Nicholas Hoffman & Company, Llc. Purchases in Q3 2025

Nicholas Hoffman & Company, Llc.

  • $4.06 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
415K
+ 112.19%
$459.11 - $506.91 $191M - $210M
785K $395M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
104K
+ 8.14%
$567.77 - $614.76 $59.2M - $64.1M
1.38M $847M
VEA
Vanguard Ftse Developed Market

ETFs
883K
+ 7.46%
$56.02 - $60.3 $49.5M - $53.3M
12.7M $763M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
446K
+ 7.25%
$49.43 - $54.52 $22M - $24.3M
6.59M $357M
VO
Vanguard Mid Cap ETF

ETFs
76.7K
+ 6.99%
$279.83 - $293.74 $21.5M - $22.5M
1.17M $345M
VB
Vanguard Small Cap ETF

ETFs
44.8K
+ 6.41%
$237.58 - $259.17 $10.6M - $11.6M
744K $189M
VTI
Vanguard Total Stock Market Et

ETFs
21.7K
+ 13.14%
$303.93 - $329.86 $6.59M - $7.15M
187K $61.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
98.3K
New
$81.75 - $84.54 $8.04M - $8.31M
98.3K $8.27M
VEU
Vanguard Ftse All World Ex Us

ETFs
35K
+ 4.64%
$66.38 - $71.68 $2.32M - $2.51M
790K $56.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
449
+ 0.46%
$546.99 - $602.2 $246K - $270K
97.2K $58.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
42.4K
+ 16.12%
$33.13 - $36.31 $1.4M - $1.54M
305K $11M
GOOGL
Alphabet Inc.

Communication Services
942
+ 4.05%
$174.36 - $254.72 $164K - $240K
24.2K $5.89M
NVDA
Nvidia Corp

Technology
951
+ 1.82%
$153.3 - $186.58 $146K - $177K
53.2K $9.92M
HD
Home Depot, Inc.

Consumer Cyclical
1.38K
+ 7.14%
$357.4 - $423.42 $492K - $583K
20.7K $8.37M
CAT
Caterpillar Inc

Industrials
188
+ 1.41%
$390.92 - $477.15 $73.5K - $89.7K
13.5K $6.46M
JNJ
Johnson & Johnson

Healthcare
118
+ 0.33%
$155.17 - $185.42 $18.3K - $21.9K
35.5K $6.59M
HSY
Hershey CO

Consumer Defensive
5.91K
New
$161.95 - $193.45 $957K - $1.14M
5.91K $1.11M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.55K
+ 1.65%
$42.28 - $45.71 $193K - $208K
281K $12.8M
FNDX
Schwab Fundamental U S Large C

ETFs
9.88K
+ 2.45%
$24.38 - $26.34 $241K - $260K
413K $10.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8
+ 0.0%
$30.13 - $33.37 $241 - $267
227K $7.58M
DEO
Diageo PLC

Consumer Defensive
7.45K
+ 305.79%
$93.64 - $115.33 $698K - $859K
9.89K $943K
GLD
Spdr Gold Trust

ETFs
678
+ 8.33%
$300.96 - $355.47 $204K - $241K
8.82K $3.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
983
+ 0.76%
$68.24 - $73.73 $67.1K - $72.5K
131K $9.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39
+ 0.01%
$21.69 - $23.34 $846 - $910
527K $12.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.39K
+ 80.91%
$362.31 - $405.74 $504K - $564K
3.11K $1.25M
VIG
Vanguard Dividend Appreciation

ETFs
3.21K
+ 0.43%
N/A
746K $136M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.01K
+ 17.88%
$87.29 - $93.61 $437K - $469K
33K $3.08M
VBR
Vanguard Small Cap Value ETF

ETFs
268
+ 0.72%
$195.41 - $212.37 $52.4K - $56.9K
37.7K $7.87M
NOC
Northrop Grumman Corp

Industrials
274
+ 8.57%
$498.9 - $609.32 $137K - $167K
3.47K $2.11M
XLK
Technology Sector Spdr

ETFs
1.78K
New
$250.97 - $282.66 $447K - $504K
1.78K $502K
ABBV
Abb Vie Inc.

Healthcare
104
+ 1.02%
$184.85 - $231.54 $19.2K - $24.1K
10.3K $2.37M
RTX
Raytheon Technologies Corp

Industrials
763
+ 4.52%
$144.19 - $167.33 $110K - $128K
17.6K $2.95M
SLV
I Shares Silver Trust

ETFs
6.47K
+ 34.21%
$32.73 - $42.5 $212K - $275K
25.4K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 0.49%
$620.67 - $670.08 $26.1K - $28.1K
8.63K $5.77M
CMI
Cummins Inc

Industrials
513
+ 21.41%
$327.85 - $426.39 $168K - $219K
2.91K $1.23M
DGRO
Ishares Core Dividend Growth E

ETFs
6.41K
New
$64.12 - $68.08 $411K - $436K
6.41K $436K
GD
General Dynamics Corp

Industrials
178
+ 2.49%
$293.92 - $341.0 $52.3K - $60.7K
7.32K $2.49M
JPM
Jpmorgan Chase & CO

Financial Services
270
+ 2.21%
$282.78 - $316.06 $76.4K - $85.3K
12.5K $3.94M
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 0.1%
$214.92 - $244.84 $2.79K - $3.18K
13.2K $3.19M
BAC
Bank Of America Corp

Financial Services
638
+ 0.89%
$44.92 - $52.42 $28.7K - $33.4K
72.3K $3.73M
CVX
Chevron Corp

Energy
214
+ 0.86%
$145.57 - $161.83 $31.2K - $34.6K
25.1K $3.9M
GS
Goldman Sachs Group Inc

Financial Services
179
+ 8.32%
$696.56 - $806.32 $125K - $144K
2.33K $1.86M
ICLR
Icon PLC

Healthcare
1.08K
+ 24.31%
$139.63 - $195.01 $150K - $210K
5.51K $963K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 66.63%
$26.38 - $27.95 $293K - $310K
27.7K $757K
FNDB
Schwab Fundamental U S Broad M

ETFs
7.74K
+ 15.76%
$23.83 - $25.77 $184K - $199K
56.8K $1.46M
XOM
Exxon Mobil Corp

Energy
833
+ 2.25%
$105.83 - $117.22 $88.2K - $97.6K
37.9K $4.27M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.82K
New
$86.92 - $99.32 $245K - $280K
2.82K $276K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.59K
New
$116.14 - $168.56 $184K - $268K
1.59K $267K
IDXX
Idexx Laboratories Inc

Healthcare
398
New
$514.61 - $682.78 $205K - $272K
398 $254K
Activity Summary
Buys All Purchases 145 New Holdings 13 Increased Positions 132 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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