Hopwood Financial Services
Latest statistics and disclosures from Hopwood Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, CGXU, IJH, BSV, MDY, and represent 37.80% of Hopwood Financial Services's stock portfolio.
- Added to shares of these 10 stocks: CGXU, BRK.A, Blackrock Etf Trust Ii, NFLX, TSPA, BSV, IJH, AAPL, CGGR, IJR.
- Started 11 new stock positions in CLH, SPOT, NEAR, RIVN, TTAN, MCHP, BROS, C, DASH, BRK.A. Blackrock Etf Trust Ii.
- Reduced shares in these 10 stocks: VTI, VXUS, IWN, BND, DIS, BNDX, COST, , LLY, SYY.
- Sold out of its positions in SDOG, AMD, ADSK, CXT, DTE, DD, EVRG, FCX, AGG, IWO. XT, LAC, PGR, PLD, SPH, VLO, BNDX, VCSH, VGIT, WBA, Arcadium Lithium.
- Hopwood Financial Services was a net buyer of stock by $1.6M.
- Hopwood Financial Services has $130M in assets under management (AUM), dropping by -1.87%.
- Central Index Key (CIK): 0002023166
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Portfolio Holdings for Hopwood Financial Services
Hopwood Financial Services holds 300 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.0 | $13M | 23k | 559.39 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 9.7 | $13M | +7% | 511k | 24.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 8.5 | $11M | 189k | 58.35 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.3 | $6.9M | +4% | 88k | 78.28 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 4.4 | $5.6M | 11k | 533.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.4 | $5.6M | +2% | 54k | 104.57 |
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| Exxon Mobil Corporation (XOM) | 4.3 | $5.6M | 47k | 118.93 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.7 | $4.8M | 172k | 27.96 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 2.8 | $3.6M | +2% | 95k | 38.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $2.7M | 4.8k | 561.96 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 2.1 | $2.7M | +5% | 79k | 34.25 |
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| Microsoft Corporation (MSFT) | 1.9 | $2.4M | +3% | 6.4k | 375.41 |
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| Vanguard World Inf Tech Etf (VGT) | 1.8 | $2.4M | 4.3k | 542.39 |
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| Apple (AAPL) | 1.5 | $1.9M | +8% | 8.8k | 222.12 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.5 | $1.9M | 18k | 110.08 |
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| T Rowe Price Etf Us Equity Resear (TSPA) | 1.5 | $1.9M | +20% | 54k | 35.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $1.9M | 20k | 92.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $1.7M | 8.9k | 190.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.7M | -30% | 6.1k | 274.85 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $1.5M | 8.5k | 172.75 |
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| Vanguard World Financials Etf (VFH) | 0.9 | $1.1M | +2% | 9.6k | 119.47 |
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| Lowe's Companies (LOW) | 0.8 | $1.0M | 4.4k | 233.22 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.0M | 4.2k | 245.29 |
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| Procter & Gamble Company (PG) | 0.8 | $985k | -4% | 5.8k | 170.42 |
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| Illinois Tool Works (ITW) | 0.7 | $970k | 3.9k | 248.01 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $882k | -31% | 14k | 62.10 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $871k | -22% | 12k | 73.45 |
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| Johnson & Johnson (JNJ) | 0.6 | $835k | -4% | 5.0k | 165.83 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $798k | NEW | 1.00 | 798442.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $792k | +2% | 5.1k | 154.64 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $775k | 5.8k | 132.46 |
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| Select Sector Spdr Tr Communication (XLC) | 0.6 | $753k | +3% | 7.8k | 96.45 |
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| Pepsi (PEP) | 0.6 | $742k | 4.9k | 149.94 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $738k | 22k | 32.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $706k | 1.4k | 513.74 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $632k | 13k | 49.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $540k | -2% | 2.8k | 193.98 |
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| Costco Wholesale Corporation (COST) | 0.4 | $516k | -10% | 545.00 | 945.78 |
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| Amgen (AMGN) | 0.4 | $510k | 1.6k | 311.61 |
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| Amazon (AMZN) | 0.4 | $474k | +9% | 2.5k | 190.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $454k | +6% | 2.9k | 156.25 |
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| Sandy Spring Ban (SASR) | 0.3 | $438k | 16k | 27.95 |
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| Abbvie (ABBV) | 0.3 | $401k | -4% | 1.9k | 209.52 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $398k | -9% | 890.00 | 446.85 |
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| Blackrock Etf Trust Ii Ishares High Yie | 0.3 | $397k | NEW | 8.0k | 49.53 |
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| Chevron Corporation (CVX) | 0.3 | $395k | +4% | 2.4k | 167.32 |
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| Abbott Laboratories (ABT) | 0.3 | $393k | +2% | 3.0k | 132.64 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $384k | 4.9k | 78.28 |
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| Netflix (NFLX) | 0.3 | $375k | +2412% | 402.00 | 932.53 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $350k | +5% | 3.7k | 93.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $347k | 740.00 | 468.78 |
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| Ishares Tr Ultra Short-term (ICSH) | 0.3 | $337k | 6.6k | 50.70 |
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| T. Rowe Price (TROW) | 0.3 | $329k | 3.6k | 91.86 |
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| UnitedHealth (UNH) | 0.3 | $326k | +5% | 622.00 | 524.03 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $325k | +7% | 3.8k | 85.98 |
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| Wal-Mart Stores (WMT) | 0.2 | $321k | +3% | 3.7k | 87.79 |
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| International Business Machines (IBM) | 0.2 | $318k | 1.3k | 248.66 |
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| Colgate-Palmolive Company (CL) | 0.2 | $306k | 3.3k | 93.70 |
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| Emerson Electric (EMR) | 0.2 | $304k | 2.8k | 109.64 |
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| Starbucks Corporation (SBUX) | 0.2 | $292k | -4% | 3.0k | 98.11 |
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| Home Depot (HD) | 0.2 | $292k | +8% | 796.00 | 366.49 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $289k | 7.1k | 40.76 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $286k | +18% | 2.2k | 131.10 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $284k | -4% | 2.0k | 139.79 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $270k | 2.4k | 111.48 |
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| Booking Holdings (BKNG) | 0.2 | $267k | +5% | 58.00 | 4611.14 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $266k | +56% | 3.3k | 81.67 |
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| Aon Shs Cl A (AON) | 0.2 | $263k | 660.00 | 399.09 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $262k | 2.9k | 90.54 |
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| American Express Company (AXP) | 0.2 | $262k | -4% | 972.00 | 269.05 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $261k | 1.9k | 140.44 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $261k | +11% | 1.3k | 197.48 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $249k | 5.0k | 49.85 |
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| Cisco Systems (CSCO) | 0.2 | $249k | -5% | 4.0k | 61.72 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $247k | 1.9k | 128.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $246k | 955.00 | 257.02 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $227k | +13% | 7.0k | 32.28 |
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| Oracle Corporation (ORCL) | 0.2 | $227k | +3% | 1.6k | 139.81 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $226k | 2.9k | 78.86 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $222k | 2.4k | 92.28 |
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| FedEx Corporation (FDX) | 0.2 | $217k | 891.00 | 243.78 |
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| Qualcomm (QCOM) | 0.2 | $215k | 1.4k | 153.61 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $215k | 392.00 | 547.50 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $212k | 651.00 | 325.51 |
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| Spdr Ser Tr S&p Bk Etf (KBE) | 0.2 | $212k | 4.0k | 52.96 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $205k | 4.0k | 51.07 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $190k | 1.4k | 135.68 |
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| Automatic Data Processing (ADP) | 0.1 | $189k | 620.00 | 305.53 |
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| Visa Com Cl A (V) | 0.1 | $187k | +9% | 535.00 | 350.31 |
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| McDonald's Corporation (MCD) | 0.1 | $187k | -4% | 598.00 | 312.62 |
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| Fiserv (FI) | 0.1 | $177k | 800.00 | 220.83 |
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| Norfolk Southern (NSC) | 0.1 | $171k | +7% | 721.00 | 236.93 |
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| 3M Company (MMM) | 0.1 | $160k | -2% | 1.1k | 146.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $160k | 442.00 | 361.09 |
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| Coca-Cola Company (KO) | 0.1 | $158k | -2% | 2.2k | 71.61 |
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| Philip Morris International (PM) | 0.1 | $149k | -5% | 936.00 | 158.69 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $140k | 450.00 | 312.04 |
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| Us Bancorp Del Com New (USB) | 0.1 | $140k | -4% | 3.3k | 42.22 |
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| Caterpillar (CAT) | 0.1 | $140k | -5% | 423.00 | 330.06 |
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| Hershey Company (HSY) | 0.1 | $137k | 800.00 | 171.03 |
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| At&t (T) | 0.1 | $135k | 4.8k | 28.28 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $129k | -66% | 855.00 | 151.04 |
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| Verizon Communications (VZ) | 0.1 | $121k | 2.7k | 45.36 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $119k | 1.8k | 67.86 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $115k | 301.00 | 383.53 |
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| NVIDIA Corporation (NVDA) | 0.1 | $114k | 1.1k | 108.37 |
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| TJX Companies (TJX) | 0.1 | $109k | +22% | 898.00 | 121.80 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $109k | +50% | 219.00 | 497.60 |
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| United Bankshares (UBSI) | 0.1 | $108k | 3.1k | 34.67 |
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| Walt Disney Company (DIS) | 0.1 | $107k | -69% | 1.1k | 98.70 |
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| Ameriprise Financial (AMP) | 0.1 | $104k | +30% | 215.00 | 484.11 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $103k | 721.00 | 142.22 |
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| Carrier Global Corporation (CARR) | 0.1 | $98k | -5% | 1.5k | 63.40 |
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| General Dynamics Corporation (GD) | 0.1 | $93k | -8% | 340.00 | 272.58 |
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| Bristol Myers Squibb (BMY) | 0.1 | $92k | 1.5k | 60.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $89k | 474.00 | 188.16 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $88k | 900.00 | 97.82 |
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| Southern Company (SO) | 0.1 | $87k | -28% | 950.00 | 91.95 |
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| Trane Technologies SHS (TT) | 0.1 | $87k | +25% | 259.00 | 336.92 |
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| Goldman Sachs (GS) | 0.1 | $87k | +8% | 159.00 | 546.30 |
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| Merck & Co (MRK) | 0.1 | $85k | -10% | 950.00 | 89.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $85k | 1.0k | 81.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $83k | -12% | 223.00 | 370.82 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $80k | 945.00 | 85.07 |
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| Paychex (PAYX) | 0.1 | $77k | -16% | 500.00 | 154.28 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $77k | 950.00 | 81.10 |
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| Medtronic SHS (MDT) | 0.1 | $76k | 850.00 | 89.86 |
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| Dominion Resources (D) | 0.1 | $76k | -33% | 1.4k | 56.07 |
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| Nextera Energy (NEE) | 0.1 | $73k | 1.0k | 70.89 |
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| Bank of America Corporation (BAC) | 0.1 | $73k | 1.7k | 41.73 |
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| Intel Corporation (INTC) | 0.1 | $72k | -5% | 3.2k | 22.71 |
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| Meta Platforms Cl A (META) | 0.1 | $72k | -3% | 124.00 | 576.36 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $71k | 960.00 | 74.19 |
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| Altria (MO) | 0.1 | $68k | 1.1k | 60.04 |
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| Eli Lilly & Co. (LLY) | 0.0 | $64k | -45% | 77.00 | 827.47 |
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| Danaher Corporation (DHR) | 0.0 | $62k | 300.00 | 205.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $60k | -7% | 413.00 | 146.18 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $60k | 272.00 | 218.74 |
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| Eaton Corp SHS (ETN) | 0.0 | $59k | +43% | 218.00 | 271.83 |
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| Broadcom (AVGO) | 0.0 | $58k | +50% | 348.00 | 167.43 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $58k | 562.00 | 103.20 |
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| Kkr & Co (KKR) | 0.0 | $58k | 500.00 | 115.61 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $56k | 707.00 | 78.52 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $54k | 538.00 | 100.60 |
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| CVS Caremark Corporation (CVS) | 0.0 | $53k | +20% | 783.00 | 67.75 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $52k | 305.00 | 170.81 |
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| Entergy Corporation (ETR) | 0.0 | $51k | 600.00 | 85.49 |
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| Ishares Tr Global Mater Etf (MXI) | 0.0 | $51k | 627.00 | 81.73 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $51k | 800.00 | 63.72 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $50k | 175.00 | 288.27 |
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| Nortonlifelock (GEN) | 0.0 | $50k | 1.9k | 26.54 |
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| Pfizer (PFE) | 0.0 | $50k | -7% | 2.0k | 25.34 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $50k | +17% | 1.3k | 36.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $49k | 366.00 | 134.29 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $49k | -20% | 400.00 | 121.97 |
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| Apollo Global Mgmt (APO) | 0.0 | $48k | +74% | 351.00 | 136.95 |
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| Enterprise Products Partners (EPD) | 0.0 | $48k | 1.4k | 34.14 |
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| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $47k | 325.00 | 145.38 |
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| CVB Financial (CVBF) | 0.0 | $46k | 2.5k | 18.46 |
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| Rbc Cad (RY) | 0.0 | $45k | -20% | 400.00 | 112.72 |
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| Dollar Tree (DLTR) | 0.0 | $45k | 600.00 | 75.07 |
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| Anthem (ELV) | 0.0 | $44k | -26% | 102.00 | 434.96 |
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| Enbridge (ENB) | 0.0 | $44k | 984.00 | 44.31 |
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| Honeywell International (HON) | 0.0 | $41k | 195.00 | 211.75 |
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| Biogen Idec (BIIB) | 0.0 | $41k | 300.00 | 136.84 |
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| Tesla Motors (TSLA) | 0.0 | $41k | +777% | 158.00 | 259.16 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $40k | 1.6k | 25.04 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $40k | +50% | 210.00 | 188.17 |
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| Becton, Dickinson and (BDX) | 0.0 | $39k | 170.00 | 229.06 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $38k | 166.00 | 227.55 |
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| Lazard Ltd Shs -a - (LAZ) | 0.0 | $35k | 800.00 | 43.30 |
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| Zimmer Holdings (ZBH) | 0.0 | $34k | -40% | 300.00 | 113.18 |
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| Martin Marietta Materials (MLM) | 0.0 | $34k | 70.00 | 478.14 |
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| Realty Income (O) | 0.0 | $32k | 550.00 | 58.01 |
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| PNC Financial Services (PNC) | 0.0 | $32k | +50% | 180.00 | 175.77 |
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| Diageo Spon Adr New (DEO) | 0.0 | $31k | -61% | 300.00 | 104.79 |
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| Allstate Corporation (ALL) | 0.0 | $31k | 150.00 | 207.07 |
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| United Parcel Service CL B (UPS) | 0.0 | $31k | 281.00 | 110.01 |
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| Morgan Stanley Com New (MS) | 0.0 | $31k | +50% | 264.00 | 116.67 |
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| Target Corporation (TGT) | 0.0 | $30k | +35% | 289.00 | 104.36 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $30k | +24% | 513.00 | 58.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $30k | 135.00 | 221.76 |
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| Clean Harbors (CLH) | 0.0 | $30k | NEW | 150.00 | 197.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $29k | -3% | 378.00 | 75.65 |
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| Analog Devices (ADI) | 0.0 | $28k | 139.00 | 201.68 |
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| CoStar (CSGP) | 0.0 | $28k | 350.00 | 79.23 |
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| American Electric Power Company (AEP) | 0.0 | $27k | 250.00 | 109.27 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $27k | +50% | 300.00 | 88.99 |
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| RPM International (RPM) | 0.0 | $27k | 230.00 | 115.68 |
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| Simon Property (SPG) | 0.0 | $27k | 160.00 | 166.08 |
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| American Tower Reit (AMT) | 0.0 | $26k | +100% | 120.00 | 217.60 |
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| Nike CL B (NKE) | 0.0 | $25k | 400.00 | 63.48 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $25k | +4% | 488.00 | 51.18 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $25k | 395.00 | 62.94 |
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| Truist Financial Corp equities (TFC) | 0.0 | $25k | 600.00 | 41.15 |
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| ConocoPhillips (COP) | 0.0 | $23k | +29% | 220.00 | 105.02 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $23k | 225.00 | 102.46 |
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| Prudential Financial (PRU) | 0.0 | $23k | -29% | 203.00 | 111.92 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $23k | 136.00 | 166.00 |
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| American Water Works (AWK) | 0.0 | $22k | 150.00 | 147.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $22k | +196% | 356.00 | 60.66 |
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| Marriott Intl Cl A (MAR) | 0.0 | $21k | 90.00 | 238.20 |
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| Ge Aerospace Com New (GE) | 0.0 | $21k | 103.00 | 200.16 |
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| Public Service Enterprise (PEG) | 0.0 | $19k | 227.00 | 82.30 |
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| National Grid Sponsored Adr Ne (NGG) | 0.0 | $18k | 275.00 | 65.61 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $17k | 70.00 | 247.56 |
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| Grand Canyon Education (LOPE) | 0.0 | $17k | 100.00 | 173.02 |
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| Applied Materials (AMAT) | 0.0 | $16k | +100% | 112.00 | 145.12 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $16k | -15% | 850.00 | 18.96 |
|
| Howard Hughes Holdings (HHH) | 0.0 | $15k | 199.00 | 74.08 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $14k | 196.00 | 73.28 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $14k | 150.00 | 95.21 |
|
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $14k | NEW | 150.00 | 95.11 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $14k | NEW | 25.00 | 550.04 |
|
| Maximus (MMS) | 0.0 | $14k | 200.00 | 68.19 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $14k | 145.00 | 93.72 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $13k | 216.00 | 60.65 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $13k | 200.00 | 64.35 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $13k | 66.00 | 194.73 |
|
|
| Logitech Intl S A SHS (LOGI) | 0.0 | $13k | 150.00 | 84.41 |
|
|
| Church & Dwight (CHD) | 0.0 | $12k | 113.00 | 110.10 |
|
|
| Unum (UNM) | 0.0 | $12k | 150.00 | 81.46 |
|
|
| Xylem (XYL) | 0.0 | $12k | 100.00 | 119.46 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $12k | 130.00 | 91.20 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $12k | 40.00 | 294.93 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $12k | 496.00 | 23.43 |
|
|
| Constellation Energy (CEG) | 0.0 | $11k | -15% | 56.00 | 201.64 |
|
| SYSCO Corporation (SYY) | 0.0 | $11k | -82% | 150.00 | 75.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $11k | 507.00 | 22.08 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $11k | 56.00 | 199.50 |
|
|
| Fortive (FTV) | 0.0 | $11k | 150.00 | 73.18 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $11k | -10% | 90.00 | 119.47 |
|
| Sempra Energy (SRE) | 0.0 | $11k | -25% | 150.00 | 71.36 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $11k | -26% | 139.00 | 76.58 |
|
| Chubb (CB) | 0.0 | $10k | 33.00 | 302.00 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $9.7k | 100.00 | 97.45 |
|
|
| Vail Resorts (MTN) | 0.0 | $9.6k | 60.00 | 160.03 |
|
|
| Phillips 66 (PSX) | 0.0 | $9.3k | +50% | 75.00 | 123.48 |
|
| Travelers Companies (TRV) | 0.0 | $9.3k | 35.00 | 264.49 |
|
|
| Exelon Corporation (EXC) | 0.0 | $9.2k | 200.00 | 46.08 |
|
|
| General Mills (GIS) | 0.0 | $9.2k | 153.00 | 59.96 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $9.0k | 59.00 | 152.56 |
|
|
| Consolidated Edison (ED) | 0.0 | $8.9k | 80.00 | 110.79 |
|
|
| Boeing Company (BA) | 0.0 | $8.5k | 50.00 | 170.56 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $8.5k | 50.00 | 169.20 |
|
|
| Electronic Arts (EA) | 0.0 | $8.2k | 57.00 | 144.53 |
|
|
| Upstart Hldgs (UPST) | 0.0 | $7.5k | 163.00 | 46.03 |
|
|
| Juniper Networks (JNPR) | 0.0 | $7.2k | 200.00 | 36.19 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $7.2k | 100.00 | 71.79 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $7.1k | 30.00 | 236.27 |
|
|
| Dow (DOW) | 0.0 | $7.0k | -55% | 200.00 | 34.92 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $6.8k | 33.00 | 206.48 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $6.8k | -39% | 200.00 | 33.94 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $6.7k | 11.00 | 607.91 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $6.7k | 2.0k | 3.33 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $6.4k | 245.00 | 25.96 |
|
|
| Clorox Company (CLX) | 0.0 | $5.9k | 40.00 | 147.25 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $5.4k | 78.00 | 69.45 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $5.4k | 100.00 | 53.97 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $5.3k | 15.00 | 352.60 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $5.3k | 168.00 | 31.40 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $5.2k | 124.00 | 41.85 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $5.2k | 40.00 | 129.72 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $5.1k | NEW | 100.00 | 50.87 |
|
| Customers Ban (CUBI) | 0.0 | $5.0k | 100.00 | 50.20 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $4.6k | NEW | 75.00 | 61.75 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $4.6k | 26.00 | 176.54 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $4.6k | 500.00 | 9.17 |
|
|
| Doordash Cl A (DASH) | 0.0 | $4.6k | NEW | 25.00 | 182.80 |
|
| Tmc The Metals Company (TMC) | 0.0 | $4.5k | 2.6k | 1.72 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.4k | 9.00 | 484.89 |
|
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $4.2k | 75.00 | 55.52 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $4.0k | 23.00 | 172.78 |
|
|
| Citigroup Com New (C) | 0.0 | $4.0k | NEW | 56.00 | 70.68 |
|
| Shopify Cl A (SHOP) | 0.0 | $3.8k | -27% | 40.00 | 95.50 |
|
| Microchip Technology (MCHP) | 0.0 | $3.4k | NEW | 70.00 | 48.41 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $3.4k | 57.00 | 58.96 |
|
|
| Banc Of California (BANC) | 0.0 | $3.3k | 233.00 | 14.19 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $3.1k | 100.00 | 31.00 |
|
|
| Blackrock (BLK) | 0.0 | $3.0k | 3.00 | 1016.33 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.8k | 132.00 | 21.53 |
|
|
| Newmark Group Cl A (NMRK) | 0.0 | $2.8k | 231.00 | 12.17 |
|
|
| Cenovus Energy (CVE) | 0.0 | $2.8k | 202.00 | 13.91 |
|
|
| Teladoc (TDOC) | 0.0 | $2.7k | 340.00 | 7.96 |
|
|
| Sinclair Cl A (SBGI) | 0.0 | $2.4k | 150.00 | 15.93 |
|
|
| Riot Blockchain (RIOT) | 0.0 | $2.4k | 335.00 | 7.12 |
|
|
| General Motors Company (GM) | 0.0 | $2.4k | 50.00 | 47.04 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.9k | 25.00 | 76.04 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.3k | 8.00 | 160.62 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.2k | 5.00 | 244.80 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.1k | -44% | 43.00 | 26.58 |
|
| BRC Com Cl A (BRCC) | 0.0 | $1.1k | 535.00 | 2.09 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $932.000000 | 5.00 | 186.40 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $623.000000 | NEW | 50.00 | 12.46 |
|
| Greenwich Lifesciences (GLSI) | 0.0 | $477.000000 | 50.00 | 9.54 |
|
|
| Eastman Kodak Com New (KODK) | 0.0 | $443.002000 | 70.00 | 6.33 |
|
|
| Oramed Pharmaceuticals Com New (ORMP) | 0.0 | $428.000000 | 200.00 | 2.14 |
|
|
| Lucid Group (LCID) | 0.0 | $242.000000 | 100.00 | 2.42 |
|
|
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $210.999900 | 37.00 | 5.70 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $136.999800 | 7.00 | 19.57 |
|
Past Filings by Hopwood Financial Services
SEC 13F filings are viewable for Hopwood Financial Services going back to 2024
- Hopwood Financial Services 2025 Q1 filed May 8, 2025
- Hopwood Financial Services 2024 Q4 filed Feb. 10, 2025