Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Carlton Hofferkamp & Jenks Wealth Management, Llc > Profile

Instuitional Investor - Carlton Hofferkamp & Jenks Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Carlton Hofferkamp & Jenks Wealth Management, Llc
Portfolio Value $275,880,440
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 125,056 $23,175,399 8.4%
2.
Schwab Strategic Trust
 FNDF 853,493 $20,893,509 7.57%
3.
Spdr S & P 500 Etf Trust
 SPY 28,588 $18,137,744 6.57%
4.
Vanguard Index Fds
 38,509 $12,024,406 4.36%
5.
Exxon Mobil Corp
 XOM 102,410 $11,459,638 4.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)