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Hughes Financial Services, LLC

Q2 2025 Holdings

Filed 2025-08-07 | 1035 holdings | $582.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Gold Shares(GLD)ETF78463V107$155.3K5000.0%
Leidos Holdings Inc COM(LDOS)Stock525327102$158.1K9060.0%
Tesla Inc COM(TSLA)Stock88160R101$161.2K5040.0%
Ishares Ibonds DEC 2026 Term Muni Bond ETF(IBMO)ETF46435U259$171.3K6,6860.0%
AT&T Inc COM(T)Stock00206R102$171.5K6,2370.0%
GE Vernova Inc COM(GEV)Stock36828A101$176.1K2650.0%
YUM Brands Inc COM(YUM)Stock988498101$181.1K1,2810.0%
Procter and Gamble Co COM(PG)Stock742718109$181.1K1,1850.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$182.6K2,6380.0%
Vanguard Extended Market ETF(VXF)ETF922908652$185.9K9430.0%
Meta Platforms Inc CL A(META)Stock30303M102$186.1K2410.0%
Chevron Corp New COM(CVX)Stock166764100$188.1K1,2310.0%
Pepsico Inc COM(PEP)Stock713448108$188.1K1,3360.0%
Ishares Ibonds DEC 2027 Term Muni Bond ETF(IBMP)ETF46435U283$191.9K7,5500.0%
Salesforce Inc COM(CRM)Stock79466L302$193.6K7770.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$196.3K1,0410.0%
Spdr SSgA US Large Cap LOW Volatility Index ETF(LGLV)ETF78468R804$202.1K1,1550.0%
Verizon Communications Inc COM(VZ)Stock92343V104$202.4K4,7800.0%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$208.2K3670.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$219.0K1,9760.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$219.0K1,7490.0%
NVR Inc COM(NVR)Stock62944T105$220.4K280.0%
ELI Lilly & Co COM(LLY)Stock532457108$234.8K3150.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$237.0K1,3200.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$246.0K5480.0%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$248.4K6,2210.0%
Costco Whsl Corp New COM(COST)Stock22160K105$249.0K2570.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$257.9K1,3150.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$281.6K1,4300.0%
Broadcom Inc COM(AVGO)Stock11135F101$283.9K9410.0%
GE Aerospace COM New(GE)Stock369604301$290.5K1,0670.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$303.4K6470.1%
Oracle Corp COM(ORCL)Stock68389X105$325.4K1,2690.1%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$326.4K3,6790.1%
Walmart Inc COM(WMT)Stock931142103$328.7K3,1800.1%
Amazon COM Inc COM(AMZN)Stock023135106$334.8K1,5060.1%
Mcdonalds Corp COM(MCD)Stock580135101$356.6K1,1590.1%
Home Depot Inc COM(HD)Stock437076102$383.3K9910.1%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$434.1K1,1370.1%
Fulton Finl Corp PA COM(FULT)Stock360271100$443.6K25,2470.1%
Coca Cola Co COM(KO)Stock191216100$458.7K6,5990.1%
Dominion Energy Inc COM(D)Stock25746U109$520.4K8,5360.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$574.5K5,3940.1%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$690.1K9,2700.1%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$804.3K18,4860.1%
Vanguard Small-Cap ETF(VB)ETF922908751$815.6K3,3880.1%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$879.0K3,0170.2%
Nvidia Corporation COM(NVDA)Stock67066G104$938.0K5,2280.2%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$965.2K6,9750.2%
Microsoft Corp COM(MSFT)Stock594918104$1.1M2,1030.2%
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