Hohimer Wealth Management, LLC Incresed Positions in Q4 2024

Hohimer Wealth Management, LLC

  • $505 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
257K
+ 494.71%
$77.02 - $78.58 $19.8M - $20.2M
309K $23.8M
VTI
Vanguard Total Stock Market Et

ETFs
21.7K
+ 211.73%
$280.04 - $302.45 $6.08M - $6.57M
32K $9.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
71.8K
+ 383.19%
$74.5 - $78.37 $5.35M - $5.63M
90.6K $6.77M
GBIL
Goldman Sachs Access Treasury

ETFs
48.1K
+ 47.02%
$99.85 - $100.22 $4.8M - $4.82M
150K $15M
MSFT
Microsoft Corp

Technology
11.3K
+ 16.27%
$406.35 - $454.46 $4.59M - $5.14M
80.8K $34M
IVV
Ishares Core S&P 500 ETF

ETFs
6.04K
+ 87.98%
$570.51 - $610.59 $3.45M - $3.69M
12.9K $7.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
67.4K
+ 292.91%
$50.62 - $50.97 $3.41M - $3.43M
90.4K $4.58M
AVGO
Broadcom Inc.

Technology
521
+ 1.13%
$159.67 - $250.0 $83.2K - $130K
46.5K $10.8M
VUG
Vanguard Growth ETF

ETFs
4.13K
+ 13.71%
$378.79 - $428.11 $1.56M - $1.77M
34.2K $14M
AAPL
Apple Inc.

Technology
6.9K
+ 17.74%
$221.69 - $259.02 $1.53M - $1.79M
45.8K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
4.51K
+ 12.06%
$180.88 - $232.93 $816K - $1.05M
41.9K $9.2M
GOOGL
Alphabet Inc.

Communication Services
5.59K
+ 12.74%
$161.86 - $196.66 $905K - $1.1M
49.5K $9.37M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.58K
+ 23.93%
$146.47 - $191.01 $817K - $1.07M
28.9K $5.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
9.11K
+ 214.84%
$219.66 - $257.62 $2M - $2.35M
13.3K $2.95M
PINS
Pinterest, Inc.

Communication Services
59.1K
+ 262.14%
$28.24 - $34.15 $1.67M - $2.02M
81.7K $2.37M
SYF
Synchrony Financial

Financial Services
232
+ 0.24%
$49.01 - $68.55 $11.4K - $15.9K
97.9K $6.36M
TSLA
Tesla, Inc.

Consumer Cyclical
594
+ 6.82%
$213.65 - $479.86 $127K - $285K
9.3K $3.76M
JPM
Jpmorgan Chase & CO

Financial Services
2.89K
+ 50.31%
$205.18 - $250.29 $592K - $722K
8.62K $2.07M
COF
Capital One Financial Corp

Financial Services
130
+ 0.45%
$145.19 - $192.01 $18.9K - $25K
29.1K $5.18M
COST
Costco Wholesale Corp

Consumer Defensive
594
+ 8.94%
$873.59 - $994.69 $519K - $591K
7.24K $6.63M
CSCO
Cisco Systems, Inc.

Technology
1.28K
+ 1.23%
$52.45 - $60.02 $67.2K - $76.9K
106K $6.26M
AMP
Ameriprise Financial Inc

Financial Services
41
+ 0.4%
$473.15 - $574.01 $19.4K - $23.5K
10.3K $5.51M
DOCU
Docusign, Inc.

Technology
302
+ 1.44%
$61.42 - $106.99 $18.5K - $32.3K
21.3K $1.91M
GM
General Motors CO

Consumer Cyclical
355
+ 0.51%
$44.82 - $60.2 $15.9K - $21.4K
70.1K $3.74M
ZM
Zoom Video Communications, Inc.

Technology
212
+ 0.43%
$67.21 - $89.03 $14.2K - $18.9K
49.8K $4.06M
C
Citigroup Inc

Financial Services
407
+ 0.6%
$61.31 - $72.5 $25K - $29.5K
68.4K $4.81M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
2.42K
+ 1.52%
$14.29 - $18.76 $34.6K - $45.4K
162K $2.96M
BCS
Barclays PLC

Financial Services
1.49K
+ 0.35%
$11.65 - $13.67 $17.4K - $20.4K
428K $5.69M
V
Visa Inc.

Financial Services
940
+ 18.48%
$273.87 - $320.91 $257K - $302K
6.03K $1.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
283
+ 0.45%
$77.25 - $91.3 $21.9K - $25.8K
63.8K $5.44M
MRK
Merck & Co., Inc.

Healthcare
4.9K
+ 175.7%
$96.31 - $114.76 $471K - $562K
7.68K $764K
META
Meta Platforms, Inc.

Communication Services
375
+ 3.21%
$554.08 - $632.68 $208K - $237K
12.1K $7.11M
EMR
Emerson Electric CO

Industrials
173
+ 0.62%
$108.13 - $134.33 $18.7K - $23.2K
27.9K $3.45M
CRM
Salesforce, Inc.

Technology
425
+ 9.36%
$270.87 - $367.87 $115K - $156K
4.97K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
1.05K
+ 116.56%
$385.02 - $431.37 $404K - $453K
1.95K $758K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
946
+ 15.66%
$442.29 - $483.08 $418K - $457K
6.99K $3.17M
NFLX
Netflix Inc

Communication Services
51
+ 3.31%
$687.65 - $936.56 $35.1K - $47.8K
1.59K $1.42M
CVX
Chevron Corp

Energy
2.21K
+ 47.29%
$141.15 - $162.53 $312K - $359K
6.88K $996K
APO
Apollo Global Management, Inc.

Financial Services
76
+ 1.06%
$131.36 - $178.61 $9.98K - $13.6K
7.24K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
294
+ 2.99%
$567.81 - $607.81 $167K - $179K
10.1K $5.93M
SQ
Block, Inc.

Technology
68
+ 0.43%
$65.06 - $98.92 $4.42K - $6.73K
15.9K $1.35M
SRE
Sempra Energy

Utilities
270
+ 0.47%
$80.81 - $94.77 $21.8K - $25.6K
57.7K $5.06M
DIS
Walt Disney CO

Communication Services
618
+ 4.99%
$92.39 - $117.6 $57.1K - $72.7K
13K $1.45M
PANW
Palo Alto Networks Inc

Technology
4.9K
+ 122.85%
$181.96 - $405.9 $892K - $1.99M
8.89K $1.62M
ADP
Automatic Data Processing Inc

Industrials
69
+ 0.52%
$280.08 - $307.97 $19.3K - $21.2K
13.3K $3.91M
BA
Boeing CO

Industrials
642
+ 16.62%
$138.14 - $180.72 $88.7K - $116K
4.51K $797K
GLD
Spdr Gold Trust

ETFs
815
+ 68.6%
$236.59 - $257.5 $193K - $210K
2K $484K
LLY
Eli Lilly & CO

Healthcare
308
+ 74.04%
$727.2 - $932.06 $224K - $287K
724 $558K
INCY
Incyte Corp

Healthcare
272
+ 0.49%
$65.08 - $83.38 $17.7K - $22.7K
55.4K $3.83M
Activity Summary
Buys All Purchases 179 New Holdings 40 Increased Positions 139 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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