Hopwood Financial Services, Inc. Top Holdings and 13F Report (2025) About Hopwood Financial Services, Inc.Investment ActivityHopwood Financial Services, Inc. has $131.97 million in total holdings as of December 31, 2024.Hopwood Financial Services, Inc. owns shares of 310 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $13,504,132Capital Group International Focus Equity ETF $11,753,626iShares Core S&P Mid-Cap ETF $11,532,094Vanguard Short-Term Bond ETF $6,510,100iShares Core S&P Small-Cap ETF $6,058,077 Sector AllocationMap of 500 Largest Holdings ofHopwood Financial Services, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,504,13223,04110.2%FinanceCGXUCapital Group International Focus Equity ETF$11,753,626476,4348.9%ETFIJHiShares Core S&P Mid-Cap ETF$11,532,094185,0768.7%ETFBSVVanguard Short-Term Bond ETF$6,510,10084,2514.9%ETFIJRiShares Core S&P Small-Cap ETF$6,058,07752,5784.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$5,980,79910,5004.5%ETFXOMExxon Mobil$5,086,44847,2853.9%Oils/EnergySCHDSchwab US Dividend Equity ETF$4,704,185172,1883.6%ETFTCHPT. Rowe Price Blue Chip Growth ETF$3,913,91492,9453.0%ETFIVViShares Core S&P 500 ETF$2,824,1754,7972.1%ETFCGGRCapital Group Growth ETF$2,762,75574,3282.1%ETFVGTVanguard Information Technology ETF$2,749,6414,4222.1%ETFMSFTMicrosoft$2,633,6926,2482.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,566,0268,8541.9%ETFIVWiShares S&P 500 Growth ETF$2,057,30320,2631.6%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,028,18217,6091.5%ETFAAPLApple$2,018,7598,0611.5%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,706,9908,9431.3%ETFTSPAT. Rowe Price U.S. Equity Research ETF$1,646,30444,5311.2%ManufacturingVTVVanguard Value ETF$1,443,4118,5261.1%ETFVXUSVanguard Total International Stock ETF$1,214,64920,6120.9%ETFVFHVanguard Financials ETF$1,099,3019,3110.8%ETFBNDVanguard Total Bond Market ETF$1,095,54915,2350.8%ETFLOWLowe's Companies$1,085,0574,3970.8%Retail/WholesalePGProcter & Gamble$1,009,1706,0200.8%Consumer StaplesITWIllinois Tool Works$1,002,5773,9540.8%Industrial ProductsJPMJPMorgan Chase & Co.$997,3834,1610.8%FinanceGOOGLAlphabet$949,7195,0170.7%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$773,77922,3700.6%ETFPEPPepsiCo$767,4145,0470.6%Consumer StaplesJNJJohnson & Johnson$758,9265,2480.6%MedicalVOOVanguard S&P 500 ETF$753,5001,3980.6%ETFXLCCommunication Services Select Sector SPDR Fund$727,0647,5100.6%ETFRTXRTX$687,7075,9430.5%AerospaceXLFFinancial Select Sector SPDR Fund$620,17112,8320.5%ETFVIGVanguard Dividend Appreciation ETF$558,4802,8520.4%ETFCOSTCostco Wholesale$556,1766070.4%Retail/WholesaleSASRSandy Spring Bancorp$528,43815,6760.4%FinanceGOOGAlphabet$521,1942,7370.4%Computer and TechnologyAMZNAmazon.com$499,7712,2780.4%Retail/WholesaleLMTLockheed Martin$476,3399800.4%AerospaceIWNiShares Russell 2000 Value ETF$420,6722,5620.3%ETFAMGNAmgen$418,3691,6050.3%MedicalTROWT. Rowe Price Group$412,0523,6440.3%FinanceDISWalt Disney$396,7413,5630.3%Consumer DiscretionaryQQQInvesco QQQ$378,1977400.3%FinanceBXBlackstone$367,2722,1300.3%FinanceSCHWCharles Schwab$363,0944,9060.3%FinanceABBVAbbVie$358,2442,0160.3%MedicalEMREmerson Electric$342,6842,7650.3%Industrial ProductsICSHiShares Ultra Short-Term Bond Active ETF$334,8566,6400.3%ETFABTAbbott Laboratories$328,6232,9050.2%MedicalCVXChevron$325,6542,2480.2%Oils/EnergySPSMSPDR Portfolio S&P 600 Small Cap ETF$322,4817,1790.2%ETFWMTWalmart$318,4843,5250.2%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$303,3303,5410.2%ETFAXPAmerican Express$301,8361,0170.2%FinanceUNHUnitedHealth Group$298,0745890.2%MedicalCLColgate-Palmolive$297,2763,2700.2%Consumer StaplesIYWiShares U.S. Technology ETF$296,7081,8600.2%ManufacturingXLBMaterials Select Sector SPDR Fund$295,0513,5070.2%ETFHDHome Depot$286,2977360.2%Retail/WholesaleSBUXStarbucks$283,4533,1060.2%Retail/WholesaleIBMInternational Business Machines$280,7231,2770.2%Computer and TechnologyBKNGBooking$273,474550.2%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$266,5491,1880.2%FinanceORCLOracle$261,6251,5700.2%Computer and TechnologyVNQVanguard Real Estate ETF$257,8872,8950.2%ETFVVVanguard Large-Cap ETF$257,5579550.2%ETFCSCOCisco Systems$252,6424,2680.2%Computer and TechnologyFDXFedEx$250,6668910.2%TransportationVUSBVanguard Ultra-Short Bond ETF$248,1005,0000.2%ETFVYMVanguard High Dividend Yield ETF$244,2081,9140.2%ETFXLIIndustrial Select Sector SPDR Fund$242,8111,8430.2%ETFVCRVanguard Consumer Discretionary ETF$242,4966460.2%ETFBNDXVanguard Total International Bond ETF$237,9914,8520.2%ETFAONAON$237,0466600.2%FinanceNVSNovartis$235,9772,4250.2%MedicalIUSViShares Core S&P U.S. Value ETF$223,1102,4100.2%ManufacturingKBESPDR S&P Bank ETF$221,8804,0000.2%ETFXLUUtilities Select Sector SPDR Fund$216,5692,8610.2%ETFQCOMQUALCOMM$215,0681,4000.2%Computer and TechnologyMAMastercard$206,1833920.2%Business ServicesSPYVSPDR Portfolio S&P 500 Value ETF$205,6404,0210.2%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$205,3126,1710.2%ETFSDYSPDR S&P Dividend ETF$184,9401,4000.1%ETFMCDMcDonald's$182,1746280.1%Retail/WholesaleADPAutomatic Data Processing$181,4936200.1%Business ServicesIWFiShares Russell 1000 Growth ETF$177,4994420.1%ETFUSBU.S. Bancorp$165,7673,4660.1%FinanceFIFiserv$164,3368000.1%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$163,5882,0810.1%ETFCATCaterpillar$162,4744480.1%Industrial ProductsACNAccenture$158,3064500.1%Computer and TechnologyNSCNorfolk Southern$157,5126710.1%TransportationVVisa$153,8404870.1%Business ServicesMMM3M$144,3021,1180.1%Multi-Sector ConglomeratesKOCoca-Cola$140,5652,2580.1%Consumer StaplesNVDANVIDIA$139,7791,0410.1%Computer and TechnologyHSYHershey$135,4808000.1%Consumer StaplesShowing largest 100 holdings. View all holdings. 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