HW

HOHIMER WEALTH MANAGEMENT, LLC

13F
HOHIMER WEALTH MANAGEMENT, LLC
Last update 2025-05-02 258 Stocks (43 new)
Value $514.00 Mil Turnover 19 %
Countries:
Top Holdings: MSFT(6.48%)GBIL(4.37%)BSV(3.08%)VUG(2.49%)NVDA(2.11%)
Summary Stock Picks Current Portfolio
HOHIMER WEALTH MANAGEMENT, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
88,678
33,288.8
+9.81%
6.480
+0.58%
0.000
+33.94%
+18.80%
3,707,650.2
Software
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
224,251
22,465.5
+49.17%
4.370
+1.44%
0.350
+1.01%
+2.01%
6,366.6
 
BSV
Vanguard Short-Term Bond ETF
202,094
15,819.9
-34.50%
3.080
-1.55%
0.050
+0.70%
+3.17%
38,481.4
 
VUG
Vanguard Growth ETF
34,473
12,783.4
+0.71%
2.490
+0.02%
0.010
+24.44%
+7.95%
152,432.4
 
NVDA
NVIDIA Corp
99,958
10,833.5
+76.17%
2.110
+0.91%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
AMZN
Amazon.com Inc
46,394
8,826.9
+10.65%
1.720
+0.17%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
164,058
8,339.1
+22.96%
1.620
+0.30%
0.010
+15.17%
+21.17%
151,853.0
 
VTV
Vanguard Value ETF
45,489
7,857.7
-0.02%
1.530
0%
0.010
+8.26%
+7.31%
131,767.6
 
AVGO
Broadcom Inc
44,598
7,467.0
-4.16%
1.450
-0.08%
0.000
+79.10%
+19.33%
1,294,301.1
Semiconductors
GOOGL
Alphabet Inc
45,320
7,008.3
-8.42%
1.360
-0.15%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media

HOHIMER WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

HOHIMER WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-1.55%
●
76.94 ($77.63) 78.28
$78.24
0.79%
Reduce -34.5%
202,094
-106,455
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
Add
Add
+1.44%
●
99.85 ($100.02) 100.19
$99.87
-0.15%
Add 49.17%
224,251
73,916
SYF
Synchrony Financial
2025-03-31
Sold Out
Sold Out
-1.20%
●
51.9 ($61.84) 70.63
$70.16
13.45%
Sold Out
0
-97,859
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-1.11%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Reduce -63.59%
11,636
-20,326
BN
Brookfield Corp
2025-03-31
Sold Out
Sold Out
-1.09%
●
48.64 ($56.7) 62.05
$64.30
13.40%
Sold Out
0
-101,003
MOH
Molina Healthcare Inc
2025-03-31
Add
Add
+0.99%
●
266.57 ($302.06) 333.27
$239.58
-20.68%
Add 556.23%
18,171
15,402
COF
Capital One Financial Corp
2025-03-31
Sold Out
Sold Out
-0.98%
●
163.87 ($188.9) 209.82
$220.91
16.95%
Sold Out
0
-29,057
CSCO
Cisco Systems Inc
2025-03-31
Reduce
Reduce
-0.94%
●
58.74 ($61.57) 64.87
$69.37
12.67%
Reduce -79.95%
21,207
-84,555
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.91%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 76.17%
99,958
43,217
C
Citigroup Inc
2025-03-31
Sold Out
Sold Out
-0.91%
●
67.23 ($76.25) 84.63
$88.72
16.35%
Sold Out
0
-68,355

HOHIMER WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

HOHIMER WEALTH MANAGEMENT, LLC's Asset Allocation

To

HOHIMER WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HOHIMER WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

HOHIMER WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HOHIMER WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

HOHIMER WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

HOHIMER WEALTH MANAGEMENT, LLC News

  • 1

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