Hopwood Financial Services, Inc. Top Holdings and 13F Report (2025) About Hopwood Financial Services, Inc.Investment ActivityHopwood Financial Services, Inc. has $129.51 million in total holdings as of March 31, 2025.Hopwood Financial Services, Inc. owns shares of 300 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Hopwood Financial Services, Inc. has purchased 310 new stocks and bought additional shares in 67 stocks.Hopwood Financial Services, Inc. sold shares of 61 stocks and completely divested from 21 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,935,879Capital Group International Focus Equity ETF $12,499,732iShares Core S&P Mid-Cap ETF $10,998,743Vanguard Short-Term Bond ETF $6,872,659SPDR S&P MidCap 400 ETF Trust $5,645,531 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding092528843 - BLACKROCK ETF TRUST II $397,033 Holding184496107 - Clean Harbors $29,565 Holding81764X103 - SERVICETITAN INC $14,267 HoldingL8681T102 - Spotify Technology $13,751 Holding Largest Purchases this Quarter Capital Group International Focus Equity ETF 34,176 shares (about $836.63K)Berkshire Hathaway 1 shares (about $798.44K)BLACKROCK ETF TRUST II 8,016 shares (about $397.03K)Netflix 386 shares (about $359.96K)T. Rowe Price U.S. Equity Research ETF 9,192 shares (about $323.19K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,726 shares (about $749.23K)Vanguard Total International Stock ETF 6,411 shares (about $398.12K)iShares Russell 2000 Value ETF 1,707 shares (about $257.83K)Vanguard Total Bond Market ETF 3,376 shares (about $247.97K)Walt Disney 2,478 shares (about $244.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHopwood Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$12,935,879$46,989 ▲0.4%23,12510.0%FinanceCGXUCapital Group International Focus Equity ETF$12,499,732$836,628 ▲7.2%510,6109.7%ETFIJHiShares Core S&P Mid-Cap ETF$10,998,743$199,557 ▲1.8%188,4968.5%ETFBSVVanguard Short-Term Bond ETF$6,872,659$277,502 ▲4.2%87,7965.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,645,531$43,747 ▲0.8%10,5824.4%ETFIJRiShares Core S&P Small-Cap ETF$5,639,983$141,901 ▲2.6%53,9354.4%ETFXOMExxon Mobil$5,617,421$6,184 ▼-0.1%47,2334.3%EnergySCHDSchwab US Dividend Equity ETF$4,802,246$12,135 ▼-0.3%171,7543.7%ETFTCHPT. Rowe Price Blue Chip Growth ETF$3,617,636$77,361 ▲2.2%94,9762.8%ETFIVViShares Core S&P 500 ETF$2,703,566$7,867 ▲0.3%4,8112.1%ETFCGGRCapital Group Growth ETF$2,696,042$150,322 ▲5.9%78,7172.1%ETFMSFTMicrosoft$2,417,653$72,079 ▲3.1%6,4401.9%Computer and TechnologyVGTVanguard Information Technology ETF$2,358,311$40,137 ▼-1.7%4,3481.8%ETFAAPLApple$1,946,243$155,708 ▲8.7%8,7621.5%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,938,3770.0%17,6091.5%ETFTSPAT. Rowe Price U.S. Equity Research ETF$1,888,894$323,190 ▲20.6%53,7231.5%ManufacturingIVWiShares S&P 500 Growth ETF$1,881,0150.0%20,2631.5%ETFIVEiShares S&P 500 Value ETF$1,704,3070.0%8,9431.3%ETFVTIVanguard Total Stock Market ETF$1,684,265$749,234 ▼-30.8%6,1281.3%ETFVTVVanguard Value ETF$1,462,654$10,192 ▼-0.7%8,4671.1%ETFVFHVanguard Financials ETF$1,142,816$30,464 ▲2.7%9,5660.9%ETFLOWLowe's Companies$1,026,644$1,166 ▲0.1%4,4020.8%Retail/WholesaleJPMJPMorgan Chase & Co.$1,021,391$736 ▲0.1%4,1640.8%FinancePGProcter & Gamble$984,709$41,243 ▼-4.0%5,7780.8%Consumer StaplesITWIllinois Tool Works$969,472$11,160 ▼-1.1%3,9090.7%IndustrialsVXUSVanguard Total International Stock ETF$881,865$398,115 ▼-31.1%14,2010.7%ETFBNDVanguard Total Bond Market ETF$871,044$247,967 ▼-22.2%11,8590.7%ETFJNJJohnson & Johnson$834,627$35,654 ▼-4.1%5,0330.6%MedicalBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.6%FinanceGOOGLAlphabet$792,221$16,392 ▲2.1%5,1230.6%Computer and TechnologyRTXRTX$774,606$12,583 ▼-1.6%5,8480.6%AerospaceXLCCommunication Services Select Sector SPDR Fund$752,820$28,454 ▲3.9%7,8050.6%ETFPEPPepsiCo$741,908$14,844 ▼-2.0%4,9480.6%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$737,9870.0%22,3700.6%ETFVOOVanguard S&P 500 ETF$705,883$12,330 ▼-1.7%1,3740.5%ETFXLFFinancial Select Sector SPDR Fund$631,492$7,671 ▼-1.2%12,6780.5%ETFVIGVanguard Dividend Appreciation ETF$539,654$13,579 ▼-2.5%2,7820.4%ETFCOSTCostco Wholesale$515,451$58,638 ▼-10.2%5450.4%Retail/WholesaleAMGNAmgen$509,484$9,348 ▲1.9%1,6350.4%MedicalAMZNAmazon.com$473,938$40,525 ▲9.4%2,4910.4%Retail/WholesaleGOOGAlphabet$453,601$25,938 ▲6.1%2,9030.4%Computer and TechnologySASRSandy Spring Bancorp$438,1450.0%15,6760.3%FinanceABBVAbbVie$401,441$20,952 ▼-5.0%1,9160.3%MedicalLMTLockheed Martin$397,695$40,216 ▼-9.2%8900.3%AerospaceBLACKROCK ETF TRUST II$397,033$397,033 ▲New Holding8,0160.3%ISHARES HIGH YIECVXChevron$394,532$18,405 ▲4.9%2,3580.3%EnergyABTAbbott Laboratories$393,403$8,091 ▲2.1%2,9660.3%MedicalSCHWCharles Schwab$384,0420.0%4,9060.3%FinanceNFLXNetflix$374,878$359,957 ▲2,412.5%4020.3%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$349,700$18,784 ▲5.7%3,7420.3%ETFQQQInvesco QQQ$346,8970.0%7400.3%FinanceICSHiShares Ultra Short-Term Bond Active ETF$336,6480.0%6,6400.3%ETFTROWT. Rowe Price Group$328,764$5,971 ▼-1.8%3,5790.3%FinanceUNHUnitedHealth Group$325,945$17,293 ▲5.6%6220.3%MedicalXLBMaterials Select Sector SPDR Fund$325,170$23,644 ▲7.8%3,7820.3%ETFWMTWalmart$320,873$11,413 ▲3.7%3,6550.2%Retail/WholesaleIBMInternational Business Machines$317,5390.0%1,2770.2%Computer and TechnologyCLColgate-Palmolive$306,3990.0%3,2700.2%Consumer StaplesEMREmerson Electric$303,475$329 ▲0.1%2,7680.2%IndustrialsSBUXStarbucks$291,963$12,754 ▼-4.2%2,9760.2%Retail/WholesaleHDHome Depot$291,727$21,989 ▲8.2%7960.2%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$289,111$3,505 ▼-1.2%7,0930.2%ETFXLIIndustrial Select Sector SPDR Fund$285,529$43,917 ▲18.2%2,1780.2%ETFBXBlackstone$283,767$13,979 ▼-4.7%2,0300.2%FinanceNVSNovartis$270,3390.0%2,4250.2%MedicalBKNGBooking$267,446$13,833 ▲5.5%580.2%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$265,591$95,636 ▲56.3%3,2520.2%ETFAONAON$263,4000.0%6600.2%FinanceVNQVanguard Real Estate ETF$262,1140.0%2,8950.2%ETFAXPAmerican Express$261,517$12,107 ▼-4.4%9720.2%FinanceIYWiShares U.S. Technology ETF$261,2190.0%1,8600.2%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$260,674$26,067 ▲11.1%1,3200.2%FinanceVUSBVanguard Ultra-Short Bond ETF$249,2750.0%5,0000.2%ETFCSCOCisco Systems$249,022$14,380 ▼-5.5%4,0350.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$246,8300.0%1,9140.2%ETFVVVanguard Large-Cap ETF$245,4570.0%9550.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$226,641$27,438 ▲13.8%7,0210.2%ETFORCLOracle$226,493$6,991 ▲3.2%1,6200.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$225,688$79 ▲0.0%2,8620.2%ETFIUSViShares Core S&P U.S. Value ETF$222,3870.0%2,4100.2%ManufacturingFDXFedEx$217,2080.0%8910.2%TransportationQCOMQUALCOMM$215,0540.0%1,4000.2%Computer and TechnologyMAMastercard$214,6210.0%3920.2%Business ServicesVCRVanguard Consumer Discretionary ETF$211,908$1,628 ▲0.8%6510.2%ETFKBESPDR S&P Bank ETF$211,8400.0%4,0000.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$205,3590.0%4,0210.2%ETFSDYSPDR S&P Dividend ETF$189,9520.0%1,4000.1%ETFADPAutomatic Data Processing$189,4290.0%6200.1%Business ServicesVVisa$187,417$16,815 ▲9.9%5350.1%Business ServicesMCDMcDonald's$186,945$9,379 ▼-4.8%5980.1%Retail/WholesaleFIFiserv$176,6640.0%8000.1%Business ServicesNSCNorfolk Southern$170,824$11,846 ▲7.5%7210.1%TransportationMMM3M$159,760$4,405 ▼-2.7%1,0880.1%Multi-Sector ConglomeratesIWFiShares Russell 1000 Growth ETF$159,6020.0%4420.1%ETFKOCoca-Cola$157,686$4,010 ▼-2.5%2,2020.1%Consumer StaplesPMPhilip Morris International$148,536$7,935 ▼-5.1%9360.1%Consumer StaplesACNAccenture$140,4180.0%4500.1%Computer and TechnologyUSBU.S. Bancorp$140,203$6,121 ▼-4.2%3,3210.1%FinanceCATCaterpillar$139,617$8,252 ▼-5.6%4230.1%IndustrialsHSYHershey$136,8240.0%8000.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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