Hopwood Financial Services, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.5B, Capital Group Intl Focus Equit with a value of $11.8B, Ishares Core S&P Mid Cap ETF with a value of $11.5B, Vanguard Bd Index Fd Inc Short with a value of $6.51B, and Ishares Core S&P Sm Cap ETF with a value of $6.06B.

Examining the 13F form we can see an increase of $132B in the current position value.

Hopwood Financial Services, Inc. is based out at Reston, VA

Below you can find more details about Hopwood Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $93.7 Billion
Technology: $6.61 Billion
Energy: $5.55 Billion
Financial Services: $4.52 Billion
Industrials: $4.03 Billion
Consumer Defensive: $3.89 Billion
Healthcare: $3.24 Billion
Consumer Cyclical: $2.87 Billion
Other: $3.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 310 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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