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Temp27.4°C
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Humidity78%
Wind22 km/h
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Sunrise05:56 AM
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Time5:37 AM
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13F
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Cayman Journal
3 May 2026
13F HOLDINGS REPORT

Hopwood Financial Services, Inc.

Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0002023166-25-000001

Total Value
$132.0M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY23,041$13.5M10.23%
2CAPITAL GROUP INTL FOCUS EQT14019W109476,434$11.8M8.91%
3ISHARES TR464287507185,076$11.5M8.74%
4VANGUARD BD INDEX FDS92193782784,251$6.5M4.93%
5ISHARES TR46428780452,578$6.1M4.59%
6SPDR S&P MIDCAP 400 ETF TRMDY10,500$6.0M4.53%
7EXXON MOBIL CORPXOM47,285$5.1M3.85%
8SCHWAB STRATEGIC TR808524797172,188$4.7M3.56%
9T ROWE PRICE ETF INC87283Q10792,945$3.9M2.97%
10ISHARES TR4642872004,797$2.8M2.14%
11CAPITAL GROUP GROWTH ETF14020G10174,328$2.8M2.09%
12VANGUARD WORLD FD92204A7024,422$2.7M2.08%
13MICROSOFT CORPMSFT6,248$2.6M2.00%
14VANGUARD INDEX FDS9229087698,854$2.6M1.94%
15ISHARES TR46428730920,263$2.1M1.56%
16GOLDMAN SACHS ETF TRNVGLF17,609$2.0M1.54%
17APPLE INCAAPL8,061$2.0M1.53%
18ISHARES TR4642874088,943$1.7M1.29%
19T ROWE PRICE ETF INC87283Q50344,531$1.6M1.25%
20VANGUARD INDEX FDS9229087448,526$1.4M1.09%
21VANGUARD STAR FDS92190976820,612$1.2M0.92%
22VANGUARD WORLD FD92204A4059,311$1.1M0.83%
23VANGUARD BD INDEX FDS92193783515,235$1.1M0.83%
24LOWES COS INC5486611074,397$1.1M0.82%
25PROCTER AND GAMBLE CO7427181096,020$1.0M0.76%
26ILLINOIS TOOL WKS INC4523081093,954$1.0M0.76%
27JPMORGAN CHASE & CO.VYLD4,161$997,3830.76%
28ALPHABET INCGOOG5,017$949,7190.72%
29DIMENSIONAL ETF TRUST25434V70822,370$773,7790.59%
30PEPSICO INCPEP5,047$767,4140.58%
31JOHNSON & JOHNSONJNJ5,248$758,9260.58%
32VANGUARD INDEX FDS9229083631,398$753,5000.57%
33SELECT SECTOR SPDR TR81369Y8527,510$727,0640.55%
34RTX CORPORATIONRTX5,943$687,7070.52%
35SELECT SECTOR SPDR TR81369Y60512,832$620,1710.47%
36VANGUARD SPECIALIZED FUNDS9219088442,852$558,4800.42%
37COSTCO WHSL CORP NEW22160K105607$556,1760.42%
38SANDY SPRING BANCORP INC80036310315,676$528,4380.40%
39ALPHABET INCGOOG2,737$521,1940.39%
40AMAZON COM INCAMZN2,278$499,7710.38%
41LOCKHEED MARTIN CORPLMT980$476,3390.36%
42ISHARES TR4642876302,562$420,6720.32%
43AMGEN INCAMGN1,605$418,3690.32%
44PRICE T ROWE GROUP INCTROW3,644$412,0520.31%
45DISNEY WALT CO2546871063,563$396,7410.30%
46INVESCO QQQ TRIVZ740$378,1970.29%
47BLACKSTONE INCBX2,130$367,2720.28%
48SCHWAB CHARLES CORPSCHW-PJ4,906$363,0940.28%
49ABBVIE INCABBV2,016$358,2440.27%
50EMERSON ELEC COEMR2,765$342,6840.26%
51ISHARES TR46434V8786,640$334,8560.25%
52ABBOTT LABSABLZF2,905$328,6230.25%
53CHEVRON CORP NEWCVX2,248$325,6540.25%
54SPDR SER TR78468R8537,179$322,4810.24%
55WALMART INCWMT3,525$318,4840.24%
56SELECT SECTOR SPDR TR81369Y5063,541$303,3300.23%
57AMERICAN EXPRESS COAXP1,017$301,8360.23%
58UNITEDHEALTH GROUP INCUNH589$298,0740.23%
59COLGATE PALMOLIVE COCL3,270$297,2760.23%
60ISHARES TR4642877211,860$296,7080.22%
61SELECT SECTOR SPDR TR81369Y1003,507$295,0510.22%
62HOME DEPOT INCHD736$286,2970.22%
63STARBUCKS CORPSBUX3,106$283,4530.21%
64INTERNATIONAL BUSINESS MACHSINTR1,277$280,7230.21%
65BOOKING HOLDINGS INCBKNG55$273,4740.21%
66SELECT SECTOR SPDR TR81369Y4071,188$266,5490.20%
67ORACLE CORPORCL-PD1,570$261,6250.20%
68VANGUARD INDEX FDS9229085532,895$257,8870.20%
69VANGUARD INDEX FDS922908637955$257,5570.20%
70CISCO SYS INCCSCO4,268$252,6420.19%
71FEDEX CORPFDX891$250,6660.19%
72VANGUARD BD INDEX FDS92203C3035,000$248,1000.19%
73VANGUARD WHITEHALL FDS9219464061,914$244,2080.19%
74SELECT SECTOR SPDR TR81369Y7041,843$242,8110.18%
75VANGUARD WORLD FD92204A108646$242,4960.18%
76VANGUARD CHARLOTTE FDS92203J4074,852$237,9910.18%
77AON PLCAON660$237,0460.18%
78NOVARTIS AGNVSEF2,425$235,9770.18%
79ISHARES TR4642876632,410$223,1100.17%
80SPDR SER TR78464A7974,000$221,8800.17%
81SELECT SECTOR SPDR TR81369Y8862,861$216,5690.16%
82QUALCOMM INCQCOM1,400$215,0680.16%
83MASTERCARD INCORPORATEDMA392$206,1830.16%
84SPDR SER TR78464A5084,021$205,6400.16%
85T ROWE PRICE ETF INC87283Q8676,171$205,3120.16%
86SPDR SER TR78464A7631,400$184,9400.14%
87MCDONALDS CORPMCD628$182,1740.14%
88AUTOMATIC DATA PROCESSING INADP620$181,4930.14%
89ISHARES TR464287614442$177,4990.13%
90US BANCORP DELUSB-PS3,466$165,7670.13%
91FISERV INCFISV800$164,3360.12%
92SELECT SECTOR SPDR TR81369Y3082,081$163,5880.12%
93CATERPILLAR INCCAT448$162,4740.12%
94ACCENTURE PLC IRELANDACN450$158,3060.12%
95NORFOLK SOUTHN CORP655844108671$157,5120.12%
96VISA INCV487$153,8400.12%
973M COMMM1,118$144,3020.11%
98COCA COLA COKO2,258$140,5650.11%
99NVIDIA CORPORATIONNVDA1,041$139,7790.11%
100HERSHEY COHSY800$135,4800.10%
101ADOBE INCADBE301$133,8490.10%
102PHILIP MORRIS INTL INC718172109986$118,6380.09%
103UNITED BANKSHARES INC WEST VUNTCW3,125$117,3440.09%
104CARRIER GLOBAL CORPORATIONCARR1,628$111,1280.08%
105ELI LILLY & COLLY142$109,8430.08%
106SOUTHERN COSOMN1,330$109,4860.08%
107DOMINION ENERGY INCD2,030$109,3360.08%
108AT&T INCT-PC4,772$108,6590.08%
109VERIZON COMMUNICATIONS INCVZ2,661$106,4140.08%
110MERCK & CO INCMRK1,066$106,0420.08%
111VANGUARD INDEX FDS922908736256$105,0730.08%
112MONDELEZ INTL INC6092071051,757$104,9470.08%
113FEDERAL RLTY INVT TR NEW313745101900$100,7550.08%
114DIAGEO PLCDGEAF776$98,7020.07%
115GENERAL DYNAMICS CORPGD370$97,4920.07%
116KIMBERLY-CLARK CORPKMB721$94,4800.07%
117TJX COS INC NEW872540109732$88,4330.07%
118AMERIPRISE FINL INC03076C106165$87,8510.07%
119ISHARES TR464287598474$87,7520.07%
120SPDR SER TR78464A870950$85,5570.06%
121BRISTOL-MYERS SQUIBB COCELG-RI1,500$84,8400.06%
122PAYCHEX INCPAYX600$84,1320.06%
123GOLDMAN SACHS GROUP INCGSCE146$83,6030.06%
124ISHARES TR464287499945$83,5380.06%
125ISHARES TR4642874651,035$78,2760.06%
126BANK AMERICA CORP0605051041,743$76,6050.06%
127TRANE TECHNOLOGIES PLCTT206$76,0870.06%
128THERMO FISHER SCIENTIFIC INCTMO146$75,9540.06%
129META PLATFORMS INCMETA129$75,5450.06%
130KKR & CO INCKKRT500$73,9550.06%
131NEXTERA ENERGY INCNEE-PW1,030$73,8410.06%
132ISHARES TR464288406960$71,2900.05%
133DANAHER CORPORATION235851102300$68,8650.05%
134MEDTRONIC PLCMDT850$67,8980.05%
135INTEL CORPINTC3,360$67,3680.05%
136SYSCO CORPSYY850$64,9910.05%
137SELECT SECTOR SPDR TR81369Y209448$61,5800.05%
138ROYAL BK CDA780087102500$60,2550.05%
139ALTRIA GROUP INCMO1,131$59,1600.04%
140VANGUARD WORLD FD92204A207271$57,3040.04%
141ALPS ETF TR00162Q8581,000$56,5120.04%
142PFIZER INCPFE2,125$56,3770.04%
143ISHARES TR464287770705$54,8400.04%
144PIMCO ETF TR72201R833538$53,9740.04%
145DUKE ENERGY CORP NEWDUKB500$53,8700.04%
146BROADCOM INCAVGO232$53,7870.04%
147CVB FINL CORP1266001052,493$53,3700.04%
148PROSHARES TR74347R248800$52,9100.04%
149ZIMMER BIOMET HOLDINGS INCZBH500$52,8150.04%
150OTIS WORLDWIDE CORPOTIS562$52,0470.04%
151GEN DIGITAL INCGENVR1,895$51,8860.04%
152ELEVANCE HEALTH INCELV139$51,2780.04%
153MICROSTRATEGY INCSTRK175$50,6840.04%
154EATON CORP PLCETN152$50,4450.04%
155VANGUARD WORLD FD92204A876305$49,8440.04%
156ISHARES TR464288695627$48,7180.04%
157ISHARES TR464287168366$48,0530.04%
158ISHARES TR464288729325$45,9000.03%
159BIOGEN INCBIIB300$45,8760.03%
160ENTERGY CORP NEWENO600$45,4920.03%
161DOLLAR TREE INCDLTR600$44,9640.03%
162SCHWAB STRATEGIC TR8085243001,584$44,1470.03%
163HONEYWELL INTL INC438516106195$44,0490.03%
164ENTERPRISE PRODS PARTNERS L2937921071,400$43,9040.03%
165COMCAST CORP NEWCCZ1,148$43,0850.03%
166ENBRIDGE INCENNPF984$41,7520.03%
167LAZARD INCLAZ800$41,1840.03%
168HILTON WORLDWIDE HLDGS INCHLT166$41,0290.03%
169BECTON DICKINSON & COBDX170$38,5680.03%
170MARTIN MARIETTA MATLS INC57328410670$36,1550.03%
171UNITED PARCEL SERVICE INCUPS280$35,3030.03%
172PRUDENTIAL FINL INCPUKPF287$34,0040.03%
173APOLLO GLOBAL MGMT INC03769M106201$33,1230.03%
174VANGUARD INDEX FDS922908751135$32,4380.02%
175NIKE INCNKE400$30,2680.02%
176ISHARES TR464287523140$30,1690.02%
177ANALOG DEVICES INCADI139$29,5320.02%
178REALTY INCOME CORPO550$29,3760.02%
179CVS HEALTH CORPCVS650$29,1790.02%
180TARGET CORPTGT214$28,9290.02%
181ALLSTATE CORPALL-PJ150$28,9190.02%
182RPM INTL INC749685103230$28,3040.02%
183ISHARES TR46432F842393$27,6210.02%
184SIMON PPTY GROUP INC NEW828806109160$27,5540.02%
185TAIWAN SEMICONDUCTOR MFG LTD874039100136$26,8590.02%
186TRUIST FINL CORP89832Q109600$26,0280.02%
187NORWEGIAN CRUISE LINE HLDG LNCLH1,000$25,7300.02%
188SPDR SER TR78464A847469$25,6500.02%
189MARRIOTT INTL INC NEW57190320290$25,1050.02%
190COSTAR GROUP INCCSGP350$25,0570.02%
191FIRST TR EXCHANGE TRADED FD33734X846395$25,0380.02%
192VANGUARD SCOTTSDALE FDS92206C102413$24,0290.02%
193FIRST TR LRGE CP CORE ALPHA33734K109225$23,4670.02%
194PNC FINL SVCS GROUP INC693475105120$23,1420.02%
195AMERICAN ELEC PWR CO INC025537101250$23,0580.02%
196VANGUARD SCOTTSDALE FDS92206C706395$22,9100.02%
197MORGAN STANLEYMS-PQ176$22,1270.02%
198ISHARES TR464287226226$21,9000.02%
199ISHARES TR464287515200$20,0240.02%
200PUBLIC SVC ENTERPRISE GRP IN744573106227$19,1800.01%
201AMERICAN WTR WKS CO INC NEW030420103150$18,6740.01%
202EVERGY INCEVRG299$18,4040.01%
203VALERO ENERGY CORPVLO150$18,3890.01%
204DOW INCDOW450$18,0590.01%
205VANGUARD WORLD FD92204A60370$17,8080.01%
206SEMPRASREA200$17,5440.01%
207GE AEROSPACE369604301103$17,1800.01%
208CONOCOPHILLIPSCOP170$16,8590.01%
209GRAND CANYON ED INCLOPE100$16,3800.01%
210NATIONAL GRID PLCNMPWP275$16,3410.01%
211ISHARES TR464288752150$15,5090.01%
212HOWARD HUGHES HOLDINGS INCHHH199$15,3080.01%
213MAXIMUS INCMMS200$14,9300.01%
214MADISON SQUARE GRDN SPRT COR55825T10366$14,8950.01%
215IOVANCE BIOTHERAPEUTICS INCIOVA2,000$14,8000.01%
216CONSTELLATION ENERGY CORPCEG66$14,7650.01%
217NETFLIX INCNFLX16$14,2620.01%
218VANGUARD BD INDEX FDS921937819189$14,1240.01%
219AIRBNB INCABNB100$13,1410.01%
220WALGREENS BOOTS ALLIANCE INC9314271081,400$13,0620.01%
221ISHARES TR46429B697145$12,8820.01%
222SCHWAB STRATEGIC TR808524607496$12,8270.01%
223BLACK HILLS CORPBKH216$12,6410.01%
224BROWN FORMAN CORPBF-B328$12,4580.01%
225ISHARES TR46428765556$12,3740.01%
226LOGITECH INTL S AH50430232150$12,3530.01%
227SHELL PLCRYDAF196$12,2800.01%
228DTE ENERGY CODTK100$12,0750.01%
229PROGRESSIVE CORP74331510350$12,0750.01%
230CHURCH & DWIGHT CO INCCHD113$11,8330.01%
231ALLIANT ENERGY CORPLNT200$11,8280.01%
232SCHWAB STRATEGIC TR808524201507$11,7530.01%
233AIR PRODS & CHEMS INCAIIR40$11,6020.01%
234XYLEM INCXYL100$11,6020.01%
235FORTIVE CORPFTV150$11,2500.01%
236VAIL RESORTS INCMTN60$11,2470.01%
237ISHARES TR464287325130$11,1770.01%
238AMERICAN TOWER CORP NEW03027X10060$11,0050.01%
239UNUM GROUPUNMA150$10,9550.01%
240SUBURBAN PROPANE PARTNERS LSPH600$10,3200.01%
241VERALTO CORPVLTO100$10,1850.01%
242UPSTART HLDGS INCUPST163$10,0360.01%
243GENERAL MLS INC370334104152$9,6870.01%
244CHUBB LIMITEDCB33$9,1180.01%
245APPLIED MATLS INC03822210556$9,1080.01%
246CRANE COMPANYCR59$8,9040.01%
247BOEING COBA-PA50$8,8500.01%
248TRAVELERS COMPANIES INCTRV35$8,4320.01%
249ELECTRONIC ARTS INCEA57$8,3400.01%
250SELECT SECTOR SPDR TR81369Y80333$7,6740.01%
251QUEST DIAGNOSTICS INCDGX50$7,5430.01%
252EXELON CORPEXC200$7,5280.01%
253JUNIPER NETWORKS INC48203R104200$7,4900.01%
254TESLA INCTSLA18$7,2700.01%
255CONSOLIDATED EDISON INCED80$7,1510.01%
256WELLS FARGO CO NEW949746101100$7,0240.01%
257PARKER-HANNIFIN CORPPH11$6,9970.01%
258VANGUARD INTL EQUITY INDEX F922042775120$6,8900.01%
259UNION PAC CORPUNP30$6,8420.01%
260NOVO-NORDISK A SNONOF78$6,7100.01%
261GRAPHIC PACKAGING HLDG COGPK245$6,6550.01%
262CLOROX CO DELCLX40$6,4970.00%
263VANGUARD SCOTTSDALE FDS92206C40978$6,0850.00%
264SHOPIFY INCSHOP55$5,8490.00%
265KYNDRYL HLDGS INCKD168$5,8130.00%
266PHILLIPS 66PSX50$5,6970.00%
267ISHARES INC46434G103100$5,2220.00%
268CROWDSTRIKE HLDGS INCCRWD15$5,1330.00%
269TOYOTA MOTOR CORPTOYOF26$5,0600.00%
270SELECT SECTOR SPDR TR81369Y860124$5,0440.00%
271CUSTOMERS BANCORP INCCUBB100$4,8680.00%
272VANGUARD WORLD FD92204A30640$4,8530.00%
273PROLOGIS INC.PLDGP45$4,7570.00%
274BGC GROUP INCBGC500$4,5300.00%
275ISHARES TR46434V38175$4,4750.00%
276ISHARES TR46428764815$4,3180.00%
277DUPONT DE NEMOURS INCDD54$4,1180.00%
278ADVANCED MICRO DEVICES INCAMD32$3,8660.00%
279SPDR INDEX SHS FDS78463X15275$3,8340.00%
280THOMSON REUTERS CORPTMSOF23$3,6890.00%
281VERTEX PHARMACEUTICALS INCVRTX9$3,6250.00%
282BANC OF CALIFORNIA INCBANC-PF233$3,6030.00%
283CRANE NXT COCXT60$3,4810.00%
284RIOT PLATFORMS INCRIOT335$3,4210.00%
285BLACKROCK INCBLK3$3,2840.00%
286ARCADIUM LITHIUM PLCG0508H110603$3,0940.00%
287TELADOC HEALTH INCTDOC340$3,0910.00%
288CENOVUS ENERGY INCCVE202$3,0610.00%
289SCHWAB STRATEGIC TR808524102132$2,9970.00%
290NEWMARK GROUP INCNMRK231$2,9600.00%
291AUTODESK INCADSK10$2,9560.00%
292TMC THE METALS COMPANY INCTMCWW2,625$2,9400.00%
293PINTEREST INCPINS100$2,9000.00%
294ISHARES GOLD TRIAU57$2,8230.00%
295FREEPORT-MCMORAN INCFCX72$2,7420.00%
296GENERAL MTRS CO37045V10050$2,6640.00%
297SINCLAIR INCSBGI150$2,4210.00%
298SCHWAB STRATEGIC TR80852440978$2,0340.00%
299BRC INCBRCC535$1,6960.00%
300SOLVENTUM CORPSOLV25$1,6520.00%
301LITHIUM AMERS CORP NEWLTUM500$1,4850.00%
302VANGUARD INDEX FDS9229085128$1,2950.00%
303VANGUARD INDEX FDS9229085385$1,2690.00%
304VANGUARD INDEX FDS9229086115$9910.00%
305GREENWICH LIFESCIENCES INCGLSI50$5620.00%
306ORAMED PHARMACEUTICALS INCORMP200$4840.00%
307EASTMAN KODAK COKODK70$4600.00%
308GINKGO BIOWORKS HOLDINGS INCDNABW37$3640.00%
309LUCID GROUP INCLCID100$3020.00%
310TRUMP MEDIA & TECHNOLOGY GRODJTWW7$2390.00%