Carlton Hofferkamp & Jenks Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $252 Million distributed in 133 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 $21.5M, Schwab Strategic Tr Us Broad M with a value of $18.5M, Spdr S&P 500 ETF Trust with a value of $15.5M, Exxon Mobil Corp with a value of $12.2M, and Vanguard Total Stock Market Et with a value of $10.5M.
Examining the 13F form we can see an decrease of $5.17M in the current position value, from $257M to 252M.
Below you can find more details about Carlton Hofferkamp & Jenks Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
ETFs: $148 Million
Consumer Defensive: $19.1 Million
Energy: $17.1 Million
Technology: $14.9 Million
Consumer Cyclical: $12.8 Million
Industrials: $10.4 Million
Healthcare: $10.1 Million
Financial Services: $9.64 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
