Hwg Holdings Lp Top Holdings and 13F Report (2025) About Hwg Holdings LpInvestment ActivityHwg Holdings Lp has $394.59 million in total holdings as of September 30, 2025.Hwg Holdings Lp owns shares of 57 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 53.74% of the portfolio was purchased this quarter.About 11.01% of the portfolio was sold this quarter.This quarter, Hwg Holdings Lp has purchased 39 new stocks and bought additional shares in 12 stocks.Hwg Holdings Lp sold shares of 11 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $44,225,336Invesco QQQ $38,846,340NVIDIA $25,837,225Microsoft $25,744,460Alphabet $21,559,567 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $38,846,340 Holding67066G104 - NVIDIA $25,837,225 Holding02079K305 - Alphabet $21,559,567 Holding46625H100 - JPMorgan Chase & Co. $16,475,224 Holding11135F101 - Broadcom $15,707,675 Holding Largest Purchases this Quarter Invesco QQQ 64,704 shares (about $38.85M)NVIDIA 138,478 shares (about $25.84M)Alphabet 88,686 shares (about $21.56M)JPMorgan Chase & Co. 52,231 shares (about $16.48M)Broadcom 47,612 shares (about $15.71M) Largest Sales this Quarter Royal Caribbean Cruises 20,670 shares (about $6.69M)Curtiss-Wright 9,789 shares (about $5.31M)iShares Core S&P 500 ETF 5,382 shares (about $3.60M)Cintas 12,371 shares (about $2.54M)DOOR DASH 2,497 shares (about $679.16K) 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$44,225,336$3,602,173 ▼-7.5%66,07711.2%ETFQQQInvesco QQQ$38,846,340$38,846,340 ▲New Holding64,7049.8%FinanceNVDANVIDIA$25,837,225$25,837,225 ▲New Holding138,4786.5%Computer and TechnologyMSFTMicrosoft$25,744,460$1,691,609 ▲7.0%49,7056.5%Computer and TechnologyGOOGLAlphabet$21,559,567$21,559,567 ▲New Holding88,6865.5%Computer and TechnologyMETAMeta Platforms$21,315,380$356,174 ▲1.7%29,0255.4%Computer and TechnologyCWCurtiss-Wright$16,938,099$5,314,840 ▼-23.9%31,1974.3%AerospaceJPMJPMorgan Chase & Co.$16,475,224$16,475,224 ▲New Holding52,2314.2%FinanceAVGOBroadcom$15,707,675$15,707,675 ▲New Holding47,6124.0%Computer and TechnologyAMZNAmazon.com$15,605,938$2,326,783 ▲17.5%71,0754.0%Retail/WholesaleDOOR DASH$12,254,509$679,159 ▼-5.3%45,0553.1%COMCOSTCostco Wholesale$11,398,208$11,398,208 ▲New Holding12,3142.9%Retail/WholesaleESLTElbit Systems$9,862,081$3,706,246 ▲60.2%19,3452.5%AerospaceTSMTaiwan Semiconductor Manufacturing$8,511,083$4,668,891 ▲121.5%30,4742.2%Computer and TechnologyMLIMueller Industries$7,985,162$7,985,162 ▲New Holding78,9752.0%IndustrialsCALL (ANET) ANET $100 EXP 06/1$7,675,783$7,675,783 ▲New Holding1,4191.9%CALLAAPLApple$7,297,696$274,746 ▼-3.6%28,6601.8%Computer and TechnologyUBERUber Technologies$7,034,932$3,258,776 ▲86.3%71,8071.8%Computer and TechnologyNFLXNetflix$6,645,614$6,645,614 ▲New Holding5,5431.7%Consumer DiscretionaryBROBrown & Brown$6,293,403$555,518 ▼-8.1%67,1011.6%FinanceBSXBoston Scientific$5,718,677$149,179 ▼-2.5%58,5751.4%MedicalCALL (AVGO) BROADCOM INC $300$5,386,538$5,386,538 ▲New Holding1,0601.4%CALLSPLGSPDR Portfolio S&P 500 ETF$3,505,010$3,505,010 ▲New Holding44,7410.9%ETFARISTA NETWORKS INC$3,427,973$1,950,182 ▲132.0%23,5260.9%COMCALL (AMD) ADVANCED MICRO DEVI$3,360,476$3,360,476 ▲New Holding1,1720.9%CALLCALL (NVDA) NVIDIA $180 EXP 01$3,123,710$3,123,710 ▲New Holding1,4810.8%CALLONEQFidelity NASDAQ Composite Index ETF$3,035,411$196,710 ▲6.9%34,0560.8%ETFSHOPIFY INC F CLASS A$2,993,451$2,993,451 ▲New Holding20,1430.8%COMEEMiShares MSCI Emerging Markets ETF$2,949,015$2,949,015 ▲New Holding55,2250.7%FinanceROADConstruction Partners$2,924,556$224,028 ▲8.3%23,0280.7%ConstructionBLDTopBuild$2,823,573$2,823,573 ▲New Holding7,2240.7%ConstructionMTRNMaterion$2,699,137$2,699,137 ▲New Holding22,3420.7%Basic MaterialsCALL (META) META PLATFORMS INC$2,431,648$2,431,648 ▲New Holding1760.6%CALLSPOTSpotify Technology$2,260,124$2,260,124 ▲New Holding3,2380.6%Computer and TechnologyMPMP Materials$2,196,274$2,196,274 ▲New Holding32,7460.6%Basic MaterialsAMSCAmerican Superconductor$2,106,445$2,106,445 ▲New Holding35,4680.5%Computer and TechnologyMCOMoody's$2,071,735$8,100 ▲0.4%4,3480.5%FinanceCOREWEAVE INC CL A$1,863,486$1,863,486 ▲New Holding13,6170.5%COMVTIVanguard Total Stock Market ETF$1,666,6880.0%5,0790.4%ETFSELECT STOXX EUROPE AERSSPC &$1,475,375$2,630 ▼-0.2%31,4110.4%COMCTASCintas$1,337,474$2,539,271 ▼-65.5%6,5160.3%Business ServicesEPDEnterprise Products Partners$1,195,233$622,461 ▲108.7%38,2230.3%EnergyFEUZFirst Trust Eurozone AlphaDEX ETF$976,501$188,905 ▲24.0%16,6140.2%ManufacturingBRK.BBerkshire Hathaway$762,657$762,657 ▲New Holding1,5170.2%FinanceCNSWFConstellation Software$754,510$97,706 ▼-11.5%2780.2%Computer and TechnologySPGIS&P Global$726,658$726,658 ▲New Holding1,4930.2%FinanceETEnergy Transfer$536,010$536,010 ▲New Holding31,2360.1%EnergySPYSPDR S&P 500 ETF Trust$480,316$480,316 ▲New Holding7210.1%FinanceEZUiShares MSCI Eurozone ETF$390,594$214,065 ▼-35.4%6,3060.1%ETFDVYiShares Select Dividend ETF$319,7250.0%2,2500.1%ETFRCLRoyal Caribbean Cruises$301,577$6,688,408 ▼-95.7%9320.1%Consumer DiscretionaryMELIMercadoLibre$301,4650.0%1290.1%Retail/WholesaleXOMExxon Mobil$278,380$278,380 ▲New Holding2,4690.1%EnergyDFUSDimensional U.S. Equity ETF$276,6480.0%3,8190.1%ETFDFUVDimensional US Marketwide Value ETF$254,5500.0%5,6960.1%ETFPBProsperity Bancshares$237,3340.0%3,5770.1%FinanceBKNGBooking$232,169$232,169 ▲New Holding430.1%Retail/WholesaleNTRANatera$0$7,143,797 ▼-100.0%00.0%MedicalAROCArchrock$0$5,953,713 ▼-100.0%00.0%EnergyCRWDCrowdStrike$0$2,803,752 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$2,260,748 ▼-100.0%00.0%Computer and TechnologyTWTradeweb Markets$0$1,894,123 ▼-100.0%00.0%FinanceKGSKodiak Gas Services$0$1,235,194 ▼-100.0%00.0%EnergyBERKSHIRE HATHAWAY INC DEL CL$0$733,027 ▼-100.0%00.0%COMISRGIntuitive Surgical$0$652,635 ▼-100.0%00.0%MedicalKMIKinder Morgan$0$448,850 ▼-100.0%00.0%EnergyCPRTCopart$0$215,417 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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