Hohimer Wealth Management, LLC Incresed Positions in Q3 2024

Hohimer Wealth Management, LLC

  • $455 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
73.1K
+ 251.12%
$99.7 - $100.3 $7.29M - $7.33M
102K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.2K
+ 499.2%
$71.45 - $75.64 $2.51M - $2.66M
42.2K $3.17M
UNH
Unitedhealth Group Inc

Healthcare
1.81K
+ 23.72%
$488.01 - $604.18 $882K - $1.09M
9.43K $5.51M
CSCO
Cisco Systems, Inc.

Technology
20.7K
+ 24.68%
$44.74 - $53.22 $925K - $1.1M
104K $5.56M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
321
+ 0.76%
$72.18 - $107.33 $23.2K - $34.5K
42.5K $4.52M
LMT
Lockheed Martin Corp

Industrials
925
+ 12.9%
$460.3 - $584.56 $426K - $541K
8.09K $4.73M
PYPL
Pay Pal Holdings, Inc.

Financial Services
632
+ 1.01%
$57.22 - $80.08 $36.2K - $50.6K
63.5K $4.95M
VUG
Vanguard Growth ETF

ETFs
1.73K
+ 6.09%
$341.08 - $391.94 $589K - $677K
30.1K $11.6M
BLK
Black Rock Inc.

Financial Services
44
+ 0.82%
$782.27 - $949.51 $34.4K - $41.8K
5.43K $5.15M
GOOGL
Alphabet Inc.

Communication Services
8.85K
+ 25.26%
$148.65 - $191.18 $1.32M - $1.69M
43.9K $7.28M
META
Meta Platforms, Inc.

Communication Services
23
+ 0.2%
$453.41 - $572.44 $10.4K - $13.2K
11.7K $6.69M
ORCL
Oracle Corp

Technology
431
+ 1.73%
$125.9 - $170.35 $54.3K - $73.4K
25.3K $4.31M
RTX
Raytheon Technologies Corp

Industrials
22
+ 0.06%
$99.55 - $123.34 $2.19K - $2.71K
35.8K $4.34M
IVV
Ishares Core S&P 500 ETF

ETFs
954
+ 16.14%
$520.18 - $576.82 $496K - $550K
6.87K $3.96M
VICI
Vici Properties Inc.

Real Estate
1.31K
+ 0.91%
$27.64 - $34.08 $36.3K - $44.8K
146K $4.85M
VEA
Vanguard Ftse Developed Market

ETFs
3.96K
+ 2.75%
$47.6 - $53.31 $188K - $211K
148K $7.79M
GILD
Gilead Sciences, Inc.

Healthcare
47
+ 0.1%
$66.59 - $83.99 $3.13K - $3.95K
45.4K $3.8M
EBAY
Ebay Inc

Consumer Cyclical
64
+ 0.11%
$52.61 - $65.44 $3.37K - $4.19K
58.4K $3.81M
AVGO
Broadcom Inc.

Technology
41.5K
+ 909.99%
$136.27 - $1745.86 $5.65M - $72.4M
46K $7.94M
CAG
Conagra Brands Inc.

Consumer Defensive
642
+ 0.48%
$28.13 - $32.83 $18.1K - $21.1K
134K $4.36M
ADP
Automatic Data Processing Inc

Industrials
158
+ 1.2%
$233.44 - $279.45 $36.9K - $44.2K
13.3K $3.67M
ZM
Zoom Video Communications, Inc.

Technology
260
+ 0.53%
$55.32 - $71.9 $14.4K - $18.7K
49.5K $3.46M
EXPE
Expedia Group, Inc.

Consumer Cyclical
127
+ 0.55%
$112.12 - $149.09 $14.2K - $18.9K
23.3K $3.45M
CHKP
Check Point Software Technologies LTD

Technology
10
+ 0.05%
$165.0 - $195.47 $1.65K - $1.95K
18.8K $3.62M
MCD
Mcdonalds Corp

Consumer Cyclical
95
+ 1.04%
$245.82 - $304.51 $23.4K - $28.9K
9.27K $2.82M
AMP
Ameriprise Financial Inc

Financial Services
14
+ 0.14%
$391.53 - $469.81 $5.48K - $6.58K
10.3K $4.84M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.69K
+ 33.32%
$74.26 - $78.84 $348K - $369K
18.7K $1.47M
JNJ
Johnson & Johnson

Healthcare
316
+ 1.47%
$145.48 - $167.38 $46K - $52.9K
21.8K $3.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 1.74%
$405.19 - $478.57 $41.7K - $49.3K
6.04K $2.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
132
+ 1.36%
$517.38 - $573.86 $68.3K - $75.7K
9.83K $5.64M
SHW
Sherwin Williams CO

Basic Materials
61
+ 1.52%
$294.65 - $384.0 $18K - $23.4K
4.07K $1.55M
COF
Capital One Financial Corp

Financial Services
56
+ 0.19%
$131.42 - $153.05 $7.36K - $8.57K
28.9K $4.33M
RPRX
Royalty Pharma PLC

Healthcare
1.45K
+ 1.0%
$25.63 - $29.27 $37K - $42.3K
145K $4.11M
CAT
Caterpillar Inc

Industrials
125
+ 2.7%
$316.8 - $391.12 $39.6K - $48.9K
4.76K $1.86M
INCY
Incyte Corp

Healthcare
28
+ 0.05%
$57.33 - $68.61 $1.61K - $1.92K
55.1K $3.64M
NEE
Nextera Energy Inc

Utilities
907
+ 6.45%
$69.9 - $84.97 $63.4K - $77.1K
15K $1.26M
SYF
Synchrony Financial

Financial Services
72
+ 0.07%
$43.77 - $52.22 $3.15K - $3.76K
97.6K $4.87M
AXP
American Express CO

Financial Services
149
+ 2.64%
$225.92 - $271.17 $33.7K - $40.4K
5.79K $1.57M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 3.05%
$1591.44 - $2140.1 $27.1K - $36.4K
574 $1.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
369
+ 0.67%
$41.9 - $48.26 $15.5K - $17.8K
55.7K $2.66M
OXLC
Oxford Lane Capital Corp.

Financial Services
39K
+ 118.13%
$5.15 - $5.67 $201K - $221K
72.1K $376K
PGR
Progressive Corp

Financial Services
95
+ 2.6%
$209.46 - $259.24 $19.9K - $24.6K
3.75K $952K
MOH
Molina Healthcare, Inc.

Healthcare
93
+ 2.75%
$283.98 - $360.73 $26.4K - $33.5K
3.48K $1.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
394
+ 1.19%
$69.16 - $76.64 $27.2K - $30.2K
33.4K $2.51M
AMGN
Amgen Inc

Healthcare
115
+ 0.75%
$309.38 - $337.38 $35.6K - $38.8K
15.4K $4.95M
MSCI
Msci Inc.

Financial Services
45
+ 3.01%
$479.31 - $584.91 $21.6K - $26.3K
1.54K $897K
HSY
Hershey CO

Consumer Defensive
32
+ 0.15%
$182.45 - $203.25 $5.84K - $6.5K
21.6K $4.15M
VB
Vanguard Small Cap ETF

ETFs
118
+ 1.63%
$214.77 - $237.72 $25.3K - $28.1K
7.36K $1.75M
BNDX
Vanguard Total International B

ETFs
1.6K
+ 3.18%
$48.42 - $50.35 $77.4K - $80.5K
51.9K $2.61M
Activity Summary
Buys All Purchases 141 New Holdings 50 Increased Positions 91 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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