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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$12.3 Million 2.29% of portfolio
44,547
Q2 2025 Reduced 0.11%
$77.2B
$7.9 Million 1.47% of portfolio
424,891
Q2 2025 Reduced 0.77%
$68.5B
$6.09 Million 1.14% of portfolio
104,572
Q2 2025 Added 1.17%
$51.1B
$5.51 Million 1.03% of portfolio
10,332
Q2 2025 Reduced 0.39%
$190B
$5.45 Million 1.02% of portfolio
6,917
Q2 2025 Reduced 2.52%
$11.5B
$5.35 Million 1.0% of portfolio
17,964
Q2 2025 Reduced 1.14%
$60.3B
$5.25 Million 0.98% of portfolio
50,606
Q2 2025 Reduced 0.3%
$55.8B
$5.01 Million 0.93% of portfolio
31,377
Q2 2025 Reduced 0.24%
$29B
$4.86 Million 0.91% of portfolio
64,077
Q2 2025 Reduced 2.02%
$30B
$4.69 Million 0.87% of portfolio
143,943
Q2 2025 Added 0.58%
$81B
$4.6 Million 0.86% of portfolio
61,860
Q2 2025 Reduced 2.68%
$34.4B
$4.53 Million 0.84% of portfolio
26,831
Q2 2025 Added 0.25%
$52.2B
$4.38 Million 0.82% of portfolio
58,813
Q2 2025 Reduced 1.01%
$19.8B
$4.35 Million 0.81% of portfolio
121,410
Q2 2025 Reduced 8.61%
$28.2B
$4.18 Million 0.78% of portfolio
14,476
Q2 2025 Added 0.1%
$118B
$4.12 Million 0.77% of portfolio
13,353
Q2 2025 Reduced 0.22%
$190B
$3.84 Million 0.72% of portfolio
24,121
Q2 2025 Reduced 0.66%
$21B
$3.87 Million 0.72% of portfolio
49,586
Q2 2025 Reduced 0.37%
$64.4B
$3.83 Million 0.71% of portfolio
36,796
Q2 2025 Reduced 1.16%
$19.4B
$3.78 Million 0.7% of portfolio
55,475
Q2 2025 Reduced 0.08%
$128B
$3.76 Million 0.7% of portfolio
8,116
Q2 2025 Reduced 1.04%
$78.2B
$3.73 Million 0.69% of portfolio
27,959
Q2 2025 Reduced 0.01%
$19.2B
$3.63 Million 0.68% of portfolio
12,626
Q2 2025 Reduced 0.2%
$92.2B
$3.43 Million 0.64% of portfolio
6,868
Q2 2025 Reduced 0.36%
$23.8B
$3.39 Million 0.63% of portfolio
29,643
Q2 2025 Added 1.14%
$23.5B
$3.36 Million 0.63% of portfolio
34,797
Q2 2025 Reduced 5.45%
$27.3B
$3.26 Million 0.61% of portfolio
19,643
Q2 2025 Reduced 4.2%
$149B
$3.21 Million 0.6% of portfolio
8,998
Q2 2025 Added 181.01%
$25.9B
$3.19 Million 0.59% of portfolio
29,900
Q2 2025 Added 0.69%
$38.7B
$3.18 Million 0.59% of portfolio
25,968
Q2 2025 Added 0.91%
$194B
$2.83 Million 0.53% of portfolio
15,472
Q2 2025 Added 1.07%
$43.4B
$2.61 Million 0.49% of portfolio
26,475
Q2 2025 Reduced 7.18%
$29.9B
$2.54 Million 0.47% of portfolio
124,026
Q2 2025 Reduced 30.55%
$20.4B
$2.1 Million 0.39% of portfolio
38,755
Q2 2025 Reduced 0.49%
$47.5B
$2.11 Million 0.39% of portfolio
62,335
Q2 2025 Reduced 6.22%
$41.6B
$2.06 Million 0.38% of portfolio
12,258
Q3 2023 Reduced 0.01%
$19.8B
$1.99 Million 0.37% of portfolio
25,038
Q2 2025 Added 0.01%
$24.3B
$1.95 Million 0.36% of portfolio
10,657
Q2 2025 New
$64.2B
$1.71 Million 0.32% of portfolio
8,334
Q2 2025 Added 2.58%
$116B
$1.65 Million 0.31% of portfolio
15,706
Q2 2025 New
$114B
$1.59 Million 0.3% of portfolio
27,066
Q2 2025 Reduced 0.2%
$34.5B
$1.54 Million 0.29% of portfolio
49,049
Q2 2025 Reduced 1.51%
$58.9B
$1.49 Million 0.28% of portfolio
4,546
Q1 2025 Added 0.4%
$87.7B
$1.32 Million 0.25% of portfolio
3,843
Q2 2025 Added 1.03%
$20.4B
$1.35 Million 0.25% of portfolio
3,344
Q2 2025 Reduced 23.9%
$165B
$1.19 Million 0.22% of portfolio
17,088
Q2 2025 Added 1.91%
$16.4B
$1.16 Million 0.22% of portfolio
32,318
Q2 2025 Reduced 1.76%
$36.2B
$1.14 Million 0.21% of portfolio
7,513
Q2 2025 Reduced 0.41%
$46.8B
$1.05 Million 0.2% of portfolio
27,345
Q2 2025 Added 10.08%

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
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