HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HI HAGER INVESTMENT MANAGEMENT SERVICES, LLC | Institutional Filer | ▼ 0.77% | $182.0M | 329 |
Current Portfolio Holdings
Showing all 329 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 28K | $8.8M | 4.82% |
| 2 | AAPL | Apple Inc. | Technology | 34K | $8.7M | 4.79% |
| 3 | NVDA | NVIDIA Corporation | Technology | 46K | $8.0M | 4.41% |
| 4 | GOOGL | Alphabet Inc. | Technology | 26K | $7.5M | 4.15% |
| 5 | MSFT | Microsoft Corporation | Technology | 16K | $5.8M | 3.18% |
| 6 | PLTR | Palantir Technologies Inc. | Technology | 33K | $4.8M | 2.66% |
| 7 | LLY | Eli Lilly and Company | Healthcare | 5K | $4.7M | 2.58% |
| 8 | GLW | Corning Incorporated | Technology | 31K | $4.3M | 2.35% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 20K | $4.1M | 2.24% |
| 10 | NFLX | Netflix, Inc. | Communication Services | 41K | $3.9M | 2.16% |
| 11 | META | Meta Platforms, Inc. | Technology | 7K | $3.9M | 2.12% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 4K | $3.8M | 2.10% |
| 13 | WMT | Walmart Inc. | Consumer Defensive | 31K | $3.8M | 2.10% |
| 14 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 11K | $3.7M | 2.01% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.5M | 1.93% |
Showing 1 to 15 of 329 holdings