Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | TFC | TRUIST FINL CORP | Financial Services | 600 | $27K | 0.02% | SOLD |
| 102 | RPM | RPM INTL INC | Basic Materials | 230 | $27K | 0.02% | SOLD |
| 103 | GLD | SPDR GOLD TR | Financial Services | 75 | $27K | 0.02% | SOLD |
| 104 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 225 | $26K | 0.02% | SOLD |
| 105 | CLH | CLEAN HARBORS INC | Industrials | 110 | $26K | 0.02% | SOLD |
| 106 | PFE | PFIZER INC | Healthcare | 1,000 | $25K | 0.02% | SOLD |
| 107 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 209 | $25K | 0.02% | SOLD |
| 108 | PAYX | PAYCHEX INC | Industrials | 200 | $25K | 0.02% | SOLD |
| 109 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 225 | $25K | 0.02% | SOLD |
| 110 | CVS | CVS HEALTH CORP | Healthcare | 333 | $25K | 0.02% | SOLD |
| 111 | PANW | PALO ALTO NETWORKS INC | Technology | 120 | $24K | 0.02% | SOLD |
| 112 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 120 | $24K | 0.02% | SOLD |
| 113 | UPS | UNITED PARCEL SERVICE INC | Industrials | 284 | $24K | 0.02% | SOLD |
| 114 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 90 | $23K | 0.02% | SOLD |
| 115 | VEU | VANGUARD INTL EQUITY INDEX F | — | 326 | $23K | 0.02% | SOLD |
| 116 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 120 | $23K | 0.01% | SOLD |
| 117 | NOW | SERVICENOW INC | Technology | 25 | $23K | 0.01% | SOLD |
| 118 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 301 | $23K | 0.01% | SOLD |
| 119 | CRM | SALESFORCE INC | Technology | 95 | $23K | 0.01% | SOLD |
| 120 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 200 | $22K | 0.01% | 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%