Hofer & Associates. Inc Portfolio Holdings
Hofer & Associates. Inc
- $129 Million
- Q2 2024
Hofer & Associates. Inc has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $18.5M, Spdr Portfolio S&P 500 Value E with a value of $9.79M, Vanguard Growth ETF with a value of $9.74M, Spdr Doubleline Short Duration with a value of $5.97M, and Berkshire Hathaway Inc Class B with a value of $5.55M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $119M to 129M.
Hofer & Associates. Inc is based out at Thousand Oaks, CA
Below you can find more details about Hofer & Associates. Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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