Hohimer Wealth Management, LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $455 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.9M, Vanguard Growth ETF with a value of $11.6M, Goldman Sachs Access Treasury with a value of $10.3M, Apple Inc. with a value of $9.06M, and Broadcom Inc. with a value of $7.94M.
Examining the 13F form we can see an increase of $31.7M in the current position value, from $424M to 455M.
Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$455 Million
Technology: $97.1 Million
ETFs: $90.4 Million
Healthcare: $51.9 Million
Financial Services: $50.7 Million
Consumer Cyclical: $35.9 Million
Industrials: $34.4 Million
Communication Services: $26.9 Million
Consumer Defensive: $25.2 Million
Other: $43 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
