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Dodd St Louis

Hohimer Wealth Management, Llc

Assets Managed
$847.106M
Holdings
367
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
14.03%(2Q avg: 8.95%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hohimer Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 367 positions.

Assets under management

The assets under management (AUM) of Hohimer Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 847.106M in assets, with a quarterly growth rate of 14.03% and a 2-quarter average growth rate of 8.95%. The portfolio is managed by Dodd St Louis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 7.4%
6.02%
$50.995M
508,987 shares@ $100.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 41.9%
5.7%
$48.203M
130,217 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 64.09%
3.48%
$29.424M↓ Put
115,938 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 45.43%
2.44%
$20.608M↓ Put
118,163 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.93%
2.39%
$20.226M↓ Put
97,113 shares@ $208.28 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 8.74%
2.1%
$17.735M
40,603 shares@ $436.79 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Increased 73.78%
1.94%
$16.417M↓ Put
80,878 shares@ $202.98 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.91%
1.57%
$13.295M
207,468 shares@ $64.09 avg price
SILJ
Amplify Junior Silver Miners
Recent Activity
Increased 46.15%
1.54%
$12.965M
436,230 shares@ $29.73 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 18.25%
1.49%
$12.617M
40,766 shares@ $309.51 avg price

1-10 of 367