Hughes Financial Services, LLC Reduced Holdings in Q2 2025

Hughes Financial Services, LLC

  • $582 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-52
- 39.1%
$126.84 - $145.22 $6.6K - $7.55K
81 $11.1M
RMBS
Rambus Inc

Technology
-153
- 92.17%
$42.9 - $64.02 $6.56K - $9.8K
13 $930K
RE
Everest Re Group LTD

Financial Services
-21
- 95.45%
N/A
1 $328K
AMGN
Amgen Inc

Healthcare
-3
- 0.97%
$262.28 - $309.85 $787 - $930
305 $86.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-101
- 46.33%
$67.03 - $80.35 $6.77K - $8.12K
117 $9.51M
ABT
Abbott Laboratories

Healthcare
-57
- 27.67%
$123.95 - $138.08 $7.07K - $7.87K
149 $19.5M
GM
General Motors CO

Consumer Cyclical
-157
- 88.7%
$42.48 - $50.46 $6.67K - $7.92K
20 $1.05M
FISV
Fiserv Inc

Technology
-26
- 81.25%
N/A
6 $804K
COP
Conocophillips

Energy
-45
- 28.66%
$82.66 - $106.1 $3.72K - $4.77K
112 $10.4M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.6%
$430.82 - $486.45 $862 - $973
333 $145M
VNQ
Vanguard Specialized Funds Van

ETFs
-52
- 29.71%
$79.79 - $91.42 $4.15K - $4.75K
123 $11M
CPRT
Copart Inc

Consumer Cyclical
-50
- 20.49%
$47.72 - $63.84 $2.39K - $3.19K
194 $9.14M
ACN
Accenture PLC

Technology
-7
- 15.22%
$279.23 - $323.21 $1.95K - $2.26K
39 $9.65M
MSI
Motorola Solutions, Inc.

Technology
-11
- 52.38%
$394.72 - $440.39 $4.34K - $4.84K
10 $4.42M
ADBE
Adobe Inc.

Technology
-11
- 57.89%
$340.0 - $420.68 $3.74K - $4.63K
8 $2.77M
SJW
Sjw Group

Utilities
-10
- 1.16%
$50.1 - $56.8 $501 - $568
850 $42.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-56
- 14.62%
$272.36 - $339.57 $15.3K - $19K
327 $114M
MET
Metlife Inc

Financial Services
-35
- 11.67%
$68.42 - $82.49 $2.39K - $2.89K
265 $20.1M
PAYX
Paychex Inc

Industrials
-20
- 21.74%
$137.01 - $159.78 $2.74K - $3.2K
72 $10M
PRU
Prudential Financial Inc

Financial Services
-27
- 14.75%
$95.12 - $112.71 $2.57K - $3.04K
156 $16.2M
ELV
Elevance Health, Inc.

Healthcare
-6
- 40.0%
$372.27 - $452.69 $2.23K - $2.72K
9 $2.49M
ROP
Roper Technologies Inc

Industrials
-6
- 42.86%
$519.19 - $590.78 $3.12K - $3.54K
8 $4.34M
AON
Aon PLC

Financial Services
-5
- 8.33%
$335.85 - $398.81 $1.68K - $1.99K
55 $20M
UPS
United Parcel Service Inc

Industrials
-16
- 16.16%
$91.92 - $110.2 $1.47K - $1.76K
83 $7.16M
WM
Waste Management Inc

Industrials
-12
- 3.45%
$216.47 - $242.1 $2.6K - $2.91K
336 $77.8M
HUBS
Hubspot Inc

Technology
-6
- 85.71%
$487.07 - $672.24 $2.92K - $4.03K
1 $493K
SHW
Sherwin Williams CO

Basic Materials
-10
- 76.92%
$313.51 - $363.51 $3.14K - $3.64K
3 $1.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-34
- 68.0%
$96.84 - $99.46 $3.29K - $3.38K
16 $1.59M
ZTS
Zoetis Inc.

Healthcare
-20
- 76.92%
$144.41 - $170.3 $2.89K - $3.41K
6 $879K
PGR
Progressive Corp

Financial Services
-7
- 16.28%
$255.27 - $288.74 $1.79K - $2.02K
36 $8.91M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5
- 9.09%
$212.1 - $244.27 $1.06K - $1.22K
50 $10.2M
Kenvue Inc Com
-109
- 30.19%
N/A
252 $5.4M
TRGP
Targa Resources Corp.

Energy
-15
- 83.33%
$157.32 - $205.72 $2.36K - $3.09K
3 $489K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-594
- 34.3%
$7.69 - $11.46 $4.57K - $6.81K
1.14K $14.6M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 2.65%
$908.13 - $1056.85 $6.36K - $7.4K
257 $249M
WMB
Williams Companies, Inc.

Energy
-34
- 6.34%
$54.33 - $62.87 $1.85K - $2.14K
502 $29.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-80
- 15.84%
$52.31 - $63.72 $4.18K - $5.1K
425 $27.4M
OTIS
Otis Worldwide Corp

Industrials
-24
- 48.98%
$90.88 - $104.3 $2.18K - $2.5K
25 $2.17M
GDDY
Go Daddy Inc.

Technology
-15
- 71.43%
$162.11 - $192.36 $2.43K - $2.89K
6 $929K
BAX
Baxter International Inc

Healthcare
-16
- 7.41%
$27.8 - $34.02 $445 - $544
200 $4.5M
VRSK
Verisk Analytics, Inc.

Industrials
-4
- 7.55%
$277.03 - $321.33 $1.11K - $1.29K
49 $13M
WDAY
Workday, Inc.

Technology
-12
- 85.71%
$210.47 - $274.71 $2.53K - $3.3K
2 $458K
CHTR
Charter Communications, Inc.

Communication Services
-7
- 77.78%
$321.68 - $427.25 $2.25K - $2.99K
2 $524K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-42
- 30.88%
$73.7 - $90.98 $3.1K - $3.82K
94 $8.71M
QCOM
Qualcomm Inc

Technology
-16
- 35.56%
$124.66 - $159.48 $1.99K - $2.55K
29 $4.23M
VICI
Vici Properties Inc.

Real Estate
-82
- 68.33%
$29.41 - $32.97 $2.41K - $2.7K
38 $1.25M
AME
Ametek Inc

Industrials
-15
- 83.33%
$151.41 - $182.75 $2.27K - $2.74K
3 $556K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 40.0%
$421.16 - $509.5 $1.68K - $2.04K
6 $2.31M
KHC
Kraft Heinz CO

Consumer Defensive
-81
- 81.0%
$25.61 - $30.81 $2.07K - $2.5K
19 $518K
Activity Summary
Buys All Purchases 513 New Holdings 206 Increased Positions 307 Sells All Sells 319 Reductions 319 Sold out 0 Options Calls 2 Puts 0
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