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Hughes Financial Services, LLC

Q1 2025 Holdings

Filed 2025-05-01 | 1071 holdings | $511.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$187.5K1,1800.0%
Vanguard Extended Market ETF(VXF)ETF922908652$199.5K1,1520.0%
Spdr SSgA US Large Cap LOW Volatility Index ETF(LGLV)ETF78468R804$201.3K1,1550.0%
NVR Inc COM(NVR)Stock62944T105$202.0K280.0%
YUM Brands Inc COM(YUM)Stock988498101$203.7K1,2820.0%
Salesforce Inc COM(CRM)Stock79466L302$205.1K7590.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$210.9K1,7420.0%
Chevron Corp New COM(CVX)Stock166764100$213.5K1,2670.0%
GE Aerospace COM New(GE)Stock369604301$213.6K1,0480.0%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$219.0K6,2400.0%
Verizon Communications Inc COM(VZ)Stock92343V104$220.0K4,8470.0%
Pepsico Inc COM(PEP)Stock713448108$222.7K1,4880.0%
Procter and Gamble Co COM(PG)Stock742718109$229.9K1,3480.0%
Costco Whsl Corp New COM(COST)Stock22160K105$252.1K2640.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$258.9K5360.1%
ELI Lilly & Co COM(LLY)Stock532457108$259.7K3230.1%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$260.0K2,7140.1%
Amazon COM Inc COM(AMZN)Stock023135106$278.5K1,4490.1%
Walmart Inc COM(WMT)Stock931142103$284.9K3,2070.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$303.3K5690.1%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$313.9K3,8370.1%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$354.0K1,1370.1%
Nvidia Corporation COM(NVDA)Stock67066G104$359.9K3,2670.1%
Home Depot Inc COM(HD)Stock437076102$360.0K9850.1%
Mcdonalds Corp COM(MCD)Stock580135101$366.0K1,1670.1%
Spdr Portfolio Msci Global Stock Market ETF(SPGM)ETF78463X475$415.6K6,6360.1%
Fulton Finl Corp PA COM(FULT)Stock360271100$449.6K25,2470.1%
Dominion Energy Inc COM(D)Stock25746U109$464.8K8,2620.1%
Coca Cola Co COM(KO)Stock191216100$470.5K6,5470.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$647.2K5,4370.1%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$731.7K3,0030.1%
Microsoft Corp COM(MSFT)Stock594918104$783.1K2,0490.2%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$848.0K6,9260.2%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$855.1K21,6310.2%
Ishares Ibonds DEC 2025 Term Treasury ETFETF46436E866$935.1K40,1340.2%
Vanguard Growth ETF(VUG)ETF922908736$964.6K2,5780.2%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$987.4K9,4220.2%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.5M31,9590.3%
Apple Inc COM(AAPL)Stock037833100$1.5M6,5810.3%
Kinsale Cap Group Inc COM(KNSL)Stock49714P108$1.5M3,1590.3%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$1.6M24,5510.3%
Spdr S&P Kensho New Economies Composite ETF(KOMP)ETF78468R648$1.7M36,0000.3%
Vanguard Small-Cap ETF(VB)ETF922908751$1.7M7,6830.3%
Ishares Ibonds DEC 2028 Term Treasury ETF(IBTI)ETF46436E833$2.0M91,4100.4%
Ishares Ibonds DEC 2027 Term Treasury ETF(IBTH)ETF46436E841$2.1M93,5130.4%
Ishares Ibonds DEC 2026 Term Treasury ETF(IBTG)ETF46436E858$2.2M95,1590.4%
JPMorgan Municipal ETF(JMUB)ETF46641Q647$2.2M44,5920.4%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$2.4M4,2490.5%
Ishares Tips Bond ETF(TIP)ETF464287176$2.4M21,9060.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$3.1M5,5570.6%
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