Hofer & Associates. Inc Purchases and Sells in Q2 2025

Hofer & Associates. Inc

$153 Million
Q2 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	437 + 0.21%	$71.83 - $95.32 $31.4K - $41.7K	209K $19.9M
NVDA	2.79K + 10.77%	$94.31 - $157.99 $263K - $440K	28.7K $4.53M
BIL	18.4K + 11.64%	$91.43 - $91.74 $1.68M - $1.68M	176K $16.1M
BRK-B	3.99K + 68.53%	$483.48 - $539.8 $1.93M - $2.15M	9.81K $4.77M
VUG	94 + 0.42%	$329.49 - $438.4 $31K - $41.2K	22.6K $9.93M
SPLG	8.17K + 57.99%	$58.41 - $72.69 $477K - $594K	22.3K $1.62M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBUX	9.19K New	$79.69 - $99.41 $732K - $913K	9.19K $841K
META	770 New	$484.66 - $738.09 $373K - $568K	770 $568K
AXP	977 New	$231.39 - $318.98 $226K - $312K	977 $311K
BAC	4.45K New	$34.39 - $47.46 $153K - $211K	4.45K $210K
VANGUARD MALVERN FDS	85.1K New	N/A	85.1K $0

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-28.5K - 12.98%	$24.32 - $27.87 $693K - $794K	191K $5.06M
ELV	-369 - 8.53%	$372.27 - $452.69 $137K - $167K	3.96K $1.54M
PEP	-866 - 25.67%	$128.02 - $151.37 $111K - $131K	2.51K $331K
SRLN	-4.96K - 5.55%	$39.47 - $41.59 $196K - $206K	84.3K $3.51M
JNJ	-518 - 27.15%	$146.36 - $159.82 $75.8K - $82.8K	1.39K $212K
CSCO	-1.94K - 33.83%	$53.19 - $69.38 $103K - $135K	3.79K $263K

Activity Summary All Purchases 34 New Holdings 5 Increased Positions 29 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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