Hughes Financial Services, LLC Reduced Holdings in Q3 2025

Hughes Financial Services, LLC

  • $629 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-5
- 27.78%
$300.7 - $455.9 $1.5K - $2.28K
13 $3.11M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 32.26%
$265.78 - $299.3 $2.66K - $2.99K
21 $5.43M
FIW
First Trust Water ETF

ETFs
-31
- 50.0%
$107.54 - $115.08 $3.33K - $3.57K
31 $3.46M
MO
Altria Group, Inc.

Consumer Defensive
-24
- 7.12%
$57.75 - $67.68 $1.39K - $1.62K
313 $18M
KMB
Kimberly Clark Corp

Consumer Defensive
-5
- 6.17%
$121.72 - $136.77 $609 - $684
76 $7.84M
BSX
Boston Scientific Corp

Healthcare
-27
- 12.92%
$97.03 - $108.14 $2.62K - $2.92K
182 $18.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
-3
- 3.7%
$184.73 - $220.27 $554 - $661
78 $13.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
-10
- 83.33%
$284.17 - $319.49 $2.84K - $3.19K
2 $502K
COP
Conocophillips

Energy
-27
- 24.11%
$91.0 - $98.99 $2.46K - $2.67K
85 $7.5M
TDG
Trans Digm Group Inc

Industrials
-1
- 7.14%
$1271.04 - $1620.83 $1.27K - $1.62K
13 $16.8M
Kenvue Inc Com
-86
- 34.13%
N/A
166 $2.78M
PAYX
Paychex Inc

Industrials
-4
- 5.56%
$126.69 - $147.99 $507 - $592
68 $7.58M
TGT
Target Corp

Consumer Defensive
-16
- 25.4%
$86.56 - $107.43 $1.38K - $1.72K
47 $4.26M
KR
Kroger CO

Consumer Defensive
-24
- 28.57%
$64.52 - $74.35 $1.55K - $1.78K
60 $3.87M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-50
- 40.65%
$25.5 - $35.2 $1.28K - $1.76K
73 $1.91M
OXY
Occidental Petroleum Corp

Energy
-48
- 19.43%
$42.54 - $48.1 $2.04K - $2.31K
199 $8.32M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-42
- 79.25%
$48.34 - $67.22 $2.03K - $2.82K
11 $470K
BRO
Brown & Brown, Inc.

Financial Services
-14
- 18.18%
$90.88 - $108.93 $1.27K - $1.53K
63 $4.95M
AON
Aon PLC

Financial Services
-3
- 5.45%
$350.91 - $375.27 $1.05K - $1.13K
52 $17.9M
MSCI
Msci Inc.

Financial Services
-4
- 36.36%
$526.48 - $588.0 $2.11K - $2.35K
7 $4.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-53
- 12.47%
$63.41 - $69.69 $3.36K - $3.69K
372 $25.4M
KD
Kyndryl Holdings, Inc.

Technology
-17
- 4.21%
$28.94 - $43.41 $492 - $738
387 $10.1M
CL
Colgate Palmolive CO

Consumer Defensive
-18
- 22.78%
$79.36 - $93.33 $1.43K - $1.68K
61 $4.79M
CCI
Crown Castle International Corp

Real Estate
-10
- 14.08%
$92.96 - $113.91 $930 - $1.14K
61 $5.6M
Coreweave Inc Com Cl A
-13
- 16.25%
N/A
67 $7.08M
ED
Consolidated Edison Inc

Utilities
-15
- 33.33%
$95.57 - $105.36 $1.43K - $1.58K
30 $2.95M
OTIS
Otis Worldwide Corp

Industrials
-20
- 80.0%
$84.93 - $101.07 $1.7K - $2.02K
5 $451K
CI
Cigna Corp

Healthcare
-6
- 50.0%
$262.23 - $334.39 $1.57K - $2.01K
6 $1.55M
DUOL
Duolingo, Inc.

Technology
-4
- 66.67%
$271.18 - $403.06 $1.08K - $1.61K
2 $386K
PPG
Ppg Industries Inc

Basic Materials
-14
- 48.28%
$103.65 - $119.07 $1.45K - $1.67K
15 $1.44M
FFIV
F5, Inc.

Technology
-4
- 50.0%
$290.76 - $334.59 $1.16K - $1.34K
4 $963K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 75.0%
$486.13 - $544.55 $1.46K - $1.63K
1 $459K
CTVA
Corteva, Inc.

Basic Materials
-6
- 2.97%
$67.08 - $77.12 $402 - $463
196 $12.9M
CSGP
Costar Group, Inc.

Real Estate
-14
- 70.0%
$81.42 - $96.83 $1.14K - $1.36K
6 $403K
CLX
Clorox CO

Consumer Defensive
-10
- 45.45%
$117.67 - $131.43 $1.18K - $1.31K
12 $1.26M
ITW
Illinois Tool Works Inc

Industrials
-4
- 11.43%
$252.31 - $269.41 $1.01K - $1.08K
31 $7.57M
RMD
Resmed Inc

Healthcare
-4
- 28.57%
$252.01 - $293.73 $1.01K - $1.17K
10 $2.5M
UNM
Unum Group

Financial Services
-21
- 70.0%
$68.55 - $82.12 $1.44K - $1.72K
9 $696K
WCN
Waste Connections, Inc.

Industrials
-6
- 33.33%
$171.32 - $191.84 $1.03K - $1.15K
12 $1.99M
LNG
Cheniere Energy, Inc.

Energy
-4
- 19.05%
$222.68 - $244.28 $891 - $977
17 $3.6M
RSG
Republic Services, Inc.

Industrials
-4
- 23.53%
$225.33 - $246.01 $901 - $984
13 $2.65M
CB
Chubb LTD

Financial Services
-7
- 19.44%
$265.99 - $289.59 $1.86K - $2.03K
29 $8.36M
IT
Gartner Inc

Technology
-5
- 55.56%
$225.98 - $406.7 $1.13K - $2.03K
4 $915K
Rb Global Inc Com
-10
- 30.3%
N/A
23 $2.32M
CHRD
Oasis Petroleum Inc.

Energy
-11
- 64.71%
$99.37 - $114.13 $1.09K - $1.26K
6 $524K
MTDR
Matador Resources CO

Energy
-25
- 67.57%
$44.93 - $52.55 $1.12K - $1.31K
12 $475K
MRNA
Moderna, Inc.

Healthcare
-39
- 39.39%
$23.51 - $34.67 $917 - $1.35K
60 $1.49M
CDW
Cdw Corp

Technology
-6
- 66.67%
$156.97 - $182.84 $942 - $1.1K
3 $430K
AIG
American International Group, Inc.

Financial Services
-12
- 30.77%
$76.34 - $85.87 $916 - $1.03K
27 $2.08M
Activity Summary
Buys All Purchases 262 New Holdings 86 Increased Positions 176 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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