Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 239 | $116K | 0.08% | SOLD |
| 22 | IWN | ISHARES TR | — | 655 | $116K | 0.08% | SOLD |
| 23 | ACN | ACCENTURE PLC IRELAND | Technology | 450 | $111K | 0.07% | SOLD |
| 24 | AMP | AMERIPRISE FINL INC | Financial Services | 215 | $106K | 0.07% | SOLD |
| 25 | FISV | FISERV INC | Technology | 800 | $103K | 0.07% | SOLD |
| 26 | TJX | TJX COS INC NEW | Consumer Cyclical | 698 | $101K | 0.07% | SOLD |
| 27 | IWD | ISHARES TR | — | 489 | $100K | 0.07% | SOLD |
| 28 | TT | TRANE TECHNOLOGIES PLC | Industrials | 234 | $99K | 0.07% | SOLD |
| 29 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 1,558 | $97K | 0.07% | SOLD |
| 30 | EFA | ISHARES TR | — | 1,035 | $97K | 0.07% | SOLD |
| 31 | XBI | SPDR SERIES TRUST | — | 950 | $95K | 0.06% | SOLD |
| 32 | ADBE | ADOBE INC | Technology | 265 | $93K | 0.06% | SOLD |
| 33 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 1,540 | $92K | 0.06% | SOLD |
| 34 | IWR | ISHARES TR | — | 945 | $91K | 0.06% | SOLD |
| 35 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 900 | $91K | 0.06% | SOLD |
| 36 | SO | SOUTHERN CO | Utilities | 950 | $90K | 0.06% | SOLD |
| 37 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 721 | $90K | 0.06% | SOLD |
| 38 | MDT | MEDTRONIC PLC | Healthcare | 850 | $81K | 0.05% | SOLD |
| 39 | D | DOMINION ENERGY INC | Utilities | 1,301 | $80K | 0.05% | SOLD |
| 40 | NEE | NEXTERA ENERGY INC | Utilities | 1,030 | $78K | 0.05% | 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%