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HOHIMER WEALTH MANAGEMENT, LLC
HOHIMER WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
HOHIMER WEALTH MANAGEMENT, LLC runs HOHIMER WEALTH MANAGEMENT, LLC and currently holds 393 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.00B. Their top holdings are MSFT, GBIL, AAPL, NVDA, VUG. The top five represent 21.2% of reported portfolio weight. HOHIMER WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOHIMER WEALTH MANAGEMENT, LLC initiated 4 new positions. They added to 76 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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393 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MSFT MICROSOFT CORP | 7.83% | $335.48 | $483.24 | +44.04% | Added +61.68% |
 GBIL GOLDMAN SACHS ETF TR | 5.92% | $100.10 | $100.12 | +0.02% | Added +16.48% |
 AAPL APPLE INC | 3.15% | $223.74 | $309.35 | +38.26% | Trimmed -4.63% |
 NVDA NVIDIA CORPORATION | 2.20% | $111.34 | $214.76 | +92.89% | Trimmed -2.23% |
 VUG VANGUARD INDEX FDS | 2.10% | $53.29 | $87.49 | +64.18% | Added +502.84% |
 DELL DELL TECHNOLOGIES INC | 1.65% | $87.49 | $441.74 | +404.90% | Added +0.82% |
 AMZN AMAZON COM INC | 1.58% | $194.61 | $258.63 | +32.90% | Trimmed -10.18% |
 AVGO BROADCOM INC | 1.56% | $89.52 | $368.45 | +311.58% | Added +2.31% |
 VEA VANGUARD TAX-MANAGED FDS | 1.54% | $50.48 | $73.43 | +45.46% | Added +4.37% |
 VTV VANGUARD INDEX FDS | 1.37% | $157.47 | $226.35 | +43.74% | Added +5.84% |
Showing 1-10 of 393