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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 $270,908,842
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 123,295 $22,359,615 8.25%
2.
Schwab Strategic Trust
 FNDF 866,529 $20,346,090 7.51%
3.
Spdr S & P 500 Etf Trust
 SPY 27,310 $16,501,141 6.09%
4.
Vanguard Index Fds
 38,094 $11,426,225 4.21%
5.
Exxon Mobil Corp
 XOM 102,977 $11,315,140 4.17%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)