Hughes Financial Services, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $107B, J P Morgan Exchange Traded Fd with a value of $56.1B, J P Morgan Exchg Traded Fd Tr with a value of $41B, Ishares Inc Msci Emerging Mkts with a value of $36.3B, and Ishares Msci Usa Quality Facto with a value of $33.8B.

Examining the 13F form we can see an increase of $487B in the current position value.

Hughes Financial Services, LLC is based out at Herndon, VA

Below you can find more details about Hughes Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $487 Billion
ETFs: $471 Billion
Technology: $3.24 Billion
Financial Services: $3.22 Billion
Consumer Defensive: $1.36 Billion
Consumer Cyclical: $1.28 Billion
Healthcare: $502 Million
Energy: $451 Million
Utilities: $444 Million
Other: $225 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $487 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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