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
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