Hughes Financial Services, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$511.2B
Holdings
1,071
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,071 positions)
| Stock | Value |
|---|---|
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $101.1B |
JCPBJPMORGAN CORE PLUS BOND ETF | $61.1B |
JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $46.8B |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $37.4B |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $33.1B |
GINNINNOVATE EQUITY ETF | $32.0B |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $24.6B |
FITESPDR S&P KENSHO FUTURE SECURITY ETF | $20.3B |
SPIPSPDR PORTFOLIO TIPS ETF | $15.6B |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $12.7B |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $10.0B |
PHYLPGIM ACTIVE HIGH YIELD BOND ETF | $7.8B |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $7.4B |
QUSSPDR MSCI USA STRATEGICFACTORS ETF | $7.1B |
VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $6.9B |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.6B |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $6.5B |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $5.9B |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.3B |
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | $4.6B |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $4.2B |
IVVISHARES CORE S&P 500 ETF | $3.1B |
TIPISHARES TIPS BOND ETF | $2.4B |
SPYSPDR S&P 500 ETF TRUST | $2.4B |
JMUBJPMORGAN MUNICIPAL ETF | $2.2B |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $2.2B |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $2.1B |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $2.0B |
VBVANGUARD SMALL-CAP ETF | $1.7B |
KOMPSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $1.7B |
SPYMSPDR PORTFOLIO S&P 500 ETF | $1.6B |
KNSLKINSALE CAP GROUP INC COM | $1.5B |
AAPLAPPLE INC COM | $1.5B |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $1.5B |
IJRISHARES CORE S&P SMALL CAP ETF | $987.4M |
VUGVANGUARD GROWTH ETF | $964.6M |
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | $935.1M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $855.1M |
ESGUISHARES ESG AWARE MSCI USA ETF | $848.0M |
MSFTMICROSOFT CORP COM | $783.1M |
JPMJPMORGAN CHASE & CO. COM | $731.7M |
XOMEXXON MOBIL CORP COM | $647.2M |
KOCOCA COLA CO COM | $470.5M |
DDOMINION ENERGY INC COM | $464.8M |
FULTFULTON FINL CORP PA COM | $449.6M |
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $415.6M |
MCDMCDONALDS CORP COM | $366.0M |
HDHOME DEPOT INC COM | $360.0M |
NVDANVIDIA CORPORATION COM | $359.9M |
MGKVANGUARD MEGA CAP GROWTH ETF | $354.0M |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $313.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $303.3M |
WMTWALMART INC COM | $284.9M |
AMZNAMAZON COM INC COM | $278.5M |
IYRISHARES U.S. REAL ESTATE ETF | $260.0M |
LLYELI LILLY & CO COM | $259.7M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $258.9M |
COSTCOSTCO WHSL CORP NEW COM | $252.1M |
PGPROCTER AND GAMBLE CO COM | $229.9M |
PEPPEPSICO INC COM | $222.7M |
BACVERIZON COMMUNICATIONS INC COM | $220.0M |
ESGEISHARES ESG AWARE MSCI EM ETF | $219.0M |
GEGE AEROSPACE COM NEW | $213.6M |
CVXCHEVRON CORP NEW COM | $213.5M |
DUKDUKE ENERGY CORP NEW COM NEW | $210.9M |
CRMSALESFORCE INC COM | $205.1M |
YUMYUM BRANDS INC COM | $203.7M |
NVRNVR INC COM | $202.0M |
LGLVSPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | $201.3M |
VXFVANGUARD EXTENDED MARKET ETF | $199.5M |
GOOGALPHABET INC CAP STK CL C | $187.5M |
ORCLORACLE CORP COM | $187.1M |
PNCPNC FINL SVCS GROUP INC COM | $182.7M |
IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $180.4M |
TAT&T INC COM | $176.8M |
NDQINVESCO QQQ TRUST SERIES I | $173.5M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $161.5M |
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $160.7M |
AVGOBROADCOM INC COM | $157.7M |
LMTLOCKHEED MARTIN CORP COM | $150.3M |
IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $149.9M |
GOOGLALPHABET INC CAP STK CL A | $147.6M |
MARMARRIOTT INTL INC NEW CL A | $145.1M |
VTVVANGUARD VALUE ETF | $143.6M |
METAMETA PLATFORMS INC CL A | $140.7M |
BACBANK AMERICA CORP COM | $134.9M |
TSLATESLA INC COM | $127.0M |
AUBATLANTIC UN BANKSHARES CORP COM | $126.6M |
IJHISHARES CORE S&P MID-CAP ETF | $126.5M |
LDOSLEIDOS HOLDINGS INC COM | $122.3M |
SRESEMPRA COM | $121.6M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $121.3M |
BMYBRISTOL-MYERS SQUIBB CO COM | $118.4M |
IWBISHARES RUSSELL 1000 ETF | $117.9M |
VOTVANGUARD MID-CAP GROWTH ETF | $117.2M |
PPLPPL CORP COM | $116.6M |
ESEVERSOURCE ENERGY COM | $115.6M |
ABBVABBVIE INC COM | $114.7M |
CSCOCISCO SYS INC COM | $111.9M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $111.0M |
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