Hopwood Financial Services, Inc.

13F filer, CIK 2023166, RESTON, VA

Hopwood Financial Services, Inc. reported $131,970,409 across 310 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 54.46% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002023166-25-000001

Period: 2024-12-31
Reported value: $132M
Holdings: 310
Top 10 weight: 54.46%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002023166-25-000001, largest first. % of portfolio is the value over $131,970,409, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	23,041	$13.5M	10.23%	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	476,434	$11.8M	8.91%	Timeline
IJHISHARES TR	185,076	$11.5M	8.74%	Timeline
BSVVANGUARD BD INDEX FDS	84,251	$6.51M	4.93%	Timeline
IJRISHARES TR	52,578	$6.06M	4.59%	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	10,500	$5.98M	4.53%	Timeline
XOMEXXON MOBIL CORP	47,285	$5.09M	3.85%	Timeline
SCHDSCHWAB STRATEGIC TR	172,188	$4.7M	3.56%	Timeline
TCHPT ROWE PRICE EXCHANGE-TRADED	92,945	$3.91M	2.97%	Timeline
IVVISHARES TR	4,797	$2.82M	2.14%	Timeline
CGGRCAPITAL GROUP GROWTH ETF	74,328	$2.76M	2.09%	Timeline
VGTVANGUARD WORLD FD	4,422	$2.75M	2.08%	Timeline
MSFTMICROSOFT CORP	6,248	$2.63M	2%	Timeline
VTIVANGUARD INDEX FDS	8,854	$2.57M	1.94%	Timeline
IVWISHARES TR	20,263	$2.06M	1.56%	Timeline
GSLCGOLDMAN SACHS ETF TR	17,609	$2.03M	1.54%	Timeline
AAPLAPPLE INC	8,061	$2.02M	1.53%	Timeline
IVEISHARES TR	8,943	$1.71M	1.29%	Timeline
TSPAT ROWE PRICE EXCHANGE-TRADED	44,531	$1.65M	1.25%	Timeline
VTVVANGUARD INDEX FDS	8,526	$1.44M	1.09%	Timeline
VXUSVANGUARD STAR FDS	20,612	$1.21M	0.92%	Timeline
VFHVANGUARD WORLD FD	9,311	$1.1M	0.83%	Timeline
BNDVANGUARD BD INDEX FDS	15,235	$1.1M	0.83%	Timeline
LOWLOWES COS INC	4,397	$1.09M	0.82%	Timeline
PGPROCTER & GAMBLE CO	6,020	$1.01M	0.76%	Timeline
ITWILLINOIS TOOL WKS INC	3,954	$1M	0.76%	Timeline
JPMJPMORGAN CHASE & CO	4,161	$997K	0.76%	Timeline
GOOGLALPHABET INC	5,017	$950K	0.72%	Timeline
DFACDIMENSIONAL ETF TRUST	22,370	$774K	0.59%	Timeline
PEPPEPSICO INC	5,047	$767K	0.58%	Timeline
JNJJOHNSON & JOHNSON	5,248	$759K	0.58%	Timeline
VOOVANGUARD INDEX FDS	1,398	$754K	0.57%	Timeline
XLCSELECT SECTOR SPDR TR	7,510	$727K	0.55%	Timeline
RTXRTX CORPORATION	5,943	$688K	0.52%	Timeline
XLFSELECT SECTOR SPDR TR	12,832	$620K	0.47%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,852	$558K	0.42%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	607	$556K	0.42%	Timeline
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC	15,676	$528K	0.4%
GOOGALPHABET INC	2,737	$521K	0.39%	Timeline
AMZNAMAZON COM INC	2,278	$500K	0.38%	Timeline
LMTLOCKHEED MARTIN CORP	980	$476K	0.36%	Timeline
IWNISHARES TR	2,562	$421K	0.32%	Timeline
AMGNAMGEN INC	1,605	$418K	0.32%	Timeline
TROWPRICE T ROWE GROUP INC	3,644	$412K	0.31%	Timeline
DISDISNEY WALT CO	3,563	$397K	0.3%	Timeline
QQQINVESCO QQQ TR	740	$378K	0.29%	Timeline
BXBLACKSTONE INC	2,130	$367K	0.28%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	4,906	$363K	0.28%	Timeline
ABBVABBVIE INC	2,016	$358K	0.27%	Timeline
EMREMERSON ELEC CO	2,765	$343K	0.26%	Timeline
ICSHISHARES TR	6,640	$335K	0.25%	Timeline
ABTABBOTT LABORATORIES	2,905	$329K	0.25%	Timeline
CVXCHEVRON CORPORATION	2,248	$326K	0.25%	Timeline
SPSMSPDR SERIES TRUST	7,179	$322K	0.24%	Timeline
WMTWALMART INC	3,525	$318K	0.24%	Timeline
XLESELECT SECTOR SPDR TR	3,541	$303K	0.23%	Timeline
AXPAMERICAN EXPRESS CO	1,017	$302K	0.23%	Timeline
UNHUNITEDHEALTH GROUP INC	589	$298K	0.23%	Timeline
CLCOLGATE PALMOLIVE CO	3,270	$297K	0.23%	Timeline
IYWISHARES TR	1,860	$297K	0.22%	Timeline
XLBSELECT SECTOR SPDR TR	3,507	$295K	0.22%	Timeline
HDHOME DEPOT INC	736	$286K	0.22%	Timeline
SBUXSTARBUCKS CORP	3,106	$283K	0.21%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,277	$281K	0.21%	Timeline
BKNGBOOKING HOLDINGS INC	55	$273K	0.21%	Timeline
XLYSELECT SECTOR SPDR TR	1,188	$267K	0.2%	Timeline
ORCLORACLE CORP	1,570	$262K	0.2%	Timeline
VNQVANGUARD INDEX FDS	2,895	$258K	0.2%	Timeline
VVVANGUARD INDEX FDS	955	$258K	0.2%	Timeline
CSCOCISCO SYS INC	4,268	$253K	0.19%	Timeline
FDXFEDEX CORP	891	$251K	0.19%	Timeline
VUSBVANGUARD BD INDEX FDS	5,000	$248K	0.19%	Timeline
VYMVANGUARD WHITEHALL FDS	1,914	$244K	0.19%	Timeline
XLISELECT SECTOR SPDR TR	1,843	$243K	0.18%	Timeline
VCRVANGUARD WORLD FD	646	$242K	0.18%	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,852	$238K	0.18%	Timeline
AONAON PLC	660	$237K	0.18%	Timeline
NVSNOVARTIS AG	2,425	$236K	0.18%	Timeline
IUSVISHARES TR	2,410	$223K	0.17%	Timeline
KBESPDR SERIES TRUST	4,000	$222K	0.17%	Timeline
XLUSELECT SECTOR SPDR TR	2,861	$217K	0.16%	Timeline
QCOMQUALCOMM INC	1,400	$215K	0.16%	Timeline
MAMASTERCARD INCORPORATED	392	$206K	0.16%	Timeline
SPYVSPDR SERIES TRUST	4,021	$206K	0.16%	Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	6,171	$205K	0.16%	Timeline
SDYSPDR SERIES TRUST	1,400	$185K	0.14%	Timeline
MCDMCDONALDS CORP	628	$182K	0.14%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	620	$181K	0.14%	Timeline
IWFISHARES TR	442	$177K	0.13%	Timeline
USBUS BANCORP	3,466	$166K	0.13%	Timeline
FISVFISERV INC	800	$164K	0.12%	Timeline
XLPSELECT SECTOR SPDR TR	2,081	$164K	0.12%	Timeline
CATCATERPILLAR INC	448	$162K	0.12%	Timeline
ACNACCENTURE PLC IRELAND	450	$158K	0.12%	Timeline
NSCNORFOLK SOUTHN CORP	671	$158K	0.12%	Timeline
VVISA INC	487	$154K	0.12%	Timeline
MMM3M CO	1,118	$144K	0.11%	Timeline
KOCOCA COLA CO	2,258	$141K	0.11%	Timeline
NVDANVIDIA CORPORATION	1,041	$140K	0.11%	Timeline
HSYHERSHEY CO	800	$135K	0.1%	Timeline
ADBEADOBE INC	301	$134K	0.1%	Timeline
PMPHILIP MORRIS INTL INC	986	$119K	0.09%	Timeline
UBSIUNITED BANKSHARES INC WEST V	3,125	$117K	0.09%	Timeline
CARRCARRIER GLOBAL CORPORATION	1,628	$111K	0.08%	Timeline
LLYELI LILLY & CO	142	$110K	0.08%	Timeline
SOSOUTHERN CO	1,330	$109K	0.08%	Timeline
DDOMINION ENERGY INC	2,030	$109K	0.08%	Timeline
TAT&T INC	4,772	$109K	0.08%	Timeline
VZVERIZON COMMUNICATIONS INC	2,661	$106K	0.08%	Timeline
MRKMERCK & CO INC	1,066	$106K	0.08%	Timeline
VUGVANGUARD INDEX FDS	256	$105K	0.08%	Timeline
MDLZMONDELEZ INTL INC	1,757	$105K	0.08%	Timeline
FRTFEDERAL RLTY INVT TR NEW	900	$101K	0.08%	Timeline
DEODIAGEO PLC	776	$98.7K	0.07%	Timeline
GDGENERAL DYNAMICS CORP	370	$97.5K	0.07%	Timeline
KMBKIMBERLY-CLARK CORP	721	$94.5K	0.07%	Timeline
TJXTJX COS INC NEW	732	$88.4K	0.07%	Timeline
AMPAMERIPRISE FINL INC	165	$87.9K	0.07%	Timeline
IWDISHARES TR	474	$87.8K	0.07%	Timeline
XBISPDR SERIES TRUST	950	$85.6K	0.06%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	1,500	$84.8K	0.06%	Timeline
PAYXPAYCHEX INC	600	$84.1K	0.06%	Timeline
GSGOLDMAN SACHS GROUP INC	146	$83.6K	0.06%	Timeline
IWRISHARES TR	945	$83.5K	0.06%	Timeline
EFAISHARES TR	1,035	$78.3K	0.06%	Timeline
BACBANK OF AMER CORP	1,743	$76.6K	0.06%	Timeline
TTTRANE TECHNOLOGIES PLC	206	$76.1K	0.06%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	146	$76K	0.06%	Timeline
METAMETA PLATFORMS INC	129	$75.5K	0.06%	Timeline
KKRKKR & CO INC	500	$74K	0.06%	Timeline
NEENEXTERA ENERGY INC	1,030	$73.8K	0.06%	Timeline
IMCVISHARES TR	960	$71.3K	0.05%	Timeline
DHRDANAHER CORP DEL	300	$68.9K	0.05%	Timeline
MDTMEDTRONIC PLC	850	$67.9K	0.05%	Timeline
INTCINTEL CORP	3,360	$67.4K	0.05%	Timeline
SYYSYSCO CORP	850	$65K	0.05%	Timeline
XLVSELECT SECTOR SPDR TR	448	$61.6K	0.05%	Timeline
RYROYAL BK CDA	500	$60.3K	0.05%	Timeline
MOALTRIA GROUP INC	1,131	$59.2K	0.04%	Timeline
VDCVANGUARD WORLD FD	271	$57.3K	0.04%	Timeline
SDOGALPS ETF TR	1,000	$56.5K	0.04%	Timeline
PFEPFIZER INC	2,125	$56.4K	0.04%	Timeline
IYGISHARES TR	705	$54.8K	0.04%	Timeline
MINTPIMCO ETF TR	538	$54K	0.04%	Timeline
DUKDUKE ENERGY CORP NEW	500	$53.9K	0.04%	Timeline
AVGOBROADCOM INC	232	$53.8K	0.04%	Timeline
CVBFCVB FINL CORP	2,493	$53.4K	0.04%	Timeline
CSMPROSHARES TR	800	$52.9K	0.04%	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	500	$52.8K	0.04%	Timeline
OTISOTIS WORLDWIDE CORP	562	$52K	0.04%	Timeline
GENGEN DIGITAL INC	1,895	$51.9K	0.04%	Timeline
ELVELEVANCE HEALTH INC FORMERLY	139	$51.3K	0.04%	Timeline
MSTRSTRATEGY INC	175	$50.7K	0.04%	Timeline
ETNEATON CORP PLC	152	$50.4K	0.04%	Timeline
VPUVANGUARD WORLD FD	305	$49.8K	0.04%	Timeline
MXIISHARES TR	627	$48.7K	0.04%	Timeline
DVYISHARES TR	366	$48.1K	0.04%	Timeline
EXIISHARES TR	325	$45.9K	0.03%	Timeline
BIIBBIOGEN INC	300	$45.9K	0.03%	Timeline
ETRENTERGY CORP NEW	600	$45.5K	0.03%	Timeline
DLTRDOLLAR TREE INC	600	$45K	0.03%	Timeline
SCHGSCHWAB STRATEGIC TR	1,584	$44.1K	0.03%	Timeline
HONHONEYWELL INTL INC	195	$44K	0.03%	Timeline
EPDENTERPRISE PRODS PARTNERS L	1,400	$43.9K	0.03%	Timeline
CMCSACOMCAST CORP NEW	1,148	$43.1K	0.03%	Timeline
ENBENBRIDGE INC	984	$41.8K	0.03%	Timeline
LAZLAZARD INC	800	$41.2K	0.03%	Timeline
HLTHILTON WORLDWIDE HLDGS INC	166	$41K	0.03%	Timeline
BDXBECTON DICKINSON & CO	170	$38.6K	0.03%	Timeline
MLMMARTIN MARIETTA MATLS INC	70	$36.2K	0.03%	Timeline
UPSUNITED PARCEL SVCS INC	280	$35.3K	0.03%	Timeline
PRUPRUDENTIAL FINL INC	287	$34K	0.03%	Timeline
APOAPOLLO GLOBAL MGMT INC	201	$33.1K	0.03%	Timeline
VBVANGUARD INDEX FDS	135	$32.4K	0.02%	Timeline
NKENIKE INC	400	$30.3K	0.02%	Timeline
SOXXISHARES TR	140	$30.2K	0.02%	Timeline
ADIANALOG DEVICES INC	139	$29.5K	0.02%	Timeline
OREALTY INCOME CORP	550	$29.4K	0.02%	Timeline
CVSCVS HEALTH CORP	650	$29.2K	0.02%	Timeline
TGTTARGET CORP	214	$28.9K	0.02%	Timeline
ALLALLSTATE CORP	150	$28.9K	0.02%	Timeline
RPMRPM INTL INC	230	$28.3K	0.02%	Timeline
IEFAISHARES TR	393	$27.6K	0.02%	Timeline
SPGSIMON PPTY GROUP INC NEW	160	$27.6K	0.02%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	136	$26.9K	0.02%	Timeline
TFCTRUIST FINL CORP	600	$26K	0.02%	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	1,000	$25.7K	0.02%	Timeline
SPMDSPDR SERIES TRUST	469	$25.6K	0.02%	Timeline
MARMARRIOTT INTL INC NEW	90	$25.1K	0.02%	Timeline
CSGPCOSTAR GROUP INC	350	$25.1K	0.02%	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	395	$25K	0.02%	Timeline
VGSHVANGUARD SCOTTSDALE FDS	413	$24K	0.02%	Timeline
FEXFIRST TR EXCHANGE-TRADED ALP	225	$23.5K	0.02%	Timeline
PNCPNC FINL SVCS GROUP INC	120	$23.1K	0.02%	Timeline
AEPAMERICAN ELEC PWR CO INC	250	$23.1K	0.02%	Timeline
VGITVANGUARD SCOTTSDALE FDS	395	$22.9K	0.02%	Timeline
MSMORGAN STANLEY	176	$22.1K	0.02%	Timeline
AGGISHARES TR	226	$21.9K	0.02%	Timeline
IGVISHARES TR	200	$20K	0.02%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	227	$19.2K	0.01%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	150	$18.7K	0.01%	Timeline
EVRGEVERGY INC	299	$18.4K	0.01%	Timeline
VLOVALERO ENERGY CORP	150	$18.4K	0.01%	Timeline
DOWDOW HLDGS INC	450	$18.1K	0.01%	Timeline
VISVANGUARD WORLD FD	70	$17.8K	0.01%	Timeline
SRESEMPRA	200	$17.5K	0.01%	Timeline
GEGE AEROSPACE	103	$17.2K	0.01%	Timeline
COPCONOCOPHILLIPS	170	$16.9K	0.01%	Timeline
LOPEGRAND CANYON ED INC	100	$16.4K	0.01%	Timeline
NGGNATIONAL GRID PLC	275	$16.3K	0.01%	Timeline
ITBISHARES TR	150	$15.5K	0.01%	Timeline
HHHHOWARD HUGHES HOLDINGS INC	199	$15.3K	0.01%	Timeline
MMSMAXIMUS INC	200	$14.9K	0.01%	Timeline
MSGSMADISON SQUARE GRDN SPRT COR	66	$14.9K	0.01%	Timeline
IOVAIOVANCE BIOTHERAPEUTICS INC	2,000	$14.8K	0.01%	Timeline
CEGCONSTELLATION ENERGY CORP	66	$14.8K	0.01%	Timeline
NFLXNETFLIX INC.	16	$14.3K	0.01%	Timeline
BIVVANGUARD BD INDEX FDS	189	$14.1K	0.01%	Timeline
ABNBAIRBNB INC	100	$13.1K	0.01%	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	1,400	$13.1K	0.01%
USMVISHARES TR	145	$12.9K	0.01%	Timeline
SCHASCHWAB STRATEGIC TR	496	$12.8K	0.01%	Timeline
BKHBLACK HILLS CORP	216	$12.6K	0.01%	Timeline
BF-BBROWN FORMAN CORP	328	$12.5K	0.01%	Timeline
IWMISHARES TR	56	$12.4K	0.01%	Timeline
LOGILOGITECH INTL S A	150	$12.4K	0.01%	Timeline
SHELSHELL PLC	196	$12.3K	0.01%	Timeline
PGRPROGRESSIVE CORP	50	$12.1K	0.01%	Timeline
DTEDTE ENERGY CO	100	$12.1K	0.01%	Timeline
CHDCHURCH & DWIGHT CO INC	113	$11.8K	0.01%	Timeline
LNTALLIANT ENERGY CORP	200	$11.8K	0.01%	Timeline
SCHXSCHWAB STRATEGIC TR	507	$11.8K	0.01%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	40	$11.6K	0.01%	Timeline
XYLXYLEM INC	100	$11.6K	0.01%	Timeline
FTVFORTIVE CORP	150	$11.2K	0.01%	Timeline
MTNVAIL RESORTS INC	60	$11.2K	0.01%	Timeline
IXJISHARES TR	130	$11.2K	0.01%	Timeline
AMTAMERICAN TOWER CORP	60	$11K	0.01%	Timeline
UNMUNUM GROUP	150	$11K	0.01%	Timeline
SPHSUBURBAN PROPANE PARTNERS L	600	$10.3K	0.01%	Timeline
VLTOVERALTO CORP	100	$10.2K	0.01%	Timeline
UPSTUPSTART HLDGS INC	163	$10K	0.01%	Timeline
GISGENERAL MILLS INC	152	$9.69K	0.01%	Timeline
CBCHUBB LIMITED	33	$9.12K	0.01%	Timeline
AMATAPPLIED MATLS INC	56	$9.11K	0.01%	Timeline
CRCRANE COMPANY	59	$8.9K	0.01%	Timeline
BABOEING CO	50	$8.85K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	35	$8.43K	0.01%	Timeline
EAELECTRONIC ARTS INC	57	$8.34K	0.01%	Timeline
XLKSELECT SECTOR SPDR TR	33	$7.67K	0.01%	Timeline
DGXQUEST DIAGNOSTICS INC	50	$7.54K	0.01%	Timeline
EXCEXELON CORP	200	$7.53K	0.01%	Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	200	$7.49K	0.01%
TSLATESLA INC	18	$7.27K	0.01%	Timeline
EDCONSOLIDATED EDISON INC	80	$7.15K	0.01%	Timeline
WFCWELLS FARGO & CO	100	$7.02K	0.01%	Timeline
PHPARKER-HANNIFIN CORP	11	$7K	0.01%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	120	$6.89K	0.01%	Timeline
UNPUNION PAC CORP	30	$6.84K	0.01%	Timeline
NVONOVO-NORDISK A S	78	$6.71K	0.01%	Timeline
GPKGRAPHIC PACKAGING HLDG CO	245	$6.66K	0.01%	Timeline
CLXCLOROX CO DEL	40	$6.5K	<0.01%	Timeline
VCSHVANGUARD SCOTTSDALE FDS	78	$6.08K	<0.01%	Timeline
SHOPSHOPIFY INC	55	$5.85K	<0.01%	Timeline
KDKYNDRYL HLDGS INC	168	$5.81K	<0.01%	Timeline
PSXPHILLIPS 66	50	$5.7K	<0.01%	Timeline
IEMGISHARES INC	100	$5.22K	<0.01%	Timeline
CRWDCROWDSTRIKE HLDGS INC	15	$5.13K	<0.01%	Timeline
TMTOYOTA MOTOR CORP	26	$5.06K	<0.01%	Timeline
XLRESELECT SECTOR SPDR TR	124	$5.04K	<0.01%	Timeline
CUBICUSTOMERS BANCORP INC	100	$4.87K	<0.01%	Timeline
VDEVANGUARD WORLD FD	40	$4.85K	<0.01%	Timeline
PLDPROLOGIS INC.	45	$4.76K	<0.01%	Timeline
BGCBGC GROUP INC	500	$4.53K	<0.01%	Timeline
XTISHARES TR	75	$4.47K	<0.01%	Timeline
IWOISHARES TR	15	$4.32K	<0.01%	Timeline
DDDUPONT DE NEMOURS INC	54	$4.12K	<0.01%	Timeline
AMDADVANCED MICRO DEVICES INC	32	$3.87K	<0.01%	Timeline
NANRSPDR INDEX SHS FDS	75	$3.83K	<0.01%	Timeline
TRITHOMSON REUTERS CORP	23	$3.69K	<0.01%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	9	$3.62K	<0.01%	Timeline
BANCBANC OF CALIFORNIA INC	233	$3.6K	<0.01%	Timeline
CXTCRANE NXT CO	60	$3.48K	<0.01%	Timeline
RIOTRIOT PLATFORMS INC	335	$3.42K	<0.01%	Timeline
BLKBLACKROCK INC	3	$3.28K	<0.01%	Timeline
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC	603	$3.09K	<0.01%
TDOCTELADOC HEALTH INC	340	$3.09K	<0.01%	Timeline
CVECENOVUS ENERGY INC	202	$3.06K	<0.01%	Timeline
SCHBSCHWAB STRATEGIC TR	132	$3K	<0.01%	Timeline
NMRKNEWMARK GROUP INC	231	$2.96K	<0.01%	Timeline
ADSKAUTODESK INC	10	$2.96K	<0.01%	Timeline
TMCTMC THE METALS COMPANY INC	2,625	$2.94K	<0.01%	Timeline
PINSPINTEREST INC	100	$2.9K	<0.01%	Timeline
IAUISHARES GOLD TR	57	$2.82K	<0.01%	Timeline
FCXFREEPORT MCMORAN INC	72	$2.74K	<0.01%	Timeline
GMGENERAL MTRS CO	50	$2.66K	<0.01%	Timeline
SBGISINCLAIR INC	150	$2.42K	<0.01%	Timeline
SCHVSCHWAB STRATEGIC TR	78	$2.03K	<0.01%	Timeline
BRCCBRC INC	535	$1.7K	<0.01%	Timeline
SOLVSOLVENTUM CORP	25	$1.65K	<0.01%	Timeline
LACLITHIUM AMERS CORP NEW	500	$1.49K	<0.01%	Timeline
VOEVANGUARD INDEX FDS	8	$1.29K	<0.01%	Timeline
VOTVANGUARD INDEX FDS	5	$1.27K	<0.01%	Timeline
VBRVANGUARD INDEX FDS	5	$991	<0.01%	Timeline
GLSIGREENWICH LIFESCIENCES INC	50	$562	<0.01%	Timeline
ORMPORAMED PHARMACEUTICALS INC	200	$484	<0.01%	Timeline
KODKEASTMAN KODAK CO	70	$460	<0.01%	Timeline
DNAGINKGO BIOWORKS HOLDINGS INC	37	$364	<0.01%	Timeline
LUCID GROUP INCLUCID GROUP INC	100	$302	<0.01%
DJTTRUMP MEDIA & TECHNOLOGY GRO	7	$239	<0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002023166-25-000001	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC