Nicholas Hoffman & Company, Llc. Purchases in Q1 2025

Nicholas Hoffman & Company, Llc.

  • $2.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.04M
New
$507.05 - $563.67 $527M - $586M
1.04M $534M
VEA
Vanguard Ftse Developed Market

ETFs
9.65M
New
$47.4 - $52.99 $457M - $511M
9.65M $490M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.94M
New
$42.5 - $46.71 $210M - $231M
4.94M $223M
VO
Vanguard Mid Cap ETF

ETFs
860K
New
$251.87 - $277.95 $217M - $239M
860K $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
306K
New
$442.66 - $534.52 $135M - $163M
306K $163M
VIG
Vanguard Dividend Appreciation

ETFs
743K
New
N/A
743K $135M
VB
Vanguard Small Cap ETF

ETFs
549K
New
$217.89 - $252.64 $120M - $139M
549K $122M
MSFT
Microsoft Corp

Technology
155K
New
$375.39 - $447.2 $58.4M - $69.5M
155K $58.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
83.8K
New
$551.42 - $612.93 $46.2M - $51.4M
83.8K $46.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
752K
New
$56.51 - $62.98 $42.5M - $47.3M
752K $45.6M
VTI
Vanguard Total Stock Market Et

ETFs
164K
New
$271.18 - $303.12 $44.5M - $49.8M
164K $45.1M
AVGO
Broadcom Inc.

Technology
208K
New
$167.43 - $244.7 $34.8M - $50.9M
208K $34.8M
AAPL
Apple Inc.

Technology
112K
New
$209.68 - $247.1 $23.5M - $27.7M
112K $24.9M
ACN
Accenture PLC

Technology
52.1K
New
$300.91 - $398.25 $15.7M - $20.8M
52.1K $16.3M
KO
Coca Cola CO

Consumer Defensive
187K
New
$60.81 - $72.32 $11.4M - $13.5M
187K $13.4M
CADE
Cadence Bank

Financial Services
411K
New
$29.1 - $35.93 $12M - $14.8M
411K $12.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
102K
New
$100.32 - $100.76 $10.3M - $10.3M
102K $10.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
274K
New
$33.57 - $37.22 $9.18M - $10.2M
274K $9.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
495K
New
$18.36 - $20.51 $9.09M - $10.2M
495K $9.8M
FNDX
Schwab Fundamental U S Large C

ETFs
395K
New
$23.03 - $25.01 $9.11M - $9.89M
395K $9.34M
LLY
Eli Lilly & CO

Healthcare
9.71K
New
$725.72 - $929.72 $7.04M - $9.02M
9.71K $8.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
128K
New
$58.01 - $64.46 $7.44M - $8.27M
128K $7.97M
FNDE
Schwab Fundamental Emerging Mk

ETFs
243K
New
$28.11 - $32.0 $6.83M - $7.77M
243K $7.48M
VBR
Vanguard Small Cap Value ETF

ETFs
37.5K
New
$183.02 - $207.75 $6.86M - $7.79M
37.5K $6.98M
HD
Home Depot, Inc.

Consumer Cyclical
18.3K
New
$347.25 - $424.87 $6.36M - $7.78M
18.3K $6.71M
SO
Southern CO

Utilities
72.9K
New
$80.96 - $92.96 $5.9M - $6.78M
72.9K $6.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
182K
New
$32.42 - $36.13 $5.91M - $6.58M
182K $6.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
211K
New
$25.81 - $28.52 $5.46M - $6.03M
211K $5.83M
JNJ
Johnson & Johnson

Healthcare
34.7K
New
$142.06 - $167.7 $4.93M - $5.82M
34.7K $5.76M
EFG
Msci Eafe Growth ETF

ETFs
56.3K
New
$96.1 - $106.37 $5.41M - $5.99M
56.3K $5.63M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
New
$663000.0 - $801950.0 $4.64M - $5.61M
7 $5.59M
AMZN
Amazon Com Inc

Consumer Cyclical
29.3K
New
$190.26 - $242.06 $5.58M - $7.1M
29.3K $5.58M
EEMA
Ishares Msci Emerging Markets

ETFs
71.5K
New
$69.51 - $77.24 $4.97M - $5.52M
71.5K $5.3M
IVV
Ishares Core S&P 500 ETF

ETFs
9.04K
New
$554.06 - $615.85 $5.01M - $5.57M
9.04K $5.08M
PG
Procter & Gamble CO

Consumer Defensive
27.9K
New
$158.56 - $176.26 $4.43M - $4.92M
27.9K $4.76M
NVDA
Nvidia Corp

Technology
43.7K
New
$106.98 - $149.43 $4.68M - $6.53M
43.7K $4.74M
MCD
Mcdonalds Corp

Consumer Cyclical
13.1K
New
$279.74 - $321.29 $3.65M - $4.2M
13.1K $4.08M
CAT
Caterpillar Inc

Industrials
12.2K
New
$326.75 - $407.63 $3.99M - $4.98M
12.2K $4.03M
XOM
Exxon Mobil Corp

Energy
33.2K
New
$105.44 - $118.93 $3.5M - $3.95M
33.2K $3.95M
GOOG
Alphabet Inc.

Communication Services
25.1K
New
$156.06 - $207.71 $3.92M - $5.22M
25.1K $3.93M
V
Visa Inc.

Financial Services
10.9K
New
$306.92 - $362.71 $3.36M - $3.97M
10.9K $3.83M
META
Meta Platforms, Inc.

Communication Services
6.6K
New
$576.36 - $736.67 $3.8M - $4.86M
6.6K $3.8M
ADP
Automatic Data Processing Inc

Industrials
11.8K
New
$286.85 - $318.64 $3.4M - $3.77M
11.8K $3.62M
CVX
Chevron Corp

Energy
21.3K
New
$146.71 - $167.97 $3.12M - $3.58M
21.3K $3.56M
COST
Costco Wholesale Corp

Consumer Defensive
3.57K
New
$890.62 - $1076.86 $3.18M - $3.84M
3.57K $3.37M
T
At&T Inc.

Communication Services
119K
New
$21.56 - $28.28 $2.57M - $3.37M
119K $3.37M
JPM
Jpmorgan Chase & CO

Financial Services
12K
New
$225.19 - $279.95 $2.71M - $3.37M
12K $2.95M
GOOGL
Alphabet Inc.

Communication Services
18.9K
New
$154.33 - $206.19 $2.92M - $3.9M
18.9K $2.92M
VZ
Verizon Communications Inc

Communication Services
60.3K
New
$37.81 - $46.49 $2.28M - $2.8M
60.3K $2.74M
Activity Summary
Buys All Purchases 285 New Holdings 285 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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