Hohimer Wealth Management, LLC Top Holdings and 13F Report (2025)

About Hohimer Wealth Management, LLC

Investment Activity

Hohimer Wealth Management, LLC has $513.51 million in total holdings as of March 31, 2025.
Hohimer Wealth Management, LLC owns shares of 258 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 18.77% of the portfolio was purchased this quarter.
About 19.62% of the portfolio was sold this quarter.
This quarter, Hohimer Wealth Management, LLC has purchased 241 new stocks and bought additional shares in 123 stocks.
Hohimer Wealth Management, LLC sold shares of 61 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Microsoft: $33,288,852
Goldman Sachs Access Treasury 0-1 Year ETF: $22,465,454
Vanguard Short-Term Bond ETF: $15,819,925
Vanguard Growth ETF: $12,783,402
NVIDIA: $10,833,470

Largest New Holdings this Quarter

461202103 - Intuit: $4,356,873 Holding
N07059210 - ASML: $4,342,214 Holding
040413205 - ARISTA NETWORKS INC: $4,197,866 Holding
617446448 - Morgan Stanley: $3,956,280 Holding
136375102 - Canadian National Railway: $3,628,338 Holding

Largest Purchases this Quarter

Goldman Sachs Access Treasury 0-1 Year ETF: 73,916 shares (about $7.40M)
Molina Healthcare: 15,402 shares (about $5.07M)
NVIDIA: 43,217 shares (about $4.68M)
Intuit: 7,096 shares (about $4.36M)
ASML: 6,553 shares (about $4.34M)

Largest Sales this Quarter

Vanguard Short-Term Bond ETF: 106,455 shares (about $8.33M)
Vanguard Total Stock Market ETF: 20,326 shares (about $5.59M)
Cisco Systems: 84,555 shares (about $5.22M)
Fiserv: 19,832 shares (about $4.38M)
UnitedHealth Group: 7,707 shares (about $4.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$33,288,852	$2,974,592 ▲	9.8%	88,678	6.5%	Computer and Technology
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$22,465,454	$7,404,901 ▲	49.2%	224,251	4.4%	ETF
BSV Vanguard Short-Term Bond ETF	$15,819,925	$8,333,301 ▼	-34.5%	202,094	3.1%	ETF
VUG Vanguard Growth ETF	$12,783,402	$90,110 ▲	0.7%	34,473	2.5%	ETF
NVDA NVIDIA	$10,833,470	$4,683,868 ▲	76.2%	99,958	2.1%	Computer and Technology
AMZN Amazon.com	$8,826,922	$849,701 ▲	10.7%	46,394	1.7%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$8,339,083	$1,556,926 ▲	23.0%	164,058	1.6%	ETF
VTV Vanguard Value ETF	$7,857,712	$1,209 ▼	0.0%	45,489	1.5%	ETF
AVGO Broadcom	$7,466,981	$324,477 ▼	-4.2%	44,598	1.5%	Computer and Technology
GOOGL Alphabet	$7,008,308	$644,696 ▼	-8.4%	45,320	1.4%	Computer and Technology
META Meta Platforms	$6,757,262	$190,199 ▼	-2.7%	11,724	1.3%	Computer and Technology
AAPL Apple	$6,592,973	$3,575,590 ▼	-35.2%	29,681	1.3%	Computer and Technology
BCS Barclays	$6,576,845	$338 ▲	0.0%	428,180	1.3%	Finance
COST Costco Wholesale	$6,265,872	$579,770 ▼	-8.5%	6,625	1.2%	Retail/Wholesale
MOH Molina Healthcare	$5,985,346	$5,073,265 ▲	556.2%	18,171	1.2%	Medical
BLACKROCK INC	$5,835,996	$632,249 ▲	12.1%	6,166	1.1%	COM
JPM JPMorgan Chase & Co.	$5,810,624	$3,695,418 ▲	174.7%	23,688	1.1%	Finance
BABA Alibaba Group	$5,760,071	$16,529 ▼	-0.3%	43,561	1.1%	Retail/Wholesale
XOM Exxon Mobil	$5,723,387	$1,379,350 ▲	31.8%	48,124	1.1%	Energy
V Visa	$5,666,598	$3,554,372 ▲	168.3%	16,169	1.1%	Business Services
SPY SPDR S&P 500 ETF Trust	$5,650,550	$12,866 ▼	-0.2%	10,101	1.1%	Finance
BOEING CO	$5,618,037	$17,949 ▲	0.3%	93,900	1.1%	DEP CONV PFD A
AEP American Electric Power	$5,546,436	$17,155 ▲	0.3%	50,759	1.1%	Utilities
AMP Ameriprise Financial	$5,021,289	$14,524 ▲	0.3%	10,372	1.0%	Finance
NEM Newmont	$4,990,510	$164,587 ▲	3.4%	103,366	1.0%	Basic Materials
IVV iShares Core S&P 500 ETF	$4,937,348	$2,314,996 ▼	-31.9%	8,787	1.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$4,882,973	$2,052,700 ▼	-29.6%	63,771	1.0%	ETF
VICI VICI Properties	$4,668,150	$93,424 ▼	-2.0%	143,107	0.9%	Finance
SRE Sempra	$4,666,944	$549,187 ▲	13.3%	65,400	0.9%	Utilities
AMGN Amgen	$4,580,097	$535,243 ▲	13.2%	14,701	0.9%	Medical
EA Electronic Arts	$4,545,305	$16,042 ▲	0.4%	31,451	0.9%	Consumer Discretionary
EXPE Expedia Group	$4,498,860	$357,381 ▼	-7.4%	26,763	0.9%	Retail/Wholesale
MRK Merck & Co., Inc.	$4,452,455	$3,763,008 ▲	545.8%	49,604	0.9%	Medical
INTU Intuit	$4,356,873	$4,356,873 ▲	New Holding	7,096	0.8%	Computer and Technology
ASML ASML	$4,342,214	$4,342,214 ▲	New Holding	6,553	0.8%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$4,284,437	$298,225 ▼	-6.5%	84,489	0.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,262,595	$79,325 ▲	1.9%	115,800	0.8%	ETF
ARISTA NETWORKS INC	$4,197,866	$4,197,866 ▲	New Holding	54,180	0.8%	COM SHS
PYPL PayPal	$4,147,355	$14,355 ▼	-0.3%	63,561	0.8%	Computer and Technology
PINS Pinterest	$4,118,505	$1,586,549 ▲	62.7%	132,855	0.8%	Computer and Technology
ADP Automatic Data Processing	$4,088,602	$11,610 ▲	0.3%	13,382	0.8%	Business Services
EBAY eBay	$4,024,110	$11,311 ▲	0.3%	59,414	0.8%	Retail/Wholesale
MS Morgan Stanley	$3,956,280	$3,956,280 ▲	New Holding	33,910	0.8%	Finance
PEP PepsiCo	$3,901,139	$686,875 ▲	21.4%	26,018	0.8%	Consumer Staples
UTHR United Therapeutics	$3,899,924	$11,406 ▲	0.3%	12,651	0.8%	Medical
CNH INDL N V	$3,731,474	$92,014 ▲	2.5%	303,866	0.7%	SHS
QCOM QUALCOMM	$3,729,732	$569,728 ▲	18.0%	24,281	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$3,715,278	$4,793 ▼	-0.1%	6,976	0.7%	Finance
ZM Zoom Video Communications	$3,671,459	$1,402 ▲	0.0%	49,769	0.7%	Computer and Technology
VRSN VeriSign	$3,671,214	$10,916 ▲	0.3%	14,461	0.7%	Computer and Technology
LMT Lockheed Martin	$3,663,249	$12,060 ▼	-0.3%	8,201	0.7%	Aerospace
JNJ Johnson & Johnson	$3,633,682	$411,445 ▲	12.8%	21,911	0.7%	Medical
CNI Canadian National Railway	$3,628,338	$3,628,338 ▲	New Holding	37,229	0.7%	Transportation
NOC Northrop Grumman	$3,529,285	$14,336 ▲	0.4%	6,893	0.7%	Aerospace
HSY Hershey	$3,506,799	$505,223 ▲	16.8%	20,504	0.7%	Consumer Staples
LAM RESEARCH CORP	$3,481,021	$225,225 ▲	6.9%	47,882	0.7%	COM NEW
TROW T. Rowe Price Group	$3,380,908	$3,380,908 ▲	New Holding	36,801	0.7%	Finance
INCY Incyte	$3,361,857	$7,387 ▲	0.2%	55,522	0.7%	Medical
GM General Motors	$3,309,830	$10,817 ▲	0.3%	70,377	0.6%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$3,198,067	$5,586,448 ▼	-63.6%	11,636	0.6%	ETF
EMR Emerson Electric	$3,065,813	$10,416 ▲	0.3%	27,963	0.6%	Industrials
TGT Target	$2,976,765	$319,029 ▲	12.0%	28,524	0.6%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$2,939,667	$1,313,361 ▼	-30.9%	27,880	0.6%	ETF
MCD McDonald's	$2,895,045		0.0%	9,268	0.6%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$2,850,816	$352,392 ▲	14.1%	62,988	0.6%	ETF
SLB Schlumberger	$2,778,321	$2,778,321 ▲	New Holding	66,467	0.5%	Energy
HPE Hewlett Packard Enterprise	$2,755,428	$2,755,428 ▲	New Holding	178,576	0.5%	Computer and Technology
ACAD ACADIA Pharmaceuticals	$2,668,264	$15,165 ▼	-0.6%	160,642	0.5%	Medical
NTAP NetApp	$2,608,321	$11,507 ▲	0.4%	29,694	0.5%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$2,606,976	$52,182 ▼	-2.0%	13,439	0.5%	ETF
DG Dollar General	$2,577,052	$705,374 ▲	37.7%	29,308	0.5%	Retail/Wholesale
TSLA Tesla	$2,470,572	$59,607 ▲	2.5%	9,533	0.5%	Auto/Tires/Trucks
CNC Centene	$2,364,412	$27,866 ▲	1.2%	38,946	0.5%	Medical
DELL Dell Technologies	$2,345,563	$15,404 ▲	0.7%	25,733	0.5%	Computer and Technology
MU Micron Technology	$2,323,612	$9,037 ▲	0.4%	26,742	0.5%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$2,231,428	$30,361 ▼	-1.3%	72,614	0.4%	ETF
AMAT Applied Materials	$2,221,539	$32,798 ▲	1.5%	15,308	0.4%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$2,142,455	$183,806 ▲	9.4%	43,885	0.4%	ETF
PFG Principal Financial Group	$2,112,203	$26,239 ▲	1.3%	25,035	0.4%	Finance
ARE Alexandria Real Estate Equities	$2,097,202	$95,655 ▲	4.8%	22,670	0.4%	Finance
VB Vanguard Small-Cap ETF	$1,862,141	$138,823 ▲	8.1%	8,397	0.4%	ETF
IT Gartner	$1,844,338	$1,844,338 ▲	New Holding	4,394	0.4%	Business Services
CAH Cardinal Health	$1,688,785		0.0%	12,258	0.3%	Medical
PG Procter & Gamble	$1,630,625		0.0%	9,568	0.3%	Consumer Staples
MO Altria Group	$1,627,802	$6,182 ▲	0.4%	27,121	0.3%	Consumer Staples
CNQ Canadian Natural Resources	$1,533,809	$1,533,809 ▲	New Holding	49,799	0.3%	Energy
BND Vanguard Total Bond Market ETF	$1,509,993	$527,961 ▼	-25.9%	20,558	0.3%	ETF
AXP American Express	$1,508,563	$59,729 ▼	-3.8%	5,607	0.3%	Finance
AZN AstraZeneca	$1,438,322	$509,943 ▲	54.9%	19,569	0.3%	Medical
CMI Cummins	$1,424,898	$5,642 ▲	0.4%	4,546	0.3%	Auto/Tires/Trucks
PANW Palo Alto Networks	$1,386,279	$131,393 ▼	-8.7%	8,124	0.3%	Computer and Technology
SHW Sherwin-Williams	$1,328,319	$84,853 ▼	-6.0%	3,804	0.3%	Basic Materials
CSCO Cisco Systems	$1,308,675	$5,217,853 ▼	-79.9%	21,207	0.3%	Computer and Technology
DOCU DocuSign	$1,306,633	$425,803 ▼	-24.6%	16,052	0.3%	Computer and Technology
CAT Caterpillar	$1,299,784	$330,141 ▼	-20.3%	3,941	0.3%	Industrials
CVX Chevron	$1,280,141	$129,654 ▲	11.3%	7,652	0.2%	Energy
PCAR PACCAR	$1,258,135	$257,158 ▼	-17.0%	12,921	0.2%	Auto/Tires/Trucks
ICVT iShares Convertible Bond ETF	$1,255,488		0.0%	15,016	0.2%	ETF
LLY Eli Lilly and Company	$1,191,788	$593,829 ▲	99.3%	1,443	0.2%	Medical
NEE NextEra Energy	$1,188,584	$125,472 ▲	11.8%	16,767	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Hohimer Wealth Management, LLC Top Holdings and 13F Report (2025)

About Hohimer Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Hohimer Wealth Management, LLC Top Holdings and 13F Report (2025)

About Hohimer Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHohimer Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools