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 201–250 of 1,276
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VST | VISTRA CORP COM | 169 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 48 | $15K–$50K | SH |
| DE | DEERE & CO COM | 58 | $15K–$50K | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 116 | $15K–$50K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 557 | $15K–$50K | SH |
| PFE | PFIZER INC COM | 1K | $15K–$50K | SH |
| RVT | ROYCE SMALL CAP TRUST INC COM | 2K | $15K–$50K | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 372 | $15K–$50K | SH |
| COWZ | PACER US CASH COWS 100 ETF | 427 | $15K–$50K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 301 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 283 | $15K–$50K | SH |
| CCJ | CAMECO CORP COM | 275 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC COM | 238 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC SHS | 260 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP COM | 605 | $15K–$50K | SH |
| RNR | RENAISSANCERE HLDGS LTD COM | 88 | $15K–$50K | SH |
| CNRG | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | 270 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 211 | $15K–$50K | SH |
| MCK | MCKESSON CORP COM | 29 | $15K–$50K | SH |
| TJX | TJX COS INC NEW COM | 150 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 700 | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 120 | $15K–$50K | SH |
| PLUS | EPLUS INC COM | 250 | $15K–$50K | SH |
| AON | AON PLC SHS CL A | 62 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 187 | $15K–$50K | SH |
| BLK | BLACKROCK INC COM | 20 | $15K–$50K | SH |
| IYY | ISHARES DOW JONES U.S. ETF | 126 | $15K–$50K | SH |
| MET | METLIFE INC COM | 264 | $15K–$50K | SH |
| EWC | ISHARES MSCI CANADA ETF | 375 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 120 | $15K–$50K | SH |
| VOO | VANGUARD S&P 500 ETF | 30 | $15K–$50K | SH |
| SYY | SYSCO CORP COM | 255 | $15K–$50K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 205 | $15K–$50K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 1K | $15K–$50K | SH |
| MORN | MORNINGSTAR INC COM | 83 | $15K–$50K | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 129 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 156 | $15K–$50K | SH |
| — | ASTRAZENECA PLC ORD | 191 | $15K–$50K | SH |
| TDG | TRANSDIGM GROUP INC COM | 13 | $15K–$50K | SH |
| STRV | STRIVE 500 ETF | 391 | $15K–$50K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 94 | $15K–$50K | SH |
| CSTL | CASTLE BIOSCIENCES INC COM | 436 | $15K–$50K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 335 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION COM | 74 | $15K–$50K | SH |
| VICR | VICOR CORP COM | 150 | $15K–$50K | SH |
| NRG | NRG ENERGY INC COM NEW | 103 | $15K–$50K | SH |
| BA | BOEING CO COM | 75 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 95 | $15K–$50K | SH |
| FAST | FASTENAL CO COM | 404 | $15K–$50K | SH |
| BX | BLACKSTONE INC COM | 105 | $15K–$50K | SH |