Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 30 | $15K | 0.01% | SOLD |
| 142 | TSLA | TESLA INC | Consumer Cyclical | 33 | $15K | 0.01% | SOLD |
| 143 | SHEL | SHELL PLC | Energy | 196 | $14K | 0.01% | SOLD |
| 144 | STLD | STEEL DYNAMICS INC | Basic Materials | 100 | $14K | 0.01% | SOLD |
| 145 | SCHA | SCHWAB STRATEGIC TR | — | 496 | $14K | 0.01% | SOLD |
| 146 | EQL | ALPS ETF TR | — | 300 | $14K | 0.01% | SOLD |
| 147 | USMV | ISHARES TR | — | 145 | $14K | 0.01% | SOLD |
| 148 | LNT | ALLIANT ENERGY CORP | Utilities | 200 | $13K | 0.01% | SOLD |
| 149 | SCHX | SCHWAB STRATEGIC TR | — | 507 | $13K | 0.01% | SOLD |
| 150 | BKH | BLACK HILLS CORP | Utilities | 216 | $13K | 0.01% | SOLD |
| 151 | SYY | SYSCO CORP | Consumer Defensive | 150 | $12K | 0.01% | SOLD |
| 152 | UNM | UNUM GROUP | Financial Services | 150 | $12K | 0.01% | SOLD |
| 153 | IXJ | ISHARES TR | — | 130 | $12K | 0.01% | SOLD |
| 154 | EA | ELECTRONIC ARTS INC | Communication Services | 57 | $11K | 0.01% | SOLD |
| 155 | WDC | WESTERN DIGITAL CORP | Technology | 95 | $11K | 0.01% | SOLD |
| 156 | BIV | VANGUARD BD INDEX FDS | — | 139 | $11K | 0.01% | SOLD |
| 157 | CR | CRANE COMPANY | Industrials | 59 | $11K | 0.01% | SOLD |
| 158 | BA | BOEING CO | Industrials | 50 | $11K | 0.01% | SOLD |
| 159 | VLTO | VERALTO CORP | Industrials | 100 | $11K | 0.01% | SOLD |
| 160 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 15 | $10K | 0.01% | 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%