Hofer & Associates. Inc Purchases in Q4 2025

Hofer & Associates. Inc

  • $179 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
14.3K
+ 111.4%
$290.13 - $341.71 $4.15M - $4.89M
27.1K $9.27M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.84K
+ 3.25%
$54.27 - $56.85 $371K - $389K
217K $12.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.18K
+ 20.63%
$76.84 - $80.86 $475K - $500K
36.2K $2.86M
META
Meta Platforms, Inc.

Communication Services
916
+ 101.89%
$609.01 - $751.67 $558K - $689K
1.82K $1.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.36K
+ 2.29%
$91.46 - $91.76 $399K - $400K
195K $17.8M
HCA
Hca Healthcare, Inc.

Healthcare
660
New
$410.68 - $476.61 $271K - $315K
660 $311K
STOT
Spdr Doubleline Short Duration

ETFs
6.57K
+ 4.59%
$47.24 - $47.54 $311K - $312K
150K $7.1M
AAPL
Apple Inc.

Technology
43
+ 0.19%
$245.27 - $275.25 $10.5K - $11.8K
22.8K $6.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
454
+ 4.47%
$475.68 - $513.11 $216K - $233K
10.6K $5.4M
VUG
Vanguard Growth ETF

ETFs
365
+ 1.63%
$470.44 - $504.26 $172K - $184K
22.8K $11M
GILD
Gilead Sciences, Inc.

Healthcare
1.9K
New
$110.56 - $125.2 $210K - $238K
1.9K $236K
HD
Home Depot, Inc.

Consumer Cyclical
616
New
$358.03 - $397.02 $221K - $245K
616 $220K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.8K
+ 5.95%
$83.45 - $84.82 $234K - $238K
49.9K $4.17M
GLDM
World Gold Trust

ETFs
2.49K
New
$76.32 - $86.69 $190K - $216K
2.49K $201K
DIS
Walt Disney CO

Communication Services
1.89K
New
$105.69 - $116.65 $199K - $220K
1.89K $199K
EFG
Msci Eafe Growth ETF

ETFs
1.4K
+ 3.77%
$112.91 - $117.61 $158K - $164K
38.5K $4.42M
AMZN
Amazon Com Inc

Consumer Cyclical
18
+ 0.15%
$213.04 - $254.0 $3.83K - $4.57K
12.2K $2.87M
IEFA
Ishares Tr

ETFs
1.21K
+ 2.46%
$86.09 - $89.88 $104K - $108K
50.1K $4.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.74K
+ 3.71%
$26.44 - $27.53 $178K - $186K
189K $5.14M
VIG
Vanguard Dividend Appreciation

ETFs
891
+ 3.1%
N/A
29.6K $5.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.09K
+ 2.72%
$137.47 - $143.13 $150K - $156K
41.1K $5.8M
CSCO
Cisco Systems, Inc.

Technology
1.42K
+ 34.28%
$67.46 - $78.0 $95.7K - $111K
5.56K $432K
SRLN
Ssga Active Trust

ETFs
4.13K
+ 4.92%
$41.05 - $41.54 $170K - $172K
88.2K $3.64M
SBUX
Starbucks Corp

Consumer Cyclical
1.67K
+ 16.49%
$78.46 - $87.26 $131K - $145K
11.8K $997K
SPYG
Spdr Portfolio

ETFs
703
+ 0.34%
$102.4 - $109.39 $72K - $76.9K
205K $21.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.35K
+ 4.27%
$33.69 - $34.08 $146K - $148K
106K $3.58M
WMT
Walmart Inc.

Consumer Defensive
1.18K
+ 11.16%
$101.18 - $109.03 $119K - $128K
11.7K $1.21M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.2K
+ 6.91%
$42.66 - $43.29 $137K - $139K
49.6K $2.12M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.61K
+ 4.4%
$45.45 - $48.31 $73K - $77.6K
38.1K $1.81M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.37K
+ 3.1%
$44.53 - $47.25 $150K - $159K
112K $5.1M
JPM
Jpmorgan Chase & CO

Financial Services
480
+ 9.12%
$294.11 - $320.41 $141K - $154K
5.74K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
550
+ 3.55%
$286.27 - $296.23 $157K - $163K
16.1K $4.61M
UNH
Unitedhealth Group Inc

Healthcare
168
+ 27.05%
$320.52 - $369.92 $53.8K - $62.1K
789 $252K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
171
+ 1.66%
$55.63 - $58.98 $9.51K - $10.1K
10.5K $613K
CVX
Chevron Corp

Energy
136
+ 7.66%
$148.9 - $157.72 $20.3K - $21.4K
1.91K $296K
RDVY
First Trust Rising Dividend Ac

ETFs
297
+ 5.14%
$65.02 - $68.31 $19.3K - $20.3K
6.07K $406K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
215
+ 3.72%
$39.09 - $41.28 $8.4K - $8.88K
6K $247K
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.36%
$138.84 - $153.71 $972 - $1.08K
1.94K $287K
ABBV
Abb Vie Inc.

Healthcare
25
+ 0.8%
$211.96 - $244.38 $5.3K - $6.11K
3.16K $739K
BK
Bank Of New York Mellon Corp

Financial Services
52
+ 1.21%
$104.54 - $112.64 $5.44K - $5.86K
4.33K $478K
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.05%
$303.78 - $362.34 $608 - $725
3.74K $1.22M
BAC
Bank Of America Corp

Financial Services
207
+ 4.34%
$48.65 - $54.11 $10.1K - $11.2K
4.98K $256K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 2.22%
$293.81 - $310.11 $5.58K - $5.89K
876 $267K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
503
+ 3.55%
$17.44 - $18.04 $8.77K - $9.07K
14.7K $257K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$656.2 - $690.71 $656 - $691
980 $661K
Vanguard Malvern Fds
5.16K
+ 5.98%
N/A
91.4K $0
MSFT
Microsoft Corp

Technology
128
+ 2.04%
$496.82 - $542.07 $63.6K - $69.4K
6.41K $3.25M
MA
Mastercard Inc

Financial Services
8
+ 1.79%
$536.85 - $580.45 $4.29K - $4.64K
454 $243K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.57%
$910.94 - $954.99 $7.29K - $7.64K
1.42K $1.29M
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email