Hohimer Wealth Management, LLC Reduced Holdings in Q2 2025

Hohimer Wealth Management, LLC

  • $536 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-113K
- 56.06%
$77.74 - $78.78 $8.81M - $8.92M
88.8K $6.99M
MUB
Ishares National Muni Bond ETF

ETFs
-8.41K
- 30.15%
$102.31 - $105.8 $860K - $889K
19.5K $2.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-124
- 0.28%
$99.37 - $134.05 $12.3K - $16.6K
43.4K $4.93M
MRK
Merck & Co., Inc.

Healthcare
-2.2K
- 4.43%
$73.47 - $87.12 $161K - $191K
47.4K $3.75M
XOM
Exxon Mobil Corp

Energy
-1.28K
- 2.67%
$99.93 - $119.04 $128K - $153K
46.8K $5.05M
SLB
Schlumberger Limited

Energy
-4.13K
- 6.22%
$31.95 - $42.2 $132K - $174K
62.3K $2.11M
MOH
Molina Healthcare, Inc.

Healthcare
-207
- 1.14%
$290.25 - $353.24 $60.1K - $73.1K
18K $5.35M
PEP
Pepsico Inc

Consumer Defensive
-979
- 3.76%
$128.02 - $151.37 $125K - $148K
25K $3.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.56K
- 11.85%
$75.05 - $77.34 $567K - $584K
56.2K $4.35M
AMGN
Amgen Inc

Healthcare
-104
- 0.71%
$262.28 - $309.85 $27.3K - $32.2K
14.6K $4.08M
TGT
Target Corp

Consumer Defensive
-2.05K
- 7.18%
$88.76 - $105.77 $182K - $217K
26.5K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
-92
- 5.8%
$274.35 - $599.47 $25.2K - $55.2K
1.49K $466K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.58K
- 7.79%
$49.79 - $50.75 $328K - $334K
77.9K $3.95M
JNJ
Johnson & Johnson

Healthcare
-210
- 0.96%
$146.36 - $159.82 $30.7K - $33.6K
21.7K $3.31M
AEP
American Electric Power CO Inc

Utilities
-153
- 0.3%
$98.59 - $109.11 $15.1K - $16.7K
50.6K $5.25M
UTHR
United Therapeutics Corp

Healthcare
-25
- 0.2%
$276.47 - $328.4 $6.91K - $8.21K
12.6K $3.63M
BMY
Bristol Myers Squibb CO

Healthcare
-2.83K
- 30.66%
$44.12 - $59.6 $125K - $169K
6.4K $296K
CNC
Centene Corp

Healthcare
-191
- 0.49%
$53.4 - $64.29 $10.2K - $12.3K
38.8K $2.1M
BA
Boeing CO

Industrials
-2.44K
- 36.83%
$136.59 - $217.51 $334K - $532K
4.19K $878K
HSY
Hershey CO

Consumer Defensive
-861
- 4.2%
$151.29 - $173.13 $130K - $149K
19.6K $3.26M
HPE
Hewlett Packard Enterprise CO

Technology
-54.6K
- 30.55%
$12.51 - $20.45 $682K - $1.12M
124K $2.54M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-6.1K
- 33.74%
$21.4 - $26.31 $130K - $160K
12K $259K
PCAR
Paccar Inc

Industrials
-1.53K
- 11.87%
$86.4 - $99.09 $133K - $152K
11.4K $1.08M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.21K
- 13.96%
$66.5 - $71.25 $147K - $157K
13.6K $945K
ALKS
Alkermes Plc.

Healthcare
-3.04K
- 24.62%
$26.59 - $32.65 $80.9K - $99.4K
9.32K $266K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-42.8K
- 26.62%
$14.1 - $22.95 $603K - $981K
118K $2.54M
NBN
Northeast Bk Lewiston Me Com

Financial Services
-1.14K
- 33.32%
$80.61 - $92.41 $91.7K - $105K
2.28K $202K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.04K
- 4.35%
$35.3 - $37.51 $178K - $189K
111K $4.15M
NOC
Northrop Grumman Corp

Industrials
-25
- 0.36%
$456.3 - $540.39 $11.4K - $13.5K
6.87K $3.43M
SBUX
Starbucks Corp

Consumer Cyclical
-391
- 6.21%
$79.69 - $99.41 $31.2K - $38.9K
5.9K $540K
VT
Vanguard Total World Stk Index

ETFs
-847
- 25.94%
$103.16 - $128.52 $87.4K - $109K
2.42K $310K
HDV
Ishares Core High Dividend ETF

ETFs
-141
- 1.7%
$108.41 - $120.51 $15.3K - $17K
8.14K $953K
RTX
Raytheon Technologies Corp

Industrials
-916
- 14.35%
$113.75 - $148.48 $104K - $136K
5.47K $798K
CSV
Carriage Services Inc

Consumer Cyclical
-1.97K
- 30.45%
$36.26 - $46.06 $71.3K - $90.6K
4.49K $205K
MLI
Mueller Industries Inc

Industrials
-753
- 16.87%
$68.45 - $79.6 $51.5K - $59.9K
3.71K $294K
MO
Altria Group, Inc.

Consumer Defensive
-55
- 0.2%
$55.56 - $60.91 $3.06K - $3.35K
27.1K $1.59M
STLD
Steel Dynamics Inc

Basic Materials
-406
- 7.94%
N/A
4.71K $461K
WMT
Walmart Inc.

Consumer Defensive
-1.02K
- 16.81%
$81.79 - $99.98 $83.7K - $102K
5.06K $494K
CB
Chubb LTD

Financial Services
-46
- 2.43%
$274.32 - $302.46 $12.6K - $13.9K
1.85K $534K
IRT
Independence Realty Trust, Inc.

Real Estate
-71
- 0.7%
$17.41 - $21.38 $1.24K - $1.52K
10K $177K
BOX
Box Inc

Technology
-1.7K
- 21.46%
$28.42 - $38.55 $48.2K - $65.3K
6.21K $212K
ADEA
Adeia Inc.

Technology
-3.33K
- 18.7%
$11.23 - $14.24 $37.4K - $47.4K
14.5K $204K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-683
- 3.39%
$45.2 - $46.6 $30.9K - $31.8K
19.4K $901K
ATEN
A10 Networks, Inc.

Technology
-3.87K
- 25.85%
$14.89 - $19.35 $57.7K - $75K
11.1K $214K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
-2.56K
- 35.41%
$33.46 - $53.52 $85.6K - $137K
4.67K $240K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-998
- 10.96%
$37.18 - $42.55 $37.1K - $42.5K
8.11K $345K
OWL
Blue Owl Capital Inc.

Financial Services
-141
- 0.52%
$15.9 - $21.16 $2.24K - $2.98K
27.2K $522K
TROW
Price T Rowe Group Inc

Financial Services
-2K
- 5.45%
$80.27 - $98.06 $161K - $197K
34.8K $3.36M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-470
- 7.85%
$47.89 - $48.65 $22.5K - $22.9K
5.52K $268K
Activity Summary
Buys All Purchases 129 New Holdings 46 Increased Positions 83 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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