Carlton Hofferkamp & Jenks Wealth Management, LLC Purchases in Q3 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $285 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
414
+ 1.45%
$617.65 - $666.84 $256K - $276K
29K $19.3M
VUG
Vanguard Growth ETF

ETFs
2.17K
+ 14.78%
$433.97 - $484.08 $941K - $1.05M
16.8K $8.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.11K
+ 1.68%
$181.56 - $190.33 $382K - $401K
127K $24.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 11.82%
$567.77 - $614.76 $670K - $725K
11.2K $6.84M
VV
Vanguard Large Cap ETF

ETFs
1.05K
+ 3.57%
$285.05 - $309.14 $298K - $323K
30.4K $9.34M
VTI
Vanguard Total Stock Market Et

ETFs
121
+ 0.31%
$303.93 - $329.86 $36.8K - $39.9K
38.6K $12.7M
XOM
Exxon Mobil Corp

Energy
1.17K
+ 1.14%
$105.83 - $117.22 $124K - $137K
104K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
234
+ 2.49%
$546.99 - $602.2 $128K - $141K
9.62K $5.77M
VTV
Vanguard Value ETF

ETFs
2.41K
+ 21.14%
$175.51 - $186.57 $423K - $450K
13.8K $2.58M
NVDA
Nvidia Corp

Technology
1.8K
+ 36.47%
$153.3 - $186.58 $276K - $336K
6.74K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80
+ 0.24%
$108.46 - $120.63 $8.68K - $9.65K
32.9K $3.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
950
+ 1.74%
$68.24 - $73.73 $64.8K - $70K
55.5K $4.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
88
+ 1.11%
$567.09 - $607.37 $49.9K - $53.4K
8.05K $4.8M
AVGO
Broadcom Inc.

Technology
841
New
$264.74 - $369.57 $223K - $311K
841 $277K
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 0.74%
$357.4 - $423.42 $16.4K - $19.5K
6.3K $2.55M
CVX
Chevron Corp

Energy
345
+ 2.16%
$145.57 - $161.83 $50.2K - $55.8K
16.3K $2.53M
IAU
Ishares Gold Trust

ETFs
2.92K
New
$61.62 - $72.77 $180K - $212K
2.92K $212K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
651
New
$284.45 - $324.95 $185K - $212K
651 $208K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.56K
New
$69.9 - $78.26 $179K - $200K
2.56K $199K
IRT
Independence Realty Trust, Inc.

Real Estate
13.1K
+ 100.0%
$16.35 - $18.11 $214K - $237K
26.2K $429K
WMT
Walmart Inc.

Consumer Defensive
425
+ 1.59%
$94.4 - $104.27 $40.1K - $44.3K
27.2K $2.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
501
+ 4.41%
$98.99 - $112.2 $49.6K - $56.2K
11.9K $1.31M
DFAX
Dimensional ETF Tr
4.01K
+ 32.66%
$29.25 - $31.56 $117K - $127K
16.3K $511K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.83K
+ 5.09%
$21.69 - $23.34 $61.5K - $66.1K
58.5K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.09%
$214.92 - $244.84 $860 - $979
4.64K $1.12M
IXUS
Ishares Tr

ETFs
758
+ 6.57%
$76.35 - $82.58 $57.9K - $62.6K
12.3K $1.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8
+ 0.09%
$148.97 - $165.88 $1.19K - $1.33K
8.59K $1.41M
IWS
Ishares Russell Midcap Value E

ETFs
387
+ 5.33%
$132.83 - $140.61 $51.4K - $54.4K
7.65K $1.07M
GLD
Spdr Gold Trust

ETFs
27
+ 1.52%
$300.96 - $355.47 $8.13K - $9.6K
1.81K $643K
META
Meta Platforms, Inc.

Communication Services
137
+ 34.34%
$695.21 - $791.73 $95.2K - $108K
536 $393K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39
+ 0.24%
$94.17 - $99.95 $3.67K - $3.9K
16.6K $1.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.06%
$132.9 - $142.03 $532 - $568
6.88K $969K
XLE
Energy Sector Spdr

ETFs
1
+ 0.01%
$84.25 - $91.99 $84.3 - $92
11.5K $1.02M
CGGR
Capital Group Growth ETF Shs C

ETFs
2
+ 0.01%
$40.2 - $44.58 $80.4 - $89.2
14.9K $652K
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.13%
$56.02 - $60.3 $1.12K - $1.21K
14.9K $891K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
428
+ 1.17%
$26.38 - $27.95 $11.3K - $12K
37.1K $1.01M
CGDV
Capital Group Divid Value ETF

ETFs
26
+ 0.18%
$39.59 - $42.21 $1.03K - $1.1K
14.8K $623K
VZ
Verizon Communications Inc

Communication Services
264
+ 0.7%
$40.84 - $45.06 $10.8K - $11.9K
38.1K $1.67M
VGSH
Vanguard

ETFs
539
+ 4.09%
$58.43 - $58.88 $31.5K - $31.7K
13.7K $806K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.18%
$157.1 - $178.94 $471 - $537
1.71K $302K
BA
Boeing CO

Industrials
43
+ 1.16%
$209.79 - $237.38 $9.02K - $10.2K
3.76K $811K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.03%
$164.63 - $174.58 $165 - $175
3.22K $561K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.67%
$291.67 - $316.99 $4.38K - $4.75K
2.25K $684K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.53%
$144.19 - $167.33 $1.01K - $1.17K
1.33K $222K
SCHO
Schwab Short Term Us Treasury

ETFs
629
+ 0.35%
$24.23 - $24.42 $15.2K - $15.4K
183K $4.46M
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.22%
$211.65 - $238.24 $9.1K - $10.2K
19.2K $4.22M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.05%
$137.51 - $145.26 $138 - $145
2.03K $288K
JEPI
J P Morgan Exchange Traded Fd

ETFs
17
+ 0.19%
$55.61 - $57.37 $945 - $975
8.98K $512K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.02%
$78.11 - $79.07 $78.1 - $79.1
6.57K $518K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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