
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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2,777,029 | +2,777,029 | $1,272,407 |
INTU | 2,777,029 | +2,777,029 | $1,272,407 |
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432,101 | +16,448 | $175,986 |
VOO | 432,101 | +16,448 | $175,986 |
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3,047,683 | +622,639 | $140,742 |
VEA | 3,047,683 | +622,639 | $140,742 |
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531,155 | +203,237 | $86,276 |
VIG | 531,155 | +203,237 | $86,276 |
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201,540 | +460 | $74,453 |
QQQ | 201,540 | +460 | $74,453 |
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$67,590 | ||
BRK.B | 186,065 | +2,846 | $63,448 |
BRK.A | 8 | UNCH | $4,142 |
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1,434,779 | +295,025 | $58,367 |
VWO | 1,434,779 | +295,025 | $58,367 |
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260,447 | +9,725 | $57,340 |
VO | 260,447 | +9,725 | $57,340 |
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282,086 | +96,981 | $56,104 |
VB | 282,086 | +96,981 | $56,104 |
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158,733 | +130 | $54,055 |
MSFT | 158,733 | +130 | $54,055 |
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229,079 | +1,041 | $50,462 |
VTI | 229,079 | +1,041 | $50,462 |
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792,377 | +3,125 | $43,113 |
VEU | 792,377 | +3,125 | $43,113 |
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87,836 | -4,384 | $38,936 |
SPY | 87,836 | -4,384 | $38,936 |
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118,872 | -2,560 | $23,058 |
AAPL | 118,872 | -2,560 | $23,058 |
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20,740 | -262 | $17,990 |
AVGO | 20,740 | -262 | $17,990 |
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55,479 | -14 | $17,120 |
ACN | 55,479 | -14 | $17,120 |
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202,902 | +214 | $12,219 |
KO | 202,902 | +214 | $12,219 |
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67,061 | +1,035 | $11,092 |
VBR | 67,061 | +1,035 | $11,092 |
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415,964 | UNCH | $8,170 |
CADE | 415,964 | UNCH | $8,170 |
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138,110 | -459 | $7,745 |
VXUS | 138,110 | -459 | $7,745 |
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15,706 | +608 | $7,366 |
LLY | 15,706 | +608 | $7,366 |
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38,288 | -1,376 | $6,337 |
JNJ | 38,288 | -1,376 | $6,337 |
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172,659 | +987 | $6,155 |
SCHF | 172,659 | +987 | $6,155 |
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19,219 | -89 | $5,970 |
HD | 19,219 | -89 | $5,970 |
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57,925 | -1,986 | $5,779 |
MINT | 57,925 | -1,986 | $5,779 |
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58,885 | +146 | $5,618 |
EFG | 58,885 | +146 | $5,618 |
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77,974 | +3,052 | $5,124 |
EEMA | 77,974 | +3,052 | $5,124 |
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185,468 | +3 | $5,035 |
DFAC | 185,468 | +3 | $5,035 |
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81,453 | +23,642 | $4,689 |
FNDX | 81,453 | +23,642 | $4,689 |
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30,766 | -671 | $4,669 |
PG | 30,766 | -671 | $4,669 |
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137,840 | +26,375 | $4,655 |
SCHC | 137,840 | +26,375 | $4,655 |
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14,979 | +266 | $4,470 |
MCD | 14,979 | +266 | $4,470 |
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156,178 | -554 | $3,847 |
SCHE | 156,178 | -554 | $3,847 |
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64,340 | +276 | $3,795 |
SCZ | 64,340 | +276 | $3,795 |
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35,087 | -570 | $3,763 |
XOM | 35,087 | -570 | $3,763 |
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27,889 | +360 | $3,636 |
AMZN | 27,889 | +360 | $3,636 |
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7,375 | -47 | $3,287 |
IVV | 7,375 | -47 | $3,287 |
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15,666 | -860 | $2,934 |
IWM | 15,666 | -860 | $2,934 |
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11,439 | -187 | $2,815 |
CAT | 11,439 | -187 | $2,815 |
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21,948 | -473 | $2,655 |
GOOG | 21,948 | -473 | $2,655 |
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6,272 | +2,457 | $2,653 |
NVDA | 6,272 | +2,457 | $2,653 |
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97,382 | +3,275 | $2,646 |
ILF | 97,382 | +3,275 | $2,646 |
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16,249 | +162 | $2,557 |
CVX | 16,249 | +162 | $2,557 |
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39,703 | -75 | $2,539 |
BMY | 39,703 | -75 | $2,539 |
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8,784 | -3,281 | $2,521 |
META | 8,784 | -3,281 | $2,521 |
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11,263 | -3 | $2,475 |
ADP | 11,263 | -3 | $2,475 |
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10,009 | +4 | $2,377 |
V | 10,009 | +4 | $2,377 |
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147,978 | -1,533 | $2,360 |
T | 147,978 | -1,533 | $2,360 |
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68,008 | UNCH | $2,346 |
DFUV | 68,008 | UNCH | $2,346 |
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15,733 | -870 | $2,333 |
PPG | 15,733 | -870 | $2,333 |
See Full List: All Stocks Held By Nicholas Hoffman & Company LLC.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Nicholas Hoffman & Company LLC.
![]() At 06/30/2023: $2,556,909 At 03/31/2023: $1,111,237 Nicholas Hoffman & Company LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nicholas Hoffman & Company LLC. 13F filings. Link to 13F filings: SEC filings |