Hohimer Wealth Management, LLC Purchases in Q4 2024

Hohimer Wealth Management, LLC

  • $505 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
257K
+ 494.71%
$77.02 - $78.58 $19.8M - $20.2M
309K $23.8M
VTI
Vanguard Total Stock Market Et

ETFs
21.7K
+ 211.73%
$280.04 - $302.45 $6.08M - $6.57M
32K $9.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
71.8K
+ 383.19%
$74.5 - $78.37 $5.35M - $5.63M
90.6K $6.77M
GBIL
Goldman Sachs Access Treasury

ETFs
48.1K
+ 47.02%
$99.85 - $100.22 $4.8M - $4.82M
150K $15M
MUB
Ishares National Muni Bond ETF

ETFs
40.3K
New
$105.78 - $108.7 $4.27M - $4.38M
40.3K $4.3M
MSFT
Microsoft Corp

Technology
11.3K
+ 16.27%
$406.35 - $454.46 $4.59M - $5.14M
80.8K $34M
IVV
Ishares Core S&P 500 ETF

ETFs
6.04K
+ 87.98%
$570.51 - $610.59 $3.45M - $3.69M
12.9K $7.6M
TGT
Target Corp

Consumer Defensive
25.5K
New
$121.59 - $160.69 $3.1M - $4.09M
25.5K $3.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
67.4K
+ 292.91%
$50.62 - $50.97 $3.41M - $3.43M
90.4K $4.58M
VRSN
Verisign Inc

Technology
14.4K
New
$176.68 - $206.96 $2.55M - $2.98M
14.4K $2.98M
NBIX
Neurocrine Biosciences Inc

Healthcare
20.4K
New
$111.62 - $139.44 $2.28M - $2.85M
20.4K $2.79M
HAL
Halliburton CO

Energy
96.7K
New
$25.77 - $31.99 $2.49M - $3.09M
96.7K $2.63M
VUG
Vanguard Growth ETF

ETFs
4.13K
+ 13.71%
$378.79 - $428.11 $1.56M - $1.77M
34.2K $14M
AAPL
Apple Inc.

Technology
6.9K
+ 17.74%
$221.69 - $259.02 $1.53M - $1.79M
45.8K $11.5M
NVDA
Nvidia Corp

Technology
13.8K
+ 32.0%
$117.0 - $148.88 $1.61M - $2.05M
56.7K $7.62M
CNC
Centene Corp

Healthcare
38.5K
New
$56.71 - $73.94 $2.18M - $2.85M
38.5K $2.33M
MU
Micron Technology Inc

Technology
26.6K
New
$84.16 - $113.41 $2.24M - $3.02M
26.6K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
4.51K
+ 12.06%
$180.88 - $232.93 $816K - $1.05M
41.9K $9.2M
GOOGL
Alphabet Inc.

Communication Services
5.59K
+ 12.74%
$161.86 - $196.66 $905K - $1.1M
49.5K $9.37M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.58K
+ 23.93%
$146.47 - $191.01 $817K - $1.07M
28.9K $5.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
9.11K
+ 214.84%
$219.66 - $257.62 $2M - $2.35M
13.3K $2.95M
PINS
Pinterest, Inc.

Communication Services
59.1K
+ 262.14%
$28.24 - $34.15 $1.67M - $2.02M
81.7K $2.37M
DG
Dollar General Corp

Consumer Defensive
21.3K
New
$73.27 - $84.47 $1.56M - $1.8M
21.3K $1.61M
SYF
Synchrony Financial

Financial Services
232
+ 0.24%
$49.01 - $68.55 $11.4K - $15.9K
97.9K $6.36M
TSLA
Tesla, Inc.

Consumer Cyclical
594
+ 6.82%
$213.65 - $479.86 $127K - $285K
9.3K $3.76M
RIO
Rio Tinto PLC

Basic Materials
24.6K
New
$58.59 - $71.15 $1.44M - $1.75M
24.6K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
2.89K
+ 50.31%
$205.18 - $250.29 $592K - $722K
8.62K $2.07M
COF
Capital One Financial Corp

Financial Services
130
+ 0.45%
$145.19 - $192.01 $18.9K - $25K
29.1K $5.18M
COST
Costco Wholesale Corp

Consumer Defensive
594
+ 8.94%
$873.59 - $994.69 $519K - $591K
7.24K $6.63M
CSCO
Cisco Systems, Inc.

Technology
1.28K
+ 1.23%
$52.45 - $60.02 $67.2K - $76.9K
106K $6.26M
AMP
Ameriprise Financial Inc

Financial Services
41
+ 0.4%
$473.15 - $574.01 $19.4K - $23.5K
10.3K $5.51M
DOX
Amdocs LTD

Technology
7.28K
New
$82.94 - $92.86 $604K - $676K
7.28K $620K
DOCU
Docusign, Inc.

Technology
302
+ 1.44%
$61.42 - $106.99 $18.5K - $32.3K
21.3K $1.91M
GM
General Motors CO

Consumer Cyclical
355
+ 0.51%
$44.82 - $60.2 $15.9K - $21.4K
70.1K $3.74M
ZM
Zoom Video Communications, Inc.

Technology
212
+ 0.43%
$67.21 - $89.03 $14.2K - $18.9K
49.8K $4.06M
FE
Firstenergy Corp

Utilities
14.7K
New
$39.14 - $44.52 $575K - $654K
14.7K $584K
C
Citigroup Inc

Financial Services
407
+ 0.6%
$61.31 - $72.5 $25K - $29.5K
68.4K $4.81M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.83K
New
$106.56 - $113.11 $514K - $546K
4.83K $515K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
2.42K
+ 1.52%
$14.29 - $18.76 $34.6K - $45.4K
162K $2.96M
V
Visa Inc.

Financial Services
940
+ 18.48%
$273.87 - $320.91 $257K - $302K
6.03K $1.9M
BCS
Barclays PLC

Financial Services
1.49K
+ 0.35%
$11.65 - $13.67 $17.4K - $20.4K
428K $5.69M
PYPL
Pay Pal Holdings, Inc.

Financial Services
283
+ 0.45%
$77.25 - $91.3 $21.9K - $25.8K
63.8K $5.44M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.9K
New
$40.26 - $42.88 $481K - $512K
11.9K $483K
MRK
Merck & Co., Inc.

Healthcare
4.9K
+ 175.7%
$96.31 - $114.76 $471K - $562K
7.68K $764K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.07K
New
$370.24 - $418.94 $397K - $449K
1.07K $430K
META
Meta Platforms, Inc.

Communication Services
375
+ 3.21%
$554.08 - $632.68 $208K - $237K
12.1K $7.11M
EMR
Emerson Electric CO

Industrials
173
+ 0.62%
$108.13 - $134.33 $18.7K - $23.2K
27.9K $3.45M
CRM
Salesforce, Inc.

Technology
425
+ 9.36%
$270.87 - $367.87 $115K - $156K
4.97K $1.66M
PLTR
Palantir Technologies Inc.

Technology
5.5K
New
$36.46 - $82.38 $201K - $453K
5.5K $416K
Activity Summary
Buys All Purchases 179 New Holdings 40 Increased Positions 139 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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