Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | PSX | PHILLIPS 66 | Energy | 75 | $10K | 0.01% | SOLD |
| 162 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 113 | $10K | 0.01% | SOLD |
| 163 | TRV | TRAVELERS COMPANIES INC | Financial Services | 35 | $10K | 0.01% | SOLD |
| 164 | RPG | INVESCO EXCHANGE TRADED FD T | — | 200 | $10K | 0.01% | SOLD |
| 165 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 50 | $10K | 0.01% | SOLD |
| 166 | CB | CHUBB LIMITED | Financial Services | 33 | $9K | 0.01% | SOLD |
| 167 | MTN | VAIL RESORTS INC | Consumer Cyclical | 60 | $9K | 0.01% | SOLD |
| 168 | WFC | WELLS FARGO CO NEW | Financial Services | 100 | $8K | 0.01% | SOLD |
| 169 | VOE | VANGUARD INDEX FDS | — | 48 | $8K | 0.01% | SOLD |
| 170 | PH | PARKER-HANNIFIN CORP | Industrials | 11 | $8K | 0.01% | SOLD |
| 171 | ED | CONSOLIDATED EDISON INC | Utilities | 80 | $8K | 0.01% | SOLD |
| 172 | GIS | GENERAL MLS INC | Consumer Defensive | 157 | $8K | 0.01% | SOLD |
| 173 | FTV | FORTIVE CORP | Technology | 150 | $7K | 0.01% | SOLD |
| 174 | UNP | UNION PAC CORP | Industrials | 30 | $7K | 0.01% | SOLD |
| 175 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 3 | $7K | 0.01% | SOLD |
| 176 | TGT | TARGET CORP | Consumer Defensive | 75 | $7K | 0.00% | SOLD |
| 177 | UPST | UPSTART HLDGS INC | Financial Services | 130 | $7K | 0.00% | SOLD |
| 178 | IEMG | ISHARES INC | — | 100 | $7K | 0.00% | SOLD |
| 179 | CUBI | CUSTOMERS BANCORP INC | Financial Services | 100 | $7K | 0.00% | SOLD |
| 180 | RIOT | RIOT PLATFORMS INC | Financial Services | 335 | $6K | 0.00% | 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%