Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOHIMER WEALTH MANAGEMENT LLC | 02-09-2021 | 12-31-2023 | 195 | 394,510,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $29,667,537 | 78,895 | 0.01 | 0.01 | 9,045 | 12.95 | 12-31-2023 |
| BROADCOM INC | COM | 2 | $11,298,683 | 10,122 | 0.00 | 0.00 | 110 | 1.10 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $9,830,805 | 31,623 | 0.00 | 0.00 | 26,949 | 576.57 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | Liquidated | $0 | 0 | 0.00 | 0.72 | 112,158 | 252.12 | 12-31-2023 |
