The Analysis of HWG Holdings LP's Holdings
Currently, HWG Holdings LP holds 47 types of securities in its portfolio with a total value $412.7M. In the most recent quarter, they have increased their positions in IVV (+102.8K shares, valued at $70.4M), SHOP (+50.3K shares, valued at $8.1M), EEM (+141.1K shares, valued at $7.7M); decreased their positions in TSM (-28.7K shares, valued at $8.7M), META (-13.2K shares, valued at $8.7M), COST (-6.2K shares, valued at $5.3M); initiated new positions in TJX (+28.7K shares, valued at $4.4M), GS (+4.7K shares, valued at $4.1M), AGX (+7.9K shares, valued at $2.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF168.9K shares155.55%2025-12-312026-01-12
MSFT MICROSOFT CORP52.3K shares5.13%2025-12-312026-01-12 NVDA NVIDIA CORP134.6K shares-2.83%2025-12-312026-01-12 CW CURTISS WRIGHT CORP32.4K shares3.97%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO54.1K shares3.63%2025-12-312026-01-12 AMZN AMAZON.COM INC71.4K shares0.49%2025-12-312026-01-12 BROADCOM INC BROADCOM INC38.6K shares-18.91%2025-12-312026-01-12 ESLT ELBIT SYSTEMS LTD21.3K shares9.94%2025-12-312026-01-12 SHOP SHOPIFY INC F CLASS A70.4K shares249.48%2025-12-312026-01-12 EEM ISHARES MSCI EMERGING MARKETS196.3K shares255.48%2025-12-312026-01-12 META META PLATFORMS INC CLASS A15.9K shares-45.36%2025-12-312026-01-12 MLI MUELLER INDS INC80.5K shares1.96%2025-12-312026-01-12 AAPL APPLE INC25.2K shares-12.04%2025-12-312026-01-12 COST COSTCO WHOLESALE CO6.1K shares-50.18%2025-12-312026-01-12 TJX TJX COS INC NEW COM28.7K sharesnew addition2025-12-312026-01-12 GS GOLDMAN SACHS GROUP4.7K sharesnew addition2025-12-312026-01-12 SPYM SPDR PORTFOLIO S&P 500 ETF44.9K shares0.27%2025-12-312026-01-12 BSX BOSTON SCIENTIFIC CO34.9K shares-40.36%2025-12-312026-01-12 ONEQ FIDELITY NASDAQ COMPOSITE IND34.3K shares0.67%2025-12-312026-01-12 BRO BROWN & BROWN INC37.6K shares-43.91%2025-12-312026-01-12 AGX ARGAN INC COM7.9K sharesnew addition2025-12-312026-01-12 EPD ENTERPRISE PRODS PART LP70.0K shares83.14%2025-12-312026-01-12 VTI VANGUARD TOTAL STOCK MARKET ET5.1K shares0.00%2025-12-312026-01-12 ET ENERGY TRANSFER LP COM UT LTD92.3K shares195.50%2025-12-312026-01-12 UBER UBER TECHNOLOGIES INC16.1K shares-77.60%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES IN CLASS7.2K sharesnew addition2025-12-312026-01-12 FEUZ FIRST TRUST EUROZONE ALPHADEX16.3K shares-1.95%2025-12-312026-01-12 NFLX NETFLIX INC7.2K shares30.62%2025-12-312026-01-12 MCO MOODYS CORP1.3K shares-70.56%2025-12-312026-01-12 ROAD CONSTRUCTION PARTNERS IN CLASS5.8K shares-74.63%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR ADR1.8K shares-94.03%2025-12-312026-01-12 SPY SPDR S&P500 ETF TRUSTTRUST UNI721 shares0.00%2025-12-312026-01-12 BLACKROCK INC BLACKROCK INC442 sharesnew addition2025-12-312026-01-12 EZU ISHARES MSCI EMU ETF6.3K shares0.00%2025-12-312026-01-12 DVY ISHARES SELECT DIVIDEND ETF2.2K shares-0.93%2025-12-312026-01-12 DFUS DIMENSIONAL US EQUITY ETF3.8K shares0.00%2025-12-312026-01-12 XOM EXXON MOBIL CORP2.3K shares-5.47%2025-12-312026-01-12 DFUV DIMENSIONAL US MARKETWIDE VALU5.7K shares0.00%2025-12-312026-01-12 RCL ROYAL CARIBBEAN GROUP F944 shares1.29%2025-12-312026-01-12 ORLY O'REILLY AUTOMOTIVE INC2.5K sharesnew addition2025-12-312026-01-12 BKNG BOOKING HOLDINGS INC42 shares-2.33%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available