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HAGER INVESTMENT MANAGEMENT SERVICES, LLC13F | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | |
| Last update 2025-05-02 | 305 Stocks (34 new) |
| Value $143.00 Mil | Turnover 5 % |
HAGER INVESTMENT MANAGEMENT SE... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 36,772 | 8,168.1 | -8.29% | 5.710 | -0.52% | 0.000 | +4.55% | -14.48% | 3,190,815.2 | Hardware | |
MSFT | Microsoft Corp | 16,866 | 6,331.5 | -8.11% | 4.430 | -0.39% | 0.000 | +34.81% | +19.98% | 3,744,366.9 | Software | |
NVDA | NVIDIA Corp | 57,253 | 6,205.1 | -10.96% | 4.340 | -0.59% | 0.000 | +64.74% | +26.01% | 4,126,191.8 | Semiconductors | |
AVGO | Broadcom Inc | 37,039 | 6,201.4 | -12.99% | 4.340 | -0.80% | 0.000 | +58.90% | +21.62% | 1,319,112.0 | Semiconductors | |
LLY | Eli Lilly and Co | 5,608 | 4,631.8 | -3.49% | 3.240 | -0.10% | 0.000 | -3.69% | +3.65% | 715,639.0 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 27,717 | 4,286.1 | -1.87% | 3.000 | -0.06% | 0.000 | +22.21% | +0.41% | 2,305,157.2 | Interactive Media | |
PLTR | Palantir Technologies Inc | 50,316 | 4,246.7 | -28.56% | 2.970 | -0.95% | 0.000 | +50.43% | +100.53% | 357,904.3 | Software | |
SYK | Stryker Corp | 10,440 | 3,886.3 | -1.08% | 2.720 | -0.03% | 0.000 | +11.58% | +10.93% | 151,956.8 | Medical Devices & Instruments | |
COST | Costco Wholesale Corp | 4,055 | 3,835.4 | -2.94% | 2.680 | -0.07% | 0.000 | -3.20% | +3.20% | 418,351.9 | Retail - Defensive | |
CGBD | Carlyle Secured Lending Inc | 226,166 | 3,659.4 | -0.92% | 2.560 | -0.02% | 0.310 | -1.02% | -17.73% | 1,017.0 | Asset Management |
HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Historical Top Holdings Breakdowns
HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.95% | 64.98 ($87.82) 124.62 | $151.66 | 72.69% | Reduce -28.56% | 50,316 | -20,115 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.90% | 139.81 ($162.81) 186.47 | $243.12 | 49.32% | Add 308.44% | 12,200 | 9,213 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.80% | 167.43 ($211.65) 244.7 | $280.37 | 32.47% | Reduce -12.99% | 37,039 | -5,532 | |
AZO | AutoZone Inc | 2025-03-31 | New Buy New Buy | +0.73% | 3193.96 ($3450.47) 3828.11 | $3,715.64 | 7.69% | New holding | 275 | 275 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.59% | 106.98 ($126.74) 149.43 | $168.90 | 33.26% | Reduce -10.96% | 57,253 | -7,045 | |
CMG | Chipotle Mexican Grill Inc | 2025-03-31 | Reduce Reduce | -0.54% | 47.79 ($54.38) 59.89 | $52.53 | -3.40% | Reduce -61.67% | 8,982 | -14,451 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +0.54% | 58.74 ($61.57) 64.87 | $68.63 | 11.46% | Add 262.73% | 17,266 | 12,506 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.52% | 209.68 ($231.67) 247.1 | $213.62 | -7.79% | Reduce -8.29% | 36,772 | -3,326 | |
GLW | Corning Inc | 2025-03-31 | Add Add | +0.45% | 44.91 ($49.38) 54.25 | $56.16 | 13.74% | Add 159.44% | 22,903 | 14,075 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.39% | 375.39 ($407.71) 447.2 | $504.13 | 23.65% | Reduce -8.11% | 16,866 | -1,489 |
HAGER INVESTMENT MANAGEMENT SERVICES, LLC Total Holding History ($B)
HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Asset Allocation
HAGER INVESTMENT MANAGEMENT SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Hypothetical Growth since 2025-03-31
HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Holdings Heat Map
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HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Holdings Bubble Chart
HAGER INVESTMENT MANAGEMENT SERVICES, LLC News
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