Hughes Financial Services, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$511.2M

Holdings

1,071

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,071 positions)

StockValue
SBUXSTARBUCKS CORP COM
$27K
LNTALLIANT ENERGY CORP COM
$27K
RCLROYAL CARIBBEAN GROUP COM
$26K
MRVLMARVELL TECHNOLOGY INC COM
$26K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$26K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$25K
TXNMTXNM ENERGY INC COM
$25K
MORNMORNINGSTAR INC COM
$25K
APHAMPHENOL CORP NEW CL A
$25K
VDEVANGUARD ENERGY ETF
$25K
METMETLIFE INC COM
$24K
ISRGINTUITIVE SURGICAL INC COM NEW
$24K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$24K
POWLPOWELL INDS INC COM
$24K
VISVANGUARD INDUSTRIALS ETF
$24K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$24K
AONAON PLC SHS CL A
$24K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$24K
COWZPACER US CASH COWS 100 ETF
$23K
RVTROYCE SMALL CAP TRUST INC COM
$23K
ICEINTERCONTINENTAL EXCHANGE INC COM
$23K
VSTVISTRA CORP COM
$23K
EWEDWARDS LIFESCIENCES CORP COM
$23K
VAWVANGUARD MATERIALS ETF
$22K
SPGSIMON PPTY GROUP INC NEW COM
$22K
MBBISHARES MBS ETF
$22K
VHTVANGUARD HEALTH CARE ETF
$22K
SYYSYSCO CORP COM
$21K
AVBAVALONBAY CMNTYS INC COM
$21K
PRUPRUDENTIAL FINL INC COM
$20K
RNRRENAISSANCERE HLDGS LTD COM
$20K
DOCHEALTHPEAK PROPERTIES INC COM
$19K
BSXBOSTON SCIENTIFIC CORP COM
$19K
KMBKIMBERLY-CLARK CORP COM
$19K
MOALTRIA GROUP INC COM
$18K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$18K
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
$18K
WBDWARNER BROS DISCOVERY INC COM SER A
$18K
BXBLACKSTONE INC COM
$18K
MCKMCKESSON CORP COM
$18K
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF
$17K
DRIDARDEN RESTAURANTS INC COM
$17K
EXPDEXPEDITORS INTL WASH INC COM
$17K
IYY*ISHARES DOW JONES U.S. ETF
$17K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$17K
GMEGAMESTOP CORP NEW CL A
$17K
UNPUNION PAC CORP COM
$17K
LINLINDE PLC SHS
$17K
T7DTRANSDIGM GROUP INC COM
$17K
VBRVANGUARD SMALL CAP VALUE ETF
$17K
COPCONOCOPHILLIPS COM
$17K
MCXMCCORMICK & CO INC COM NON VTG
$16K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$16K
FTNTFORTINET INC COM
$16K
HONHONEYWELL INTL INC COM
$16K
ADPAUTOMATIC DATA PROCESSING INC COM
$16K
VNQVANGUARD REAL ESTATE ETF
$16K
VRSKVERISK ANALYTICS INC COM
$16K
FASTFASTENAL CO COM
$16K
HLTHILTON WORLDWIDE HLDGS INC COM
$15K
PLUSEPLUS INC COM
$15K
SUSAISHARES MSCI USA ESG SELECT ETF
$15K
DHRDANAHER CORPORATION COM
$15K
ACNACCENTURE PLC IRELAND SHS CLASS A
$14K
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$14K
ORLYOREILLY AUTOMOTIVE INC COM
$14K
SPGIS&P GLOBAL INC COM
$14K
AMTAMERICAN TOWER CORP NEW COM
$14K
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$14K
PFEPFIZER INC COM
$14K
PAYXPAYCHEX INC COM
$14K
BKNGBOOKING HOLDINGS INC COM
$14K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$14K
CPRTCOPART INC COM
$14K
AZNASTRAZENECA PLC SPONSORED ADR
$14K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$14K
MDLZMONDELEZ INTL INC CL A
$14K
CNRGSPDR S&P KENSHO CLEAN POWER ETF
$14K
BABOEING CO COM
$13K
MRSHMARSH & MCLENNAN COS INC COM
$13K
FFORD MTR CO COM
$13K
MUMICRON TECHNOLOGY INC COM
$13K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$13K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$13K
AQLTISHARES SELECT DIVIDEND ETF
$13K
CTVACORTEVA INC COM
$13K
FQIDIGITAL RLTY TR INC COM
$13K
LSTRLANDSTAR SYS INC COM
$12K
KDKYNDRYL HLDGS INC COMMON STOCK
$12K
OXYOCCIDENTAL PETE CORP COM
$12K
ECLECOLAB INC COM
$12K
BLKBLACKROCK INC COM
$12K
PGRPROGRESSIVE CORP COM
$12K
DTMDT MIDSTREAM INC COMMON STOCK
$12K
STRVSTRIVE 500 ETF
$12K
SWXSOUTHWEST GAS HLDGS INC COM
$12K
LIESUN LIFE FINANCIAL INC. COM
$12K
VOOVANGUARD S&P 500 ETF
$12K
DDDUPONT DE NEMOURS INC COM
$12K
TTTRANE TECHNOLOGIES PLC SHS
$12K
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