Carlton Hofferkamp & Jenks Wealth Management, LLC Purchases in Q4 2024

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.38K
+ 27.13%
$378.79 - $428.11 $901K - $1.02M
11.1K $4.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.59K
+ 24.86%
$521.84 - $558.82 $827K - $886K
7.96K $4.29M
VTI
Vanguard Total Stock Market Et

ETFs
1.15K
+ 3.11%
$280.04 - $302.45 $322K - $348K
38.1K $11M
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 0.22%
$567.81 - $607.81 $34.1K - $36.5K
27.3K $16M
META
Meta Platforms, Inc.

Communication Services
405
New
$554.08 - $632.68 $224K - $256K
405 $238K
VV
Vanguard Large Cap ETF

ETFs
176
+ 0.61%
$260.27 - $280.65 $45.8K - $49.4K
29K $7.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 0.63%
$481.22 - $538.17 $26K - $29.1K
8.57K $4.38M
VTV
Vanguard Value ETF

ETFs
1.27K
+ 24.01%
$168.32 - $181.87 $214K - $231K
6.56K $1.11M
NVDA
Nvidia Corp

Technology
525
+ 10.65%
$117.0 - $148.88 $61.4K - $78.2K
5.45K $732K
IJS
Ishares S&P Smallcap 600 Value

ETFs
879
+ 11.8%
$104.59 - $118.05 $91.9K - $104K
8.33K $904K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
36
+ 0.42%
$129.96 - $144.97 $4.68K - $5.22K
8.63K $1.2M
FDX
Fedex Corp

Industrials
89
+ 2.02%
$260.5 - $305.15 $23.2K - $27.2K
4.49K $1.26M
IXUS
Ishares Tr

ETFs
1.21K
+ 24.37%
$65.95 - $72.56 $80.1K - $88.1K
6.2K $409K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
79
+ 1.05%
$563.99 - $620.12 $44.6K - $49K
7.62K $4.34M
VIG
Vanguard Dividend Appreciation

ETFs
167
+ 1.4%
N/A
12.1K $2.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
272
+ 4.01%
$126.68 - $134.74 $34.5K - $36.6K
7.05K $899K
CGGR
Capital Group Growth ETF Shs C

ETFs
11
+ 0.09%
$34.49 - $39.24 $379 - $432
12.6K $467K
COP
Conocophillips

Energy
405
+ 15.29%
$95.12 - $114.72 $38.5K - $46.5K
3.05K $302K
IWS
Ishares Russell Midcap Value E

ETFs
226
+ 4.11%
$128.08 - $140.32 $28.9K - $31.7K
5.72K $740K
JEPI
J P Morgan Exchange Traded Fd

ETFs
532
+ 6.05%
$57.53 - $60.83 $30.6K - $32.4K
9.33K $536K
BND
Vanguard Bd Index Fd Inc Total

ETFs
280
+ 7.84%
$71.75 - $75.11 $20.1K - $21K
3.85K $276K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.01%
$100.22 - $100.73 $100 - $101
7.36K $738K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.06%
$77.02 - $78.58 $308 - $314
6.83K $527K
CGDV
Capital Group Divid Value ETF

ETFs
28
+ 0.2%
$35.16 - $37.12 $984 - $1.04K
14K $495K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
350
+ 2.03%
$91.94 - $100.02 $32.2K - $35K
17.6K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
167
+ 0.53%
$113.92 - $127.38 $19K - $21.3K
31.7K $3.66M
UBER
Uber Technologies, Inc

Technology
150
+ 3.55%
$59.93 - $86.34 $8.99K - $13K
4.38K $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.4K
+ 5.22%
$58.88 - $64.8 $141K - $156K
48.4K $2.85M
RSP
Invesco S&P 500 Equal Weight E

ETFs
623
+ 0.51%
$174.22 - $187.62 $109K - $117K
123K $21.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6
+ 0.01%
$18.41 - $40.87 $110 - $245
60.3K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.94K
+ 5.7%
$26.93 - $84.95 $52.2K - $165K
35.9K $980K
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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