Hofer & Associates. Inc Purchases and Sells in Q3 2024

Hofer & Associates. Inc

$144 Million
Q3 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	3.56K + 1.77%	$48.51 - $52.86 $173K - $188K	205K $10.8M
SCHD	954 + 1.37%	$77.02 - $85.06 $73.5K - $81.1K	70.7K $5.97M
VYM	197 + 0.49%	$117.9 - $128.2 $23.2K - $25.3K	40.2K $5.15M
VO	98 + 0.68%	$237.84 - $263.83 $23.3K - $25.9K	14.5K $3.84M
FBND	958 + 0.79%	$44.65 - $47.21 $42.8K - $45.2K	123K $5.73M
IEFA	59 + 0.15%	$70.09 - $78.74 $4.14K - $4.65K	39.3K $3.06M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	125K New	$91.42 - $91.82 $11.4M - $11.5M	125K $11.5M
BILS	2.52K New	$98.97 - $99.59 $249K - $250K	2.52K $250K
RDVY	3.52K New	$53.68 - $59.24 $189K - $208K	3.52K $208K
FDX	747 New	$254.64 - $313.52 $190K - $234K	747 $204K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-7.88K - 57.81%	$405.19 - $478.57 $3.19M - $3.77M	5.75K $2.65M
ELV	-84 - 1.94%	$500.12 - $562.29 $42K - $47.2K	4.25K $2.21M
AMZN	-61 - 0.56%	$161.02 - $200.0 $9.82K - $12.2K	10.8K $2.01M
DIS	-469 - 16.61%	$85.6 - $98.61 $40.1K - $46.2K	2.35K $226K
SRLN	-13 - 0.02%	$40.93 - $41.85 $532 - $544	76.2K $3.18M
VTI	-68 - 6.17%	$255.18 - $283.2 $17.4K - $19.3K	1.04K $293K

Activity Summary All Purchases 36 New Holdings 4 Increased Positions 32 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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