Carlton Hofferkamp & Jenks Wealth Management, LLC Purchases in Q2 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $265 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
930
+ 3.36%
$496.48 - $617.85 $462K - $575K
28.6K $17.7M
VUG
Vanguard Growth ETF

ETFs
2.05K
+ 16.22%
$329.49 - $438.4 $674K - $897K
14.7K $6.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.02K
+ 0.83%
$152.93 - $181.74 $157K - $186K
125K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
108
+ 0.28%
$243.75 - $303.93 $26.3K - $32.8K
38.5K $11.7M
VV
Vanguard Large Cap ETF

ETFs
191
+ 0.66%
$228.25 - $285.3 $43.6K - $54.5K
29.3K $8.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
651
+ 6.97%
$456.74 - $568.03 $297K - $370K
9.99K $5.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
210
+ 2.29%
$416.06 - $551.64 $87.4K - $116K
9.38K $5.18M
AMZN
Amazon Com Inc

Consumer Cyclical
155
+ 0.81%
$167.32 - $223.3 $25.9K - $34.6K
19.2K $4.21M
VTV
Vanguard Value ETF

ETFs
3K
+ 35.62%
$153.67 - $176.74 $460K - $529K
11.4K $2.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.46K
+ 6.78%
$55.54 - $69.09 $192K - $239K
54.5K $3.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
306
+ 4.0%
$468.22 - $566.51 $143K - $173K
7.96K $4.51M
META
Meta Platforms, Inc.

Communication Services
399
New
$484.66 - $738.09 $193K - $294K
399 $294K
IXUS
Ishares Tr

ETFs
2.84K
+ 32.59%
$62.37 - $77.63 $177K - $220K
11.5K $891K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.23K
+ 3.89%
$90.56 - $109.49 $111K - $134K
32.8K $3.58M
MHK
Mohawk Industries Inc

Consumer Cyclical
2.18K
New
$97.99 - $117.15 $213K - $255K
2.18K $228K
IVE
Ishares S&P 500 Value ETF

ETFs
1.09K
New
$168.34 - $195.42 $184K - $213K
1.09K $213K
EFV
Msci Eafe Value ETF

ETFs
3.31K
New
$52.4 - $64.65 $173K - $214K
3.31K $210K
DE
Deere & CO

Industrials
408
New
$412.99 - $531.48 $168K - $217K
408 $207K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.14K
New
$74.88 - $91.97 $160K - $196K
2.14K $196K
RTX
Raytheon Technologies Corp

Industrials
1.32K
New
$113.75 - $148.48 $150K - $196K
1.32K $193K
IWS
Ishares Russell Midcap Value E

ETFs
887
+ 13.92%
$110.58 - $132.14 $98.1K - $117K
7.26K $959K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.29K
+ 12.79%
$83.54 - $100.04 $108K - $129K
11.3K $1.13M
GLD
Spdr Gold Trust

ETFs
287
+ 19.2%
$273.71 - $316.29 $78.6K - $90.8K
1.78K $543K
XLF
Financial Sector Spdr

ETFs
1
+ 0.0%
$43.92 - $52.37 $43.9 - $52.4
28.8K $1.51M
CGDV
Capital Group Divid Value ETF

ETFs
27
+ 0.18%
$31.93 - $39.49 $862 - $1.07K
14.8K $584K
XLE
Energy Sector Spdr

ETFs
1.14K
+ 10.99%
$76.44 - $94.13 $86.8K - $107K
11.5K $972K
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 1.01%
$131.84 - $157.76 $2.24K - $2.68K
1.71K $269K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.84K
+ 5.28%
$24.32 - $27.87 $44.8K - $51.3K
36.7K $972K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 0.26%
N/A
12.1K $2.21M
ABT
Abbott Laboratories

Healthcare
1
+ 0.06%
$123.95 - $138.08 $124 - $138
1.77K $240K
TGT
Target Corp

Consumer Defensive
25
+ 0.89%
$88.76 - $105.77 $2.22K - $2.64K
2.84K $280K
COP
Conocophillips

Energy
1
+ 0.03%
$82.66 - $106.1 $82.7 - $106
3.06K $274K
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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