Carlton Hofferkamp & Jenks Wealth Management, LLC Incresed Positions in Q1 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $252 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.37K
+ 17.26%
$507.05 - $563.67 $697K - $774K
9.33K $4.8M
CVX
Chevron Corp

Energy
19
+ 0.12%
$146.71 - $167.97 $2.79K - $3.19K
16.4K $2.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.66K
+ 5.5%
$58.01 - $64.46 $154K - $172K
51.1K $3.19M
VTV
Vanguard Value ETF

ETFs
1.85K
+ 28.28%
$167.73 - $179.21 $311K - $332K
8.41K $1.44M
IXUS
Ishares Tr

ETFs
2.5K
+ 40.4%
$65.06 - $72.31 $163K - $181K
8.7K $607K
V
Visa Inc.

Financial Services
3
+ 0.09%
$306.92 - $362.71 $921 - $1.09K
3.46K $1.21M
VUG
Vanguard Growth ETF

ETFs
1.47K
+ 13.22%
$369.1 - $427.61 $544K - $630K
12.6K $4.68M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.74K
+ 20.85%
$96.3 - $112.23 $167K - $195K
10.1K $977K
XLE
Energy Sector Spdr

ETFs
2
+ 0.02%
$85.7 - $93.96 $171 - $188
10.3K $954K
IWS
Ishares Russell Midcap Value E

ETFs
650
+ 11.36%
$122.59 - $135.24 $79.7K - $87.9K
6.37K $802K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.29K
+ 18.2%
$33.98 - $39.84 $77.8K - $91.3K
14.9K $509K
CGDV
Capital Group Divid Value ETF

ETFs
730
+ 5.2%
$34.95 - $37.36 $25.5K - $27.3K
14.8K $526K
COP
Conocophillips

Energy
1
+ 0.03%
$88.6 - $105.85 $88.6 - $106
3.06K $320K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.08%
N/A
12.1K $2.2M
VO
Vanguard Mid Cap ETF

ETFs
36
+ 3.07%
$251.87 - $277.95 $9.07K - $10K
1.21K $310K
VOE
Vanguard Mid Cap Value Index F

ETFs
58
+ 1.8%
$156.61 - $168.02 $9.08K - $9.75K
3.28K $520K
VB
Vanguard Small Cap ETF

ETFs
52
+ 4.4%
$217.89 - $252.64 $11.3K - $13.1K
1.24K $273K
IWN
Ishares Russell2000 Val ETF

ETFs
45
+ 2.73%
$149.27 - $169.4 $6.72K - $7.62K
1.69K $255K
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.19%
$114.9 - $139.6 $460 - $558
2.08K $245K
GIS
General Mills Inc

Consumer Defensive
20
+ 0.25%
$57.56 - $65.3 $1.15K - $1.31K
8.17K $488K
WMT
Walmart Inc.

Consumer Defensive
159
+ 0.59%
$84.5 - $105.05 $13.4K - $16.7K
27K $2.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11
+ 0.04%
$23.16 - $27.04 $255 - $297
28.8K $675K
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 7.06%
$468.34 - $539.52 $283K - $326K
9.17K $4.3M
MSFT
Microsoft Corp

Technology
366
+ 7.83%
$375.39 - $447.2 $137K - $164K
5.04K $1.89M
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$39.61 - $47.74 $39.6 - $47.7
39.8K $1.66M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
55
+ 0.64%
$126.86 - $146.45 $6.98K - $8.05K
8.68K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.11%
$198.1 - $229.79 $991 - $1.15K
4.69K $935K
RSP
Invesco S&P 500 Equal Weight E

ETFs
737
+ 0.6%
$169.43 - $182.84 $125K - $135K
124K $21.5M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.02%
$347.25 - $424.87 $347 - $425
6.35K $2.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
35
+ 0.46%
$522.96 - $601.18 $18.3K - $21K
7.65K $4.08M
AMZN
Amazon Com Inc

Consumer Cyclical
894
+ 4.93%
$190.26 - $242.06 $170K - $216K
19K $3.62M
VV
Vanguard Large Cap ETF

ETFs
158
+ 0.55%
$253.32 - $282.66 $40K - $44.7K
29.1K $7.44M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$156.06 - $207.71 $156 - $208
11.7K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
348
+ 1.27%
$551.42 - $612.93 $192K - $213K
27.7K $15.5M
VTI
Vanguard Total Stock Market Et

ETFs
307
+ 0.81%
$271.18 - $303.12 $83.3K - $93.1K
38.4K $10.5M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio

Follow Carlton Hofferkamp & Jenks Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email