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CIK: 0001802533
Total reported value
$1.0B
$1.0B
227 檔
6.9%
During the Q3 2024 filing period, Hohimer Wealth Management, LLC (CIK: 0001802533) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 227 reported positions.
During Q3 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 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | +2.15% | -3.71% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 2.49% | +0.01% | +6.09% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.21% | -0.10% | +251.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.31% | -0.63% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.07% | +909.99% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | -0.03% | +2.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | -0.01% | +3.44% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.08% | +25.26% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | -0.49% | +0.51% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.11% | +0.20% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.27% | -0.20% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | -0.03% | +1.36% | |
| 13 | NEM | Newmont CORP | Stock-Materials | 1.21% | +0.01% | -0.29% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | +0.10% | +24.68% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.20% | +23.72% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.16% | — | -0.21% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.23% | -11.73% | |
| 18 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.12% | — | -0.29% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 1.11% | — | +0.82% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.20% | +0.49% | |
| 21 | AEP | American Electric Power | Stock-Utilities | 1.10% | -0.01% | -0.11% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.07% | -0.06% | +1.01% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | -0.01% | +0.75% | |
| 24 | SYF | Synchrony Financial | Stock-Financials | 1.05% | -0.01% | +0.07% | |
| 25 | VICI | Vici Properties Inc | Stock-Real Estate | 1.04% | -0.05% | +0.91% | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.04% | -0.04% | +0.14% | |
| 27 | SRE | Sempra | Stock-Utilities | 1.03% | -0.34% | -0.05% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.13% | +12.90% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.97% | -0.02% | EXIT | |
| 30 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.97% | — | -0.07% | |
| 31 | EA | Electronic Arts Inc | Stock-Comm Services | 0.96% | — | -0.11% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.14% | +0.02% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.94% | -0.03% | -0.91% | |
| 34 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.94% | — | +0.48% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.02% | +0.06% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 0.93% | — | +0.19% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.93% | — | +1.73% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.91% | +0.02% | +0.10% | |
| 39 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.89% | — | +0.15% | |
| 40 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.88% | — | +1.00% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | +0.10% | -3.17% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.88% | -0.01% | -6.12% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.03% | +16.14% | |
| 44 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.82% | -0.50% | EXIT | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.82% | — | +0.10% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.80% | — | +0.09% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.02% | +1.20% | |
| 48 | INCY | Incyte CORP | Stock-Healthcare | 0.78% | — | +0.05% | |
| 49 | NTAP | Netapp Inc | Stock-Tech | 0.78% | — | -0.03% | |
| 50 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.78% | — | +0.05% |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 227 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VUG, GBIL) accounted for 6.9% of total reported equity market value during Q3 2024.
During Q3 2024, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (6.4%)、VUG (2.5%)、GBIL (2.2%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q3 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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