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CIK: 0001802533
Total reported value
$1.0B
$1.0B
258 檔
9.5%
In Q1 2025, Hohimer Wealth Management, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 258 disclosed stock positions.
In Q1 2025, Hohimer Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.48% | +2.15% | +9.81% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 4.37% | -0.10% | +49.17% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.08% | +0.10% | -34.50% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.49% | +0.01% | +0.71% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | -0.23% | +76.17% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.49% | +10.65% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.62% | -0.03% | +22.96% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | -0.01% | -0.02% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.07% | -4.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.08% | -8.42% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.11% | -2.74% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.31% | -35.16% | |
| 13 | BCS | Barclays Plc-spons Adr | Stock-Financials | 1.28% | — | +0.01% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.20% | -8.47% | |
| 15 | MOH | Molina Healthcare Inc | Stock-Healthcare | 1.17% | — | +556.23% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.14% | -0.05% | +12.15% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.03% | +174.71% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.12% | -0.02% | EXIT | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.20% | +31.75% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | -0.01% | +168.28% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.03% | -0.23% | |
| 22 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 1.09% | -0.08% | +0.32% | |
| 23 | AEP | American Electric Power | Stock-Utilities | 1.08% | -0.01% | +0.31% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.98% | -0.04% | +0.29% | |
| 25 | NEM | Newmont CORP | Stock-Materials | 0.97% | +0.01% | +3.41% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.03% | -31.92% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.95% | -0.21% | -29.60% | |
| 28 | VICI | Vici Properties Inc | Stock-Real Estate | 0.91% | -0.05% | -1.96% | |
| 29 | SRE | Sempra | Stock-Utilities | 0.91% | -0.34% | +13.34% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | -0.01% | +13.23% | |
| 31 | EA | Electronic Arts Inc | Stock-Comm Services | 0.89% | — | +0.35% | |
| 32 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.88% | -0.02% | -7.36% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.31% | +545.80% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.85% | -0.28% | — | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.85% | +0.01% | — | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.83% | -0.10% | -6.51% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.83% | -0.03% | +1.90% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.82% | +0.12% | — | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.81% | -0.06% | -0.34% | |
| 40 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.80% | — | +62.66% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | -0.02% | +0.28% | |
| 42 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.78% | -0.50% | EXIT | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.77% | +0.02% | NEW | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.14% | +21.37% | |
| 45 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.76% | — | +0.29% | |
| 46 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.73% | — | +2.53% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.08% | +18.03% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | -0.13% | |
| 49 | ZM | Zoom Communications Inc | Stock-Tech | 0.71% | — | +0.04% | |
| 50 | VRSN | Verisign Inc | Stock-Tech | 0.71% | — | +0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 3 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 8 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | BCS | Barclays Plc-spons Adr | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 16 | BLK | Blackrock Inc | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 22 | BA 6 10-15-27Bond | Boeing Co/the | — | NEW | New buy |
| 23 | AEP | American Electric Power | — | NEW | New buy |
| 24 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 25 | NEM | Newmont CORP | — | NEW | New buy |
| 26 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 27 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 28 | VICI | Vici Properties Inc | — | NEW | New buy |
| 29 | SRE | Sempra | — | NEW | New buy |
| 30 | AMGN | Amgen Inc | — | NEW | New buy |
| 31 | EA | Electronic Arts Inc | — | NEW | New buy |
| 32 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | INTU | Intuit Inc | — | NEW | New buy |
| 35 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 37 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 38 | ANET | Arista Networks Inc | — | NEW | New buy |
| 39 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 40 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 41 | ADP | Automatic Data Processing | — | NEW | New buy |
| 42 | EBAY | Ebay Inc | — | NEW | New buy |
| 43 | MS | Morgan Stanley | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 46 | CNH | CNH Industrial N.V. | — | NEW | New buy |
| 47 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 49 | ZM | Zoom Communications Inc | — | NEW | New buy |
| 50 | VRSN | Verisign Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Hohimer Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 258 disclosed positions in Q1 2025.
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, GBIL, BSV) accounted for 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $33.3M
During Q1 2025, Hohimer Wealth Management, LLC's top holdings by market value included MSFT (6.5%)、GBIL (4.4%)、BSV (3.1%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q1 2025, Hohimer Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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