— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Hughes Financial Services, LLC

2201 COOPERATIVE WAY SUITE 150, HERNDON, VA 20171 • 703-669-3660

Q2 2025 · Filed 2025-08-07
Market Value
$582M
Holdings
1,238
New Purchases
200
Added To
306
Closed
219
Reduced
316
Top 10 Concentration
78.1%
Turnover
33.8%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 96.7%
Technology 1.1%
Consumer Cyclical 0.4%
Communication Services 0.4%
Utilities 0.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $25M 4.2%
Large Cap 652 $430M 73.9%
Mid Cap 356 $67M 11.5%
Small Cap 128 $54M 9.3%
Micro Cap 31 $7M 1.1%

Portfolio Analytics

Avg Market Cap
$74.6B
Median Market Cap
$13.5B
Avg P/E
33.4
Median P/E
22.8
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
1,069
# ETFs / Funds
169

Top Holdings (1,238 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPTM 21.19% 1,610,303 $123M $76.61 $22M +128,549 +8.7%
2 JCPB 10.20% 1,262,321 $59M $47.02 -$2M -39,310 -3.0%
3 JIRE 9.44% 781,048 $55M $70.35 $8M +47,765 +6.5%
4 JTEK 7.95% 541,805 $46M $85.38 $46M +541,680 +433344.0%
5 EMXC 7.94% 729,475 $46M $63.34 $9M +53,457 +7.9%
6 QUAL 6.69% 210,181 $39M $185.39 $6M +17,158 +8.9%
7 DGRO 6.59% 591,822 $38M $64.81 $38M +591,138 +86423.7%
8 JPIB 3.16% 378,378 $18M $48.65 $18M +378,005 +101341.8%
9 SPIP 2.83% 630,836 $16M $26.08 $883K +36,255 +6.1%
10 SHY 2.16% 151,800 $13M $82.68 -$146K -2,140 -1.4%
11 DFUS 1.82% 154,060 $11M $68.65 $625K -9,804 -6.0%
12 TLH 1.39% 79,703 $8M $101.43 $717K +8,902 +12.6%
13 HELO 1.28% 117,767 $7M $63.22 $923K +8,660 +7.9%
14 QUS 1.27% 45,149 $7M $163.38 $266K -268 -0.6%
15 VTES 1.19% 68,439 $7M $101.46 $34K -362 -0.5%
16 VEU 1.18% 101,537 $7M $67.78 $329K -6,179 -5.7%
17 SPDW 0.93% 133,128 $5M $40.72 $98K -12,593 -8.6%
18 VIG 0.79% 22,319 $5M $206.89 $375K +411 +1.9%
19 VEA 0.78% 79,325 $5M $57.34 -$1M -35,958 -31.2%
20 JMUB 0.65% 76,314 $4M $49.36 $2M +31,722 +71.1%
21 SPSM 0.64% 86,449 $4M $43.18 -$21M -516,256 -85.7%
22 GINN 0.57% 48,343 $3M $68.21 -$29M -494,189 -91.1%
23 IVV 0.54% 4,977 $3M $635.79 $31K -580 -10.4%
24 FITE 0.52% 39,330 $3M $77.65 -$17M -281,998 -87.8%
25 SPY 0.44% 4,061 $3M $632.78 $186K -188 -4.4%
26 TIP 0.42% 21,979 $2M $110.30 $5K +73 +0.3%
27 IBTG 0.39% 98,370 $2M $22.86 $72K +3,211 +3.4%
28 IBTH 0.37% 96,333 $2M $22.43 $67K +2,820 +3.0%
29 IBTI 0.36% 94,995 $2M $22.32 $91K +3,585 +3.9%
30 AAPL 0.31% 8,351 $2M $213.24 $312K +1,770 +26.9%
31 VWO 0.27% 31,423 $2M $50.38 $132K -536 -1.7%
32 KNSL 0.24% 3,159 $1M $444.98 -$136K
33 KOMP 0.20% 20,912 $1M $55.45 -$527K -15,088 -41.9%
34 VUG 0.20% 2,539 $1M $455.78 $193K -39 -1.5%
35 IBTF 0.20% 49,564 $1M $23.30 $220K +9,430 +23.5%
36 MSFT 0.19% 2,103 $1M $524.94 $321K +54 +2.6%
37 ESGU 0.17% 6,975 $965K $138.38 $117K +49 +0.7%
38 NVDA 0.16% 5,228 $938K $179.42 $578K +1,961 +60.0%
39 JPM 0.15% 3,017 $879K $291.35 $147K +14 +0.5%
40 VB 0.14% 3,388 $816K $240.73 -$894K -4,295 -55.9%
41 SPEM 0.14% 18,486 $804K $43.51 -$51K -3,145 -14.5%
42 SPLG 0.12% 9,270 $690K $74.44 -$930K -15,281 -62.2%
43 XOM 0.10% 5,394 $575K $106.51 -$73K -43 -0.8%
44 D 0.09% 8,536 $520K $60.97 $56K +274 +3.3%
45 KO 0.08% 6,599 $459K $69.51 -$12K +52 +0.8%
46 FULT 0.08% 25,247 $444K $17.57 -$6K
47 MGK 0.07% 1,137 $434K $381.79 $80K
48 HD 0.07% 991 $383K $386.80 $23K +6 +0.6%
49 MCD 0.06% 1,159 $357K $307.66 -$9K -8 -0.7%
50 AMZN 0.06% 1,506 $335K $222.31 $56K +57 +3.9%
51 WMT 0.06% 3,180 $329K $103.37 $44K -27 -0.8%
52 ESGD 0.06% 3,679 $326K $88.73 $13K -158 -4.1%
53 ORCL 0.06% 1,269 $325K $256.43 $138K -49 -3.7%
54 BRK-B 0.05% 647 $303K $468.91 $114 +78 +13.7%
55 GE 0.05% 1,067 $291K $272.28 $77K +19 +1.8%
56 AVGO 0.05% 941 $284K $301.67 $126K +5 +0.5%
57 GOOG 0.05% 1,430 $282K $196.92 $94K +250 +21.2%
58 GOOGL 0.04% 1,315 $258K $196.09 $110K +375 +39.9%
59 COST 0.04% 257 $249K $968.91 -$3K -7 -2.6%
60 ESGE 0.04% 6,221 $248K $39.93 $29K -19 -0.3%
61 TMO 0.04% 548 $246K $448.94 -$13K +12 +2.2%
62 PLTR 0.04% 1,320 $237K $179.54 $126K +9 +0.7%
63 LLY 0.04% 315 $235K $745.26 -$25K -8 -2.5%
64 NVR 0.04% 28 $220K $7,870.21 $18K
65 DUK 0.04% 1,749 $219K $125.21 $8K +7 +0.4%
66 IJR 0.04% 1,976 $219K $110.81 -$768K -7,446 -79.0%
67 QQQ 0.04% 367 $208K $567.32 $35K
68 VZ 0.03% 4,780 $202K $42.35 -$18K -67 -1.4%
69 LGLV 0.03% 1,155 $202K $174.94 $794
70 PNC 0.03% 1,041 $196K $188.56 $14K -5 -0.5%
71 CRM 0.03% 777 $194K $249.17 -$11K +18 +2.4%
72 IBMP 0.03% 7,550 $192K $25.42 $12K +409 +5.7%
73 PEP 0.03% 1,336 $188K $140.80 -$35K -152 -10.2%
74 CVX 0.03% 1,231 $188K $152.78 -$25K -36 -2.8%
75 META 0.03% 241 $186K $772.05 $45K +1 +0.4%
76 VXF 0.03% 943 $186K $197.13 -$14K -209 -18.1%
77 CSCO 0.03% 2,638 $183K $69.21 $71K +828 +45.8%
78 PG 0.03% 1,185 $181K $152.86 -$49K -163 -12.1%
79 YUM 0.03% 1,281 $181K $141.34 -$23K -1 -0.1%
80 GEV 0.03% 265 $176K $664.55 $93K +1 +0.4%
81 T 0.03% 6,237 $171K $27.49 -$5K +31 +0.5%
82 IBMO 0.03% 6,686 $171K $25.62 $11K +394 +6.3%
83 TSLA 0.03% 504 $161K $319.91 $34K +31 +6.5%
84 LDOS 0.03% 906 $158K $174.49 $36K
85 GLD 0.03% 500 $155K $310.50 +500 NEW
86 IBMQ 0.03% 5,930 $152K $25.56 $2K
87 LMT 0.02% 333 $145K $434.85 -$5K -2 -0.6%
88 BAC 0.02% 3,158 $143K $45.43 $9K -93 -2.9%
89 MAR 0.02% 546 $143K $262.71 -$2K -63 -10.3%
90 SRE 0.02% 1,699 $138K $81.15 $16K
91 VOT 0.02% 476 $138K $288.98 $20K
92 IYR 0.02% 1,386 $132K $95.27 -$128K -1,328 -48.9%
93 CEG 0.02% 382 $129K $338.46 $50K +1 +0.3%
94 IJH 0.02% 2,041 $128K $62.66 $1K -116 -5.4%
95 VV 0.02% 418 $122K $292.38 $15K +4 +1.0%
96 JNJ 0.02% 712 $121K $170.59 $16K +23 +3.3%
97 CWB 0.02% 1,427 $120K $84.27 $11K
98 ES 0.02% 1,837 $120K $65.43 $5K -25 -1.3%
99 SPLV 0.02% 1,624 $119K $73.17 -$3K
100 PPL 0.02% 3,263 $118K $36.15 $1K +30 +0.9%

New Positions

SymbolValue% Port
GLD $155K 0.03%
CHWY $45K 0.01%
CASH $30K 0.01%
UAVS $29K —%
FDN $13K —%
FXD $10K —%
FTXL $10K —%
CRWV $9K —%
VICR $7K —%
SPHQ $5K —%
PTC $5K —%
ABAT $4K —%
BIDD $4K —%
COHR $4K —%
AA $3K —%

Sold Out Positions

SymbolValue% Port
AR —%
ALSN —%
AIZ —%
EMN —%
OC —%
JHG —%
AGCO —%
ABG —%
HR —%
FOUR —%
NUS —%
NOK —%
ENVA —%
PSX —%
WU —%
View SEC EDGAR Filings for Hughes Financial Services, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms