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CIK: 0001802533
Total reported value
$1.0B
$1.0B
241 檔
9.8%
According to the latest 13F quarterly dataset, Hohimer Wealth Management, LLC managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 241 distinct U.S. exchange-listed positions.
During Q4 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 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.41% | +2.15% | +16.27% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.49% | +0.10% | +494.71% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.83% | -0.10% | +47.02% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.64% | +0.01% | +13.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.16% | -0.31% | +17.74% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.07% | +1.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.08% | +12.74% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.74% | +0.04% | +211.73% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | -0.49% | +12.06% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.45% | -0.01% | +4.49% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.23% | +32.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | -0.03% | +87.98% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.11% | +3.21% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.27% | -0.21% | +383.19% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.20% | +8.94% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | -0.03% | -9.57% | |
| 17 | SYF | Synchrony Financial | Stock-Financials | 1.20% | -0.01% | +0.24% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.18% | +0.10% | +1.23% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.03% | +2.99% | |
| 20 | BN | Brookfield CORP | Stock-Financials | 1.09% | — | -0.09% | |
| 21 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 1.07% | -0.08% | — | |
| 22 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.07% | — | +0.35% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.06% | -0.05% | — | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.04% | -0.04% | +0.40% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.02% | -0.06% | +0.45% | |
| 26 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.01% | -0.02% | +23.93% | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 0.98% | — | +0.45% | |
| 28 | SRE | Sempra | Stock-Utilities | 0.95% | -0.34% | +0.47% | |
| 29 | C | Citigroup Inc | Stock-Financials | 0.91% | +0.02% | +0.60% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.20% | -1.44% | |
| 31 | AEP | American Electric Power | Stock-Utilities | 0.88% | -0.01% | +1.27% | |
| 32 | EA | Electronic Arts Inc | Stock-Comm Services | 0.86% | — | +0.55% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.86% | -0.10% | +292.91% | |
| 34 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.84% | — | +0.32% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.03% | — | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.81% | — | +0.38% | |
| 37 | VICI | Vici Properties Inc | Stock-Real Estate | 0.80% | -0.05% | +0.24% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.80% | — | +0.64% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.79% | -0.03% | -2.46% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.02% | +0.58% | |
| 41 | ZM | Zoom Communications Inc | Stock-Tech | 0.76% | — | +0.43% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.13% | +1.66% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.20% | -16.88% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | -0.02% | +0.52% | |
| 45 | INCY | Incyte CORP | Stock-Healthcare | 0.72% | — | +0.49% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | -0.01% | -1.79% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.19% | +6.82% | |
| 48 | GM | General Motors Co | Stock-Consumer Disc | 0.70% | — | +0.51% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.70% | +0.01% | -5.13% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.70% | -0.02% | EXIT |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 241 disclosed positions in Q4 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, BSV, GBIL) accounted for 9.8% of total reported equity market value during Q4 2024.
During Q4 2024, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (6.4%)、BSV (4.5%)、GBIL (2.8%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q4 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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