$18.4 Million is the total value of Carlton Hofferkamp & Jenks Wealth Management, LLC's 34 reported holdings in Q4 2010. The portfolio turnover from Q3 2010 to Q4 2010 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2011-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 19.7% |
| SCHW US BRD MKT ETF | 42 | Q3 2023 | 9.7% |
| ISHARES TR BOND 1-3 YEAR TREAS BOND ETF | 42 | Q3 2023 | 8.0% |
| Schwab St US Trsr Etf | 42 | Q3 2023 | 7.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.2% |
| PFIZER INCORPORATED | 42 | Q3 2023 | 2.0% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 2.0% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 2.3% |
| DISNEY WALT CO | 42 | Q3 2023 | 1.5% |
| COCA COLA COMPANY | 42 | Q3 2023 | 2.5% |
View Carlton Hofferkamp & Jenks Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-26 |
View Carlton Hofferkamp & Jenks Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (18420000.0 != 0.0)
- The reported number of holdings is incorrect (34 != 0)
- The reported has been restated
- The reported has been amended
Export Carlton Hofferkamp & Jenks Wealth Management, LLC's holdings