Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | LRCX | LAM RESEARCH CORP | Technology | 400 | $54K | 0.04% | SOLD |
| 62 | DVY | ISHARES TR | — | 366 | $52K | 0.04% | SOLD |
| 63 | MSTR | STRATEGY INC | Technology | 160 | $52K | 0.03% | SOLD |
| 64 | OTIS | OTIS WORLDWIDE CORP | Industrials | 562 | $51K | 0.03% | SOLD |
| 65 | SCHG | SCHWAB STRATEGIC TR | — | 1,584 | $51K | 0.03% | SOLD |
| 66 | ENB | ENBRIDGE INC | Energy | 984 | $50K | 0.03% | SOLD |
| 67 | BINC | BLACKROCK ETF TRUST II | — | 900 | $48K | 0.03% | SOLD |
| 68 | CVBF | CVB FINL CORP | Financial Services | 2,493 | $47K | 0.03% | SOLD |
| 69 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 352 | $47K | 0.03% | SOLD |
| 70 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 800 | $46K | 0.03% | SOLD |
| 71 | SHOP | SHOPIFY INC | Technology | 305 | $45K | 0.03% | SOLD |
| 72 | DLTR | DOLLAR TREE INC | Consumer Defensive | 475 | $45K | 0.03% | SOLD |
| 73 | RY | ROYAL BK CDA | Financial Services | 300 | $44K | 0.03% | SOLD |
| 74 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 1,400 | $44K | 0.03% | SOLD |
| 75 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 166 | $43K | 0.03% | SOLD |
| 76 | CMCSA | COMCAST CORP NEW | Communication Services | 1,348 | $42K | 0.03% | SOLD |
| 77 | LAZ | LAZARD INC | Financial Services | 800 | $42K | 0.03% | SOLD |
| 78 | BIIB | BIOGEN INC | Healthcare | 300 | $42K | 0.03% | SOLD |
| 79 | MS | MORGAN STANLEY | Financial Services | 264 | $42K | 0.03% | SOLD |
| 80 | HON | HONEYWELL INTL INC | Industrials | 195 | $41K | 0.03% | 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%