Hopwood Financial Services
Latest statistics and disclosures from Hopwood Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGXU, SPY, IJH, BSV, IJR, and represent 39.84% of Hopwood Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BSV (+$8.5M), TSPA, CGDV, TVAL, CGXU, XLE, IJH, XLK, IJR, QQQ.
- Started 27 new stock positions in VHT, XLE, RPG, MELI, SCCO, ZS, SLV, MCK, PANW, BINC.
- Reduced shares in these 10 stocks: SCHD, VTI, IVW, IVE, VXUS, VOO, VTV, MDY, SPY, XOM.
- Sold out of its positions in ALL, AMAT, COIN, DASH, DOW, JNPR, Lucid Group, MSGS, PLTR, RIVN. HOOD, SPTM, TEM, VEA.
- Hopwood Financial Services was a net buyer of stock by $13M.
- Hopwood Financial Services has $150M in assets under management (AUM), dropping by 16.98%.
- Central Index Key (CIK): 0002023166
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Portfolio Holdings for Hopwood Financial Services
Hopwood Financial Services holds 310 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 10.8 | $16M | +2% | 544k | 29.62 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.3 | $15M | 23k | 666.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 8.6 | $13M | 198k | 65.26 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.7 | $8.5M | NEW | 108k | 78.91 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $6.7M | 56k | 118.83 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 4.2 | $6.2M | 11k | 596.01 |
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| Exxon Mobil Corporation (XOM) | 3.5 | $5.3M | 47k | 112.75 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 3.3 | $4.9M | 100k | 48.88 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 2.7 | $4.0M | 90k | 43.92 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.4 | $3.6M | -17% | 131k | 27.30 |
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| Vanguard World Inf Tech Etf (VGT) | 2.2 | $3.3M | 4.4k | 746.65 |
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| Microsoft Corporation (MSFT) | 2.2 | $3.3M | 6.3k | 517.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $3.2M | 4.8k | 669.37 |
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| T Rowe Price Etf Us Equity Resear (TSPA) | 1.7 | $2.6M | NEW | 62k | 41.91 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.5 | $2.3M | 18k | 130.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.4 | $2.2M | -11% | 18k | 120.72 |
|
| Apple (AAPL) | 1.3 | $1.9M | +4% | 7.5k | 254.64 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $1.7M | -9% | 8.1k | 206.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.5M | -16% | 4.6k | 328.18 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.5M | -5% | 8.0k | 186.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.3M | +5% | 5.4k | 243.10 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.3M | 4.0k | 315.42 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $1.2M | 9.3k | 131.24 |
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| Lowe's Companies (LOW) | 0.7 | $1.1M | 4.4k | 251.29 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.7 | $1.0M | +378% | 25k | 42.03 |
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| Illinois Tool Works (ITW) | 0.7 | $1.0M | 3.9k | 260.76 |
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| Johnson & Johnson (JNJ) | 0.7 | $977k | +5% | 5.3k | 185.43 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $976k | 5.8k | 167.32 |
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| Select Sector Spdr Tr Communication (XLC) | 0.6 | $901k | 7.6k | 118.38 |
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| T Rowe Price Etf Value Etf (TVAL) | 0.6 | $899k | +352% | 26k | 34.11 |
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| Procter & Gamble Company (PG) | 0.6 | $881k | 5.7k | 153.65 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $863k | 22k | 38.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $717k | -13% | 1.2k | 612.58 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $699k | +4% | 13k | 53.87 |
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| Pepsi (PEP) | 0.5 | $698k | 5.0k | 140.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $628k | -8% | 2.6k | 243.60 |
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| Amazon (AMZN) | 0.4 | $616k | +8% | 2.8k | 219.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $595k | 2.8k | 215.78 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $594k | 8.0k | 74.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $542k | -21% | 7.4k | 73.46 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $519k | +20% | 865.00 | 600.22 |
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| Costco Wholesale Corporation (COST) | 0.3 | $491k | 530.00 | 925.63 |
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| Amgen (AMGN) | 0.3 | $490k | 1.7k | 282.15 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $468k | 4.9k | 95.47 |
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| Netflix (NFLX) | 0.3 | $446k | -5% | 372.00 | 1198.92 |
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| Atlantic Union B (AUB) | 0.3 | $427k | 12k | 35.29 |
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| Abbvie (ABBV) | 0.3 | $421k | -2% | 1.8k | 231.54 |
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| Oracle Corporation (ORCL) | 0.3 | $419k | 1.5k | 281.24 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $409k | +22% | 2.7k | 154.22 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $399k | +26% | 1.7k | 239.67 |
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| Abbott Laboratories (ABT) | 0.3 | $397k | 3.0k | 133.96 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $390k | -8% | 780.00 | 499.42 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $364k | 1.9k | 195.86 |
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| Emerson Electric (EMR) | 0.2 | $364k | 2.8k | 131.17 |
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| Chevron Corporation (CVX) | 0.2 | $362k | 2.3k | 155.31 |
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| Wal-Mart Stores (WMT) | 0.2 | $361k | -2% | 3.5k | 103.06 |
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| International Business Machines (IBM) | 0.2 | $360k | 1.3k | 282.16 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $347k | 2.0k | 170.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $345k | NEW | 3.9k | 89.34 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $337k | 6.6k | 50.75 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $334k | +2% | 7.2k | 46.32 |
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| T. Rowe Price (TROW) | 0.2 | $324k | -3% | 3.2k | 102.63 |
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| American Express Company (AXP) | 0.2 | $320k | 962.00 | 332.16 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $311k | 2.4k | 128.24 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $303k | +16% | 3.9k | 78.37 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $299k | -8% | 3.3k | 89.63 |
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| Booking Holdings (BKNG) | 0.2 | $297k | 55.00 | 5406.22 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $294k | 955.00 | 307.85 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $291k | -9% | 7.7k | 37.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $287k | +192% | 1.0k | 281.86 |
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| Home Depot (HD) | 0.2 | $284k | -5% | 702.00 | 405.19 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $272k | +8% | 3.1k | 87.21 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $270k | 1.9k | 140.95 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $265k | 2.9k | 91.42 |
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| Colgate-Palmolive Company (CL) | 0.2 | $261k | 3.3k | 79.94 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $258k | 651.00 | 396.15 |
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| Starbucks Corporation (SBUX) | 0.2 | $256k | 3.0k | 84.60 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $250k | 5.0k | 49.99 |
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| Cisco Systems (CSCO) | 0.2 | $249k | 3.6k | 68.42 |
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| NVIDIA Corporation (NVDA) | 0.2 | $247k | 1.3k | 186.56 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $241k | 2.4k | 99.94 |
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| Spdr Series Trust S&p Bk Etf (KBE) | 0.2 | $238k | 4.0k | 59.42 |
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| Aon Shs Cl A (AON) | 0.2 | $235k | 660.00 | 356.58 |
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| Qualcomm (QCOM) | 0.2 | $233k | 1.4k | 166.36 |
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| UnitedHealth (UNH) | 0.1 | $224k | 649.00 | 345.09 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $223k | 392.00 | 568.17 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $223k | 4.0k | 55.33 |
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| Visa Com Cl A (V) | 0.1 | $214k | +17% | 626.00 | 341.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $207k | 442.00 | 468.41 |
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| Caterpillar (CAT) | 0.1 | $202k | 424.00 | 477.38 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $196k | 1.4k | 140.05 |
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| Norfolk Southern (NSC) | 0.1 | $187k | 621.00 | 300.63 |
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| Automatic Data Processing (ADP) | 0.1 | $182k | 620.00 | 293.50 |
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| McDonald's Corporation (MCD) | 0.1 | $179k | 589.00 | 303.67 |
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| 3M Company (MMM) | 0.1 | $169k | 1.1k | 155.16 |
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| FedEx Corporation (FDX) | 0.1 | $157k | -15% | 666.00 | 235.81 |
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| Hershey Company (HSY) | 0.1 | $150k | 800.00 | 187.05 |
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| Us Bancorp Del Com New (USB) | 0.1 | $143k | 3.0k | 48.33 |
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| Meta Platforms Cl A (META) | 0.1 | $137k | +47% | 187.00 | 734.38 |
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| At&t (T) | 0.1 | $135k | 4.8k | 28.24 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $133k | +144% | 957.00 | 139.10 |
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| Coca-Cola Company (KO) | 0.1 | $133k | -9% | 2.0k | 66.31 |
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| Verizon Communications (VZ) | 0.1 | $132k | +19% | 3.0k | 43.95 |
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| Broadcom (AVGO) | 0.1 | $131k | +14% | 398.00 | 329.91 |
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| Philip Morris International (PM) | 0.1 | $128k | 786.00 | 162.15 |
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| Goldman Sachs (GS) | 0.1 | $127k | 159.00 | 796.35 |
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| Walt Disney Company (DIS) | 0.1 | $125k | 1.1k | 114.50 |
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| United Bankshares (UBSI) | 0.1 | $116k | 3.1k | 37.21 |
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| General Dynamics Corporation (GD) | 0.1 | $116k | 340.00 | 341.00 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $116k | +9% | 239.00 | 485.02 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $116k | -23% | 655.00 | 176.90 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $111k | 450.00 | 246.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $107k | -3% | 224.00 | 479.61 |
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| Ameriprise Financial (AMP) | 0.1 | $106k | 215.00 | 491.25 |
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| Fiserv (FI) | 0.1 | $103k | 800.00 | 128.93 |
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| TJX Companies (TJX) | 0.1 | $101k | -22% | 698.00 | 144.54 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $100k | 489.00 | 203.59 |
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| Trane Technologies SHS (TT) | 0.1 | $99k | -9% | 234.00 | 421.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $97k | -11% | 1.6k | 62.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $97k | 1.0k | 93.37 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $95k | 950.00 | 100.20 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $94k | -7% | 265.00 | 352.75 |
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| Carrier Global Corporation (CARR) | 0.1 | $92k | 1.5k | 59.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $91k | 945.00 | 96.55 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $91k | 900.00 | 101.31 |
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| Southern Company (SO) | 0.1 | $90k | 950.00 | 94.77 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $90k | 721.00 | 124.34 |
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| Medtronic SHS (MDT) | 0.1 | $81k | 850.00 | 95.24 |
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| Dominion Resources (D) | 0.1 | $80k | 1.3k | 61.17 |
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| Nextera Energy (NEE) | 0.1 | $78k | 1.0k | 75.49 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $77k | 960.00 | 80.35 |
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| Altria (MO) | 0.0 | $75k | 1.1k | 66.08 |
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| Eaton Corp SHS (ETN) | 0.0 | $74k | -9% | 198.00 | 374.25 |
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| Merck & Co (MRK) | 0.0 | $74k | 876.00 | 83.96 |
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| Bank of America Corporation (BAC) | 0.0 | $72k | 1.4k | 51.59 |
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| Kkr & Co (KKR) | 0.0 | $65k | 500.00 | 129.95 |
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| Bristol Myers Squibb (BMY) | 0.0 | $63k | -6% | 1.4k | 45.10 |
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| Intel Corporation (INTC) | 0.0 | $62k | -41% | 1.9k | 33.55 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $61k | 800.00 | 76.57 |
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| Danaher Corporation (DHR) | 0.0 | $60k | 300.00 | 198.26 |
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| Universal Display Corporation (OLED) | 0.0 | $59k | -13% | 410.00 | 143.63 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $59k | 274.00 | 213.35 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $58k | NEW | 225.00 | 259.60 |
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| Ishares Tr Global Mater Etf (MXI) | 0.0 | $58k | 627.00 | 92.47 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $58k | 305.00 | 189.41 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $57k | 210.00 | 271.12 |
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| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $56k | 325.00 | 172.75 |
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| Entergy Corporation (ETR) | 0.0 | $56k | 600.00 | 93.19 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $54k | 538.00 | 100.67 |
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| Nortonlifelock (GEN) | 0.0 | $54k | 1.9k | 28.39 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $54k | NEW | 400.00 | 133.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $52k | 366.00 | 142.10 |
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| Strategy Cl A New (MSTR) | 0.0 | $52k | 160.00 | 322.21 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $51k | 562.00 | 91.43 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $51k | 1.6k | 31.91 |
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| Enbridge (ENB) | 0.0 | $50k | 984.00 | 50.46 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $48k | NEW | 900.00 | 53.24 |
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| CVB Financial (CVBF) | 0.0 | $47k | 2.5k | 18.91 |
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| Apollo Global Mgmt (APO) | 0.0 | $47k | 352.00 | 133.33 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $46k | 800.00 | 57.52 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $45k | +662% | 305.00 | 148.61 |
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| Dollar Tree (DLTR) | 0.0 | $45k | -20% | 475.00 | 94.37 |
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| Rbc Cad (RY) | 0.0 | $44k | 300.00 | 147.32 |
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| Enterprise Products Partners (EPD) | 0.0 | $44k | 1.4k | 31.27 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $43k | 166.00 | 259.45 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $42k | 1.3k | 31.42 |
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| Lazard Ltd Shs -a - (LAZ) | 0.0 | $42k | 800.00 | 52.78 |
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| Biogen Idec (BIIB) | 0.0 | $42k | 300.00 | 140.08 |
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| Morgan Stanley Com New (MS) | 0.0 | $42k | 264.00 | 158.96 |
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| Honeywell International (HON) | 0.0 | $41k | 195.00 | 210.50 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $40k | 325.00 | 123.75 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $38k | NEW | 900.00 | 42.37 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $38k | 136.00 | 279.29 |
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| Martin Marietta Materials (MLM) | 0.0 | $38k | -14% | 60.00 | 630.28 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $37k | -36% | 415.00 | 89.53 |
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| Eli Lilly & Co. (LLY) | 0.0 | $36k | +113% | 47.00 | 765.81 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $35k | 300.00 | 115.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $34k | 135.00 | 254.28 |
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| Analog Devices (ADI) | 0.0 | $34k | 139.00 | 245.71 |
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| Blackrock (BLK) | 0.0 | $34k | +866% | 29.00 | 1176.07 |
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| Realty Income (O) | 0.0 | $33k | 550.00 | 60.79 |
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| Becton, Dickinson and (BDX) | 0.0 | $32k | 170.00 | 187.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $31k | -5% | 358.00 | 87.31 |
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| Ge Aerospace Com New (GE) | 0.0 | $31k | 103.00 | 300.83 |
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| McKesson Corporation (MCK) | 0.0 | $31k | NEW | 40.00 | 772.55 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $31k | NEW | 50.00 | 609.32 |
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| Simon Property (SPG) | 0.0 | $30k | 160.00 | 187.68 |
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| CoStar (CSGP) | 0.0 | $30k | 350.00 | 84.37 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $28k | 488.00 | 57.19 |
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| Nike CL B (NKE) | 0.0 | $28k | 400.00 | 69.73 |
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| Truist Financial Corp equities (TFC) | 0.0 | $27k | 600.00 | 45.72 |
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| RPM International (RPM) | 0.0 | $27k | 230.00 | 117.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $27k | NEW | 75.00 | 355.48 |
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| First Tr Exchange-traded A Com Shs (FEX) | 0.0 | $26k | 225.00 | 116.82 |
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| Clean Harbors (CLH) | 0.0 | $26k | -12% | 110.00 | 232.23 |
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| Pfizer (PFE) | 0.0 | $26k | -49% | 1.0k | 25.48 |
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| Southern Copper Corporation (SCCO) | 0.0 | $25k | NEW | 209.00 | 121.36 |
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| Paychex (PAYX) | 0.0 | $25k | 200.00 | 126.76 |
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| American Electric Power Company (AEP) | 0.0 | $25k | -10% | 225.00 | 112.50 |
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| CVS Caremark Corporation (CVS) | 0.0 | $25k | -57% | 333.00 | 75.39 |
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| Palo Alto Networks (PANW) | 0.0 | $24k | NEW | 120.00 | 203.62 |
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| PNC Financial Services (PNC) | 0.0 | $24k | 120.00 | 200.93 |
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| United Parcel Service CL B (UPS) | 0.0 | $24k | 284.00 | 83.54 |
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| Marriott Intl Cl A (MAR) | 0.0 | $23k | 90.00 | 260.44 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $23k | -8% | 326.00 | 71.37 |
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| American Tower Reit (AMT) | 0.0 | $23k | 120.00 | 192.32 |
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| Servicenow (NOW) | 0.0 | $23k | NEW | 25.00 | 920.28 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $23k | -12% | 301.00 | 75.91 |
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| salesforce (CRM) | 0.0 | $23k | NEW | 95.00 | 237.00 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $22k | NEW | 200.00 | 111.84 |
|
| Grand Canyon Education (LOPE) | 0.0 | $22k | 100.00 | 219.52 |
|
|
| Prudential Financial (PRU) | 0.0 | $22k | 209.00 | 103.57 |
|
|
| Hca Holdings (HCA) | 0.0 | $21k | NEW | 50.00 | 426.20 |
|
| American Water Works (AWK) | 0.0 | $21k | 150.00 | 139.19 |
|
|
| ConocoPhillips (COP) | 0.0 | $21k | 220.00 | 94.59 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $21k | 70.00 | 296.30 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $20k | 275.00 | 72.67 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $20k | 200.00 | 98.50 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $19k | 227.00 | 83.46 |
|
|
| Constellation Energy (CEG) | 0.0 | $18k | 56.00 | 329.07 |
|
|
| Maximus (MMS) | 0.0 | $18k | 200.00 | 91.37 |
|
|
| Anthem (ELV) | 0.0 | $18k | -29% | 56.00 | 323.12 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $17k | -17% | 700.00 | 24.63 |
|
| Logitech Intl S A SHS (LOGI) | 0.0 | $17k | 150.00 | 109.68 |
|
|
| Howard Hughes Holdings (HHH) | 0.0 | $16k | 199.00 | 82.17 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $16k | 150.00 | 107.25 |
|
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $15k | 150.00 | 100.83 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $15k | NEW | 50.00 | 297.16 |
|
| ON Semiconductor (ON) | 0.0 | $15k | NEW | 300.00 | 49.31 |
|
| Xylem (XYL) | 0.0 | $15k | 100.00 | 147.50 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $15k | NEW | 30.00 | 490.40 |
|
| Tesla Motors (TSLA) | 0.0 | $15k | -31% | 33.00 | 444.73 |
|
| Shell Spon Ads (SHEL) | 0.0 | $14k | 196.00 | 71.53 |
|
|
| Steel Dynamics (STLD) | 0.0 | $14k | NEW | 100.00 | 139.43 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $14k | 496.00 | 27.90 |
|
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.0 | $14k | NEW | 300.00 | 46.03 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $14k | 145.00 | 95.20 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $14k | 200.00 | 67.41 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $13k | 507.00 | 26.34 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $13k | 216.00 | 61.59 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $12k | 150.00 | 82.34 |
|
|
| Unum (UNM) | 0.0 | $12k | 150.00 | 77.78 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $12k | 130.00 | 88.62 |
|
|
| Electronic Arts (EA) | 0.0 | $12k | 57.00 | 201.70 |
|
|
| Western Digital (WDC) | 0.0 | $11k | -50% | 95.00 | 120.06 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $11k | 139.00 | 78.09 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $11k | 59.00 | 183.85 |
|
|
| Boeing Company (BA) | 0.0 | $11k | 50.00 | 215.84 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $11k | 100.00 | 106.61 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $11k | 15.00 | 698.00 |
|
|
| Phillips 66 (PSX) | 0.0 | $10k | 75.00 | 136.03 |
|
|
| Church & Dwight (CHD) | 0.0 | $9.9k | 113.00 | 87.64 |
|
|
| Travelers Companies (TRV) | 0.0 | $9.8k | 35.00 | 279.23 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $9.5k | NEW | 200.00 | 47.72 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $9.5k | 50.00 | 190.58 |
|
|
| Chubb (CB) | 0.0 | $9.3k | 33.00 | 282.27 |
|
|
| Vail Resorts (MTN) | 0.0 | $9.0k | 60.00 | 149.58 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $8.4k | 100.00 | 83.82 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $8.4k | +500% | 48.00 | 174.58 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $8.3k | 11.00 | 758.18 |
|
|
| Consolidated Edison (ED) | 0.0 | $8.1k | 80.00 | 100.70 |
|
|
| General Mills (GIS) | 0.0 | $7.9k | 157.00 | 50.42 |
|
|
| Fortive (FTV) | 0.0 | $7.3k | 150.00 | 48.99 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $7.1k | 30.00 | 236.40 |
|
|
| MercadoLibre (MELI) | 0.0 | $7.0k | NEW | 3.00 | 2337.00 |
|
| Target Corporation (TGT) | 0.0 | $6.7k | -68% | 75.00 | 89.71 |
|
| Upstart Hldgs (UPST) | 0.0 | $6.6k | -20% | 130.00 | 50.80 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $6.6k | 100.00 | 65.92 |
|
|
| Customers Ban (CUBI) | 0.0 | $6.5k | 100.00 | 65.37 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $6.4k | 335.00 | 19.03 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $6.0k | NEW | 20.00 | 299.70 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $5.9k | 100.00 | 58.85 |
|
|
| Citigroup Com New (C) | 0.0 | $5.7k | 56.00 | 101.05 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $5.2k | 124.00 | 42.14 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $5.1k | 100.00 | 51.28 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $5.0k | 168.00 | 30.04 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $5.0k | 40.00 | 125.88 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $5.0k | 26.00 | 191.12 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $4.9k | -55% | 40.00 | 121.42 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $4.8k | 245.00 | 19.57 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $4.7k | 500.00 | 9.46 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $4.3k | 2.0k | 2.17 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $4.3k | NEW | 30.00 | 144.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.3k | 78.00 | 55.50 |
|
|
| Newmark Group Cl A (NMRK) | 0.0 | $4.3k | 231.00 | 18.65 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $4.1k | 57.00 | 72.77 |
|
|
| Banc Of California (BANC) | 0.0 | $3.9k | 233.00 | 16.55 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $3.6k | 23.00 | 155.35 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.5k | 9.00 | 391.67 |
|
|
| Cenovus Energy (CVE) | 0.0 | $3.4k | 202.00 | 16.99 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $3.4k | 132.00 | 25.71 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $3.2k | 100.00 | 32.17 |
|
|
| Microchip Technology (MCHP) | 0.0 | $3.2k | 50.00 | 64.22 |
|
|
| General Motors Company (GM) | 0.0 | $3.0k | 50.00 | 60.98 |
|
|
| Teladoc (TDOC) | 0.0 | $2.6k | 340.00 | 7.73 |
|
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $2.6k | 40.00 | 64.62 |
|
|
| Sinclair Cl A (SBGI) | 0.0 | $2.3k | 150.00 | 15.10 |
|
|
| Ralliant Corp (RAL) | 0.0 | $2.2k | 50.00 | 43.74 |
|
|
| Illumina (ILMN) | 0.0 | $1.9k | NEW | 20.00 | 95.00 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.8k | 25.00 | 73.00 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.5k | 5.00 | 293.80 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.3k | 43.00 | 29.12 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $1.2k | NEW | 75.00 | 16.15 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.0k | 5.00 | 208.80 |
|
|
| BRC Com Cl A (BRCC) | 0.0 | $834.974500 | 535.00 | 1.56 |
|
|
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $540.000200 | 37.00 | 14.59 |
|
|
| Oramed Pharmaceuticals Com New (ORMP) | 0.0 | $528.000000 | 200.00 | 2.64 |
|
|
| Greenwich Lifesciences (GLSI) | 0.0 | $498.000000 | 50.00 | 9.96 |
|
|
| Eastman Kodak Com New (KODK) | 0.0 | $449.001000 | 70.00 | 6.41 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $115.000200 | 7.00 | 16.43 |
|
Past Filings by Hopwood Financial Services
SEC 13F filings are viewable for Hopwood Financial Services going back to 2024
- Hopwood Financial Services 2025 Q3 filed Nov. 6, 2025
- Hopwood Financial Services 2025 Q2 filed Aug. 11, 2025
- Hopwood Financial Services 2025 Q1 filed May 8, 2025
- Hopwood Financial Services 2024 Q4 filed Feb. 10, 2025