Hwg Holdings Lp Top Holdings and 13F Report (2025) About Hwg Holdings LpInvestment ActivityHwg Holdings Lp has $341.78 million in total holdings as of June 30, 2025.Hwg Holdings Lp owns shares of 54 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 40.03% of the portfolio was purchased this quarter.About 13.83% of the portfolio was sold this quarter.This quarter, Hwg Holdings Lp has purchased 131 new stocks and bought additional shares in 22 stocks.Hwg Holdings Lp sold shares of 13 stocks and completely divested from 92 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $44,368,893Invesco QQQ $32,104,896Microsoft $23,098,988Meta Platforms $21,065,089Curtiss-Wright $20,023,710 Largest New Holdings this Quarter 46090e103 - Invesco QQQ $32,104,896 Holding25809K105 - DOOR DASH $11,722,044 HoldingM3760D101 - Elbit Systems $5,427,712 Holding90353T100 - Uber Technologies $3,596,155 HoldingcallANET2 - CALL (ANET) ANET $100 EXP 6/18 $3,039,553 Holding Largest Purchases this Quarter Invesco QQQ 58,199 shares (about $32.10M)NVIDIA 109,326 shares (about $17.27M)DOOR DASH 47,552 shares (about $11.72M)Broadcom 40,731 shares (about $11.23M)iShares Core S&P 500 ETF 14,107 shares (about $8.76M) Largest Sales this Quarter Apple 60,872 shares (about $12.49M)Moody's 15,939 shares (about $7.99M)Copart 87,677 shares (about $4.30M)Kinder Morgan 138,277 shares (about $4.07M)Kodiak Gas Services 112,079 shares (about $3.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHwg Holdings Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$44,368,893$8,759,036 ▲24.6%71,45913.0%ETFQQQInvesco QQQ$32,104,896$32,104,896 ▲New Holding58,1999.4%FinanceMSFTMicrosoft$23,098,988$4,848,703 ▲26.6%46,4396.8%Computer and TechnologyMETAMeta Platforms$21,065,089$2,313,174 ▲12.3%28,5406.2%Computer and TechnologyCWCurtiss-Wright$20,023,710$2,695,330 ▲15.6%40,9865.9%AerospaceNVDANVIDIA$17,815,742$17,272,414 ▲3,179.0%112,7655.2%Computer and TechnologyGOOGLAlphabet$14,997,878$655,752 ▲4.6%85,1044.4%Computer and TechnologyJPMJPMorgan Chase & Co.$14,363,591$523,288 ▲3.8%49,5454.2%FinanceAMZNAmazon.com$13,268,268$743,513 ▲5.9%60,4783.9%Retail/WholesaleCOSTCostco Wholesale$12,185,171$678,109 ▲5.9%12,3093.6%Retail/WholesaleDOOR DASH$11,722,044$11,722,044 ▲New Holding47,5523.4%COMAVGOBroadcom$11,386,275$11,227,501 ▲7,071.4%41,3073.3%Computer and TechnologyBROBrown & Brown$8,096,171$279,392 ▲3.6%73,0242.4%FinanceNTRANatera$7,143,797$232,968 ▲3.4%42,2862.1%MedicalNFLXNetflix$7,098,728$3,370,590 ▼-32.2%5,3012.1%Consumer DiscretionaryRCLRoyal Caribbean Cruises$6,764,450$6,628,860 ▲4,888.9%21,6022.0%Consumer DiscretionaryBSXBoston Scientific$6,455,663$896,122 ▲16.1%60,1031.9%MedicalAAPLApple$6,101,551$12,489,109 ▼-67.2%29,7391.8%Computer and TechnologyAROCArchrock$5,953,713$1,151,119 ▼-16.2%239,7791.7%EnergyESLTElbit Systems$5,427,712$5,427,712 ▲New Holding12,0751.6%AerospaceCTASCintas$4,209,346$6,909 ▼-0.2%18,8871.2%Business ServicesUBERUber Technologies$3,596,155$3,596,155 ▲New Holding38,5441.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$3,461,498$187,249 ▲5.7%47,6201.0%ETFTSMTaiwan Semiconductor Manufacturing$3,115,823$2,895,222 ▲1,312.4%13,7570.9%Computer and TechnologyCALL (ANET) ANET $100 EXP 6/18$3,039,553$3,039,553 ▲New Holding1,4200.9%CALLCRWDCrowdStrike$2,803,752$313,226 ▲12.6%5,5050.8%Computer and TechnologyCALL (AVGO) BROADCOM INC $300$2,803,700$2,803,700 ▲New Holding1,0600.8%CALLCALL (META) META PLATFORMS INC$2,783,827$2,783,827 ▲New Holding1760.8%CALLONEQFidelity NASDAQ Composite Index ETF$2,551,105$2,551,105 ▲New Holding31,8490.7%ETFCALL (AMD) ADVANCED MICRO DEVI$2,369,460$2,369,460 ▲New Holding1,1730.7%CALLNOWServiceNow$2,260,748$2,260,748 ▲New Holding2,1990.7%Computer and TechnologyROADConstruction Partners$2,259,938$2,259,938 ▲New Holding21,2640.7%ConstructionMCOMoody's$2,172,386$7,994,842 ▼-78.6%4,3310.6%FinanceTWTradeweb Markets$1,894,123$108,190 ▼-5.4%12,9380.6%FinanceVTIVanguard Total Stock Market ETF$1,543,580$242,827 ▼-13.6%5,0790.5%ETFSELECT STOXX EUROPE AERSSPC &$1,357,801$1,357,801 ▲New Holding31,4670.4%COMKGSKodiak Gas Services$1,235,194$3,840,949 ▼-75.7%36,0430.4%EnergyCNSWFConstellation Software$1,152,418$550,518 ▲91.5%3140.3%Computer and TechnologyARISTA NETWORKS INC$1,037,628$650,999 ▲168.4%10,1420.3%COMSPGIS&P Global$748,752$8,964 ▼-1.2%1,4200.2%FinanceFEUZFirst Trust Eurozone AlphaDEX ETF$740,484$740,484 ▲New Holding13,4000.2%ManufacturingBERKSHIRE HATHAWAY INC DEL CL$733,027$575,152 ▲364.3%1,5090.2%COMISRGIntuitive Surgical$652,635$2,274,169 ▼-77.7%1,2010.2%MedicalEZUiShares MSCI Eurozone ETF$580,351$580,351 ▲New Holding9,7620.2%ETFEPDEnterprise Products Partners$568,010$13,241 ▲2.4%18,3170.2%EnergyKMIKinder Morgan$448,850$4,065,346 ▼-90.1%15,2670.1%EnergySPYSPDR S&P 500 ETF Trust$353,410$20,389 ▲6.1%5720.1%FinanceMELIMercadoLibre$337,1580.0%1290.1%Retail/WholesaleDVYiShares Select Dividend ETF$298,8220.0%2,2500.1%ETFXOMExxon Mobil$266,158$39,670 ▼-13.0%2,4690.1%EnergyDFUSDimensional U.S. Equity ETF$255,9490.0%3,8190.1%ETFPBProsperity Bancshares$251,248$251,248 ▲New Holding3,5770.1%FinanceDFUVDimensional US Marketwide Value ETF$240,8230.0%5,6960.1%ETFCPRTCopart$215,417$4,302,304 ▼-95.2%4,3900.1%Business ServicesMLIMueller Industries$0$1,983,447 ▼-100.0%00.0%IndustrialsCRMSalesforce$0$1,145,629 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$234,640 ▼-100.0%00.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$213,175 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$203,702 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$200,696 ▼-100.0%00.0%MedicalCORPAY INC$0$195,981 ▼-100.0%00.0%COMWASTE CONNECTIONS INC$0$156,152 ▼-100.0%00.0%COMVIGVanguard Dividend Appreciation ETF$0$139,867 ▼-100.0%00.0%ETFAPOApollo Global Management$0$119,822 ▼-100.0%00.0%FinanceGILDGilead Sciences$0$102,638 ▼-100.0%00.0%MedicalIJHiShares Core S&P Mid-Cap ETF$0$100,187 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$100,018 ▼-100.0%00.0%MedicalVVisa$0$98,129 ▼-100.0%00.0%Business ServicesCPTCamden Property Trust$0$97,840 ▼-100.0%00.0%FinanceCMSCMS Energy$0$97,643 ▼-100.0%00.0%UtilitiesBRBroadridge Financial Solutions$0$96,984 ▼-100.0%00.0%Computer and TechnologyDOMINOS PIZZA INC COM$0$91,890 ▼-100.0%00.0%COMECLEcolab$0$88,732 ▼-100.0%00.0%Basic MaterialsAMATApplied Materials$0$87,652 ▼-100.0%00.0%Computer and TechnologyGWWW.W. Grainger$0$81,002 ▼-100.0%00.0%IndustrialsMSIMotorola Solutions$0$78,806 ▼-100.0%00.0%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$0$78,033 ▼-100.0%00.0%ETFIWNiShares Russell 2000 Value ETF$0$77,755 ▼-100.0%00.0%ETFJXNJackson Financial$0$72,218 ▼-100.0%00.0%FinanceSYKStryker$0$70,727 ▼-100.0%00.0%MedicalCPCanadian Pacific Kansas City$0$70,210 ▼-100.0%00.0%TransportationVMCVulcan Materials$0$69,990 ▼-100.0%00.0%ConstructionTDGTransdigm Group$0$69,164 ▼-100.0%00.0%AerospaceGOOGAlphabet$0$57,649 ▼-100.0%00.0%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$0$55,455 ▼-100.0%00.0%ETFCDNSCadence Design Systems$0$54,172 ▼-100.0%00.0%Computer and TechnologyGLDSPDR Gold Shares$0$52,730 ▼-100.0%00.0%FinanceGEGE Aerospace$0$50,838 ▼-100.0%00.0%AerospaceCATCaterpillar$0$49,470 ▼-100.0%00.0%IndustrialsPAYXPaychex$0$46,284 ▼-100.0%00.0%Computer and TechnologyNOCNorthrop Grumman$0$46,081 ▼-100.0%00.0%AerospaceSHWSherwin-Williams$0$45,744 ▼-100.0%00.0%Basic MaterialsMSCIMSCI$0$43,543 ▼-100.0%00.0%FinanceABBVAbbVie$0$42,114 ▼-100.0%00.0%MedicalETEnergy Transfer$0$38,091 ▼-100.0%00.0%EnergyWFCWells Fargo & Company$0$37,690 ▼-100.0%00.0%FinanceNSCNorfolk Southern$0$34,580 ▼-100.0%00.0%TransportationPANWPalo Alto Networks$0$30,715 ▼-100.0%00.0%Computer and TechnologyDMLPDorchester Minerals$0$29,117 ▼-100.0%00.0%EnergyPGRProgressive$0$28,301 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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