Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IMCV | ISHARES TR | — | 960 | $77K | 0.05% | SOLD |
| 42 | MO | ALTRIA GROUP INC | Consumer Defensive | 1,131 | $75K | 0.05% | SOLD |
| 43 | ETN | EATON CORP PLC | Industrials | 198 | $74K | 0.05% | SOLD |
| 44 | MRK | MERCK & CO INC | Healthcare | 876 | $74K | 0.05% | SOLD |
| 45 | BAC | BANK AMERICA CORP | Financial Services | 1,400 | $72K | 0.05% | SOLD |
| 46 | KKR | KKR & CO INC | Financial Services | 500 | $65K | 0.04% | SOLD |
| 47 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 1,400 | $63K | 0.04% | SOLD |
| 48 | INTC | INTEL CORP | Technology | 1,860 | $62K | 0.04% | SOLD |
| 49 | CSM | PROSHARES TR | — | 800 | $61K | 0.04% | SOLD |
| 50 | DHR | DANAHER CORPORATION | Healthcare | 300 | $59K | 0.04% | SOLD |
| 51 | OLED | UNIVERSAL DISPLAY CORP | Technology | 410 | $59K | 0.04% | SOLD |
| 52 | VDC | VANGUARD WORLD FD | — | 274 | $58K | 0.04% | SOLD |
| 53 | VHT | VANGUARD WORLD FD | — | 225 | $58K | 0.04% | SOLD |
| 54 | MXI | ISHARES TR | — | 627 | $58K | 0.04% | SOLD |
| 55 | VPU | VANGUARD WORLD FD | — | 305 | $58K | 0.04% | SOLD |
| 56 | SOXX | ISHARES TR | — | 210 | $57K | 0.04% | SOLD |
| 57 | EXI | ISHARES TR | — | 325 | $56K | 0.04% | SOLD |
| 58 | — | ENTERGY CORP NEW | — | 600 | $56K | 0.04% | SOLD |
| 59 | MINT | PIMCO ETF TR | — | 538 | $54K | 0.04% | SOLD |
| 60 | GEN | GEN DIGITAL INC | Technology | 1,895 | $54K | 0.04% | 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%