Hwg Holdings LP has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $293 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $50.5M, Apple Inc. with a value of $23.1M, Invesco Qqq Trust, Series 1 with a value of $22.1M, Microsoft Corp with a value of $21.3M, and Ishares Russell Mid Cap Growth with a value of $17M.

Examining the 13F form we can see an increase of $9.71M in the current position value, from $283M to 293M.

Hwg Holdings LP is based out at Houston, TX

Below you can find more details about Hwg Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
ETFs: $103 Million
Technology: $73.3 Million
Communication Services: $26.9 Million
Financial Services: $25.5 Million
Industrials: $25.2 Million
Consumer Cyclical: $18 Million
Healthcare: $8.35 Million
Consumer Defensive: $6.19 Million
Other: $5.87 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $293 Million
  • Prior Value $283 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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