HH
| |
HWG Holdings LP13F | |
| HWG Holdings LP | |
| Last update 2025-04-23 | 130 Stocks (89 new) |
| Value $224.00 Mil | Turnover 21 % |
HWG Holdings LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 57,352 | 32,226.1 | -33.21% | 14.380 | -5.50% | 0.010 | -5.55% | -2.98% | 574,809.5 | ||
AAPL | Apple Inc | 90,611 | 20,127.4 | -1.64% | 8.980 | -0.12% | 0.000 | -12.89% | -17.91% | 3,067,071.9 | Hardware | |
META | Meta Platforms Inc | 25,406 | 14,643.0 | +37.40% | 6.530 | +1.78% | 0.000 | -13.30% | +2.06% | 1,507,146.9 | Interactive Media | |
MSFT | Microsoft Corp | 36,691 | 13,773.3 | -27.48% | 6.150 | -1.92% | 0.000 | +5.08% | +3.48% | 3,235,237.7 | Software | |
GOOGL | Alphabet Inc | 81,383 | 12,585.1 | +27.97% | 5.620 | +1.23% | 0.000 | -19.51% | -13.25% | 2,000,180.3 | Interactive Media | |
JPM | JPMorgan Chase & Co | 47,740 | 11,710.6 | +68.29% | 5.230 | +2.12% | 0.000 | -4.95% | +6.54% | 701,750.5 | Banks | |
CW | Curtiss-Wright Corp | 35,469 | 11,253.3 | -0.73% | 5.020 | -0.03% | 0.090 | +3.16% | +0.85% | 13,480.6 | Aerospace & Defense | |
COST | Costco Wholesale Corp | 11,624 | 10,993.8 | +72.03% | 4.910 | +2.06% | 0.000 | +3.15% | +10.31% | 447,365.9 | Retail - Defensive | |
AMZN | Amazon.com Inc | 57,089 | 10,861.8 | +0.08% | 4.850 | 0% | 0.000 | -20.07% | -13.41% | 2,016,894.6 | Retail - Cyclical | |
MCO | Moodys Corp | 20,270 | 9,439.5 | +104.56% | 4.210 | +2.15% | 0.010 | -6.77% | -1.64% | 83,626.1 | Capital Markets |
HWG Holdings LP's Historical Top Holdings Breakdowns
HWG Holdings LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out | -7.23% | 468.34 ($508.07) 539.52 | $488.83 | -3.79% | Sold Out | 0 | -43,183 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Reduce | -5.54% | 114.9 ($128.55) 139.6 | $125.10 | -2.68% | Reduce -99.65% | 472 | -133,535 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce | -5.50% | 554.06 ($590.51) 615.85 | $569.34 | -3.59% | Reduce -33.21% | 57,352 | -28,518 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce | -3.79% | 106.98 ($126.74) 149.43 | $114.50 | -9.66% | Reduce -96.16% | 3,439 | -86,233 | |
ANET | Arista Networks Inc | 2025-03-31 | Reduce | -2.89% | 77.48 ($101.39) 129.82 | $91.02 | -10.23% | Reduce -95.49% | 3,779 | -80,065 | |
MCO | Moodys Corp | 2025-03-31 | Add | +2.15% | 437.8 ($481.85) 527.48 | $464.75 | -3.55% | Add 104.56% | 20,270 | 10,361 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add | +2.12% | 225.19 ($254.94) 279.95 | $252.51 | -0.95% | Add 68.29% | 47,740 | 19,373 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add | +2.06% | 890.62 ($974.97) 1076.86 | $1,008.30 | 3.42% | Add 72.03% | 11,624 | 4,867 | |
NOW | ServiceNow Inc | 2025-03-31 | Sold Out | -1.97% | 783.83 ($963.73) 1170.39 | $977.36 | 1.41% | Sold Out | 0 | -5,669 | |
KMI | Kinder Morgan Inc | 2025-03-31 | New Buy | +1.95% | 26.1 ($27.69) 31.22 | $26.83 | -3.11% | New holding | 153,544 | 153,544 |
HWG Holdings LP Total Holding History ($B)
HWG Holdings LP's Asset Allocation
HWG Holdings LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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HWG Holdings LP's Hypothetical Growth since 2025-03-31
HWG Holdings LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HWG Holdings LP's Holdings Heat Map
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HWG Holdings LP's Holdings Bubble Chart
HWG Holdings LP News
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