Hohimer Wealth Management, LLC Reduced Holdings in Q1 2025

Hohimer Wealth Management, LLC

  • $490 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-106K
- 34.5%
$76.94 - $78.28 $8.19M - $8.33M
202K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
-20.3K
- 63.59%
$271.18 - $303.12 $5.51M - $6.16M
11.6K $3.2M
CSCO
Cisco Systems, Inc.

Technology
-84.6K
- 79.95%
$58.74 - $64.87 $4.97M - $5.49M
21.2K $1.31M
AAPL
Apple Inc.

Technology
-16.1K
- 35.16%
$209.68 - $247.1 $3.38M - $3.98M
29.7K $6.59M
UNH
Unitedhealth Group Inc

Healthcare
-7.71K
- 82.93%
$461.52 - $548.18 $3.56M - $4.22M
1.59K $830K
RTX
Raytheon Technologies Corp

Industrials
-29.7K
- 82.28%
$114.1 - $135.66 $3.38M - $4.02M
6.38K $845K
AVGO
Broadcom Inc.

Technology
-1.94K
- 4.16%
$167.43 - $244.7 $324K - $474K
44.6K $7.47M
BMY
Bristol Myers Squibb CO

Healthcare
-58K
- 86.27%
$53.9 - $63.11 $3.13M - $3.66M
9.23K $563K
IVV
Ishares Core S&P 500 ETF

ETFs
-4.12K
- 31.92%
$554.06 - $615.85 $2.28M - $2.54M
8.79K $4.94M
FISV
Fiserv Inc

Technology
-19.8K
- 95.21%
N/A
998 $124K
STZ
Constellation Brands, Inc.

Consumer Defensive
-8.88K
- 66.5%
$161.05 - $222.93 $1.43M - $1.98M
4.47K $820K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-26.8K
- 29.6%
$73.78 - $76.59 $1.98M - $2.05M
63.8K $4.88M
MUB
Ishares National Muni Bond ETF

ETFs
-12.5K
- 30.88%
$104.71 - $107.69 $1.3M - $1.34M
27.9K $2.94M
CRM
Salesforce, Inc.

Technology
-3.83K
- 77.02%
$268.36 - $359.95 $1.03M - $1.38M
1.14K $306K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-220
- 0.34%
$65.15 - $91.81 $14.3K - $20.2K
63.6K $4.15M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-2.13K
- 7.36%
$157.11 - $206.52 $334K - $439K
26.8K $4.5M
NFLX
Netflix Inc

Communication Services
-1.01K
- 63.28%
$828.4 - $1058.6 $835K - $1.07M
585 $545K
DOCU
Docusign, Inc.

Technology
-5.23K
- 24.58%
$74.7 - $97.7 $391K - $511K
16.1K $1.31M
HON
Honeywell International Inc

Industrials
-2K
- 36.21%
$202.75 - $226.52 $406K - $454K
3.53K $747K
CAT
Caterpillar Inc

Industrials
-1K
- 20.25%
$326.75 - $407.63 $327K - $408K
3.94K $1.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.19K
- 25.91%
$71.17 - $73.66 $512K - $529K
20.6K $1.51M
OWL
Blue Owl Capital Inc.

Financial Services
-12.9K
- 32.05%
$18.49 - $26.68 $238K - $344K
27.3K $547K
COST
Costco Wholesale Corp

Consumer Defensive
-613
- 8.47%
$890.62 - $1076.86 $546K - $660K
6.63K $6.27M
PCAR
Paccar Inc

Industrials
-2.64K
- 16.97%
$96.91 - $112.51 $256K - $297K
12.9K $1.26M
META
Meta Platforms, Inc.

Communication Services
-330
- 2.74%
$576.36 - $736.67 $190K - $243K
11.7K $6.76M
APO
Apollo Global Management, Inc.

Financial Services
-1.03K
- 14.19%
$126.01 - $172.06 $129K - $177K
6.21K $850K
LMT
Lockheed Martin Corp

Industrials
-27
- 0.33%
$423.19 - $506.29 $11.4K - $13.7K
8.2K $3.66M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.88K
- 6.51%
$50.48 - $51.04 $297K - $300K
84.5K $4.28M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-913
- 0.57%
$16.61 - $20.29 $15.2K - $18.5K
161K $2.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 0.23%
$551.42 - $612.93 $12.7K - $14.1K
10.1K $5.65M
BKR
Baker Hughes CO

Energy
-7.77K
- 23.83%
$41.16 - $48.85 $320K - $380K
24.8K $1.09M
PANW
Palo Alto Networks Inc

Technology
-770
- 8.66%
$167.82 - $208.28 $129K - $160K
8.12K $1.39M
MELI
Mercadolibre Inc

Consumer Cyclical
-187
- 34.76%
$1739.0 - $2260.0 $325K - $423K
351 $684K
AXP
American Express CO

Financial Services
-222
- 3.81%
$255.39 - $325.87 $56.7K - $72.3K
5.61K $1.51M
MNST
Monster Beverage Corp

Consumer Defensive
-5.81K
- 28.24%
$46.16 - $58.58 $268K - $340K
14.8K $863K
MSCI
Msci Inc.

Financial Services
-153
- 9.87%
$541.46 - $628.34 $82.8K - $96.1K
1.4K $790K
PGR
Progressive Corp

Financial Services
-1.03K
- 27.22%
$235.61 - $291.22 $242K - $299K
2.75K $777K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.83K
- 23.7%
$39.61 - $42.65 $112K - $121K
9.11K $371K
NVNO
En V Veno Medical Corp

Healthcare
-31.3K
- 61.01%
$2.63 - $3.77 $82.3K - $118K
20K $52K
DOW
Dow Inc.

Basic Materials
-281
- 1.82%
$34.36 - $41.92 $9.66K - $11.8K
15.2K $529K
PFF
Ishares Trust Ishares Pfd And

ETFs
-988
- 1.34%
$30.73 - $32.26 $30.4K - $31.9K
72.6K $2.23M
VIG
Vanguard Dividend Appreciation

ETFs
-269
- 1.96%
N/A
13.4K $2.45M
SHW
Sherwin Williams CO

Basic Materials
-243
- 6.0%
$330.16 - $365.55 $80.2K - $88.8K
3.8K $1.33M
ATEN
A10 Networks, Inc.

Technology
-687
- 4.38%
$16.34 - $21.68 $11.2K - $14.9K
15K $244K
OXLC
Oxford Lane Capital Corp.

Financial Services
-6.34K
- 17.71%
$4.3 - $5.17 $27.3K - $32.8K
29.5K $139K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-18
- 0.3%
$51.45 - $58.51 $926 - $1.05K
6.03K $312K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-833
- 3.97%
$44.68 - $46.49 $37.2K - $38.7K
20.1K $932K
BOX
Box Inc

Technology
-223
- 2.75%
$30.22 - $35.39 $6.74K - $7.89K
7.9K $243K
Dolphin Entmt Inc
-21K
- 30.43%
N/A
48K $0
Activity Summary
Buys All Purchases 166 New Holdings 43 Increased Positions 123 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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