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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-296
- 45.75%
$459.11 - $506.91 $136K - $150K
351 $174M
WMT
Walmart Inc.

Consumer Defensive
-1.11K
- 34.94%
$94.4 - $104.27 $105K - $116K
2.07K $212M
BAC
Bank Of America Corp

Financial Services
-2.35K
- 74.35%
$44.92 - $52.42 $105K - $123K
810 $43.3M
CSCO
Cisco Systems, Inc.

Technology
-874
- 33.13%
$66.2 - $71.79 $57.9K - $62.7K
1.76K $127M
MSFT
Microsoft Corp

Technology
-8
- 0.38%
$491.09 - $535.64 $3.93K - $4.29K
2.1K $1.06B
Ge Vernova Inc Com
-26
- 9.81%
N/A
239 $139M
CHWY
Chewy, Inc.

Consumer Cyclical
-1K
- 76.92%
$34.27 - $42.33 $34.3K - $42.3K
300 $10.1M
ORCL
Oracle Corp

Technology
-46
- 3.62%
$218.96 - $328.33 $10.1K - $15.1K
1.22K $295M
TXN
Texas Instruments Inc

Technology
-104
- 25.0%
N/A
312 $50.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.65K
- 7.69%
$42.26 - $47.16 $281K - $314K
79.8K $3.71B
Ge Healthcare Technologies Inc Common Stock
-336
- 97.96%
N/A
7 $514K
PHYL
Pgim ETF Tr

ETFs
-602
- 54.19%
$35.14 - $35.8 $21.2K - $21.6K
509 $18M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-4.5K
- 9.31%
$66.8 - $74.06 $301K - $333K
43.8K $3.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-100
- 50.25%
$224.68 - $282.71 $22.5K - $28.3K
99 $29.2M
TMUS
T Mobile Us, Inc.

Communication Services
-6
- 1.6%
$226.02 - $259.01 $1.36K - $1.55K
368 $75.8M
CMCSA
Comcast Corp

Communication Services
-50
- 2.32%
$31.41 - $36.33 $1.57K - $1.82K
2.11K $57.2M
PCTY
Paylocity Holding Corp

Technology
-3
- 1.19%
$159.27 - $190.36 $478 - $571
250 $35.6M
Linde PLC Shs
-8
- 5.84%
N/A
129 $54.3M
ECL
Ecolab Inc.

Basic Materials
-34
- 70.83%
$259.39 - $285.47 $8.82K - $9.71K
14 $3.62M
Ishares Bitcoin Trust ETF
-100
- 16.16%
N/A
519 $31.2M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.08%
$150.47 - $161.22 $150 - $161
1.18K $172M
FANG
Diamondback Energy, Inc.

Energy
-61
- 15.89%
$134.53 - $152.5 $8.21K - $9.3K
323 $46.7M
MDT
Medtronic PLC

Healthcare
-106
- 29.61%
$87.67 - $95.74 $9.29K - $10.1K
252 $23.4M
PM
Philip Morris International Inc.

Consumer Defensive
-31
- 10.03%
$157.77 - $183.27 $4.89K - $5.68K
278 $43M
VNQ
Vanguard Specialized Funds Van

ETFs
-92
- 74.8%
$88.47 - $93.24 $8.14K - $8.58K
31 $2.8M
ABT
Abbott Laboratories

Healthcare
-59
- 39.6%
$120.51 - $136.62 $7.11K - $8.06K
90 $11.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-18
- 13.74%
$167.28 - $188.45 $3.01K - $3.39K
113 $16.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-100
- 85.47%
$69.62 - $73.99 $6.96K - $7.4K
17 $1.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-263
- 6.97%
$26.38 - $27.95 $6.94K - $7.35K
3.51K $94M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-129
- 50.0%
$50.47 - $50.74 $6.51K - $6.55K
129 $6.53M
SRLN
Ssga Active Trust

ETFs
-152
- 63.33%
$41.28 - $41.65 $6.27K - $6.33K
88 $3.64M
AMT
American Tower Corp

Real Estate
-23
- 35.38%
$192.32 - $232.35 $4.42K - $5.34K
42 $7.55M
HON
Honeywell International Inc

Industrials
-19
- 22.62%
$207.7 - $240.4 $3.95K - $4.57K
65 $12.7M
SO
Southern CO

Utilities
-10
- 0.87%
$90.83 - $96.0 $908 - $960
1.14K $104M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-199
- 9.51%
$26.71 - $26.81 $5.32K - $5.34K
1.89K $50.7M
CTAS
Cintas Corp

Industrials
-22
- 78.57%
$199.29 - $226.27 $4.38K - $4.98K
6 $1.11M
ADP
Automatic Data Processing Inc

Industrials
-10
- 18.52%
$288.69 - $310.94 $2.89K - $3.11K
44 $11.2M
SM
Sm Energy CO

Energy
-180
- 88.24%
$24.97 - $28.98 $4.49K - $5.22K
24 $442K
IEFA
Ishares Tr

ETFs
-77
- 21.39%
$81.7 - $87.53 $6.29K - $6.74K
283 $25.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-65
- 31.1%
$60.9 - $70.75 $3.96K - $4.6K
144 $8.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
-7
- 4.67%
$69.9 - $78.26 $489 - $548
143 $5.76M
GWW
W.W. Grainger, Inc.

Industrials
-5
- 71.43%
$932.44 - $1059.49 $4.66K - $5.3K
2 $1.9M
MORN
Morningstar, Inc.

Financial Services
-4
- 4.6%
$231.72 - $311.89 $927 - $1.25K
83 $17.9M
SPGI
S&P Global Inc.

Financial Services
-5
- 15.15%
$484.94 - $564.15 $2.42K - $2.82K
28 $13.8M
MBB
Ishares Tr

ETFs
-46
- 22.44%
$92.46 - $95.73 $4.25K - $4.4K
159 $15.2M
DE
Deere & CO

Industrials
-4
- 6.56%
$457.26 - $524.37 $1.83K - $2.1K
57 $27M
SYY
Sysco Corp

Consumer Defensive
-27
- 9.34%
$76.33 - $82.51 $2.06K - $2.23K
262 $19.5M
UNP
Union Pacific Corp

Industrials
-17
- 26.56%
$214.91 - $237.16 $3.65K - $4.03K
47 $10.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
-40
- 67.8%
$85.84 - $99.09 $3.43K - $3.96K
19 $1.61M
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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