Carlton Hofferkamp & Jenks Wealth Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $307 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $57.8M, Invesco S&P 500 Equal Weight E with a value of $22M, Spdr S&P 500 ETF Trust with a value of $15.6M, Exxon Mobil Corp with a value of $12.1M, and Schwab Short Term Us Treasury with a value of $10.9M.
Examining the 13F form we can see an increase of $61.7M in the current position value, from $246M to 307M.
Below you can find more details about Carlton Hofferkamp & Jenks Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$307 Million
ETFs: $198 Million
Consumer Defensive: $20.2 Million
Energy: $16.7 Million
Technology: $15.8 Million
Consumer Cyclical: $13.1 Million
Industrials: $11.5 Million
Healthcare: $11 Million
Communication Services: $9.53 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
