Hofer & Associates. Inc Purchases in Q1 2025

Hofer & Associates. Inc

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.08K
+ 6.11%
$91.45 - $91.75 $830K - $833K
158K $14.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 1.18%
$442.66 - $534.52 $30.1K - $36.3K
5.82K $3.1M
AMGN
Amgen Inc

Healthcare
13
+ 0.19%
$258.59 - $327.36 $3.36K - $4.26K
6.88K $2.14M
ELV
Elevance Health, Inc.

Healthcare
83
+ 1.96%
$365.9 - $436.25 $30.4K - $36.2K
4.33K $1.88M
IEFA
Ishares Tr

ETFs
682
+ 1.45%
$69.57 - $78.65 $47.4K - $53.6K
47.7K $3.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.23K
+ 2.44%
$27.01 - $28.54 $141K - $149K
219K $6.13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.45K
+ 2.41%
$44.41 - $45.98 $153K - $159K
146K $6.68M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.54K
New
$33.63 - $37.64 $186K - $208K
5.54K $204K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.82K
+ 1.9%
$49.78 - $53.19 $190K - $203K
205K $10.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.32K
+ 2.96%
$79.17 - $82.04 $104K - $108K
45.9K $3.75M
STOT
Spdr Doubleline Short Duration

ETFs
2.04K
+ 1.45%
$46.74 - $47.25 $95.2K - $96.2K
143K $6.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
568
+ 1.42%
$126.11 - $135.06 $71.6K - $76.7K
40.7K $5.25M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.73K
+ 1.67%
$32.5 - $33.3 $56.1K - $57.4K
105K $3.5M
VO
Vanguard Mid Cap ETF

ETFs
630
+ 4.34%
$251.87 - $277.95 $159K - $175K
15.2K $3.92M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
773
+ 30.27%
$99.16 - $99.52 $76.7K - $76.9K
3.33K $331K
JPM
Jpmorgan Chase & CO

Financial Services
161
+ 3.21%
$225.19 - $279.95 $36.3K - $45.1K
5.17K $1.27M
PEP
Pepsico Inc

Consumer Defensive
486
+ 16.83%
$142.64 - $156.42 $69.3K - $76K
3.37K $505K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
711
+ 2.05%
$37.07 - $40.63 $26.4K - $28.9K
35.4K $1.39M
V
Visa Inc.

Financial Services
3
+ 0.18%
$306.92 - $362.71 $921 - $1.09K
1.7K $594K
CVX
Chevron Corp

Energy
96
+ 5.5%
$146.71 - $167.97 $14.1K - $16.1K
1.84K $308K
VIG
Vanguard Dividend Appreciation

ETFs
282
+ 1.0%
N/A
28.6K $5.21M
JNJ
Johnson & Johnson

Healthcare
13
+ 0.69%
$142.06 - $167.7 $1.85K - $2.18K
1.91K $316K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.03K
+ 2.16%
$42.38 - $43.28 $43.5K - $44.4K
48.5K $2.06M
MA
Mastercard Inc

Financial Services
47
+ 7.73%
$504.67 - $576.31 $23.7K - $27.1K
655 $359K
BK
Bank Of New York Mellon Corp

Financial Services
16
+ 0.38%
$75.42 - $88.95 $1.21K - $1.42K
4.26K $357K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.34%
$286.85 - $318.64 $1.72K - $1.91K
1.8K $548K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
348
+ 4.22%
$38.99 - $40.37 $13.6K - $14K
8.59K $346K
CSCO
Cisco Systems, Inc.

Technology
79
+ 1.4%
$58.74 - $64.87 $4.64K - $5.12K
5.73K $353K
RDVY
First Trust Rising Dividend Ac

ETFs
287
+ 6.22%
$57.22 - $63.39 $16.4K - $18.2K
4.9K $286K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
58
+ 0.89%
$50.82 - $52.7 $2.95K - $3.06K
6.58K $345K
WMT
Walmart Inc.

Consumer Defensive
362
+ 4.03%
$84.5 - $105.05 $30.6K - $38K
9.34K $819K
UNP
Union Pacific Corp

Industrials
1
+ 0.11%
$225.21 - $254.42 $225 - $254
916 $216K
SRLN
Ssga Active Trust

ETFs
1.47K
+ 1.68%
$41.02 - $41.99 $60.3K - $61.8K
89.3K $3.67M
MUB
Ishares National Muni Bond ETF

ETFs
5
+ 0.23%
$104.71 - $107.69 $524 - $538
2.18K $229K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
119
+ 1.3%
$53.6 - $58.97 $6.38K - $7.02K
9.29K $508K
PRU
Prudential Financial Inc

Financial Services
41
+ 2.22%
$105.04 - $122.33 $4.31K - $5.02K
1.89K $210K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.3%
$271.18 - $303.12 $814 - $909
994 $273K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
415
+ 3.04%
$64.88 - $72.1 $26.9K - $29.9K
14.1K $926K
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.66%
$554.06 - $615.85 $3.88K - $4.31K
1.07K $599K
GOOGL
Alphabet Inc.

Communication Services
540
+ 11.42%
$154.33 - $206.19 $83.3K - $111K
5.27K $814K
MSFT
Microsoft Corp

Technology
63
+ 1.54%
$375.39 - $447.2 $23.6K - $28.2K
4.16K $1.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
465
+ 1.58%
$114.9 - $139.6 $53.4K - $64.9K
29.8K $3.51M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.17K
+ 4.15%
$40.03 - $46.81 $167K - $195K
105K $4.27M
AVGO
Broadcom Inc.

Technology
2
+ 0.05%
$167.43 - $244.7 $335 - $489
4.26K $713K
AAPL
Apple Inc.

Technology
101
+ 0.43%
$209.68 - $247.1 $21.2K - $25K
23.7K $5.26M
VUG
Vanguard Growth ETF

ETFs
38
+ 0.17%
$369.1 - $427.61 $14K - $16.2K
22.6K $8.36M
SPYG
Spdr Portfolio

ETFs
1.76K
+ 0.85%
$80.05 - $92.39 $141K - $162K
209K $16.8M
Activity Summary
Buys All Purchases 48 New Holdings 1 Increased Positions 47 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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