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Home > Institutional Investor > Hohimer Wealth Management, Llc > Profile

Instuitional Investor - Hohimer Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hohimer Wealth Management, Llc
Portfolio Value $563,575,862
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 88,527 $44,034,195 7.81%
2.
Goldman Sachs Etf Tr
 344,292 $34,480,848 6.12%
3.
Nvidia Corp
 NVDA 99,057 $15,650,062 2.78%
4.
Vanguard Index Fds - GROWTH ETF
 34,695 $15,210,435 2.7%
5.
Broadcom Inc.
 AVGO 44,547 $12,279,420 2.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)