Hopwood Financial Services, Inc. New Holdings in Q4 2024

Hopwood Financial Services, Inc.

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
23K
New
$567.81 - $607.81 $13.1M - $14M
23K $13.5B
CGXU
Capital Group Intl Focus Equit

ETFs
476K
New
$24.67 - $26.94 $11.8M - $12.8M
476K $11.8B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
185K
New
$61.68 - $67.87 $11.4M - $12.6M
185K $11.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
84.3K
New
$77.02 - $78.58 $6.49M - $6.62M
84.3K $6.51B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
52.6K
New
$113.92 - $127.38 $5.99M - $6.7M
52.6K $6.06B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10.5K
New
$563.99 - $620.12 $5.92M - $6.51M
10.5K $5.98B
XOM
Exxon Mobil Corp

Energy
47.3K
New
$105.51 - $125.37 $4.99M - $5.93M
47.3K $5.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
172K
New
$26.93 - $84.95 $4.64M - $14.6M
172K $4.7B
TCHP
T Rowe Price Exchange Traded F

Technology
92.9K
New
$39.17 - $43.9 $3.64M - $4.08M
92.9K $3.91B
IVV
Ishares Core S&P 500 ETF

ETFs
4.8K
New
$570.51 - $610.59 $2.74M - $2.93M
4.8K $2.82B
VGT
Vanguard Information Technolog

ETFs
4.42K
New
$571.78 - $647.97 $2.53M - $2.87M
4.42K $2.75B
MSFT
Microsoft Corp

Technology
6.25K
New
$406.35 - $454.46 $2.54M - $2.84M
6.25K $2.63B
VTI
Vanguard Total Stock Market Et

ETFs
8.85K
New
$280.04 - $302.45 $2.48M - $2.68M
8.85K $2.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
20.3K
New
$94.43 - $105.47 $1.91M - $2.14M
20.3K $2.06B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
17.6K
New
$111.85 - $120.71 $1.97M - $2.13M
17.6K $2.03B
AAPL
Apple Inc.

Technology
8.06K
New
$221.69 - $259.02 $1.79M - $2.09M
8.06K $2.02B
IVE
Ishares S&P 500 Value ETF

ETFs
8.94K
New
$189.5 - $206.17 $1.69M - $1.84M
8.94K $1.71B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
44.5K
New
$35.71 - $38.39 $1.59M - $1.71M
44.5K $1.65B
VTV
Vanguard Value ETF

ETFs
8.53K
New
$168.32 - $181.87 $1.44M - $1.55M
8.53K $1.44B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20.6K
New
$58.88 - $64.8 $1.21M - $1.34M
20.6K $1.21B
VFH
Vanguard Financial ETF

ETFs
9.31K
New
$108.87 - $126.2 $1.01M - $1.18M
9.31K $1.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
New
$71.75 - $75.11 $1.09M - $1.14M
15.2K $1.1B
LOW
Lowes Companies Inc

Consumer Cyclical
4.4K
New
$244.52 - $284.07 $1.08M - $1.25M
4.4K $1.09B
PG
Procter & Gamble CO

Consumer Defensive
6.02K
New
$161.05 - $179.7 $970K - $1.08M
6.02K $1.01B
ITW
Illinois Tool Works Inc

Industrials
3.95K
New
$253.56 - $278.5 $1M - $1.1M
3.95K $1B
JPM
Jpmorgan Chase & CO

Financial Services
4.16K
New
$205.18 - $250.29 $854K - $1.04M
4.16K $997M
GOOGL
Alphabet Inc.

Communication Services
5.02K
New
$161.86 - $196.66 $812K - $987K
5.02K $950M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.4K
New
$33.92 - $36.6 $759K - $819K
22.4K $774M
PEP
Pepsico Inc

Consumer Defensive
5.05K
New
$151.29 - $176.1 $764K - $889K
5.05K $767M
JNJ
Johnson & Johnson

Healthcare
5.25K
New
$143.34 - $165.86 $752K - $870K
5.25K $759M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.4K
New
$521.84 - $558.82 $730K - $781K
1.4K $754M
XLC
Select Sector Spdr Tr Communic

ETFs
7.51K
New
$89.66 - $102.16 $673K - $767K
7.51K $727M
RTX
Raytheon Technologies Corp

Industrials
5.94K
New
$114.45 - $127.21 $680K - $756K
5.94K $688M
XLF
Financial Sector Spdr

ETFs
12.8K
New
$44.89 - $51.34 $576K - $659K
12.8K $620M
VIG
Vanguard Dividend Appreciation

ETFs
2.85K
New
N/A
2.85K $558M
COST
Costco Wholesale Corp

Consumer Defensive
607
New
$873.59 - $994.69 $530K - $604K
607 $556M
SASR
Sandy Spring Bancorp Inc

Financial Services
15.7K
New
$30.44 - $38.71 $477K - $607K
15.7K $528M
GOOG
Alphabet Inc.

Communication Services
2.74K
New
$163.08 - $198.16 $446K - $542K
2.74K $521M
AMZN
Amazon Com Inc

Consumer Cyclical
2.28K
New
$180.88 - $232.93 $412K - $531K
2.28K $500M
LMT
Lockheed Martin Corp

Industrials
980
New
$479.66 - $614.62 $470K - $602K
980 $476M
IWN
Ishares Russell2000 Val ETF

ETFs
2.56K
New
$162.69 - $181.35 $417K - $465K
2.56K $421M
AMGN
Amgen Inc

Healthcare
1.61K
New
$258.78 - $328.31 $415K - $527K
1.61K $418M
TROW
Price T Rowe Group Inc

Financial Services
3.64K
New
$106.48 - $124.69 $388K - $454K
3.64K $412M
DIS
Walt Disney CO

Communication Services
3.56K
New
$92.39 - $117.6 $329K - $419K
3.56K $397M
QQQ
Invesco Qqq Trust, Series 1

ETFs
740
New
$481.22 - $538.17 $356K - $398K
740 $378M
BX
Blackstone Inc.

Financial Services
2.13K
New
$148.45 - $199.05 $316K - $424K
2.13K $367M
SCHW
Schwab Charles Corp

Financial Services
4.91K
New
$63.31 - $82.85 $311K - $406K
4.91K $363M
ABBV
Abb Vie Inc.

Healthcare
2.02K
New
$164.99 - $203.87 $333K - $411K
2.02K $358M
EMR
Emerson Electric CO

Industrials
2.77K
New
$108.13 - $134.33 $299K - $371K
2.77K $343M
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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