Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | SCHB | SCHWAB STRATEGIC TR | — | 132 | $3K | 0.00% | SOLD |
| 202 | PINS | PINTEREST INC | Communication Services | 100 | $3K | 0.00% | SOLD |
| 203 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 50 | $3K | 0.00% | SOLD |
| 204 | GM | GENERAL MTRS CO | Consumer Cyclical | 50 | $3K | 0.00% | SOLD |
| 205 | TDOC | TELADOC HEALTH INC | Healthcare | 340 | $3K | 0.00% | SOLD |
| 206 | NANR | SPDR INDEX SHS FDS | — | 40 | $3K | 0.00% | SOLD |
| 207 | — | SINCLAIR INC | — | 150 | $2K | 0.00% | SOLD |
| 208 | — | RALLIANT CORP | — | 50 | $2K | 0.00% | SOLD |
| 209 | ILMN | ILLUMINA INC | Healthcare | 20 | $2K | 0.00% | SOLD |
| 210 | SOLV | SOLVENTUM CORP | Healthcare | 25 | $2K | 0.00% | SOLD |
| 211 | VOT | VANGUARD INDEX FDS | — | 5 | $1K | 0.00% | SOLD |
| 212 | SCHV | SCHWAB STRATEGIC TR | — | 43 | $1K | 0.00% | SOLD |
| 213 | JOBY | JOBY AVIATION INC | Industrials | 75 | $1K | 0.00% | SOLD |
| 214 | VBR | VANGUARD INDEX FDS | — | 5 | $1K | 0.00% | SOLD |
| 215 | BRCC | BRC INC | Consumer Defensive | 535 | $835.0 | 0.00% | SOLD |
| 216 | DNA | GINKGO BIOWORKS HOLDINGS INC | Healthcare | 37 | $540.0 | — | SOLD |
| 217 | ORMP | ORAMED PHARMACEUTICALS INC | Healthcare | 200 | $528.0 | — | SOLD |
| 218 | GLSI | GREENWICH LIFESCIENCES INC | Healthcare | 50 | $498.0 | — | SOLD |
| 219 | KODK | EASTMAN KODAK CO | Industrials | 70 | $449.0 | — | SOLD |
| 220 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 7 | $115.0 | — | SOLD |
Sector Allocation
Financial Services
50.4%
Technology
12.7%
Energy
11.1%
Healthcare
5.8%
Industrials
5.5%
Communication Services
5.3%
Consumer Defensive
5.0%
Consumer Cyclical
4.3%