Notify me when HOHIMER WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 343 | $715,146,029 | +$209,599,474 | -$98,859,207 | +$110,740,267 | MSFT, GBIL, AAPL, VUG, NVDA | 13F-HR | 10 Nov 2025, 19:00 |
| Q2 2025 | 267 | $563,575,862 | +$39,318,372 | -$40,509,087 | -$1,190,715 | MSFT, GBIL, NVDA, VUG, AVGO | 13F-HR | 18 Aug 2025, 19:29 |
| Q1 2025 | 258 | $513,507,458 | +$96,405,042 | -$100,759,937 | -$4,354,895 | MSFT, GBIL, BSV, VUG, NVDA | 13F-HR | 01 May 2025, 18:36 |
| Q4 2024 | 241 | $531,320,239 | +$116,054,483 | -$54,714,584 | +$61,339,899 | MSFT, BSV, GBIL, VUG, AAPL | 13F-HR | 14 Feb 2025, 16:17 |
| Q3 2024 | 227 | $464,922,166 | +$39,683,573 | -$26,574,018 | +$13,109,555 | MSFT, VUG, GBIL, AAPL, AVGO | 13F-HR | 18 Nov 2024, 18:09 |
| Q2 2024 | 214 | $430,964,786 | +$135,387,413 | -$129,310,054 | +$6,077,359 | MSFT, VUG, AAPL, AVGO, AMZN | 13F-HR | 02 Aug 2024, 12:47 |
| Q1 2024 | 223 | $425,753,489 | +$78,720,873 | -$81,189,228 | -$2,468,355 | MSFT, VUG, GBIL, JPM, VEA | 13F-HR | 07 May 2024, 18:47 |
| Q4 2023 | 195 | $394,510,766 | +$26,546,281 | -$21,616,207 | +$4,930,074 | MSFT, AVGO, VUG, AAPL, LRCX | 13F-HR | 09 Feb 2024, 15:40 |
| Q3 2023 | 191 | $350,022,215 | +$18,083,069 | -$19,807,004 | -$1,723,935 | MSFT, GBIL, AVGO, VUG, AAPL | 13F-HR | 20 Nov 2023, 19:43 |
| Q2 2023 | 187 | $362,179,463 | +$33,005,137 | -$37,128,290 | -$4,123,153 | MSFT, GBIL, AVGO, AAPL, LRCX | 13F-HR | 27 Jul 2023, 19:57 |
| Q1 2023 | 194 | $345,332,113 | +$115,149,769 | -$94,615,549 | +$20,534,220 | GBIL, MSFT, AVGO, AAPL, GOOGL | 13F-HR | 02 May 2023, 19:54 |
| Q4 2022 | 175 | $313,462,369 | +$81,125,825 | -$107,435,370 | -$26,309,545 | IVE, MSFT, VTI, JPST, IJR | 13F-HR | 01 Feb 2023, 13:50 |
| Q3 2022 | 187 | $311,374,000 | +$22,111,346 | -$24,918,155 | -$2,806,809 | MSFT, USHY, AMZN, VIG, AAPL | 13F-HR | 02 Nov 2022, 17:26 |
| Q2 2022 | 198 | $338,709,000 | +$41,047,708 | -$133,554,715 | -$92,507,007 | MSFT, USHY, VIG, AAPL, AMZN | 13F-HR | 22 Jul 2022, 18:25 |
| Q1 2022 | 214 | $506,900,000 | +$97,264,155 | -$42,992,757 | +$54,271,398 | USHY, IGSB, MSFT, VIG, JPST | 13F-HR | 03 May 2022, 16:25 |
| Q4 2021 | 207 | $474,171,000 | +$40,144,047 | -$80,237,600 | -$40,093,553 | USHY, IGSB, MSFT, AVGO, NVDA | 13F-HR | 25 Jan 2022, 17:29 |
| Q3 2021 | 189 | $476,512,000 | +$24,393,177 | -$28,259,102 | -$3,865,925 | USHY, IGSB, MSFT, AMZN, AVGO | 13F-HR | 15 Oct 2021, 18:29 |
| Q2 2021 | 203 | $488,136,000 | +$97,481,602 | -$46,088,191 | +$51,393,411 | USHY, IGSB, MSFT, AMZN, AVGO | 13F-HR | 12 Jul 2021, 15:36 |
| Q1 2021 | 192 | $409,984,000 | +$66,022,884 | -$53,642,584 | +$12,380,300 | GBIL, USHY, IGSB, MSFT, AVGO | 13F-HR | 12 Apr 2021, 12:56 |
| Q4 2020 | 195 | $376,954,000 | +$22,116,230 | -$31,978,804 | -$9,862,574 | GBIL, AAPL, MSFT, AMZN, AVGO | Restatement | 12 Jan 2021, 16:07 |
| Q3 2020 | 180 | $350,786,000 | +$71,080,446 | -$27,856,848 | +$43,223,598 | GBIL, AAPL, MSFT, AMZN, AVGO | 13F-HR | 13 Nov 2020, 14:46 |
| Q2 2020 | 178 | $289,857,000 | +$57,424,104 | -$23,267,932 | +$34,156,172 | GBIL, AMZN, MSFT, AAPL, META | 13F-HR | 14 Jul 2020, 15:38 |
| Q1 2020 | 176 | $205,017,000 | +$39,661,034 | -$66,539,438 | -$26,878,404 | MSFT, AVGO, SPY, CVS, GOOGL | 13F-HR | 04 May 2020, 17:56 |
| Q4 2019 | 223 | $287,535,000 | $0 | $0 | $0 | AVGO, MSFT, SPY, C, TFC | 13F-HR | 13 Feb 2020, 17:34 |