Hopwood Financial Services, Inc. Purchases in Q4 2024

Hopwood Financial Services, Inc.

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.64K
New
$50.35 - $50.69 $334K - $337K
6.64K $335M
ABT
Abbott Laboratories

Healthcare
2.91K
New
$111.93 - $119.39 $325K - $347K
2.91K $329M
CVX
Chevron Corp

Energy
2.25K
New
$141.15 - $162.53 $317K - $365K
2.25K $326M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.18K
New
$44.33 - $49.55 $318K - $356K
7.18K $322M
WMT
Walmart Inc.

Consumer Defensive
3.53K
New
$79.1 - $95.7 $279K - $337K
3.53K $318M
XLE
Energy Sector Spdr

ETFs
3.54K
New
$83.32 - $97.27 $295K - $344K
3.54K $303M
AXP
American Express CO

Financial Services
1.02K
New
$267.35 - $305.57 $272K - $311K
1.02K $302M
UNH
Unitedhealth Group Inc

Healthcare
589
New
$485.52 - $625.25 $286K - $368K
589 $298M
CL
Colgate Palmolive CO

Consumer Defensive
3.27K
New
$90.22 - $102.31 $295K - $335K
3.27K $297M
IYW
Ishares Dj Us Tech ETF

ETFs
1.86K
New
$148.14 - $166.23 $276K - $309K
1.86K $297M
HD
Home Depot, Inc.

Consumer Cyclical
736
New
$385.02 - $431.37 $283K - $317K
736 $286M
SBUX
Starbucks Corp

Consumer Cyclical
3.11K
New
$87.44 - $102.5 $272K - $318K
3.11K $283M
IBM
International Business Machines Corp

Technology
1.28K
New
$204.9 - $238.04 $262K - $304K
1.28K $281M
BKNG
Booking Holdings Inc.

Consumer Cyclical
55
New
$4100.99 - $5300.34 $226K - $292K
55 $273M
XLY
Select Sector Spdr Consumer Di

ETFs
1.19K
New
$194.8 - $239.43 $231K - $284K
1.19K $267M
ORCL
Oracle Corp

Technology
1.57K
New
$165.41 - $192.43 $260K - $302K
1.57K $262M
VNQ
Vanguard Specialized Funds Van

ETFs
2.9K
New
$87.85 - $98.6 $254K - $285K
2.9K $258M
VV
Vanguard Large Cap ETF

ETFs
955
New
$260.27 - $280.65 $249K - $268K
955 $258M
CSCO
Cisco Systems, Inc.

Technology
4.27K
New
$52.45 - $60.02 $224K - $256K
4.27K $253M
FDX
Fedex Corp

Industrials
891
New
$260.5 - $305.15 $232K - $272K
891 $251M
VUSB
Vanguard Bd Index Fds
5K
New
N/A
5K $248M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.91K
New
$126.68 - $134.74 $242K - $258K
1.91K $244M
XLI
Industrial Sector Spdr

ETFs
1.84K
New
$131.76 - $143.99 $243K - $265K
1.84K $243M
VCR
Vanguard Consumer Discretionar

ETFs
646
New
$328.51 - $401.37 $212K - $259K
646 $242M
BNDX
Vanguard Total International B

ETFs
4.85K
New
$48.91 - $50.61 $237K - $246K
4.85K $238M
AON
Aon PLC

Financial Services
660
New
$344.14 - $393.31 $227K - $260K
660 $237M
NVS
Novartis Ag

Healthcare
2.43K
New
$96.78 - $117.18 $235K - $284K
2.43K $236M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.41K
New
$91.94 - $100.02 $222K - $241K
2.41K $223M
KBE
Spdr S&P Bank ETF

ETFs
4K
New
$51.33 - $62.76 $205K - $251K
4K $222M
XLU
Utilities Sector Spdr

ETFs
2.86K
New
$74.89 - $82.93 $214K - $237K
2.86K $217M
QCOM
Qualcomm Inc

Technology
1.4K
New
$150.4 - $178.04 $211K - $249K
1.4K $215M
MA
Mastercard Inc

Financial Services
392
New
$491.3 - $536.15 $193K - $210K
392 $206M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.02K
New
$51.09 - $55.27 $205K - $222K
4.02K $206M
T Rowe Price ETF Inc
6.17K
New
N/A
6.17K $205M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.4K
New
$131.66 - $144.0 $184K - $202K
1.4K $185M
MCD
Mcdonalds Corp

Consumer Cyclical
628
New
$288.47 - $316.54 $181K - $199K
628 $182M
ADP
Automatic Data Processing Inc

Industrials
620
New
$280.08 - $307.97 $174K - $191K
620 $181M
IWF
Ishares Russell 1000 Gr ETF

ETFs
442
New
$370.24 - $418.94 $164K - $185K
442 $177M
USB
Us Bancorp \De\

Financial Services
3.47K
New
$43.98 - $53.66 $152K - $186K
3.47K $166M
FISV
Fiserv Inc

Technology
800
New
N/A
800 $164M
XLP
Consumer Staples Sector Spdr

ETFs
2.08K
New
N/A
2.08K $164M
CAT
Caterpillar Inc

Industrials
448
New
$360.37 - $416.88 $161K - $187K
448 $162M
ACN
Accenture PLC

Technology
450
New
$343.9 - $376.86 $155K - $170K
450 $158M
NSC
Norfolk Southern Corp

Industrials
671
New
$230.6 - $277.0 $155K - $186K
671 $158M
V
Visa Inc.

Financial Services
487
New
$273.87 - $320.91 $133K - $156K
487 $154M
MMM
3 M CO

Industrials
1.12K
New
$124.74 - $137.12 $139K - $153K
1.12K $144M
KO
Coca Cola CO

Consumer Defensive
2.26K
New
$61.74 - $71.71 $139K - $162K
2.26K $141M
NVDA
Nvidia Corp

Technology
1.04K
New
$117.0 - $148.88 $122K - $155K
1.04K $140M
HSY
Hershey CO

Consumer Defensive
800
New
$168.67 - $193.65 $135K - $155K
800 $135M
Activity Summary
Buys All Purchases 310 New Holdings 310 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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