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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$626,000 0.12% of portfolio
6,877
Q2 2025 Reduced 3.3%
$1.82B
$301,000 0.06% of portfolio
2,621
Q2 2025 Added 2.34%
$1.54B
$318,000 0.06% of portfolio
4,886
Q2 2025 Reduced 2.06%
$1.49B
$271,000 0.05% of portfolio
11,845
Q2 2025 Added 47.97%
$1.37B
$249,000 0.05% of portfolio
2,559
Q2 2025 New
$821M
$252,000 0.05% of portfolio
41,270
Q2 2025 New
$783M
$254,000 0.05% of portfolio
14,350
Q2 2025 New
$495M
$202,000 0.04% of portfolio
2,170
Q2 2025 Reduced 24.68%
$519M
$203,000 0.04% of portfolio
4,314
Q2 2025 New
$833M
$240,000 0.04% of portfolio
4,665
Q2 2025 Reduced 35.41%
$893M
$190,000 0.04% of portfolio
11,333
Q2 2025 Added 3.0%
$1.43B
$241,000 0.04% of portfolio
5,970
Q2 2025 New
$691M
$201,000 0.04% of portfolio
5,112
Q2 2025 New
$1.4B
$203,000 0.04% of portfolio
5,236
Q2 2025 New
$1.02B
$200,000 0.04% of portfolio
17,051
Q2 2025 Reduced 8.81%
$1.87B
$202,000 0.04% of portfolio
2,343
Q2 2025 New
$904M
$211,000 0.04% of portfolio
3,858
Q2 2025 Reduced 12.12%
$1.21B
$205,000 0.04% of portfolio
5,900
Q2 2025 New
$1.27B
$235,000 0.04% of portfolio
3,467
Q2 2025 Reduced 0.63%
$1.3B
$214,000 0.04% of portfolio
11,110
Q2 2025 Reduced 25.85%
$1.95B
$232,000 0.04% of portfolio
3,942
Q2 2025 New
$710M
$205,000 0.04% of portfolio
4,490
Q2 2025 Reduced 30.45%
$730M
$202,000 0.04% of portfolio
2,275
Q2 2025 Reduced 33.32%
$567M
$201,000 0.04% of portfolio
12,070
Q2 2025 New
$387M
$189,000 0.04% of portfolio
15,959
Q2 2025 New
$1.09B
$60,000 0.01% of portfolio
12,365
Q2 2025 Reduced 4.99%
$1.77B
$41,000 0.01% of portfolio
22,900
Q2 2025 New

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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