Hopwood Financial Services, Inc. Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$129.5M
Holdings
300
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $12.9M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $12.5M |
IJHISHARES TR | $11.0M |
BSVVANGUARD BD INDEX FDS | $6.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.6M |
IJRISHARES TR | $5.6M |
XOMEXXON MOBIL CORP | $5.6M |
SCHDSCHWAB STRATEGIC TR | $4.8M |
TMEDT ROWE PRICE ETF INC | $3.6M |
IVVISHARES TR | $2.7M |
CGGRCAPITAL GROUP GROWTH ETF | $2.7M |
MSFTMICROSOFT CORP | $2.4M |
VGTVANGUARD WORLD FD | $2.4M |
AAPLAPPLE INC | $1.9M |
GSLCGOLDMAN SACHS ETF TR | $1.9M |
TSPAT ROWE PRICE ETF INC | $1.9M |
IVWISHARES TR | $1.9M |
IVEISHARES TR | $1.7M |
VTIVANGUARD INDEX FDS | $1.7M |
VTVVANGUARD INDEX FDS | $1.5M |
VFHVANGUARD WORLD FD | $1.1M |
LOWLOWES COS INC | $1.0M |
JPMJPMORGAN CHASE & CO. | $1.0M |
PGPROCTER AND GAMBLE CO | $985K |
ITWILLINOIS TOOL WKS INC | $969K |
VXUSVANGUARD STAR FDS | $882K |
BNDVANGUARD BD INDEX FDS | $871K |
JNJJOHNSON & JOHNSON | $835K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
GOOGLALPHABET INC | $792K |
RTXRTX CORPORATION | $775K |
XLCSELECT SECTOR SPDR TR | $753K |
PEPPEPSICO INC | $742K |
DFACDIMENSIONAL ETF TRUST | $738K |
VOOVANGUARD INDEX FDS | $706K |
XLFSELECT SECTOR SPDR TR | $631K |
VIGVANGUARD SPECIALIZED FUNDS | $540K |
COSTCOSTCO WHSL CORP NEW | $515K |
AMGNAMGEN INC | $509K |
AMZNAMAZON COM INC | $474K |
GOOGALPHABET INC | $454K |
SD2SANDY SPRING BANCORP INC | $438K |
ABBVABBVIE INC | $401K |
LMTLOCKHEED MARTIN CORP | $398K |
HIMUBLACKROCK ETF TRUST II | $397K |
CVXCHEVRON CORP NEW | $395K |
ABTABBOTT LABS | $393K |
SCHWSCHWAB CHARLES CORP | $384K |
NFLXNETFLIX INC | $375K |
XLESELECT SECTOR SPDR TR | $350K |
NDQINVESCO QQQ TR | $347K |
ICSHISHARES TR | $337K |
TROWPRICE T ROWE GROUP INC | $329K |
UNHUNITEDHEALTH GROUP INC | $326K |
XLBSELECT SECTOR SPDR TR | $325K |
WMTWALMART INC | $321K |
IBMINTERNATIONAL BUSINESS MACHS | $318K |
CLCOLGATE PALMOLIVE CO | $306K |
EMREMERSON ELEC CO | $303K |
SBUXSTARBUCKS CORP | $292K |
HDHOME DEPOT INC | $292K |
SPSMSPDR SER TR | $289K |
XLISELECT SECTOR SPDR TR | $286K |
BXBLACKSTONE INC | $284K |
NVSNNOVARTIS AG | $270K |
BKNGBOOKING HOLDINGS INC | $267K |
XLFISELECT SECTOR SPDR TR | $266K |
AONAON PLC | $263K |
VNQVANGUARD INDEX FDS | $262K |
AXPAMERICAN EXPRESS CO | $262K |
IYWISHARES TR | $261K |
XLYSELECT SECTOR SPDR TR | $261K |
VUSBVANGUARD BD INDEX FDS | $249K |
CSCOCISCO SYS INC | $249K |
VYMVANGUARD WHITEHALL FDS | $247K |
VVVANGUARD INDEX FDS | $245K |
TCAFT ROWE PRICE ETF INC | $227K |
ORCLORACLE CORP | $226K |
XLUSELECT SECTOR SPDR TR | $226K |
IUSVISHARES TR | $222K |
FDXFEDEX CORP | $217K |
QCOMQUALCOMM INC | $215K |
MAMASTERCARD INCORPORATED | $215K |
VCRVANGUARD WORLD FD | $212K |
KBESPDR SER TR | $212K |
SPYVSPDR SER TR | $205K |
SDYSPDR SER TR | $190K |
ADPAUTOMATIC DATA PROCESSING IN | $189K |
VVISA INC | $187K |
MCDMCDONALDS CORP | $187K |
FISVFISERV INC | $177K |
NSCNORFOLK SOUTHN CORP | $171K |
MMM3M CO | $160K |
IWFISHARES TR | $160K |
KOCOCA COLA CO | $158K |
4I1PHILIP MORRIS INTL INC | $149K |
ACNACCENTURE PLC IRELAND | $140K |
USBUS BANCORP DEL | $140K |
CATCATERPILLAR INC | $140K |
HSYHERSHEY CO | $137K |
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