Hughes Financial Services, LLC
Hughes Financial Services, LLC is an independent Registered Investment Advisor headquartered in Herndon, Virginia. Founded in 2009 by Paul Hughes and Scott Hughes, the firm serves primarily individuals and families—especially those in or nearing retirement—focusing on unbiased, personally tailored financial and investment advice. The firm currently employs about 10 professionals and manages hundreds of client accounts. Their mission is to deeply understand clients’ life situations to offer personalized and objective financial solutions.
Investment Strategy
Hughes Financial Services focuses on providing independent, unbiased financial and investment advice predominantly to individuals and families. Their approach centers on partnering closely with clients to understand their unique life stories, goals, and financial objectives, then developing customized strategies tailored to retirement planning, wealth management, and long-term financial well-being. As an RIA, they emphasize personal relationships, education, and strategies based on each client's needs, rather than product-driven solutions.
Top Holdings
Equity Positions (1,022)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 21.19% | $123.4M | 1,610,303 | $71.71 | $74.89 | +$22.3M |
J JCPB | JPMORGAN CORE PLUS BOND ETF | 10.20% | $59.4M | 1,262,321 | $46.13 | $47.06 | -$1.8M |
J JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 9.44% | $54.9M | 781,048 | $59.48 | $70.77 | +$8.2M |
J JTEK | JPMORGAN U.S. TECH LEADERS ETF | 7.95% | $46.3M | 541,805 | $84.46 | $84.46 | +$46.3M |
E EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 7.94% | $46.2M | 729,475 | $56.00 | $63.14 | +$8.8M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UNH | UNITEDHEALTH GROUP INC COM | New | Call | $24.6K | 1 | $311.97 | $311.97 | +1 | +$24.6K |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | New | Call | $23.1K | 1 | $226.49 | $226.49 | +1 | +$23.1K |