Hohimer Wealth Management, LLC Portfolio Holdings
Hohimer Wealth Management, LLC
- $505 Million
- Q4 2024
Hohimer Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $505 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34M, Vanguard Bd Index Fd Inc Short with a value of $23.8M, Goldman Sachs Access Treasury with a value of $15M, Vanguard Growth ETF with a value of $14M, and Apple Inc. with a value of $11.5M.
Examining the 13F form we can see an increase of $49.9M in the current position value, from $455M to 505M.
Below you can find more details about Hohimer Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
ETFs: $138 Million
Technology: $114 Million
Financial Services: $53 Million
Healthcare: $40.2 Million
Consumer Cyclical: $37.4 Million
Industrials: $34.4 Million
Communication Services: $28.5 Million
Consumer Defensive: $25.5 Million
Other: $34.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 241
- Current Value $505 Million
- Prior Value $455 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 40 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks