Hofer & Associates. Inc Purchases in Q3 2024

Hofer & Associates. Inc

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
125K
New
$91.42 - $91.82 $11.4M - $11.5M
125K $11.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.56K
+ 1.77%
$48.51 - $52.86 $173K - $188K
205K $10.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
954
+ 1.37%
$77.02 - $85.06 $73.5K - $81.1K
70.7K $5.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
197
+ 0.49%
$117.9 - $128.2 $23.2K - $25.3K
40.2K $5.15M
VO
Vanguard Mid Cap ETF

ETFs
98
+ 0.68%
$237.84 - $263.83 $23.3K - $25.9K
14.5K $3.84M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
958
+ 0.79%
$44.65 - $47.21 $42.8K - $45.2K
123K $5.73M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.52K
New
$98.97 - $99.59 $249K - $250K
2.52K $250K
IEFA
Ishares Tr

ETFs
59
+ 0.15%
$70.09 - $78.74 $4.14K - $4.65K
39.3K $3.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
73
+ 0.25%
$103.87 - $117.59 $7.58K - $8.58K
29.9K $3.5M
RDVY
First Trust Rising Dividend Ac

ETFs
3.52K
New
$53.68 - $59.24 $189K - $208K
3.52K $208K
VCIT
Vanguard Intermediate Term Cor

ETFs
789
+ 2.38%
$79.29 - $84.02 $62.6K - $66.3K
34K $2.85M
WMT
Walmart Inc.

Consumer Defensive
960
+ 12.64%
$66.91 - $81.4 $64.2K - $78.1K
8.56K $690K
EFG
Msci Eafe Growth ETF

ETFs
46
+ 0.16%
$96.84 - $108.77 $4.45K - $5K
29.1K $3.13M
SPIB
Spdr Portfolio Intermediate Te

ETFs
420
+ 0.41%
$32.36 - $33.78 $13.6K - $14.2K
103K $3.47M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
332
+ 1.2%
$36.02 - $41.68 $12K - $13.8K
28K $1.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.08K
+ 16.84%
$53.41 - $57.9 $57.8K - $62.6K
7.51K $434K
VIG
Vanguard Dividend Appreciation

ETFs
507
+ 1.79%
$182.15 - $182.15 $92.4K - $92.4K
28.8K $5.25M
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.34%
$233.44 - $279.45 $1.4K - $1.68K
1.79K $494K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
337
+ 0.78%
$41.95 - $43.42 $14.1K - $14.6K
43.8K $1.9M
AMGN
Amgen Inc

Healthcare
3
+ 0.05%
$309.38 - $337.38 $928 - $1.01K
6.48K $2.09M
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 0.96%
$194.9 - $224.8 $9.94K - $11.5K
5.34K $1.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
117
+ 0.87%
$60.84 - $67.51 $7.12K - $7.9K
13.6K $916K
AVGO
Broadcom Inc.

Technology
3.84K
+ 904.72%
$136.27 - $1745.86 $523K - $6.7M
4.26K $734K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.07%
$801.83 - $917.05 $802 - $917
1.4K $1.24M
CSCO
Cisco Systems, Inc.

Technology
26
+ 0.46%
$44.74 - $53.22 $1.16K - $1.38K
5.7K $303K
PEP
Pepsico Inc

Consumer Defensive
83
+ 2.87%
$161.9 - $179.3 $13.4K - $14.9K
2.98K $506K
V
Visa Inc.

Financial Services
4
+ 0.24%
$253.74 - $291.56 $1.01K - $1.17K
1.69K $465K
AMD
Advanced Micro Devices Inc

Technology
104
+ 6.87%
$128.67 - $183.96 $13.4K - $19.1K
1.62K $265K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10
+ 0.16%
$50.85 - $53.88 $509 - $539
6.21K $333K
PRU
Prudential Financial Inc

Financial Services
57
+ 3.22%
$105.53 - $127.32 $6.02K - $7.26K
1.83K $221K
CVX
Chevron Corp

Energy
138
+ 9.11%
$137.88 - $161.97 $19K - $22.4K
1.65K $243K
NVDA
Nvidia Corp

Technology
180
+ 0.68%
$98.91 - $134.91 $17.8K - $24.3K
26.5K $3.22M
GOOGL
Alphabet Inc.

Communication Services
209
+ 4.64%
$148.65 - $191.18 $31.1K - $40K
4.71K $781K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.26%
$149.54 - $192.66 $1.5K - $1.93K
3.83K $640K
MSFT
Microsoft Corp

Technology
13
+ 0.32%
$395.15 - $467.56 $5.14K - $6.08K
4.09K $1.76M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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