Hopwood Financial Services, Inc. New Holdings in Q4 2024

Hopwood Financial Services, Inc.

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
301
New
$437.39 - $552.96 $132K - $166K
301 $134M
PM
Philip Morris International Inc.

Consumer Defensive
986
New
$118.38 - $133.06 $117K - $131K
986 $119M
UBSI
United Bankshares Inc

Financial Services
3.13K
New
$35.53 - $43.29 $111K - $135K
3.13K $117M
CARR
Carrier Global Corp

Industrials
1.63K
New
$66.69 - $82.65 $109K - $135K
1.63K $111M
LLY
Eli Lilly & CO

Healthcare
142
New
$727.2 - $932.06 $103K - $132K
142 $110M
SO
Southern CO

Utilities
1.33K
New
$81.5 - $94.15 $108K - $125K
1.33K $109M
D
Dominion Energy, Inc

Utilities
2.03K
New
$52.63 - $60.92 $107K - $124K
2.03K $109M
T
At&T Inc.

Communication Services
4.77K
New
$21.22 - $23.88 $101K - $114K
4.77K $109M
VZ
Verizon Communications Inc

Communication Services
2.66K
New
$39.6 - $45.21 $105K - $120K
2.66K $106M
MRK
Merck & Co., Inc.

Healthcare
1.07K
New
$96.31 - $114.76 $103K - $122K
1.07K $106M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.76K
New
$59.25 - $72.99 $104K - $128K
1.76K $105M
FRT
Federal Realty Investment Trust

Real Estate
900
New
$109.55 - $117.53 $98.6K - $106K
900 $101M
DEO
Diageo PLC

Consumer Defensive
776
New
$118.0 - $139.88 $91.6K - $109K
776 $98.7M
GD
General Dynamics Corp

Industrials
370
New
$260.28 - $314.03 $96.3K - $116K
370 $97.5M
KMB
Kimberly Clark Corp

Consumer Defensive
721
New
$130.37 - $146.09 $94K - $105K
721 $94.5M
TJX
Tjx Companies Inc

Consumer Cyclical
732
New
$112.15 - $127.2 $82.1K - $93.1K
732 $88.4M
AMP
Ameriprise Financial Inc

Financial Services
165
New
$473.15 - $574.01 $78.1K - $94.7K
165 $87.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
474
New
$183.23 - $199.79 $86.9K - $94.7K
474 $87.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
950
New
$89.81 - $104.0 $85.3K - $98.8K
950 $85.6M
BMY
Bristol Myers Squibb CO

Healthcare
1.5K
New
$51.92 - $59.94 $77.9K - $89.9K
1.5K $84.8M
PAYX
Paychex Inc

Industrials
600
New
$135.86 - $148.73 $81.5K - $89.2K
600 $84.1M
GS
Goldman Sachs Group Inc

Financial Services
146
New
$486.1 - $608.57 $71K - $88.9K
146 $83.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
945
New
$87.25 - $95.52 $82.5K - $90.3K
945 $83.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
New
$75.1 - $82.99 $77.7K - $85.9K
1.04K $78.3M
BAC
Bank Of America Corp

Financial Services
1.74K
New
$39.22 - $47.77 $68.4K - $83.3K
1.74K $76.6M
TT
Trane Technologies PLC

Industrials
206
New
$369.35 - $419.14 $76.1K - $86.3K
206 $76.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
146
New
$501.29 - $612.85 $73.2K - $89.5K
146 $76M
META
Meta Platforms, Inc.

Communication Services
129
New
$554.08 - $632.68 $71.5K - $81.6K
129 $75.5M
KKR
Kkr & Co. Inc.

Financial Services
500
New
$129.87 - $162.87 $64.9K - $81.4K
500 $74M
NEE
Nextera Energy Inc

Utilities
1.03K
New
$69.77 - $85.43 $71.9K - $88K
1.03K $73.8M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
960
New
$73.19 - $81.02 $70.3K - $77.8K
960 $71.3M
DHR
Danaher Corp

Healthcare
300
New
$226.16 - $274.52 $67.8K - $82.4K
300 $68.9M
MDT
Medtronic PLC

Healthcare
850
New
$79.61 - $92.24 $67.7K - $78.4K
850 $67.9M
INTC
Intel Corp

Technology
3.36K
New
$19.07 - $26.23 $64.1K - $88.1K
3.36K $67.4M
SYY
Sysco Corp

Consumer Defensive
850
New
$73.63 - $81.77 $62.6K - $69.5K
850 $65M
XLV
Select Sector Spdr Fund Health

ETFs
448
New
$136.28 - $154.74 $61.1K - $69.3K
448 $61.6M
RY
Royal Bank Of Canada

Financial Services
500
New
$119.72 - $128.02 $59.9K - $64K
500 $60.3M
MO
Altria Group, Inc.

Consumer Defensive
1.13K
New
$49.06 - $57.74 $55.5K - $65.3K
1.13K $59.2M
VDC
Vanguard Consumer Staples ETF

ETFs
271
New
$210.96 - $223.62 $57.2K - $60.6K
271 $57.3M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1K
New
$55.73 - $61.23 $55.7K - $61.2K
1K $56.5M
PFE
Pfizer Inc

Healthcare
2.13K
New
$24.8 - $30.19 $52.7K - $64.2K
2.13K $56.4M
IYG
Ishares Tr

ETFs
705
New
$70.24 - $82.34 $49.5K - $58K
705 $54.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
538
New
$100.22 - $100.73 $53.9K - $54.2K
538 $54M
DUK
Duke Energy Corp

Utilities
500
New
$105.76 - $120.76 $52.9K - $60.4K
500 $53.9M
AVGO
Broadcom Inc.

Technology
232
New
$159.67 - $250.0 $37K - $58K
232 $53.8M
CVBF
Cvb Financial Corp

Financial Services
2.49K
New
$17.39 - $24.0 $43.4K - $59.8K
2.49K $53.4M
CSM
Proshares Large Cap Core Plus

ETFs
800
New
$64.59 - $69.02 $51.7K - $55.2K
800 $52.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
500
New
$101.77 - $113.02 $50.9K - $56.5K
500 $52.8M
OTIS
Otis Worldwide Corp

Industrials
562
New
$92.57 - $106.01 $52K - $59.6K
562 $52M
Activity Summary
Buys All Purchases 310 New Holdings 310 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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