CIK 2054465
Hughes Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
1,276
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,276
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP COM | 4K | $100K–$500K | SH |
| MCD | MCDONALDS CORP COM | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 370 | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 2K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 974 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 553 | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 902 | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 965 | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 409 | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 667 | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 6K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 389 | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 1K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 266 | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 831 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 455 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 1K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 479 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 5K | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 3K | $100K–$500K | SH |
| NVR | NVR INC COM | 28 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 2K | $100K–$500K | SH |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 1K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 943 | $100K–$500K | SH |
| YUM | YUM BRANDS INC COM | 1K | $100K–$500K | SH |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 8K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 1K | $100K–$500K | SH |
| GIB | CGI INC CL A SUB VTG | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORPORATION COM | 1K | $100K–$500K | SH |
| T | AT&T INC COM | 7K | $100K–$500K | SH |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 7K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 550 | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 793 | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 906 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 713 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 528 | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 239 | $100K–$500K | SH |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 6K | $100K–$500K | SH |
| SRE | SEMPRA COM | 2K | $100K–$500K | SH |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | 3K | $100K–$500K | SH |
| IUS | INVESCO RAFI STRATEGIC US ETF | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 751 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 382 | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP ETF | 418 | $100K–$500K | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 1K | $100K–$500K | SH |