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 101–150 of 1,276
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID-CAP ETF | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 496 | $100K–$500K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 1K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 556 | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 219 | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY COM | 2K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 327 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 426 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 1K | $100K–$500K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 2K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 340 | $100K–$500K | SH |
| PPL | PPL CORP COM | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP COM | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 871 | $100K–$500K | SH |
| MNSB | MAINSTREET BANCSHARES INC COM | 5K | $100K–$500K | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 993 | $100K–$500K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 745 | $100K–$500K | SH |
| V | VISA INC COM CL A | 294 | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 311 | $100K–$500K | SH |
| VTV | VANGUARD VALUE ETF | 530 | $100K–$500K | SH |
| WMT | WALMART INC COM | 905 | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 1K | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 287 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 2K | $50K–$100K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 334 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC COM | 580 | $50K–$100K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 86 | $50K–$100K | SH |
| GLW | CORNING INC COM | 1K | $50K–$100K | SH |
| MFC | MANULIFE FINL CORP COM | 2K | $50K–$100K | SH |
| NFLX | NETFLIX INC. COM | 927 | $50K–$100K | SH |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | 2K | $50K–$100K | SH |
| DIS | DISNEY WALT CO COM | 731 | $50K–$100K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 385 | $50K–$100K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 228 | $50K–$100K | SH |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 543 | $50K–$100K | SH |
| EFA | ISHARES MSCI EAFE ETF | 798 | $50K–$100K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 865 | $50K–$100K | SH |
| AVAV | AEROVIRONMENT INC COM | 292 | $50K–$100K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 651 | $50K–$100K | SH |
| UBSI | UNITED BANKSHARES INC WEST VA COM | 2K | $50K–$100K | SH |
| LOW | LOWES COS INC COM | 270 | $50K–$100K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 668 | $50K–$100K | SH |
| GTLS | CHART INDS INC COM | 302 | $50K–$100K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 432 | $50K–$100K | SH |
| EVRG | EVERGY INC COM | 844 | $50K–$100K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2K | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW CL A | 2K | $50K–$100K | SH |
| INTU | INTUIT COM | 89 | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC COM | 317 | $50K–$100K | SH |