Hohimer Wealth Management, LLC Portfolio Holdings

Hohimer Wealth Management, LLC

  • $536 Million
  • Q2 2025

Hohimer Wealth Management, LLC has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $536 Million distributed in 267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44M, Goldman Sachs Access Treasury with a value of $34.5M, Nvidia Corp with a value of $15.7M, Vanguard Growth ETF with a value of $15.2M, and Broadcom Inc. with a value of $12.3M.

Examining the 13F form we can see an increase of $46M in the current position value, from $490M to 536M.

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

Portfolio value $536 Million
ETFs: $137 Million
Technology: $130 Million
Financial Services: $56.2 Million
Consumer Cyclical: $40.9 Million
Healthcare: $39.8 Million
Industrials: $36.8 Million
Communication Services: $30.4 Million
Consumer Defensive: $25.5 Million
Other: $40 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$44 Million 8.21% of portfolio
88,527
Q2 2025 Reduced 0.17%
$456B
$15.7 Million 2.92% of portfolio
99,057
Q2 2025 Reduced 0.9%
$127B
$12.3 Million 2.29% of portfolio
44,547
Q2 2025 Reduced 0.11%
$2.26T
$10.3 Million 1.91% of portfolio
46,739
Q2 2025 Added 0.74%
$1.78T
$8.69 Million 1.62% of portfolio
11,767
Q2 2025 Added 0.37%
$1.21T
$8.02 Million 1.5% of portfolio
45,520
Q2 2025 Added 0.44%
$80.9B
$7.9 Million 1.47% of portfolio
424,891
Q2 2025 Reduced 0.77%
$859B
$6.75 Million 1.26% of portfolio
23,281
Q2 2025 Reduced 1.72%
$439B
$6.58 Million 1.23% of portfolio
6,646
Q2 2025 Added 0.32%
$3.69T
$6.31 Million 1.18% of portfolio
30,776
Q2 2025 Added 3.69%
$54.7B
$6.09 Million 1.14% of portfolio
104,572
Q2 2025 Added 1.17%
$551B
$5.74 Million 1.07% of portfolio
16,158
Q2 2025 Reduced 0.07%
$55.2B
$5.51 Million 1.03% of portfolio
10,332
Q2 2025 Reduced 0.39%
$201B
$5.45 Million 1.02% of portfolio
6,917
Q2 2025 Reduced 2.52%
$9.19B
$5.35 Million 1.0% of portfolio
17,964
Q2 2025 Reduced 1.14%
$57.5B
$5.25 Million 0.98% of portfolio
50,606
Q2 2025 Reduced 0.3%
$295B
$5.05 Million 0.94% of portfolio
6,297
Q2 2025 Reduced 3.91%
$49.5B
$5.01 Million 0.93% of portfolio
31,377
Q2 2025 Reduced 0.24%
$324B
$4.93 Million 0.92% of portfolio
43,437
Q2 2025 Reduced 0.28%
$25.8B
$4.86 Million 0.91% of portfolio
64,077
Q2 2025 Reduced 2.02%
$31.7B
$4.69 Million 0.87% of portfolio
143,943
Q2 2025 Added 0.58%
$250B
$4.6 Million 0.86% of portfolio
32,672
Q2 2025 Reduced 3.65%
$78.6B
$4.6 Million 0.86% of portfolio
61,860
Q2 2025 Reduced 2.68%
$30.9B
$4.53 Million 0.84% of portfolio
26,831
Q2 2025 Added 0.25%
$53.3B
$4.38 Million 0.82% of portfolio
58,813
Q2 2025 Reduced 1.01%
$20.5B
$4.35 Million 0.81% of portfolio
121,410
Q2 2025 Reduced 8.61%
$27.9B
$4.18 Million 0.78% of portfolio
14,476
Q2 2025 Added 0.1%
$124B
$4.12 Million 0.77% of portfolio
13,353
Q2 2025 Reduced 0.22%
$405B
$4.14 Million 0.77% of portfolio
11,288
Q2 2025 Added 414.49%
$152B
$4.08 Million 0.76% of portfolio
14,597
Q2 2025 Reduced 0.71%
$173B
$3.84 Million 0.72% of portfolio
24,121
Q2 2025 Reduced 0.66%
$17.6B
$3.87 Million 0.72% of portfolio
49,586
Q2 2025 Reduced 0.37%
$63.6B
$3.83 Million 0.71% of portfolio
36,796
Q2 2025 Reduced 1.16%
$18.2B
$3.78 Million 0.7% of portfolio
55,475
Q2 2025 Reduced 0.08%
$113B
$3.76 Million 0.7% of portfolio
8,116
Q2 2025 Reduced 1.04%
$203B
$3.75 Million 0.7% of portfolio
47,409
Q2 2025 Reduced 4.43%
$78.6B
$3.73 Million 0.69% of portfolio
27,959
Q2 2025 Reduced 0.01%
$13.7B
$3.63 Million 0.68% of portfolio
12,626
Q2 2025 Reduced 0.2%
$621B
$3.43 Million 0.64% of portfolio
7,062
Q2 2025 Added 1.23%
$89.4B
$3.43 Million 0.64% of portfolio
6,868
Q2 2025 Reduced 0.36%
$26B
$3.39 Million 0.63% of portfolio
29,643
Q2 2025 Added 1.14%
$24.3B
$3.36 Million 0.63% of portfolio
34,797
Q2 2025 Reduced 5.45%
$452B
$3.31 Million 0.62% of portfolio
21,701
Q2 2025 Reduced 0.96%
$202B
$3.31 Million 0.62% of portfolio
25,039
Q2 2025 Reduced 3.76%
$25.9B
$3.26 Million 0.61% of portfolio
19,643
Q2 2025 Reduced 4.2%
$145B
$3.21 Million 0.6% of portfolio
8,998
Q2 2025 Added 181.01%
$23.4B
$3.19 Million 0.59% of portfolio
29,900
Q2 2025 Added 0.69%
$36.7B
$3.18 Million 0.59% of portfolio
25,968
Q2 2025 Added 0.91%
$1.08T
$3.09 Million 0.58% of portfolio
9,715
Q2 2025 Added 1.91%

Summary

  • Portfolio
  • No. of Stocks 267
  • Current Value $536 Million
  • Prior Value $490 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
Track This Portfolio

Track Hohimer Wealth Management, LLC Portfolio

Follow Hohimer Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hohimer Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hohimer Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email