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Hughes Financial Services

Latest statistics and disclosures from Hughes Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, JCPB, JIRE, JQUA, EMXC, and represent 57.99% of Hughes Financial Services's stock portfolio.
Added to shares of these 10 stocks: JQUA (+$55M), JCPB (+$6.0M), IBTJ, IBTK, JPIB, SPIP, SHY, JIRE, TLH, BRK.B.
Started 313 new stock positions in CMTG, BGC, WING, WLK, CNX, BATRK, AUPH, AMCR, STAA, GPOR.
Reduced shares in these 10 stocks: QUAL (-$30M), JTEK (-$16M), DGRO (-$11M), EMXC, SPTM, IBTF, HELO, XOM, WMT, QUS.
Sold out of its positions in ANGI, ACHC, ALIT, ALE, UHAL.B, AVEM, COLD, ASTH, AIT, APAM.
Hughes Financial Services was a net buyer of stock by $9.0M.
Hughes Financial Services has $637M in assets under management (AUM), dropping by 1.28%.
Central Index Key (CIK): 0002054465

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Portfolio Holdings for Hughes Financial Services

Hughes Financial Services holds 1276 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Hughes Financial Services has 1276 total positions. Only the first 250 positions are shown.

Sign up to view all of the Hughes Financial Services Dec. 31, 2025 positions
Download the Hughes Financial Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	20.8	$133M		1.6M	82.50	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	10.7	$68M	+9%	1.4M	47.35	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	9.7	$62M	+2%	823k	74.88	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	8.7	$55M	+15645%	876k	63.18	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	8.1	$52M	-3%	710k	72.68	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	5.2	$33M	-32%	366k	90.07	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	4.9	$31M	-26%	446k	69.42	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	3.3	$21M	+9%	434k	48.70	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	2.9	$19M	+9%	716k	25.95	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	2.3	$15M	+11%	176k	82.82	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.9	$12M	-71%	60k	198.62	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.8	$11M		151k	74.17	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.5	$9.4M	+12%	93k	101.67	View chart
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)	1.2	$7.6M		44k	174.19	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	1.2	$7.3M		72k	101.58	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.1	$7.3M		100k	73.56	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	1.1	$6.7M	-17%	101k	66.43	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.9	$5.8M		131k	44.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$4.9M		22k	219.78	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$4.7M		76k	62.47	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.7	$4.2M	+2%	83k	50.50	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.6	$3.7M		79k	46.86	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$3.3M		4.9k	684.94	View chart
State Street Spdr S&p Kensho Future Security Etf Etf (FITE)	0.5	$3.2M		37k	85.33	View chart
Innovate Equity Etf Etf (GINN)	0.5	$3.1M		43k	73.10	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$2.7M	-2%	3.9k	681.92	View chart
Ishares Tips Bond Etf Etf (TIP)	0.4	$2.6M		24k	109.91	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.4	$2.3M		102k	22.88	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.4	$2.3M		100k	22.47	View chart
Apple Stock (AAPL)	0.4	$2.2M	+2%	8.3k	271.87	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$2.2M		99k	22.36	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.3	$2.2M	NEW	98k	21.95	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.3	$2.1M	NEW	108k	19.84	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$1.7M		31k	53.76	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.2	$1.2M		21k	59.73	View chart
Kinsale Cap Group Stock (KNSL)	0.2	$1.2M		3.2k	391.12	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$1.2M		2.5k	487.86	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.0M		2.1k	483.62	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$987k		3.1k	322.22	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$982k	-4%	6.6k	148.98	View chart
Nvidia Corporation Stock (NVDA)	0.1	$882k		4.7k	186.50	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$862k		18k	46.81	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$856k		3.3k	257.95	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$770k		9.6k	80.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$602k	+241%	1.2k	502.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$568k	+26%	1.8k	313.80	View chart
Dominion Energy Stock (D)	0.1	$559k	+11%	9.5k	58.59	View chart
Coca Cola Stock (KO)	0.1	$499k		7.1k	69.91	View chart
Fulton Finl Corp Pa Stock (FULT)	0.1	$488k		25k	19.33	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$469k		1.1k	412.77	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$446k	-25%	3.7k	120.33	View chart
Mcdonalds Corp Stock (MCD)	0.1	$398k	+11%	1.3k	305.63	View chart
Eli Lilly & Co Stock (LLY)	0.1	$397k	-2%	370.00	1073.32	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$368k	-10%	1.2k	313.00	View chart
Amazon Stock (AMZN)	0.1	$367k	+5%	1.6k	230.82	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$348k		3.7k	95.09	View chart
Home Depot Stock (HD)	0.1	$335k	-2%	974.00	344.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$320k		553.00	579.45	View chart
Broadcom Stock (AVGO)	0.0	$312k	-4%	902.00	346.10	View chart
Ge Aerospace Stock (GE)	0.0	$297k		965.00	308.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$270k	+18%	409.00	660.12	View chart
Spdr Gold Shares Etf (GLD)	0.0	$264k	+3%	667.00	396.31	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$256k	-4%	5.8k	44.17	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$239k	+5%	389.00	614.31	View chart
Oracle Corp Stock (ORCL)	0.0	$237k		1.2k	194.92	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$235k		1.3k	177.75	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$230k		266.00	862.64	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$225k		1.9k	120.18	View chart
Salesforce Stock (CRM)	0.0	$220k		831.00	264.91	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$220k	+9%	455.00	483.67	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$217k		1.0k	208.73	View chart
Tesla Stock (TSLA)	0.0	$215k	-2%	479.00	449.72	View chart
Verizon Communications Stock (VZ)	0.0	$210k	+2%	5.2k	40.73	View chart
Cisco Sys Stock (CSCO)	0.0	$207k	+52%	2.7k	77.02	View chart
NVR Stock (NVR)	0.0	$204k		28.00	7292.79	View chart
Duke Energy Corp Stock (DUK)	0.0	$203k		1.7k	117.21	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$203k		1.2k	175.57	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$197k		943.00	209.12	View chart
Yum Brands Stock (YUM)	0.0	$195k		1.3k	151.28	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.0	$192k		7.6k	25.39	View chart
Pepsico Stock (PEP)	0.0	$191k		1.3k	143.52	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.0	$187k		2.0k	92.30	View chart
Chevron Corporation Stock (CVX)	0.0	$185k		1.2k	152.41	View chart
At&t Stock (T)	0.0	$174k	+18%	7.0k	24.84	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.0	$171k		6.7k	25.64	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$171k		550.00	310.24	View chart
Procter & Gamble Stock (PG)	0.0	$165k	-2%	1.2k	143.31	View chart
Johnson & Johnson Stock (JNJ)	0.0	$164k	+14%	793.00	207.02	View chart
Leidos Holdings Stock (LDOS)	0.0	$163k		906.00	180.40	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$157k	+32%	713.00	219.85	View chart
International Business Machs Stock (IBM)	0.0	$156k	+86%	528.00	296.21	View chart
Ge Vernova Stock (GEV)	0.0	$156k		239.00	653.57	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.0	$155k		6.0k	25.57	View chart
Sempra Stock (SRE)	0.0	$150k		1.7k	88.29	View chart
First Trust Municipal High Income Etf Etf (FMHI)	0.0	$147k		3.1k	47.93	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	0.0	$146k	+58%	2.6k	57.16	View chart
Rtx Corporation Stock (RTX)	0.0	$138k		751.00	183.40	View chart
Constellation Energy Corp Stock (CEG)	0.0	$135k		382.00	353.27	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$132k		418.00	314.80	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$130k		1.4k	93.89	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$128k	-2%	1.9k	66.00	View chart
Applied Matls Stock (AMAT)	0.0	$128k		496.00	256.99	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$127k		1.4k	89.20	View chart
Abbvie Stock (ABBV)	0.0	$127k		556.00	228.49	View chart
Caterpillar Stock (CAT)	0.0	$126k		219.00	572.87	View chart
Eversource Energy Stock (ES)	0.0	$124k		1.8k	67.33	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$122k		327.00	373.44	View chart
Micron Technology Stock (MU)	0.0	$122k		426.00	285.41	View chart
American Elec Pwr Stock (AEP)	0.0	$116k		1.0k	115.31	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$116k		1.6k	71.42	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$114k	+8400%	340.00	335.27	View chart
Ppl Corp Stock (PPL)	0.0	$114k		3.3k	35.02	View chart
Truist Finl Corp Stock (TFC)	0.0	$112k		2.3k	49.22	View chart
Prologis Reit (PLD)	0.0	$111k		871.00	127.66	View chart
Mainstreet Bancshares Stock (MNSB)	0.0	$111k		5.4k	20.36	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.0	$109k		1.1k	102.42	View chart
Merck & Co Stock (MRK)	0.0	$105k		993.00	105.26	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$104k	NEW	745.00	139.16	View chart
Visa Inc Com Cl A Stock (V)	0.0	$103k		294.00	351.19	View chart
Amgen Stock (AMGN)	0.0	$102k		311.00	327.31	View chart
Vanguard Value Etf Etf (VTV)	0.0	$101k		530.00	190.99	View chart
Walmart Stock (WMT)	0.0	$101k	-56%	905.00	111.41	View chart
Southern Stock (SO)	0.0	$98k		1.1k	87.20	View chart
Unitedhealth Group Stock (UNH)	0.0	$95k	+9%	287.00	330.11	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$95k		1.8k	53.94	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$93k	-29%	334.00	279.14	View chart
Philip Morris Intl Stock (PM)	0.0	$93k	+108%	580.00	160.26	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$92k		86.00	1069.86	View chart
Corning Stock (GLW)	0.0	$92k	-8%	1.0k	87.56	View chart
Manulife Finl Corp Stock (MFC)	0.0	$90k		2.5k	36.28	View chart
Netflix Stock (NFLX)	0.0	$87k	+845%	927.00	93.76	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$85k		1.6k	52.44	View chart
Disney Walt Stock (DIS)	0.0	$83k	-3%	731.00	113.77	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$83k		385.00	214.69	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$82k		228.00	360.13	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.0	$77k		543.00	142.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$77k	+518%	798.00	96.03	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$73k	+7%	865.00	84.36	View chart
Aerovironment Stock (AVAV)	0.0	$71k	+139%	292.00	241.89	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$70k		651.00	106.70	View chart
United Bankshares Inc West Va Stock (UBSI)	0.0	$67k		1.7k	38.40	View chart
Lowes Cos Stock (LOW)	0.0	$65k		270.00	241.32	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$64k		668.00	96.27	View chart
Chart Inds Stock (GTLS)	0.0	$62k		302.00	206.23	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$62k		432.00	143.52	View chart
Evergy Stock (EVRG)	0.0	$61k		844.00	72.48	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$61k		1.5k	39.59	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$60k	-5%	2.0k	29.89	View chart
Intuit Stock (INTU)	0.0	$59k		89.00	662.20	View chart
Texas Instrs Stock (TXN)	0.0	$55k		317.00	173.49	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$54k		543.00	99.91	View chart
Linde Stock (LIN)	0.0	$54k		127.00	426.39	View chart
Science Applications Intl Corp Stock (SAIC)	0.0	$51k		508.00	100.66	View chart
Wisdomtree U.s. Multifactor Fund Etf (USMF)	0.0	$51k		996.00	51.26	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$51k		376.00	135.14	View chart
Advanced Micro Devices Stock (AMD)	0.0	$51k		237.00	214.16	View chart
Banco Santander Sa Adr (SAN)	0.0	$50k		4.3k	11.73	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$50k	+6%	106.00	468.76	View chart
Diamondback Energy Stock (FANG)	0.0	$49k		324.00	150.33	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$49k		426.00	113.92	View chart
Nextera Energy Stock (NEE)	0.0	$47k		591.00	80.28	View chart
Aflac Stock (AFL)	0.0	$47k		429.00	110.27	View chart
American Express Stock (AXP)	0.0	$47k		127.00	368.58	View chart
Bank America Corp Stock (BAC)	0.0	$45k		824.00	55.00	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$45k		176.00	252.92	View chart
Wells Fargo & Co Stock (WFC)	0.0	$44k		476.00	93.20	View chart
Powell Inds Stock (POWL)	0.0	$44k		138.00	318.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$44k		92.00	473.30	View chart
Allstate Corp Stock (ALL)	0.0	$43k		208.00	208.15	View chart
Rigel Pharmaceuticals Stock	0.0	$43k	NEW	1.0k	42.83	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$42k	+2%	337.00	125.88	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$42k		108.00	386.85	View chart
H2o America Stock (HTO)	0.0	$42k		851.00	48.99	View chart
Aar Corp Stock (AIR)	0.0	$41k		500.00	82.79	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$41k	-57%	1.5k	27.43	View chart
Dime Cmnty Bancshares Stock (DCOM)	0.0	$40k		1.3k	30.09	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$38k		251.00	152.50	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$38k	+23%	1.3k	28.82	View chart
Welltower Reit (WELL)	0.0	$38k		203.00	185.61	View chart
Phibro Animal Health Corp Cl A Stock (PAHC)	0.0	$37k		1.0k	37.36	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$37k	+9%	146.00	251.00	View chart
Travelers Companies Stock (TRV)	0.0	$37k		126.00	290.06	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$37k	-7%	64.00	570.88	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$35k		247.00	141.05	View chart
Marathon Pete Corp Stock (MPC)	0.0	$35k		214.00	162.63	View chart
Eaton Vance Tax-managed Global Cef (EXG)	0.0	$35k		3.6k	9.53	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$34k		212.00	160.79	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.0	$34k		774.00	43.64	View chart
Royal Caribbean Group Stock (RCL)	0.0	$33k		119.00	278.92	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$33k		2.1k	15.34	View chart
Williams Cos Stock (WMB)	0.0	$31k	+2%	515.00	60.11	View chart
T-mobile Us Stock (TMUS)	0.0	$31k	-58%	152.00	203.04	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$31k	+19%	619.00	49.65	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$30k		99.00	303.89	View chart
Altria Group Stock (MO)	0.0	$29k	+62%	510.00	57.60	View chart
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL)	0.0	$29k		253.00	114.98	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$28k	+3%	369.00	76.71	View chart
Txnm Energy Stock (TXNM)	0.0	$28k		471.00	58.88	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$28k		202.00	136.94	View chart
Alliant Energy Corp Stock (LNT)	0.0	$27k		420.00	65.01	View chart
Vistra Corp Stock (VST)	0.0	$27k	-2%	169.00	161.33	View chart
Intuitive Surgical Stock (ISRG)	0.0	$27k	+2%	48.00	566.35	View chart
Deere & Co Stock (DE)	0.0	$27k		58.00	465.57	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.0	$27k		116.00	230.21	View chart
Yum China Hldgs Stock (YUMC)	0.0	$27k		557.00	47.74	View chart
Pfizer Stock (PFE)	0.0	$26k	+50%	1.1k	24.91	View chart
Royce Small Cap Trust Cef (RVT)	0.0	$26k		1.6k	16.10	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$26k		372.00	69.67	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$26k		427.00	60.17	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$26k		301.00	85.25	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$25k		283.00	89.46	View chart
Cameco Corp Stock (CCJ)	0.0	$25k		275.00	91.49	View chart
Wec Energy Group Stock (WEC)	0.0	$25k		238.00	105.46	View chart
Medtronic Stock (MDT)	0.0	$25k	+3%	260.00	96.06	View chart
Occidental Pete Corp Stock (OXY)	0.0	$25k	+204%	605.00	41.12	View chart
Renaissancere Hldgs Stock (RNR)	0.0	$25k	+2%	88.00	281.16	View chart
State Street Spdr S&p Kensho Clean Power Etf Etf (CNRG)	0.0	$24k		270.00	89.48	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$24k		211.00	113.72	View chart
Mckesson Corp Stock (MCK)	0.0	$24k		29.00	820.28	View chart
Tjx Cos Stock (TJX)	0.0	$23k	+233%	150.00	153.61	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$22k	NEW	700.00	32.06	View chart
Simon Ppty Group Reit (SPG)	0.0	$22k		120.00	185.11	View chart
Eplus Stock (PLUS)	0.0	$22k		250.00	87.70	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$22k	+19%	62.00	352.89	View chart
Citigroup Stock (C)	0.0	$22k		187.00	116.69	View chart
Blackrock Stock (BLK)	0.0	$21k		20.00	1070.35	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.0	$21k		126.00	165.81	View chart
Metlife Stock (MET)	0.0	$21k		264.00	78.94	View chart
Ishares Msci Canada Etf Etf (EWC)	0.0	$20k	NEW	375.00	53.93	View chart
Intercontinental Exchange Stock (ICE)	0.0	$19k	+6%	120.00	161.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$19k		30.00	627.13	View chart
Sysco Corp Stock (SYY)	0.0	$19k	-2%	255.00	73.61	View chart
Oreilly Automotive Stock (ORLY)	0.0	$19k		205.00	91.21	View chart
Healthpeak Properties Reit (DOC)	0.0	$19k	-7%	1.2k	16.08	View chart
Morningstar Stock (MORN)	0.0	$18k		83.00	217.31	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$18k		129.00	139.35	View chart
Prudential Finl Stock (PRU)	0.0	$18k		156.00	112.88	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$18k	NEW	191.00	91.93	View chart
Transdigm Group Stock (TDG)	0.0	$17k		13.00	1329.85	View chart
Strive 500 Etf Etf (STRV)	0.0	$17k		391.00	44.08	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$17k	-5%	94.00	180.98	View chart
Castle Biosciences Stock (CSTL)	0.0	$17k		436.00	38.90	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$17k	+159%	335.00	50.59	View chart
Danaher Corporation Stock (DHR)	0.0	$17k		74.00	228.92	View chart
Vicor Corp Stock (VICR)	0.0	$16k		150.00	109.60	View chart
Nrg Energy Stock (NRG)	0.0	$16k		103.00	159.24	View chart
Boeing Stock (BA)	0.0	$16k	-8%	75.00	217.12	View chart
Lam Research Corp Stock (LRCX)	0.0	$16k		95.00	171.18	View chart
Fastenal Stock (FAST)	0.0	$16k		404.00	40.13	View chart
Blackstone Stock (BX)	0.0	$16k	-2%	105.00	154.14	View chart

Past Filings by Hughes Financial Services

SEC 13F filings are viewable for Hughes Financial Services going back to 2024

Hughes Financial Services 2025 Q4 filed Feb. 11, 2026
Hughes Financial Services 2025 Q3 filed Nov. 14, 2025
Hughes Financial Services 2025 Q2 filed Aug. 7, 2025
Hughes Financial Services 2025 Q1 filed May 1, 2025
Hughes Financial Services 2024 Q4 filed Feb. 10, 2025

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