Portfolio (Quarterly)
Guide ↗
Hopwood Financial Services, Inc.
· CIK 0002023166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | LOPE | GRAND CANYON ED INC | Consumer Defensive | 100 | $22K | 0.01% | SOLD |
| 122 | PRU | PRUDENTIAL FINL INC | Financial Services | 209 | $22K | 0.01% | SOLD |
| 123 | HCA | HCA HEALTHCARE INC | Healthcare | 50 | $21K | 0.01% | SOLD |
| 124 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 150 | $21K | 0.01% | SOLD |
| 125 | COP | CONOCOPHILLIPS | Energy | 220 | $21K | 0.01% | SOLD |
| 126 | VIS | VANGUARD WORLD FD | — | 70 | $21K | 0.01% | SOLD |
| 127 | NGG | NATIONAL GRID PLC | Utilities | 275 | $20K | 0.01% | SOLD |
| 128 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 200 | $20K | 0.01% | SOLD |
| 129 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 227 | $19K | 0.01% | SOLD |
| 130 | CEG | CONSTELLATION ENERGY CORP | Utilities | 56 | $18K | 0.01% | SOLD |
| 131 | MMS | MAXIMUS INC | Industrials | 200 | $18K | 0.01% | SOLD |
| 132 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 56 | $18K | 0.01% | SOLD |
| 133 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 700 | $17K | 0.01% | SOLD |
| 134 | LOGI | LOGITECH INTL S A | Technology | 150 | $16K | 0.01% | SOLD |
| 135 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 199 | $16K | 0.01% | SOLD |
| 136 | ITB | ISHARES TR | — | 150 | $16K | 0.01% | SOLD |
| 137 | TTAN | SERVICETITAN INC | Technology | 150 | $15K | 0.01% | SOLD |
| 138 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 50 | $15K | 0.01% | SOLD |
| 139 | ON | ON SEMICONDUCTOR CORP | Technology | 300 | $15K | 0.01% | SOLD |
| 140 | XYL | XYLEM INC | Industrials | 100 | $15K | 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%