Hohimer Wealth Management, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $419 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.5M, Vanguard Growth ETF with a value of $9.42M, Goldman Sachs Access Treasury with a value of $8.66M, Jpmorgan Chase & CO with a value of $7.96M, and Vanguard Ftse Developed Market with a value of $7.43M.
Examining the 13F form we can see an increase of $28.2M in the current position value, from $391M to 419M.
Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$419 Million
Technology: $91.9 Million
ETFs: $87.6 Million
Financial Services: $56.5 Million
Healthcare: $39.2 Million
Industrials: $28.8 Million
Energy: $23.8 Million
Consumer Defensive: $22 Million
Consumer Cyclical: $21.7 Million
Other: $47.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions