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HUGHES FINANCIAL SERVICES, LLC
HUGHES FINANCIAL SERVICES, LLC
Latest filing: 2026-06-30
HUGHES FINANCIAL SERVICES, LLC runs HUGHES FINANCIAL SERVICES, LLC and currently holds 1,839 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $754.51M. Their top holdings are SPTM, JCPB, JIRE, JQUA, EMXC. The top five represent 59.3% of reported portfolio weight. HUGHES FINANCIAL SERVICES, LLC ranks #857 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HUGHES FINANCIAL SERVICES, LLC initiated 2 new positions. They added to 66 existing positions. They trimmed 22 positions. Their current best-performing preview position is MXL with returns of +636.03%.
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1,839 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 20.82% | $72.72 | $92.91 | +27.77% | Added +3.50% |
 JCPB JPMORGAN CORE PLUS BOND ETF | 10.08% | $46.37 | $46.16 | -0.46% | Added +7.55% |
 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 9.92% | $62.06 | $85.29 | +37.42% | Added +6.21% |
 JQUA JPMORGAN U.S. QUALITY FACTOR ETF | 9.69% | $63.55 | $74.74 | +17.60% | Added +6.04% |
 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 8.79% | $56.47 | $97.80 | +73.19% | Trimmed -10.10% |
 JTEK JPMORGAN U.S. TECH LEADERS ETF | 5.64% | $84.41 | $99.98 | +18.45% | Added +0.44% |
 DGRO ISHARES CORE DIVIDEND GROWTH ETF | 4.85% | $64.78 | $79.62 | +22.91% | Added +4.73% |
 JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | 3.17% | $48.59 | $47.86 | -1.50% | Added +9.64% |
 SPIP STATE STREET SPDR PORTFOLIO TIPS ETF | 2.75% | $25.51 | $25.09 | -1.65% | Added +7.90% |
 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 2.12% | $29.01 | $28.96 | -0.19% | New Buy |
Showing 1-10 of 1,839