Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio Holdings
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $246 Million
- Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $246 Million distributed in 139 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 $20M, Schwab Strategic Tr Us Broad M with a value of $18.4M, Spdr S&P 500 ETF Trust with a value of $14.7M, Exxon Mobil Corp with a value of $12M, and Vanguard Total Stock Market Et with a value of $9.58M.
Examining the 13F form we can see an increase of $6.96M in the current position value, from $239M to 246M.
Below you can find more details about Carlton Hofferkamp & Jenks Wealth Management, LLC portfolio as well as his latest detailed transactions.