Hohimer Wealth Management, LLC Portfolio Holdings
Hohimer Wealth Management, LLC
- $685 Million
- Q3 2025
Hohimer Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $685 Million distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.6M, Goldman Sachs Access Treasury with a value of $33.2M, Apple Inc. with a value of $17.8M, Vanguard Growth ETF with a value of $17.1M, and Nvidia Corp with a value of $15.6M.
Examining the 13F form we can see an increase of $149M in the current position value, from $536M to 685M.
Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$685 Million
Technology: $170 Million
ETFs: $154 Million
Financial Services: $65.9 Million
Industrials: $60.2 Million
Consumer Cyclical: $54.6 Million
Healthcare: $50.7 Million
Basic Materials: $28.8 Million
Communication Services: $28.2 Million
Other: $71.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 348
- Current Value $685 Million
- Prior Value $536 Million
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 107 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks