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CIK: 0001802533
Total reported value
$1.0B
$1.0B
214 檔
6.5%
According to the latest 13F quarterly dataset, Hohimer Wealth Management, LLC managed an equity portfolio of $1.0B at the end of Q2 2024, spanning 214 distinct U.S. exchange-listed positions.
During Q2 2024, Hohimer Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.45% | +2.15% | +10.50% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.46% | +0.01% | +3.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.91% | -0.31% | +6.11% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | +0.07% | -11.45% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.49% | +123.01% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.65% | -0.03% | -3.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.57% | -0.01% | +1.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.08% | +34.53% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.23% | +1165.92% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.11% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.20% | +1.85% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.03% | +3.53% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.20% | +373.25% | |
| 14 | SLB | Slb LTD | Stock-Energy | 1.13% | -0.01% | — | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.11% | -0.01% | +1851.73% | |
| 16 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.08% | — | -10.47% | |
| 17 | SYF | Synchrony Financial | Stock-Financials | 1.07% | -0.01% | — | |
| 18 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.06% | — | — | |
| 19 | NEM | Newmont CORP | Stock-Materials | 1.03% | +0.01% | -9.92% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.02% | -0.04% | -16.42% | |
| 21 | AEP | American Electric Power | Stock-Utilities | 1.02% | -0.01% | +3.38% | |
| 22 | SRE | Sempra | Stock-Utilities | 1.01% | -0.34% | +12.03% | |
| 23 | EA | Electronic Arts Inc | Stock-Comm Services | 1.01% | — | +375.09% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.14% | +871.00% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.00% | +0.02% | — | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.99% | -0.03% | -14.22% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 0.98% | — | +38.69% | |
| 28 | BN | Brookfield CORP | Stock-Financials | 0.98% | — | — | |
| 29 | VICI | Vici Properties Inc | Stock-Real Estate | 0.96% | -0.05% | +58.57% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.95% | +0.10% | -5.60% | |
| 31 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.93% | — | — | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.93% | — | +17.83% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.10% | +14.78% | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.92% | — | +76.10% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | +0.08% | -6.57% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.20% | -2.11% | |
| 37 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.88% | — | — | |
| 38 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.88% | — | — | |
| 39 | NTAP | Netapp Inc | Stock-Tech | 0.88% | — | -8.63% | |
| 40 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.85% | -0.06% | +965.16% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.02% | +14.43% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.05% | -19.14% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.82% | — | -5.54% | |
| 44 | DELL | Dell Technologies -c | Stock-Tech | 0.81% | +0.91% | -26.20% | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.80% | +0.05% | +209.99% | |
| 46 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.80% | — | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.13% | +12.49% | |
| 48 | INCY | Incyte CORP | Stock-Healthcare | 0.78% | — | — | |
| 49 | GM | General Motors Co | Stock-Consumer Disc | 0.75% | — | -32.59% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.03% | +5.42% |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 214 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, VUG, AAPL) accounted for 6.5% of total reported equity market value during Q2 2024.
During Q2 2024, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (7.5%)、VUG (2.5%)、AAPL (1.9%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q2 2024, Hohimer Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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