Hofer & Associates. Inc Incresed Positions in Q3 2025

Hofer & Associates. Inc

  • $167 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
5.66K
+ 78.8%
$271.18 - $309.22 $1.53M - $1.75M
12.8K $3.62M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.3K
+ 8.12%
$91.44 - $91.77 $1.31M - $1.31M
190K $17.5M
MSFT
Microsoft Corp

Technology
1.99K
+ 46.5%
$491.09 - $535.64 $979K - $1.07M
6.28K $3.25M
NVDA
Nvidia Corp

Technology
974
+ 3.4%
$153.3 - $186.58 $149K - $182K
29.6K $5.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.71K
+ 34.65%
$72.65 - $78.68 $560K - $607K
30K $2.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.47K
+ 0.7%
$52.12 - $55.33 $76.5K - $81.2K
210K $11.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.19K
+ 1.1%
$42.26 - $47.16 $50.1K - $55.9K
109K $5.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 3.5%
$459.11 - $506.91 $157K - $174K
10.2K $5.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 10.63%
$211.65 - $238.24 $248K - $279K
12.2K $2.68M
VO
Vanguard Mid Cap ETF

ETFs
132
+ 0.86%
$279.83 - $293.74 $36.9K - $38.8K
15.5K $4.55M
AVGO
Broadcom Inc.

Technology
7
+ 0.17%
$264.74 - $369.57 $1.85K - $2.59K
4.24K $1.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.42K
+ 4.06%
$42.67 - $46.91 $60.8K - $66.8K
36.5K $1.71M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 0.53%
$282.78 - $316.06 $7.92K - $8.85K
5.26K $1.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
165
+ 0.55%
$137.51 - $145.26 $22.7K - $24K
30.4K $4.32M
EFG
Msci Eafe Growth ETF

ETFs
493
+ 1.35%
$106.99 - $114.46 $52.7K - $56.4K
37.1K $4.23M
WMT
Walmart Inc.

Consumer Defensive
661
+ 6.68%
$94.4 - $104.27 $62.4K - $68.9K
10.6K $1.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
576
+ 1.24%
$81.75 - $84.54 $47.1K - $48.7K
47.1K $3.96M
META
Meta Platforms, Inc.

Communication Services
129
+ 16.75%
$695.21 - $791.73 $89.7K - $102K
899 $660K
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.05%
$90.65 - $109.75 $181 - $220
4.28K $466K
MMI
Marcus & Millichap, Inc.

Real Estate
2.03K
+ 26.45%
$28.74 - $33.19 $58.3K - $67.4K
9.71K $284K
CVX
Chevron Corp

Energy
126
+ 7.64%
$145.57 - $161.83 $18.3K - $20.4K
1.78K $275K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
197
+ 1.95%
$55.15 - $58.11 $10.9K - $11.4K
10.3K $592K
BAC
Bank Of America Corp

Financial Services
320
+ 7.19%
$44.92 - $52.42 $14.4K - $16.8K
4.77K $245K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.79%
$567.77 - $614.76 $5.11K - $5.53K
513 $314K
CSCO
Cisco Systems, Inc.

Technology
343
+ 9.04%
$66.2 - $71.79 $22.7K - $24.6K
4.14K $283K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 3.13%
$291.67 - $316.99 $7.58K - $8.24K
857 $260K
SBUX
Starbucks Corp

Consumer Cyclical
912
+ 9.93%
$81.9 - $96.86 $74.7K - $88.3K
10.1K $854K
Vanguard Malvern Fds
1.1K
+ 1.29%
N/A
86.2K $0
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.33%
$288.69 - $310.94 $1.73K - $1.87K
1.81K $530K
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 3.14%
$915.95 - $994.57 $39.4K - $42.8K
1.41K $1.31M
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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