Hughes Financial Services, LLC Top Holdings and 13F Report (2025) About Hughes Financial Services, LLCInvestment ActivityHughes Financial Services, LLC has $486.74 million in total holdings as of December 31, 2024.Hughes Financial Services, LLC owns shares of 65 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $106,819,922JPMorgan Core Plus Bond ETF $56,093,957JPMorgan International Research Enhanced Equity ETF $41,001,760iShares MSCI Emerging Markets ex China ETF $36,318,752iShares MSCI USA Quality Factor ETF $33,841,611 Sector AllocationMap of 500 Largest Holdings ofHughes Financial Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$106,819,9221,495,44921.9%ETFJCPBJPMorgan Core Plus Bond ETF$56,093,9571,217,58111.5%ETFJIREJPMorgan International Research Enhanced Equity ETF$41,001,760700,7658.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$36,318,752654,9827.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$33,841,611190,0367.0%ETFGINNGoldman Sachs Innovate Equity ETF$33,159,466538,7846.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$27,459,753611,3045.6%ETFFITESPDR Kensho Future Security ETF$21,585,092322,2684.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$17,192,600209,7173.5%ManufacturingSPIPSPDR Portfolio TIPS ETF$14,425,321569,9463.0%ETFDFUSDimensional U.S. Equity ETF$10,469,124164,2222.2%ETFPHYLPGIM Active High Yield Bond ETF$7,532,118216,8141.5%ETFQUSSPDR MSCI USA StrategicFactors ETF$7,284,60947,0431.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$6,813,71268,4521.4%ETFVEUVanguard FTSE All-World ex-US ETF$6,265,957109,1441.3%ETFVEAVanguard FTSE Developed Markets ETF$5,561,418116,2991.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,032,571147,4531.0%ETFFMHIFirst Trust Municipal High Income ETF$4,685,03497,0191.0%ManufacturingVIGVanguard Dividend Appreciation ETF$4,400,49622,4710.9%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$3,498,06356,3840.7%ETFIVViShares Core S&P 500 ETF$3,213,0155,4580.7%ETFSPYSPDR S&P 500 ETF Trust$2,815,5284,8040.6%FinanceTIPiShares TIPS Bond ETF$2,313,62721,7140.5%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$2,084,40191,3810.4%ManufacturingKOMPSPDR S&P Kensho New Economies Composite ETF$2,050,07640,3320.4%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$1,976,74989,0560.4%ManufacturingVBVanguard Small-Cap ETF$1,896,2907,8920.4%ETFJMUBJPMorgan Municipal ETF$1,815,12936,1940.4%ETFAAPLApple$1,729,8126,9080.4%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,540,04115,3620.3%ETFKNSLKinsale Capital Group$1,440,9733,0980.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,425,61932,3710.3%ETFVUGVanguard Growth ETF$1,109,0092,7020.2%ETFESGUiShares ESG Aware MSCI USA ETF$945,6687,3410.2%ManufacturingMSFTMicrosoft$787,3621,8680.2%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$783,48233,5970.2%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$782,24920,3870.2%ETFJPMJPMorgan Chase & Co.$711,2202,9670.1%FinanceFULTFulton Financial$486,76225,2470.1%FinanceNVDANVIDIA$469,0863,4930.1%Computer and TechnologyXOMExxon Mobil$451,3244,1960.1%Oils/EnergyDDominion Energy$443,7848,2400.1%UtilitiesKOCoca-Cola$396,8456,3740.1%Consumer StaplesHDHome Depot$384,3229880.1%Retail/WholesaleSPGMSPDR Portfolio MSCI Global Stock Market ETF$368,9615,8260.1%ETFMCDMcDonald's$335,6931,1580.1%Retail/WholesaleAMZNAmazon.com$327,1101,4910.1%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$306,2354,0220.1%ManufacturingWMTWalmart$283,0673,1330.1%Retail/WholesaleTMOThermo Fisher Scientific$279,8845380.1%MedicalIYRiShares U.S. Real Estate ETF$256,7532,7590.1%ETFCRMSalesforce$253,0887570.1%Computer and TechnologyBRK.BBerkshire Hathaway$247,0385450.1%FinanceCOSTCostco Wholesale$237,3992590.0%Retail/WholesaleNVRNVR$229,009280.0%ConstructionSCHDSchwab US Dividend Equity ETF$226,8658,3040.0%ETFVXFVanguard Extended Market ETF$226,4561,1920.0%ETFPEPPepsiCo$225,2011,4810.0%Consumer StaplesGOOGAlphabet$224,7191,1800.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$224,4491,9480.0%ETFLLYEli Lilly and Company$221,9732880.0%MedicalPGProcter & Gamble$221,6331,3220.0%Consumer StaplesESGEiShares ESG Aware MSCI EM ETF$221,1756,6240.0%ManufacturingPNCThe PNC Financial Services Group$201,1431,0430.0%FinanceFVCBFVCBankcorp$132,50010,5410.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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