Carlton Hofferkamp & Jenks Wealth Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $21.6M, Schwab Strategic Tr Us Broad M with a value of $19.7M, Spdr S&P 500 ETF Trust with a value of $16M, Exxon Mobil Corp with a value of $11.1M, and Vanguard Total Stock Market Et with a value of $11M.
Examining the 13F form we can see an decrease of $49.8M in the current position value, from $307M to 257M.
Below you can find more details about Carlton Hofferkamp & Jenks Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $152 Million
Consumer Defensive: $18.8 Million
Technology: $16.3 Million
Energy: $15.4 Million
Consumer Cyclical: $13.3 Million
Industrials: $10.9 Million
Communication Services: $10.4 Million
Financial Services: $9.41 Million
Other: $10.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
