Hohimer Wealth Management
Latest statistics and disclosures from Hohimer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, VUG, GBIL, JPM, VEA, and represent 14.85% of Hohimer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GM, IVE, AEP, BABA, NEM, SRE, ORCL, LYB, CHKP, ADP.
- Started 51 new stock positions in AEP, CHKP, DOCU, ABBV, RHP, MELI, BOX, PEP, BILL, FTDR.
- Reduced shares in these 10 stocks: AVGO (-$6.6M), MSFT (-$6.2M), HD, LRCX, DELL, F, GDDY, FI, AMAT, DHR.
- Sold out of its positions in AKAM, ALSN, AZO, GOLD, BX, CMG, DHR, EXPE, FIS, GSAT. GDDY, INTS, LDOS, LULU, MBUU, NYCB, NKE, RXO, Spirit Realty Capital, TGT, UCTT, MHLD, STLA.
- Hohimer Wealth Management was a net seller of stock by $-1.4M.
- Hohimer Wealth Management has $427M in assets under management (AUM), dropping by 8.19%.
- Central Index Key (CIK): 0001802533
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Portfolio Holdings for Hohimer Wealth Management
Hohimer Wealth Management holds 223 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.0 | $30M | -17% | 65k | 458.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $9.4M | -13% | 27k | 344.20 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 2.0 | $8.7M | +21% | 86k | 100.89 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $8.0M | +3% | 40k | 200.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $7.4M | +18% | 148k | 50.17 |
|
| Broadcom (AVGO) | 1.6 | $6.8M | -49% | 5.1k | 1325.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $6.8M | 42k | 162.86 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $6.7M | +7% | 26k | 259.90 |
|
| Apple (AAPL) | 1.5 | $6.3M | 37k | 171.48 |
|
|
| Shell Spon Ads (SHEL) | 1.4 | $6.0M | -2% | 90k | 67.04 |
|
| Visa Com Cl A (V) | 1.3 | $5.5M | 20k | 279.08 |
|
|
| Ameriprise Financial (AMP) | 1.3 | $5.4M | 12k | 438.44 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 1.3 | $5.3M | -2% | 40k | 132.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $5.2M | +506% | 28k | 186.81 |
|
| Ishares Tr Broad Usd High (USHY) | 1.2 | $5.0M | 137k | 36.59 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $4.9M | +13% | 9.4k | 523.07 |
|
| Molina Healthcare (MOH) | 1.1 | $4.9M | 12k | 410.83 |
|
|
| Costco Wholesale Corporation (COST) | 1.1 | $4.8M | +4% | 6.5k | 732.63 |
|
| CVS Caremark Corporation (CVS) | 1.1 | $4.7M | 59k | 79.76 |
|
|
| Lam Research Corporation (LRCX) | 1.1 | $4.7M | -46% | 4.9k | 971.57 |
|
| General Motors Company (GM) | 1.1 | $4.7M | NEW | 103k | 45.35 |
|
| Valero Energy Corporation (VLO) | 1.1 | $4.6M | 27k | 170.69 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 1.0 | $4.4M | 84k | 53.10 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $4.4M | +24% | 57k | 76.67 |
|
| Newmont Mining Corporation (NEM) | 1.0 | $4.2M | +747% | 117k | 35.84 |
|
| American Electric Power Company (AEP) | 1.0 | $4.2M | NEW | 48k | 86.10 |
|
| Totalenergies Se Sponsored Ads (TTE) | 1.0 | $4.1M | 60k | 68.83 |
|
|
| Constellation Brands Cl A (STZ) | 0.9 | $4.0M | 15k | 271.76 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.9M | -6% | 26k | 150.93 |
|
| Dell Technologies CL C (DELL) | 0.9 | $3.9M | -50% | 34k | 114.11 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $3.9M | NEW | 54k | 72.36 |
|
| UnitedHealth (UNH) | 0.9 | $3.9M | +4% | 7.8k | 494.70 |
|
| Applied Materials (AMAT) | 0.9 | $3.8M | -45% | 19k | 206.23 |
|
| Gilead Sciences (GILD) | 0.9 | $3.8M | 51k | 73.25 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.7M | +38% | 3.8k | 968.86 |
|
| Marathon Oil Corporation (MRO) | 0.9 | $3.7M | 131k | 28.34 |
|
|
| Sempra Energy (SRE) | 0.9 | $3.7M | NEW | 51k | 71.83 |
|
| Capital One Financial (COF) | 0.9 | $3.6M | 25k | 148.89 |
|
|
| Cisco Systems (CSCO) | 0.9 | $3.6M | -2% | 73k | 49.91 |
|
| Equitable Holdings (EQH) | 0.9 | $3.6M | 96k | 38.01 |
|
|
| Qualcomm (QCOM) | 0.8 | $3.6M | +14% | 21k | 169.30 |
|
| Charles Schwab Corporation (SCHW) | 0.8 | $3.5M | 49k | 72.34 |
|
|
| Fiserv (FI) | 0.8 | $3.4M | -50% | 21k | 159.82 |
|
| Cnh Indl N V SHS (CNHI) | 0.8 | $3.4M | +53% | 262k | 12.96 |
|
| NetApp (NTAP) | 0.8 | $3.4M | -37% | 32k | 104.97 |
|
| Emerson Electric (EMR) | 0.8 | $3.4M | -8% | 30k | 113.42 |
|
| Oracle Corporation (ORCL) | 0.8 | $3.3M | NEW | 26k | 125.61 |
|
| BlackRock (BLK) | 0.8 | $3.2M | 3.9k | 833.70 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $3.1M | +1267% | 12k | 249.74 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $3.1M | +11% | 31k | 97.53 |
|
| Amazon (AMZN) | 0.7 | $3.0M | +63% | 17k | 180.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $2.9M | -4% | 5.6k | 525.70 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $2.9M | -19% | 6.4k | 454.87 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.7 | $2.9M | NEW | 28k | 102.28 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.7 | $2.9M | NEW | 17k | 164.01 |
|
| Sanofi Sponsored Adr (SNY) | 0.7 | $2.8M | 58k | 48.60 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.7 | $2.8M | +2% | 22k | 128.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.8M | -2% | 15k | 182.61 |
|
| Vici Pptys (VICI) | 0.6 | $2.7M | +20% | 91k | 29.79 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $2.7M | +20% | 84k | 32.23 |
|
| Northrop Grumman Corporation (NOC) | 0.6 | $2.7M | -26% | 5.5k | 478.66 |
|
| Zoom Video Communications In Cl A (ZM) | 0.6 | $2.6M | NEW | 40k | 65.37 |
|
| McDonald's Corporation (MCD) | 0.6 | $2.6M | 9.2k | 281.95 |
|
|
| GSK Sponsored Adr (GSK) | 0.6 | $2.5M | 59k | 42.87 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $2.5M | +2% | 16k | 158.19 |
|
| Nexstar Media Group Common Stock (NXST) | 0.6 | $2.5M | 15k | 172.29 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.6 | $2.5M | 998k | 2.48 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $2.4M | +21% | 57k | 41.77 |
|
| Hershey Company (HSY) | 0.6 | $2.4M | 12k | 194.50 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.5 | $2.3M | 11k | 218.46 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $2.3M | +106% | 47k | 49.19 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $2.2M | +23% | 30k | 72.33 |
|
| Principal Financial (PFG) | 0.5 | $2.1M | 25k | 86.31 |
|
|
| SYSCO Corporation (SYY) | 0.5 | $2.1M | 26k | 81.18 |
|
|
| Onemain Holdings (OMF) | 0.5 | $1.9M | 38k | 51.09 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.9M | 43k | 43.35 |
|
|
| Dow (DOW) | 0.4 | $1.9M | 32k | 57.93 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.7M | +4% | 7.5k | 228.60 |
|
| International Business Machines (IBM) | 0.4 | $1.7M | 8.9k | 190.96 |
|
|
| Bill Com Holdings Ord (BILL) | 0.4 | $1.6M | NEW | 24k | 68.72 |
|
| Altria (MO) | 0.4 | $1.6M | 37k | 43.62 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.6M | 9.0k | 175.79 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.5M | +7% | 9.5k | 162.25 |
|
| New Fortress Energy Com Cl A (NFE) | 0.3 | $1.4M | 47k | 30.59 |
|
|
| Cardinal Health (CAH) | 0.3 | $1.4M | 12k | 111.90 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | 3.2k | 420.52 |
|
|
| Cummins (CMI) | 0.3 | $1.3M | +2% | 4.5k | 294.65 |
|
| Pioneer Natural Resources (PXD) | 0.3 | $1.3M | +2% | 5.1k | 262.50 |
|
| Evercore Class A (EVR) | 0.3 | $1.3M | 6.9k | 192.59 |
|
|
| Pfizer (PFE) | 0.3 | $1.3M | +5% | 47k | 27.75 |
|
| American Express Company (AXP) | 0.3 | $1.3M | +7% | 5.7k | 227.69 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.3M | -4% | 24k | 54.23 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.3M | 41k | 31.15 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $1.3M | 7.7k | 163.22 |
|
|
| Chesapeake Energy Corp (CHK) | 0.3 | $1.2M | +8% | 14k | 88.83 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.2M | 2.9k | 418.01 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $1.2M | 15k | 79.83 |
|
|
| Live Nation Entertainment (LYV) | 0.3 | $1.2M | -2% | 11k | 105.77 |
|
| Arista Networks (ANET) | 0.3 | $1.2M | -38% | 4.1k | 289.98 |
|
| S&p Global (SPGI) | 0.3 | $1.2M | +19% | 2.7k | 425.45 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.2M | -2% | 11k | 110.21 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $1.1M | +103% | 15k | 75.40 |
|
| Verizon Communications (VZ) | 0.3 | $1.1M | 27k | 41.96 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.1M | -41% | 22k | 51.28 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.1M | +5% | 16k | 70.00 |
|
| Yum! Brands (YUM) | 0.3 | $1.1M | +155% | 8.0k | 138.65 |
|
| Paychex (PAYX) | 0.3 | $1.1M | NEW | 8.9k | 122.80 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $1.1M | +83% | 24k | 45.61 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | +12% | 9.2k | 116.24 |
|
| CoStar (CSGP) | 0.3 | $1.1M | NEW | 11k | 96.60 |
|
| Nextera Energy (NEE) | 0.3 | $1.1M | NEW | 17k | 63.91 |
|
| Anthem (ELV) | 0.2 | $1.1M | 2.1k | 518.54 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | NEW | 4.5k | 236.23 |
|
| Generac Holdings (GNRC) | 0.2 | $1.0M | NEW | 8.3k | 126.14 |
|
| Realty Income (O) | 0.2 | $1.0M | NEW | 19k | 54.10 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.0M | +5% | 16k | 63.74 |
|
| Stryker Corporation (SYK) | 0.2 | $1.0M | +11% | 2.9k | 357.87 |
|
| Kinder Morgan (KMI) | 0.2 | $980k | +2% | 53k | 18.34 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $974k | 1.7k | 581.21 |
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| Centene Corporation (CNC) | 0.2 | $964k | +2% | 12k | 78.48 |
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| L3harris Technologies (LHX) | 0.2 | $933k | NEW | 4.4k | 213.10 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $919k | -25% | 947.00 | 970.47 |
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| Kraft Heinz (KHC) | 0.2 | $914k | 25k | 36.90 |
|
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| Lear Corp Com New (LEA) | 0.2 | $909k | NEW | 6.3k | 144.88 |
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| Sherwin-Williams Company (SHW) | 0.2 | $904k | NEW | 2.6k | 347.33 |
|
| Palo Alto Networks (PANW) | 0.2 | $894k | -40% | 3.1k | 284.13 |
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| Dolphin Entmt Com New (DLPN) | 0.2 | $876k | 600k | 1.46 |
|
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| Electronic Arts (EA) | 0.2 | $871k | +2% | 6.6k | 132.67 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $856k | -3% | 13k | 67.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $837k | 7.6k | 110.52 |
|
|
| Boeing Company (BA) | 0.2 | $829k | -18% | 4.3k | 192.99 |
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| Carrier Global Corporation (CARR) | 0.2 | $797k | -37% | 14k | 58.13 |
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| Synopsys (SNPS) | 0.2 | $778k | NEW | 1.4k | 571.50 |
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| Fortinet (FTNT) | 0.2 | $772k | NEW | 11k | 68.31 |
|
| Zoetis Cl A (ZTS) | 0.2 | $761k | +2% | 4.5k | 169.21 |
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| Intuit (INTU) | 0.2 | $757k | -35% | 1.2k | 650.00 |
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| Chevron Corporation (CVX) | 0.2 | $745k | +47% | 4.7k | 157.74 |
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| Linde SHS (LIN) | 0.2 | $723k | NEW | 1.6k | 464.32 |
|
| Walt Disney Company (DIS) | 0.2 | $703k | +2% | 5.7k | 122.36 |
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| Edwards Lifesciences (EW) | 0.2 | $692k | +2% | 7.2k | 95.56 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $666k | -35% | 1.3k | 504.60 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $665k | 8.3k | 79.86 |
|
|
| Intercontinental Exchange (ICE) | 0.2 | $662k | +2% | 4.8k | 137.43 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $658k | 1.2k | 556.40 |
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|
| Airbnb Com Cl A (ABNB) | 0.2 | $650k | NEW | 3.9k | 164.96 |
|
| Caterpillar (CAT) | 0.2 | $644k | +6% | 1.8k | 366.43 |
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| Voya Financial (VOYA) | 0.1 | $625k | 8.5k | 73.92 |
|
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| Euronet Worldwide (EEFT) | 0.1 | $600k | +9% | 5.5k | 109.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $590k | -28% | 2.0k | 288.03 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $582k | -30% | 5.3k | 110.50 |
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| Waste Management (WM) | 0.1 | $565k | 2.7k | 213.15 |
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| Paccar (PCAR) | 0.1 | $559k | +72% | 4.5k | 123.89 |
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| Resideo Technologies (REZI) | 0.1 | $557k | -25% | 25k | 22.42 |
|
| Etsy (ETSY) | 0.1 | $546k | NEW | 7.9k | 68.72 |
|
| Columbia Banking System (COLB) | 0.1 | $544k | NEW | 28k | 19.35 |
|
| On Assignment (ASGN) | 0.1 | $497k | -37% | 4.7k | 104.76 |
|
| MercadoLibre (MELI) | 0.1 | $481k | NEW | 318.00 | 1511.96 |
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| Pepsi (PEP) | 0.1 | $473k | NEW | 2.7k | 175.01 |
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| Waters Corporation (WAT) | 0.1 | $468k | 1.4k | 344.23 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $467k | -35% | 9.8k | 47.44 |
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| Advanced Micro Devices (AMD) | 0.1 | $460k | NEW | 2.5k | 180.49 |
|
| Constellium Se Cl A Shs (CSTM) | 0.1 | $455k | -59% | 21k | 22.11 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $455k | 8.9k | 51.06 |
|
|
| Axalta Coating Sys (AXTA) | 0.1 | $446k | -49% | 13k | 34.39 |
|
| Juniper Networks (JNPR) | 0.1 | $444k | -4% | 12k | 37.06 |
|
| Starbucks Corporation (SBUX) | 0.1 | $435k | +12% | 4.8k | 91.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $427k | -6% | 5.9k | 72.63 |
|
| Cognition Therapeutics (CGTX) | 0.1 | $410k | NEW | 225k | 1.82 |
|
| Box Cl A (BOX) | 0.1 | $409k | NEW | 15k | 28.32 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.1 | $406k | 10k | 40.14 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $400k | 1.9k | 210.30 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $395k | +7% | 5.9k | 66.99 |
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| Docusign (DOCU) | 0.1 | $384k | NEW | 6.5k | 59.55 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $380k | -10% | 7.7k | 49.45 |
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| At&t (T) | 0.1 | $378k | 22k | 17.60 |
|
|
| Insperity (NSP) | 0.1 | $378k | -19% | 3.4k | 109.61 |
|
| Merck & Co (MRK) | 0.1 | $375k | NEW | 2.8k | 131.95 |
|
| Laureate Education Common Stock (LAUR) | 0.1 | $371k | NEW | 25k | 14.57 |
|
| InterDigital (IDCC) | 0.1 | $370k | NEW | 3.5k | 106.46 |
|
| Rent-A-Center (UPBD) | 0.1 | $359k | NEW | 10k | 35.21 |
|
| Heidrick & Struggles International (HSII) | 0.1 | $352k | NEW | 11k | 33.66 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $352k | 452.00 | 777.96 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $349k | 4.2k | 84.09 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $347k | +383% | 5.7k | 60.74 |
|
| One Gas (OGS) | 0.1 | $344k | NEW | 5.3k | 64.53 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $344k | NEW | 3.6k | 95.15 |
|
| Essential Properties Realty reit (EPRT) | 0.1 | $339k | NEW | 13k | 26.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $334k | 3.6k | 92.72 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $330k | +57% | 1.3k | 245.93 |
|
| Qualys (QLYS) | 0.1 | $326k | NEW | 2.0k | 166.87 |
|
| Ryman Hospitality Pptys (RHP) | 0.1 | $325k | NEW | 2.8k | 115.61 |
|
| Home Depot (HD) | 0.1 | $324k | -93% | 846.00 | 383.48 |
|
| Inmode SHS (INMD) | 0.1 | $323k | +6% | 15k | 21.61 |
|
| Axcelis Technologies Com New (ACLS) | 0.1 | $322k | NEW | 2.9k | 111.52 |
|
| Pioneer Municipal High Incom Com Shs (MHI) | 0.1 | $318k | 36k | 8.84 |
|
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| Frontdoor (FTDR) | 0.1 | $318k | NEW | 9.7k | 32.58 |
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| ACADIA Pharmaceuticals (ACAD) | 0.1 | $317k | 17k | 18.49 |
|
|
| Plymouth Indl Reit (PLYM) | 0.1 | $314k | NEW | 14k | 22.50 |
|
| Wells Fargo & Company (WFC) | 0.1 | $309k | NEW | 5.3k | 57.96 |
|
| UMH Properties (UMH) | 0.1 | $300k | NEW | 19k | 16.24 |
|
| Ford Motor Company (F) | 0.1 | $291k | -93% | 22k | 13.28 |
|
| Prudential Financial (PRU) | 0.1 | $285k | -10% | 2.4k | 117.40 |
|
| Eaton Corp SHS (ETN) | 0.1 | $278k | -18% | 889.00 | 312.68 |
|
| Wal-Mart Stores (WMT) | 0.1 | $276k | NEW | 4.6k | 60.17 |
|
| Tractor Supply Company (TSCO) | 0.1 | $275k | -79% | 1.0k | 261.72 |
|
| Xylem (XYL) | 0.1 | $248k | NEW | 1.9k | 129.24 |
|
| Group 1 Automotive (GPI) | 0.1 | $248k | NEW | 848.00 | 292.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $244k | -12% | 1.2k | 205.72 |
|
| Prologis (PLD) | 0.1 | $238k | +12% | 1.8k | 130.22 |
|
| Abbvie (ABBV) | 0.1 | $232k | NEW | 1.3k | 182.10 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $226k | 651.00 | 346.61 |
|
|
| Amgen (AMGN) | 0.1 | $222k | NEW | 781.00 | 284.32 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $221k | NEW | 4.6k | 47.46 |
|
| Hertz Global Hldgs Com New (HTZ) | 0.0 | $177k | +24% | 23k | 7.83 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $109k | 13k | 8.29 |
|
|
| Oxford Lane Cap Corp (OXLC) | 0.0 | $104k | -27% | 21k | 5.08 |
|
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $86k | 14k | 5.99 |
|
|
| Omeros Corporation (OMER) | 0.0 | $76k | -2% | 22k | 3.45 |
|
| Prospect Cap Corp Note 6.375% 3/0 (Principal) | 0.0 | $74k | 75k | 0.99 |
|
|
| Jayud Global Logistics Ord Shs Cl A (JYD) | 0.0 | $51k | 53k | 0.96 |
|
|
| Lightwave Logic Inc C ommon (LWLG) | 0.0 | $47k | 10k | 4.68 |
|
|
| Ddc Enterprise Shs Cl A (DDC) | 0.0 | $31k | 25k | 1.22 |
|
|
| Inspire Veterinary Partner Com Cl A (IVP) | 0.0 | $10k | +3% | 229k | 0.05 |
|
Past Filings by Hohimer Wealth Management
SEC 13F filings are viewable for Hohimer Wealth Management going back to 2019
- Hohimer Wealth Management 2024 Q1 filed May 8, 2024
- Hohimer Wealth Management 2023 Q4 filed Feb. 9, 2024
- Hohimer Wealth Management 2023 Q3 filed Nov. 21, 2023
- Hohimer Wealth Management 2023 Q2 filed July 28, 2023
- Hohimer Wealth Management 2023 Q1 filed May 3, 2023
- Hohimer Wealth Management 2022 Q4 filed Feb. 1, 2023
- Hohimer Wealth Management 2022 Q3 filed Nov. 2, 2022
- Hohimer Wealth Management 2022 Q2 filed July 25, 2022
- Hohimer Wealth Management 2022 Q1 filed May 3, 2022
- Hohimer Wealth Management 2021 Q4 filed Jan. 25, 2022
- Hohimer Wealth Management 2021 Q3 filed Oct. 18, 2021
- Hohimer Wealth Management 2021 Q2 filed July 12, 2021
- Hohimer Wealth Management 2021 Q1 filed April 12, 2021
- Hohimer Wealth Management 2020 Q4 restated filed Jan. 12, 2021
- Hohimer Wealth Management 2020 Q4 filed Jan. 11, 2021
- Hohimer Wealth Management 2020 Q3 filed Nov. 13, 2020