Hopwood Financial Services, Inc. Reduced Holdings in Q1 2025

Hopwood Financial Services, Inc.

  • $130 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-2.73K
- 30.79%
$271.18 - $303.12 $739K - $826K
6.13K $1.68B
VGT
Vanguard Information Technolog

ETFs
-74
- 1.67%
$542.38 - $646.34 $40.1K - $47.8K
4.35K $2.36B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.41K
- 31.1%
$58.01 - $64.46 $372K - $413K
14.2K $882M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.71K
- 66.63%
$149.27 - $169.4 $255K - $289K
855 $129M
DIS
Walt Disney CO

Communication Services
-2.48K
- 69.55%
$96.87 - $114.0 $240K - $282K
1.09K $107M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.38K
- 22.16%
$71.17 - $73.66 $240K - $249K
11.9K $871M
BX
Blackstone Inc.

Financial Services
-100
- 4.69%
$136.53 - $186.74 $13.7K - $18.7K
2.03K $284M
TROW
Price T Rowe Group Inc

Financial Services
-65
- 1.78%
$91.57 - $116.93 $5.95K - $7.6K
3.58K $329M
LMT
Lockheed Martin Corp

Industrials
-90
- 9.18%
$423.19 - $506.29 $38.1K - $45.6K
890 $398M
DEO
Diageo PLC

Consumer Defensive
-476
- 61.34%
$104.79 - $126.12 $49.9K - $60K
300 $31.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-24
- 1.72%
$507.05 - $563.67 $12.2K - $13.5K
1.37K $706M
LLY
Eli Lilly & CO

Healthcare
-65
- 45.77%
$725.72 - $929.72 $47.2K - $60.4K
77 $63.7M
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 10.21%
$890.62 - $1076.86 $55.2K - $66.8K
545 $515M
AXP
American Express CO

Financial Services
-45
- 4.42%
$255.39 - $325.87 $11.5K - $14.7K
972 $262M
D
Dominion Energy, Inc

Utilities
-679
- 33.45%
$52.85 - $57.43 $35.9K - $39K
1.35K $75.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-86
- 1.2%
$40.03 - $46.81 $3.44K - $4.03K
7.09K $289M
ITW
Illinois Tool Works Inc

Industrials
-45
- 1.14%
$244.9 - $274.48 $11K - $12.4K
3.91K $969M
USB
Us Bancorp \De\

Financial Services
-145
- 4.18%
$40.92 - $50.9 $5.93K - $7.38K
3.32K $140M
PEP
Pepsico Inc

Consumer Defensive
-99
- 1.96%
$142.64 - $156.42 $14.1K - $15.5K
4.95K $742M
PG
Procter & Gamble CO

Consumer Defensive
-242
- 4.02%
$158.56 - $176.26 $38.4K - $42.7K
5.78K $985M
CAT
Caterpillar Inc

Industrials
-25
- 5.58%
$326.75 - $407.63 $8.17K - $10.2K
423 $140M
VUG
Vanguard Growth ETF

ETFs
-33
- 12.89%
$369.1 - $427.61 $12.2K - $14.1K
223 $82.7M
SO
Southern CO

Utilities
-380
- 28.57%
$80.96 - $92.96 $30.8K - $35.3K
950 $87.4M
MRK
Merck & Co., Inc.

Healthcare
-116
- 10.88%
$83.01 - $101.02 $9.63K - $11.7K
950 $85.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-200
- 40.0%
$98.98 - $113.18 $19.8K - $22.6K
300 $34M
VIG
Vanguard Dividend Appreciation

ETFs
-70
- 2.45%
N/A
2.78K $540M
RY
Royal Bank Of Canada

Financial Services
-100
- 20.0%
$108.81 - $123.4 $10.9K - $12.3K
400 $45.1M
CARR
Carrier Global Corp

Industrials
-88
- 5.41%
$62.07 - $70.55 $5.46K - $6.21K
1.54K $97.6M
PRU
Prudential Financial Inc

Financial Services
-84
- 29.27%
$105.04 - $122.33 $8.82K - $10.3K
203 $22.7M
DOW
Dow Inc.

Basic Materials
-250
- 55.56%
$34.36 - $41.92 $8.59K - $10.5K
200 $6.98M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-150
- 15.0%
$18.53 - $29.07 $2.78K - $4.36K
850 $16.1M
PAYX
Paychex Inc

Industrials
-100
- 16.67%
$136.06 - $154.52 $13.6K - $15.5K
500 $77.1M
ELV
Elevance Health, Inc.

Healthcare
-37
- 26.62%
$365.9 - $436.25 $13.5K - $16.1K
102 $44.4M
SRE
Sempra Energy

Utilities
-50
- 25.0%
$67.85 - $87.67 $3.39K - $4.38K
150 $10.7M
PFE
Pfizer Inc

Healthcare
-150
- 7.06%
$25.01 - $27.13 $3.75K - $4.07K
1.98K $50M
BFB
Brown Forman Corp Cl B
-128
- 39.02%
N/A
200 $6.79M
DUK
Duke Energy Corp

Utilities
-100
- 20.0%
$105.87 - $121.97 $10.6K - $12.2K
400 $48.8M
GD
General Dynamics Corp

Industrials
-30
- 8.11%
$241.94 - $272.58 $7.26K - $8.18K
340 $92.7M
META
Meta Platforms, Inc.

Communication Services
-5
- 3.88%
$576.36 - $736.67 $2.88K - $3.68K
124 $71.5M
CSCO
Cisco Systems, Inc.

Technology
-233
- 5.46%
$58.74 - $64.87 $13.7K - $15.1K
4.04K $249M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-50
- 26.46%
$73.78 - $76.59 $3.69K - $3.83K
139 $10.6M
CEG
Constellation Energy Corp

Utilities
-10
- 15.15%
$201.63 - $347.44 $2.02K - $3.47K
56 $11.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
-10
- 10.0%
$119.38 - $161.42 $1.19K - $1.61K
90 $10.8M
SHOP
Shopify Inc.

Technology
-15
- 27.27%
$90.59 - $129.31 $1.36K - $1.94K
40 $3.82M
XLV
Select Sector Spdr Fund Health

ETFs
-35
- 7.81%
$137.61 - $149.68 $4.82K - $5.24K
413 $60.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-35
- 44.87%
$25.77 - $27.6 $902 - $966
43 $1.14M
IEFA
Ishares Tr

ETFs
-15
- 3.82%
$69.57 - $78.65 $1.04K - $1.18K
378 $28.6M
INTC
Intel Corp

Technology
-200
- 5.95%
$19.1 - $27.39 $3.82K - $5.48K
3.16K $71.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 4.78%
$279.74 - $321.29 $8.39K - $9.64K
598 $187M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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