Hopwood Financial Services, Inc. Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$132.0M
Holdings
310
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (310 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $13.5M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $11.8M |
IJHISHARES TR | $11.5M |
BSVVANGUARD BD INDEX FDS | $6.5M |
IJRISHARES TR | $6.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.0M |
XOMEXXON MOBIL CORP | $5.1M |
SCHDSCHWAB STRATEGIC TR | $4.7M |
TMEDT ROWE PRICE ETF INC | $3.9M |
IVVISHARES TR | $2.8M |
CGGRCAPITAL GROUP GROWTH ETF | $2.8M |
VGTVANGUARD WORLD FD | $2.7M |
MSFTMICROSOFT CORP | $2.6M |
VTIVANGUARD INDEX FDS | $2.6M |
IVWISHARES TR | $2.1M |
GSLCGOLDMAN SACHS ETF TR | $2.0M |
AAPLAPPLE INC | $2.0M |
IVEISHARES TR | $1.7M |
TSPAT ROWE PRICE ETF INC | $1.6M |
VTVVANGUARD INDEX FDS | $1.4M |
VXUSVANGUARD STAR FDS | $1.2M |
VFHVANGUARD WORLD FD | $1.1M |
BNDVANGUARD BD INDEX FDS | $1.1M |
LOWLOWES COS INC | $1.1M |
PGPROCTER AND GAMBLE CO | $1.0M |
ITWILLINOIS TOOL WKS INC | $1.0M |
JPMJPMORGAN CHASE & CO. | $997K |
GOOGLALPHABET INC | $950K |
DFACDIMENSIONAL ETF TRUST | $774K |
PEPPEPSICO INC | $767K |
JNJJOHNSON & JOHNSON | $759K |
VOOVANGUARD INDEX FDS | $754K |
XLCSELECT SECTOR SPDR TR | $727K |
RTXRTX CORPORATION | $688K |
XLFSELECT SECTOR SPDR TR | $620K |
VIGVANGUARD SPECIALIZED FUNDS | $558K |
COSTCOSTCO WHSL CORP NEW | $556K |
SD2SANDY SPRING BANCORP INC | $528K |
GOOGALPHABET INC | $521K |
AMZNAMAZON COM INC | $500K |
LMTLOCKHEED MARTIN CORP | $476K |
IWNISHARES TR | $421K |
AMGNAMGEN INC | $418K |
TROWPRICE T ROWE GROUP INC | $412K |
DISDISNEY WALT CO | $397K |
NDQINVESCO QQQ TR | $378K |
BXBLACKSTONE INC | $367K |
SCHWSCHWAB CHARLES CORP | $363K |
ABBVABBVIE INC | $358K |
EMREMERSON ELEC CO | $343K |
ICSHISHARES TR | $335K |
ABTABBOTT LABS | $329K |
CVXCHEVRON CORP NEW | $326K |
SPSMSPDR SER TR | $322K |
WMTWALMART INC | $318K |
XLESELECT SECTOR SPDR TR | $303K |
AXPAMERICAN EXPRESS CO | $302K |
UNHUNITEDHEALTH GROUP INC | $298K |
CLCOLGATE PALMOLIVE CO | $297K |
IYWISHARES TR | $297K |
XLBSELECT SECTOR SPDR TR | $295K |
HDHOME DEPOT INC | $286K |
SBUXSTARBUCKS CORP | $283K |
IBMINTERNATIONAL BUSINESS MACHS | $281K |
BKNGBOOKING HOLDINGS INC | $273K |
XLYSELECT SECTOR SPDR TR | $267K |
ORCLORACLE CORP | $262K |
VNQVANGUARD INDEX FDS | $258K |
VVVANGUARD INDEX FDS | $258K |
CSCOCISCO SYS INC | $253K |
FDXFEDEX CORP | $251K |
VUSBVANGUARD BD INDEX FDS | $248K |
VYMVANGUARD WHITEHALL FDS | $244K |
XLISELECT SECTOR SPDR TR | $243K |
VCRVANGUARD WORLD FD | $242K |
BNDXVANGUARD CHARLOTTE FDS | $238K |
AONAON PLC | $237K |
NVSNNOVARTIS AG | $236K |
IUSVISHARES TR | $223K |
KBESPDR SER TR | $222K |
XLUSELECT SECTOR SPDR TR | $217K |
QCOMQUALCOMM INC | $215K |
MAMASTERCARD INCORPORATED | $206K |
SPYVSPDR SER TR | $206K |
TCAFT ROWE PRICE ETF INC | $205K |
SDYSPDR SER TR | $185K |
MCDMCDONALDS CORP | $182K |
ADPAUTOMATIC DATA PROCESSING IN | $181K |
IWFISHARES TR | $177K |
USBUS BANCORP DEL | $166K |
FISVFISERV INC | $164K |
XLFISELECT SECTOR SPDR TR | $164K |
CATCATERPILLAR INC | $162K |
ACNACCENTURE PLC IRELAND | $158K |
NSCNORFOLK SOUTHN CORP | $158K |
VVISA INC | $154K |
MMM3M CO | $144K |
KOCOCA COLA CO | $141K |
NVDANVIDIA CORPORATION | $140K |
HSYHERSHEY CO | $135K |
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