Hofer & Associates. Inc Incresed Positions in Q4 2024

Hofer & Associates. Inc

  • $149 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23.5K
+ 18.77%
$91.29 - $91.8 $2.14M - $2.16M
149K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.5K
+ 30.97%
$80.13 - $83.77 $844K - $882K
44.5K $3.57M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.3K
+ 16.57%
$44.87 - $46.86 $911K - $952K
143K $6.41M
STOT
Spdr Doubleline Short Duration

ETFs
13.5K
+ 10.61%
$46.75 - $47.33 $630K - $638K
140K $6.58M
SRLN
Ssga Active Trust

ETFs
11.6K
+ 15.19%
$41.48 - $42.08 $480K - $487K
87.8K $3.66M
EFG
Msci Eafe Growth ETF

ETFs
6.79K
+ 23.35%
$96.83 - $106.88 $657K - $726K
35.9K $3.47M
AVGO
Broadcom Inc.

Technology
1
+ 0.02%
$159.67 - $250.0 $160 - $250
4.26K $987K
IEFA
Ishares Tr

ETFs
7.8K
+ 19.86%
$70.06 - $77.43 $546K - $604K
47.1K $3.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.68K
+ 23.87%
$38.37 - $42.82 $256K - $286K
34.7K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.34%
$213.65 - $479.86 $855 - $1.92K
1.17K $472K
WMT
Walmart Inc.

Consumer Defensive
420
+ 4.91%
$79.1 - $95.7 $33.2K - $40.2K
8.98K $810K
GOOGL
Alphabet Inc.

Communication Services
15
+ 0.32%
$161.86 - $196.66 $2.43K - $2.95K
4.73K $894K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.66K
+ 22.13%
$56.06 - $61.35 $93.2K - $102K
9.17K $517K
RDVY
First Trust Rising Dividend Ac

ETFs
1.1K
+ 31.14%
$58.65 - $64.37 $64.2K - $70.5K
4.61K $272K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.06%
$280.08 - $307.97 $280 - $308
1.79K $523K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
99
+ 0.73%
$66.77 - $71.52 $6.61K - $7.08K
13.7K $942K
BK
Bank Of New York Mellon Corp

Financial Services
52
+ 1.24%
$70.82 - $81.87 $3.68K - $4.26K
4.24K $325K
MA
Mastercard Inc

Financial Services
1
+ 0.16%
$491.3 - $536.15 $491 - $536
608 $320K
CVX
Chevron Corp

Energy
94
+ 5.69%
$141.15 - $162.53 $13.3K - $15.3K
1.75K $252K
FDX
Fedex Corp

Industrials
1
+ 0.13%
$260.5 - $305.15 $261 - $305
748 $210K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
39
+ 1.55%
$99.0 - $99.5 $3.86K - $3.88K
2.55K $253K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
310
+ 4.99%
$51.33 - $53.74 $15.9K - $16.7K
6.52K $335K
PRU
Prudential Financial Inc

Financial Services
22
+ 1.2%
$114.59 - $129.52 $2.52K - $2.85K
1.85K $219K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
294
+ 3.7%
$39.3 - $41.34 $11.6K - $12.2K
8.24K $324K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.6%
$288.47 - $316.54 $1.73K - $1.9K
1K $290K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
12
+ 0.08%
$17.21 - $18.41 $207 - $221
15.5K $267K
MSFT
Microsoft Corp

Technology
10
+ 0.24%
$406.35 - $454.46 $4.06K - $4.54K
4.1K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.03%
$442.29 - $483.08 $885 - $966
5.75K $2.61M
SPIB
Spdr Portfolio Intermediate Te

ETFs
488
+ 0.47%
$32.65 - $33.68 $15.9K - $16.4K
103K $3.39M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
143K
+ 202.97%
$26.93 - $84.95 $3.86M - $12.2M
214K $5.85M
AMGN
Amgen Inc

Healthcare
389
+ 6.0%
$258.78 - $328.31 $101K - $128K
6.87K $1.79M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email