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 151–200 of 1,276
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP COM | 543 | $50K–$100K | SH |
| LIN | LINDE PLC SHS | 127 | $50K–$100K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | 508 | $50K–$100K | SH |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | 996 | $50K–$100K | SH |
| APH | AMPHENOL CORP CL A | 376 | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 237 | $50K–$100K | SH |
| SAN | BANCO SANTANDER SA ADR | 4K | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 106 | $15K–$50K | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 324 | $15K–$50K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 426 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC COM | 591 | $15K–$50K | SH |
| AFL | AFLAC INC COM | 429 | $15K–$50K | SH |
| AXP | AMERICAN EXPRESS CO COM | 127 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP COM | 824 | $15K–$50K | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 176 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO COM | 476 | $15K–$50K | SH |
| POWL | POWELL INDS INC COM | 138 | $15K–$50K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 92 | $15K–$50K | SH |
| ALL | ALLSTATE CORP COM | 208 | $15K–$50K | SH |
| RIGL | RIGEL PHARMACEUTICALS INC COM | 1K | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 337 | $15K–$50K | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 108 | $15K–$50K | SH |
| HTO | H2O AMERICA COM | 851 | $15K–$50K | SH |
| AIR | AAR CORP COM | 500 | $15K–$50K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2K | $15K–$50K | SH |
| DCOM | DIME CMNTY BANCSHARES INC COM | 1K | $15K–$50K | SH |
| PCTY | PAYLOCITY HLDG CORP COM | 251 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 1K | $15K–$50K | SH |
| WELL | WELLTOWER INC COM | 203 | $15K–$50K | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | 1K | $15K–$50K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 146 | $15K–$50K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 126 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED CL A | 64 | $15K–$50K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 247 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP COM | 214 | $15K–$50K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL COM | 4K | $15K–$50K | SH |
| CBRE | CBRE GROUP INC CL A | 212 | $15K–$50K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 774 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 119 | $15K–$50K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVERS COM | 2K | $15K–$50K | SH |
| WMB | WILLIAMS COS INC COM | 515 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC COM | 152 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 619 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 99 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC COM | 510 | $15K–$50K | SH |
| AIVL | WISDOMTREE U.S. AI ENHANCED VALUE FUND | 253 | $15K–$50K | SH |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 369 | $15K–$50K | SH |
| TXNM | TXNM ENERGY INC COM | 471 | $15K–$50K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 202 | $15K–$50K | SH |
| LNT | ALLIANT ENERGY CORP COM | 420 | $15K–$50K | SH |