Carlton Hofferkamp & Jenks Wealth Management, LLC Incresed Positions in Q3 2024

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $307 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
576K
+ 196.44%
$59.93 - $66.52 $34.5M - $38.3M
869K $57.8M
SCHO
Schwab Short Term Us Treasury

ETFs
115K
+ 106.82%
$47.93 - $49.06 $5.51M - $5.63M
222K $10.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.2K
+ 217.08%
$77.02 - $85.06 $1.79M - $1.98M
34K $2.87M
RSP
Invesco S&P 500 Equal Weight E

ETFs
672
+ 0.55%
$162.83 - $179.16 $109K - $120K
123K $22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.7K
+ 97.07%
$36.98 - $41.55 $1.1M - $1.23M
60.3K $2.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
314
+ 1.17%
$517.38 - $573.86 $162K - $180K
27.3K $15.6M
AAPL
Apple Inc.

Technology
63
+ 0.15%
$207.23 - $234.82 $13.1K - $14.8K
42.3K $9.85M
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 3.18%
$255.18 - $283.2 $291K - $323K
36.9K $10.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.5K
+ 99.77%
$46.9 - $51.96 $679K - $753K
29K $1.49M
VUG
Vanguard Growth ETF

ETFs
1.62K
+ 22.69%
$341.08 - $391.94 $553K - $636K
8.77K $3.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
197
+ 0.63%
$105.53 - $118.34 $20.8K - $23.3K
31.6K $3.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
462
+ 5.74%
$434.77 - $502.96 $201K - $232K
8.51K $4.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
600
+ 1.32%
$58.03 - $65.37 $34.8K - $39.2K
46K $2.98M
VTV
Vanguard Value ETF

ETFs
927
+ 21.27%
$159.75 - $174.57 $148K - $162K
5.29K $922K
NVDA
Nvidia Corp

Technology
1.84K
+ 59.48%
$98.91 - $134.91 $182K - $248K
4.93K $598K
VGSH
Vanguard

ETFs
2.9K
+ 19.13%
$57.74 - $59.13 $168K - $172K
18.1K $1.07M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
195
+ 1.15%
$87.56 - $95.49 $17.1K - $18.6K
17.2K $1.64M
IJS
Ishares S&P Smallcap 600 Value

ETFs
450
+ 6.43%
$95.81 - $109.03 $43.1K - $49.1K
7.45K $801K
IWM
Ishares Russell 2000 ETF

ETFs
127
+ 2.65%
$200.87 - $224.6 $25.5K - $28.5K
4.92K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.03%
$194.9 - $224.8 $780 - $899
12.9K $2.73M
VIG
Vanguard Dividend Appreciation

ETFs
534
+ 4.7%
$182.15 - $182.15 $97.3K - $97.3K
11.9K $2.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
115
+ 1.73%
$117.9 - $128.2 $13.6K - $14.7K
6.78K $869K
IWS
Ishares Russell Midcap Value E

ETFs
90
+ 1.66%
$119.52 - $132.25 $10.8K - $11.9K
5.5K $726K
CGDV
Capital Group Divid Value ETF

ETFs
22
+ 0.16%
$32.96 - $36.48 $725 - $803
14K $510K
V
Visa Inc.

Financial Services
2
+ 0.06%
$253.74 - $291.56 $507 - $583
3.45K $949K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
18
+ 0.21%
$116.79 - $133.54 $2.1K - $2.4K
8.59K $1.13M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4
+ 0.02%
$39.37 - $41.68 $157 - $167
22.8K $945K
JEPI
J P Morgan Exchange Traded Fd

ETFs
139
+ 1.6%
$54.98 - $59.51 $7.64K - $8.27K
8.8K $523K
IXUS
Ishares Tr

ETFs
76
+ 1.55%
$64.9 - $73.35 $4.93K - $5.57K
4.98K $361K
CGGR
Capital Group Growth ETF Shs C

ETFs
28
+ 0.22%
$30.71 - $34.79 $860 - $974
12.6K $437K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
12
+ 0.1%
$15.71 - $18.52 $189 - $222
11.5K $201K
EPD
Enterprise Products Partners L.P.

Energy
50
+ 0.25%
$27.88 - $30.0 $1.39K - $1.5K
20K $582K
TUA
Simpl Exch Traded Fds Sht Term
238
+ 1.72%
N/A
14.1K $0
AMZN
Amazon Com Inc

Consumer Cyclical
615
+ 3.47%
$161.02 - $200.0 $99K - $123K
18.3K $3.41M
COP
Conocophillips

Energy
1
+ 0.04%
$102.3 - $116.61 $102 - $117
2.65K $278K
XLE
Energy Sector Spdr

ETFs
1
+ 0.01%
$84.35 - $93.39 $84.4 - $93.4
10.4K $910K
NEXT
Next Decade Corp.

Energy
400
+ 2.89%
$4.37 - $8.32 $1.75K - $3.33K
14.2K $66K
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.1%
$148.65 - $191.18 $3.72K - $4.78K
24.6K $4.09M
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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