of portfolio
129,629
Q3 2025 Reduced 9.94%
$4.89B
$4.15 Million 0.61% of portfolio
577,334
Q3 2025 New
$82.8B
$4.15 Million 0.61% of portfolio
14,382
Q3 2025 New
$67.6B
$4.15 Million 0.61% of portfolio
85,911
Q3 2025 New
$522B
$4.04 Million 0.59% of portfolio
21,813
Q3 2025 Added 0.52%
$0
$4.03 Million 0.59% of portfolio
12,289
Q3 2025 Reduced 0.23%

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $685 Million
  • Prior Value $536 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 107 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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