Hofer & Associates. Inc Purchases and Sells in Q3 2025

Hofer & Associates. Inc

$167 Million
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMGN	5.66K + 78.8%	$271.18 - $309.22 $1.53M - $1.75M	12.8K $3.62M
BIL	14.3K + 8.12%	$91.44 - $91.77 $1.31M - $1.31M	190K $17.5M
MSFT	1.99K + 46.5%	$491.09 - $535.64 $979K - $1.07M	6.28K $3.25M
NVDA	974 + 3.4%	$153.3 - $186.58 $149K - $182K	29.6K $5.53M
SPLG	7.71K + 34.65%	$72.65 - $78.68 $560K - $607K	30K $2.35M
SPYV	1.47K + 0.7%	$52.12 - $55.33 $76.5K - $81.2K	210K $11.6M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	3.14K New	$184.85 - $231.54 $580K - $726K	3.14K $725K
GOOG	1.7K New	$175.16 - $255.24 $298K - $434K	1.7K $414K
ABT	2.2K New	$120.51 - $136.62 $265K - $300K	2.2K $294K
GOOGL	1.08K New	$174.36 - $254.72 $188K - $275K	1.08K $262K
TSLA	529 New	$293.94 - $444.72 $155K - $235K	529 $235K
UNH	621 New	$237.77 - $353.61 $148K - $220K	621 $214K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	-225 - 5.68%	$274.66 - $395.76 $61.8K - $89K	3.73K $1.21M
MA	-206 - 31.6%	$550.18 - $598.96 $113K - $123K	446 $253K
SCHD	-9.02K - 4.73%	$26.38 - $27.95 $238K - $252K	182K $4.97M
AXP	-283 - 28.97%	$294.27 - $342.31 $83.3K - $96.9K	694 $230K
V	-110 - 6.48%	$332.09 - $358.86 $36.5K - $39.5K	1.59K $541K
PEP	-571 - 22.78%	$133.81 - $152.16 $76.4K - $86.9K	1.94K $271K

Activity Summary All Purchases 37 New Holdings 6 Increased Positions 31 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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