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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 $513,507,458
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 88,678 $33,288,852 6.48%
2.
Goldman Sachs Etf Tr
 224,251 $22,465,454 4.37%
3.
Vanguard Bond Index Funds
 BND 202,094 $15,819,925 3.08%
4.
Vanguard Index Fds - GROWTH ETF
 34,473 $12,783,402 2.49%
5.
Nvidia Corp
 NVDA 99,958 $10,833,470 2.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)