Hohimer Wealth Management, LLC Portfolio Holdings
Hohimer Wealth Management, LLC
- $490 Million
- Q1 2025
Hohimer Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $490 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $33.3M, Goldman Sachs Access Treasury with a value of $22.5M, Vanguard Bd Index Fd Inc Short with a value of $15.8M, Vanguard Growth ETF with a value of $12.8M, and Nvidia Corp with a value of $10.8M.
Examining the 13F form we can see an decrease of $15.1M in the current position value, from $505M to 490M.
Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$490 Million
ETFs: $125 Million
Technology: $103 Million
Financial Services: $51.5 Million
Healthcare: $42.5 Million
Consumer Cyclical: $39.1 Million
Industrials: $34.8 Million
Consumer Defensive: $26.4 Million
Communication Services: $26.2 Million
Other: $41.2 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 258
- Current Value $490 Million
- Prior Value $505 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 43 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks