Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio Holdings
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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