Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DUK | DUKE ENERGY CORP NEW | Utilities | 325 | $40K | 0.03% | SOLD |
| 82 | SLV | ISHARES SILVER TR | Financial Services | 900 | $38K | 0.03% | SOLD |
| 83 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 136 | $38K | 0.03% | SOLD |
| 84 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 60 | $38K | 0.03% | SOLD |
| 85 | IYG | ISHARES TR | — | 415 | $37K | 0.03% | SOLD |
| 86 | LLY | ELI LILLY & CO | Healthcare | 47 | $36K | 0.02% | SOLD |
| 87 | IGV | ISHARES TR | — | 300 | $35K | 0.02% | SOLD |
| 88 | VB | VANGUARD INDEX FDS | — | 135 | $34K | 0.02% | SOLD |
| 89 | ADI | ANALOG DEVICES INC | Technology | 139 | $34K | 0.02% | SOLD |
| 90 | BLK | BLACKROCK INC | Financial Services | 29 | $34K | 0.02% | SOLD |
| 91 | O | REALTY INCOME CORP | Real Estate | 550 | $33K | 0.02% | SOLD |
| 92 | BDX | BECTON DICKINSON & CO | Healthcare | 170 | $32K | 0.02% | SOLD |
| 93 | IEFA | ISHARES TR | — | 358 | $31K | 0.02% | SOLD |
| 94 | GE | GE AEROSPACE | Industrials | 103 | $31K | 0.02% | SOLD |
| 95 | MCK | MCKESSON CORP | Healthcare | 40 | $31K | 0.02% | SOLD |
| 96 | NOC | NORTHROP GRUMMAN CORP | Industrials | 50 | $30K | 0.02% | SOLD |
| 97 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 160 | $30K | 0.02% | SOLD |
| 98 | CSGP | COSTAR GROUP INC | Real Estate | 350 | $30K | 0.02% | SOLD |
| 99 | SPMD | SPDR SERIES TRUST | — | 488 | $28K | 0.02% | SOLD |
| 100 | NKE | NIKE INC | Consumer Cyclical | 400 | $28K | 0.02% | 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%