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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$3.43 Million 0.64% of portfolio
7,062
Q2 2025 Added 1.23%
$90.8B
$3.43 Million 0.64% of portfolio
6,868
Q2 2025 Reduced 0.36%
$24.5B
$3.39 Million 0.63% of portfolio
29,643
Q2 2025 Added 1.14%
$24.3B
$3.36 Million 0.63% of portfolio
34,797
Q2 2025 Reduced 5.45%
$463B
$3.31 Million 0.62% of portfolio
21,701
Q2 2025 Reduced 0.96%
$205B
$3.31 Million 0.62% of portfolio
25,039
Q2 2025 Reduced 3.76%
$27B
$3.26 Million 0.61% of portfolio
19,643
Q2 2025 Reduced 4.2%
$139B
$3.21 Million 0.6% of portfolio
8,998
Q2 2025 Added 181.01%
$24.5B
$3.19 Million 0.59% of portfolio
29,900
Q2 2025 Added 0.69%
$31.7B
$3.18 Million 0.59% of portfolio
25,968
Q2 2025 Added 0.91%
$1.05T
$3.09 Million 0.58% of portfolio
9,715
Q2 2025 Added 1.91%
$129B
$3.1 Million 0.58% of portfolio
25,152
Q2 2025 Reduced 5.95%
$0
$3.12 Million 0.58% of portfolio
63,085
Q2 2025 Added 0.15%
$138B
$2.83 Million 0.53% of portfolio
15,472
Q2 2025 Added 1.07%
$231B
$2.71 Million 0.51% of portfolio
9,276
Q2 2025 Added 0.09%
$44.2B
$2.61 Million 0.49% of portfolio
26,475
Q2 2025 Reduced 7.18%
$29B
$2.54 Million 0.47% of portfolio
124,026
Q2 2025 Reduced 30.55%
$4.21B
$2.54 Million 0.47% of portfolio
117,883
Q2 2025 Reduced 26.62%
$0
$2.26 Million 0.42% of portfolio
73,614
Q2 2025 Added 1.38%
$0
$2.22 Million 0.41% of portfolio
44,849
Q2 2025 Added 2.2%
$16.4B
$2.1 Million 0.39% of portfolio
38,755
Q2 2025 Reduced 0.49%
$52.2B
$2.11 Million 0.39% of portfolio
62,335
Q2 2025 Reduced 6.22%
$0
$2.03 Million 0.38% of portfolio
19,474
Q2 2025 Reduced 30.15%
$0
$2.02 Million 0.38% of portfolio
8,519
Q2 2025 Added 1.45%
$39B
$2.06 Million 0.38% of portfolio
12,258
Q3 2023 Reduced 0.01%
$20.1B
$1.99 Million 0.37% of portfolio
25,038
Q2 2025 Added 0.01%
$25.1B
$1.95 Million 0.36% of portfolio
10,657
Q2 2025 New
$0
$1.76 Million 0.33% of portfolio
23,868
Q2 2025 Added 16.1%
$248B
$1.78 Million 0.33% of portfolio
5,581
Q2 2025 Reduced 0.46%
$57B
$1.71 Million 0.32% of portfolio
8,334
Q2 2025 Added 2.58%
$105B
$1.65 Million 0.31% of portfolio
15,706
Q2 2025 New
$120B
$1.59 Million 0.3% of portfolio
27,066
Q2 2025 Reduced 0.2%
$36.5B
$1.54 Million 0.29% of portfolio
49,049
Q2 2025 Reduced 1.51%
$56.2B
$1.49 Million 0.28% of portfolio
4,546
Q1 2025 Added 0.4%
$372B
$1.53 Million 0.28% of portfolio
9,586
Q2 2025 Added 0.19%
$284B
$1.47 Million 0.27% of portfolio
21,190
Q2 2025 Reduced 0.08%
$263B
$1.41 Million 0.26% of portfolio
9,910
Q2 2025 Added 5.3%
$248B
$1.37 Million 0.26% of portfolio
19,651
Q2 2025 Added 0.42%
$0
$1.39 Million 0.26% of portfolio
7,102
Q2 2025 Added 21.03%
$221B
$1.42 Million 0.26% of portfolio
3,654
Q2 2025 Reduced 7.28%
$0
$1.35 Million 0.25% of portfolio
15,016
Q1 2024 Reduced 0.2%
$94.8B
$1.32 Million 0.25% of portfolio
3,843
Q2 2025 Added 1.03%
$19.9B
$1.35 Million 0.25% of portfolio
3,344
Q2 2025 Reduced 23.9%
$142B
$1.19 Million 0.22% of portfolio
17,088
Q2 2025 Added 1.91%
$15.7B
$1.16 Million 0.22% of portfolio
32,318
Q2 2025 Reduced 1.76%
$696B
$1.18 Million 0.22% of portfolio
1,519
Q2 2025 Added 5.27%
$314B
$1.12 Million 0.21% of portfolio
7,806
Q2 2025 Added 2.01%
$38.3B
$1.14 Million 0.21% of portfolio
7,513
Q2 2025 Reduced 0.41%
$45.5B
$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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