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 | -7.72% | -5.22% | 563,320.2 | ||
AAPL | Apple Inc | 90,611 | 20,127.4 | -1.64% | 8.980 | -0.12% | 0.000 | -9.86% | -15.05% | 3,192,190.5 | Hardware | |
META | Meta Platforms Inc | 25,406 | 14,643.0 | +37.40% | 6.530 | +1.78% | 0.000 | -20.27% | -6.15% | 1,385,922.8 | Interactive Media | |
MSFT | Microsoft Corp | 36,691 | 13,773.3 | -27.48% | 6.150 | -1.92% | 0.000 | -4.58% | -6.04% | 2,938,355.8 | Software | |
GOOGL | Alphabet Inc | 81,383 | 12,585.1 | +27.97% | 5.620 | +1.23% | 0.000 | -22.07% | -16.02% | 1,938,407.8 | Interactive Media | |
JPM | JPMorgan Chase & Co | 47,740 | 11,710.6 | +68.29% | 5.230 | +2.12% | 0.000 | -7.92% | +3.21% | 679,823.4 | Banks | |
CW | Curtiss-Wright Corp | 35,469 | 11,253.3 | -0.73% | 5.020 | -0.03% | 0.090 | -0.53% | -2.75% | 12,999.3 | Aerospace & Defense | |
COST | Costco Wholesale Corp | 11,624 | 10,993.8 | +72.03% | 4.910 | +2.06% | 0.000 | +1.60% | +8.66% | 441,243.1 | Retail - Defensive | |
AMZN | Amazon.com Inc | 57,089 | 10,861.8 | +0.08% | 4.850 | 0% | 0.000 | -22.41% | -15.94% | 1,957,132.2 | Retail - Cyclical | |
MCO | Moodys Corp | 20,270 | 9,439.5 | +104.56% | 4.210 | +2.15% | 0.010 | -9.10% | -4.10% | 81,533.4 | 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 | $475.47 | -6.42% | Sold Out | 0 | -43,183 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Reduce | -5.54% | 114.9 ($128.55) 139.6 | $121.29 | -5.65% | 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 | $557.96 | -5.51% | Reduce -33.21% | 57,352 | -28,518 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce | -3.79% | 106.98 ($126.74) 149.43 | $108.92 | -14.06% | Reduce -96.16% | 3,439 | -86,233 | |
ANET | Arista Networks Inc | 2025-03-31 | Reduce | -2.89% | 77.48 ($101.39) 129.82 | $82.27 | -18.86% | Reduce -95.49% | 3,779 | -80,065 | |
MCO | Moodys Corp | 2025-03-31 | Add | +2.15% | 437.8 ($481.85) 527.48 | $453.12 | -5.96% | Add 104.56% | 20,270 | 10,361 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Add | +2.12% | 225.19 ($254.94) 279.95 | $244.62 | -4.05% | Add 68.29% | 47,740 | 19,373 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add | +2.06% | 890.62 ($974.97) 1076.86 | $994.50 | 2.00% | Add 72.03% | 11,624 | 4,867 | |
NOW | ServiceNow Inc | 2025-03-31 | Sold Out | -1.97% | 783.83 ($963.73) 1170.39 | $955.01 | -0.90% | Sold Out | 0 | -5,669 | |
KMI | Kinder Morgan Inc | 2025-03-31 | New Buy | +1.95% | 26.1 ($27.69) 31.22 | $26.30 | -5.02% | New holding | 153,544 | 153,544 |
HWG Holdings LP Total Holding History ($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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