Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | ZS | ZSCALER INC | Technology | 20 | $6K | 0.00% | SOLD |
| 182 | VGSH | VANGUARD SCOTTSDALE FDS | — | 100 | $6K | 0.00% | SOLD |
| 183 | C | CITIGROUP INC | Financial Services | 56 | $6K | 0.00% | SOLD |
| 184 | XLRE | SELECT SECTOR SPDR TR | — | 124 | $5K | 0.00% | SOLD |
| 185 | NEAR | ISHARES U S ETF TR | — | 100 | $5K | 0.00% | SOLD |
| 186 | KD | KYNDRYL HLDGS INC | Technology | 168 | $5K | 0.00% | SOLD |
| 187 | VDE | VANGUARD WORLD FD | — | 40 | $5K | 0.00% | SOLD |
| 188 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 26 | $5K | 0.00% | SOLD |
| 189 | ABNB | AIRBNB INC | Consumer Cyclical | 40 | $5K | 0.00% | SOLD |
| 190 | GPK | GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 245 | $5K | 0.00% | SOLD |
| 191 | BGC | BGC GROUP INC | Financial Services | 500 | $5K | 0.00% | SOLD |
| 192 | IOVA | IOVANCE BIOTHERAPEUTICS INC | Healthcare | 2,000 | $4K | 0.00% | SOLD |
| 193 | IBB | ISHARES TR | — | 30 | $4K | 0.00% | SOLD |
| 194 | NVO | NOVO-NORDISK A S | Healthcare | 78 | $4K | 0.00% | SOLD |
| 195 | NMRK | NEWMARK GROUP INC | Real Estate | 231 | $4K | 0.00% | SOLD |
| 196 | IAU | ISHARES GOLD TR | Financial Services | 57 | $4K | 0.00% | SOLD |
| 197 | BANC | BANC OF CALIFORNIA INC | Financial Services | 233 | $4K | 0.00% | SOLD |
| 198 | — | THOMSON REUTERS CORP | — | 23 | $4K | 0.00% | SOLD |
| 199 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 9 | $4K | 0.00% | SOLD |
| 200 | CVE | CENOVUS ENERGY INC | Energy | 202 | $3K | 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%