Hofer & Associates. Inc Incresed Positions in Q2 2025

Hofer & Associates. Inc

  • $153 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
437
+ 0.21%
$71.83 - $95.32 $31.4K - $41.7K
209K $19.9M
NVDA
Nvidia Corp

Technology
2.79K
+ 10.77%
$94.31 - $157.99 $263K - $440K
28.7K $4.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.4K
+ 11.64%
$91.43 - $91.74 $1.68M - $1.68M
176K $16.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.99K
+ 68.53%
$483.48 - $539.8 $1.93M - $2.15M
9.81K $4.77M
VUG
Vanguard Growth ETF

ETFs
94
+ 0.42%
$329.49 - $438.4 $31K - $41.2K
22.6K $9.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.17K
+ 57.99%
$58.41 - $72.69 $477K - $594K
22.3K $1.62M
IWP
Ishares Russell Mid Cap Growth

ETFs
344
+ 1.15%
$104.34 - $138.68 $35.9K - $47.7K
30.2K $4.19M
MSFT
Microsoft Corp

Technology
124
+ 2.98%
$354.56 - $497.45 $44K - $61.7K
4.29K $2.13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.08K
+ 1.99%
$45.11 - $52.34 $184K - $213K
209K $10.9M
EFG
Msci Eafe Growth ETF

ETFs
328
+ 0.9%
$89.8 - $112.0 $29.5K - $36.7K
36.6K $4.1M
VO
Vanguard Mid Cap ETF

ETFs
212
+ 1.4%
$228.54 - $279.83 $48.5K - $59.3K
15.4K $4.3M
AMZN
Amazon Com Inc

Consumer Cyclical
277
+ 2.58%
$167.32 - $223.3 $46.3K - $61.9K
11K $2.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.58K
+ 2.46%
$35.35 - $42.68 $91.2K - $110K
107K $4.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
940
+ 2.31%
$114.78 - $133.31 $108K - $125K
41.6K $5.55M
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 1.28%
$210.28 - $289.91 $13.9K - $19.1K
5.24K $1.52M
WMT
Walmart Inc.

Consumer Defensive
553
+ 5.92%
$81.79 - $99.98 $45.2K - $55.3K
9.89K $967K
VCIT
Vanguard Intermediate Term Cor

ETFs
658
+ 1.44%
$79.56 - $82.92 $52.4K - $54.6K
46.5K $3.86M
VIG
Vanguard Dividend Appreciation

ETFs
460
+ 1.61%
N/A
29K $5.29M
RDVY
First Trust Rising Dividend Ac

ETFs
879
+ 17.95%
$51.6 - $62.74 $45.4K - $55.1K
5.78K $362K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.51%
$908.13 - $1056.85 $6.36K - $7.4K
1.37K $1.35M
STOT
Spdr Doubleline Short Duration

ETFs
809
+ 0.57%
$46.87 - $47.35 $37.9K - $38.3K
143K $6.79M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
816
+ 8.78%
$47.46 - $55.3 $38.7K - $45.1K
10.1K $556K
BK
Bank Of New York Mellon Corp

Financial Services
22
+ 0.52%
$73.31 - $91.62 $1.61K - $2.02K
4.28K $389K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
325
+ 5.87%
$32.99 - $38.56 $10.7K - $12.5K
5.86K $222K
V
Visa Inc.

Financial Services
1
+ 0.06%
$308.27 - $373.31 $308 - $373
1.7K $602K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.33%
$276.76 - $326.81 $1.66K - $1.96K
1.8K $555K
AMGN
Amgen Inc

Healthcare
298
+ 4.33%
$262.28 - $309.85 $78.2K - $92.3K
7.18K $2M
AAPL
Apple Inc.

Technology
65
+ 0.27%
$172.42 - $223.89 $11.2K - $14.6K
23.7K $4.87M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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