• 13F History

HWG Holdings LP

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$224M
Signature - Title
richea powell - President and CEO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by HWG Holdings LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HWG Holdings LP reported 131 stock holdings with total value $224M as of Q1 2025. Top holdings included IVV, AAPL, META, MSFT, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 131 $224M +$47.4M -$109M -$62.1M IVV, AAPL, META, MSFT, GOOGL 13F-HR 4/22/2025, 05:21 PM
Q4 2024 50 $305M +$62.4M -$61.1M +$1.29M IVV, AAPL, QQQ, MSFT, IWP 13F-HR 2/26/2025, 06:43 PM
Q3 2024 51 $291M +$89.5M -$76M +$13.5M IVV, MSFT, AAPL, QQQ, CW 13F-HR 10/23/2024, 04:21 PM
Q2 2024 129 $273M +$78.3M -$52.8M +$25.6M IVV, MSFT, NVO, LLY, AAPL 13F-HR 8/19/2024, 05:08 PM
Q4 2023 124 $222M +$68.3M -$47.1M +$21.2M IVV, MSFT, QQQ, AMZN, CDNS 13F-HR 1/4/2024, 04:17 PM
Q3 2023 156 $181M +$49.9M -$70.8M -$20.9M IVV, GOOGL, MSFT, QQQ, XOM 13F-HR 10/19/2023, 01:42 PM
Q2 2023 155 $205M +$58.7M -$51.2M +$7.49M IVV, QQQ, NVDA, AAPL, MSFT 13F-HR 8/14/2023, 07:33 PM
Q1 2023 110 $175M +$58.1M -$41.7M +$16.4M IVV, IJH, AMD, QQQ, AAPL 13F-HR 5/16/2023, 11:14 AM
Q4 2022 107 $154M +$35M -$26.7M +$8.36M IVV, IJH, IJR, AAPL, UNH 13F-HR 1/31/2023, 03:13 PM
Q3 2022 111 $140M +$25.2M -$25.9M -$769K IVV, QQQ, AAPL, MSFT, UNH 13F-HR 11/9/2022, 09:53 AM
Q1 2022 134 $201M +$94.1M -$89.6M +$4.48M IVV, AAPL, MSFT, NVDA, GOOGL 13F-HR 4/26/2022, 12:13 PM
Q4 2021 126 $230M +$122M -$102M +$19.4M IVV, AAPL, MSFT, IWM, NVDA 13F-HR 2/17/2022, 04:22 PM
Q2 2021 123 $179M +$81M -$57.7M +$23.3M IJR, IJH, ASO, GOOGL, NVDA 13F-HR 7/22/2021, 02:37 PM
Q1 2021 95 $162M +$75.9M -$76.3M -$379K IWN, IJR, IJH, NTRA, MSFT 13F-HR 5/5/2021, 04:20 PM
Q4 2020 104 $198M +$87.8M -$6.59M +$81.2M IWM, NTRA, IJR, AMZN, AAPL 13F-HR 1/20/2021, 04:19 PM
Q3 2020 109 $113M +$20.9M -$29M -$8.02M AMZN, NTRA, AAPL, IJH, MSFT 13F-HR 10/2/2020, 11:21 AM
Q2 2020 107 $125M +$71.2M -$54.4M +$16.8M AAPL, MSFT, AMZN, IJH, AMD 13F-HR 8/17/2020, 10:08 AM
Q4 2019 119 $122M +$19.5M -$10.4M +$9.04M IVV, IWF, AAPL, IWP, MSFT 13F-HR 1/9/2020, 10:10 AM
Q3 2019 114 $108M +$37.9M -$24.7M +$13.2M IVV, IWF, IWP, AAPL, VIG 13F-HR 11/20/2019, 09:17 AM
Q2 2019 106 $103M +$50.4M -$36.1M +$14.3M QQQ, IWF, IVV, IWP, MSFT 13F-HR 7/29/2019, 03:29 PM
Q1 2019 94 $100M +$74.2M -$19.6M +$54.6M IVV, IWF, MSFT, INTU, AMZN 13F-HR 4/26/2019, 05:33 PM
Q4 2018 80 $47.5M +$21.8M -$49.1M -$27.3M HRL, ELV, VIG, UNH, MSFT 13F-HR 2/19/2019, 03:49 PM
Q3 2018 89 $148M +$79.5M -$43.4M +$36.1M INTU, ZBRA, AAPL, IVV, MSFT 13F-HR 10/18/2018, 05:54 PM
Q2 2018 98 $121M +$60.1M -$22.5M +$37.6M IVV, IWF, ISRG, AMZN, SQ 13F-HR 8/20/2018, 02:25 PM
Q1 2018 78 $108M +$43.1M -$17.3M +$25.7M IVV, IWF, VIG, ISRG, IWD 13F-HR 4/27/2018, 05:30 PM
Q4 2017 93 $118M +$41.3M -$27.3M +$14M IVV, IWF, VIG, UNH, IWD 13F-HR 1/17/2018, 01:56 PM
Q3 2017 94 $123M +$62.3M -$48M +$14.2M IWF, IVV, AAOI, VIG, FEZ 13F-HR 11/13/2017, 04:53 PM
Q2 2017 90 $135M +$102M -$38.8M +$63M IVV, AAOI, FEZ, IWD, EWP 13F-HR 8/21/2017, 03:37 PM
Q1 2017 31 $79.3M +$50.1M -$24.4M +$25.7M IJH, IWF, IVV, AAOI, IWD 13F-HR 5/15/2017, 06:31 PM
Q4 2016 14 $73.8M +$67.6M -$8.18M +$59.4M IJH, IJR, IVV, CVX, HII 13F-HR 2/21/2017, 01:37 PM
Q3 2016 36 $95.2M +$54.4M -$23.8M +$30.6M MPWR, ACAD, BOKFL, IGT, BPL 13F-HR 11/9/2016, 02:35 PM
Q2 2016 26 $108M +$56.1M -$6.5M +$49.6M BPL, ACAD, T, BOKFL, MO 13F-HR 8/17/2016, 04:59 PM
Q1 2016 33 $112M +$92.4M -$5.41M +$87M T, HRL, BPL, ACAD, MO 13F-HR 5/6/2016, 10:25 AM
Q4 2015 23 $98.3M +$90.9M -$1.36M +$89.5M HRL, RAI, META, DLR, MO 13F-HR 2/12/2016, 03:28 PM
Q3 2015 1 $8.49M +$8.49M +$8.49M RAI 13F-HR 11/2/2015, 02:41 PM
Q2 2015 22 $94.9M +$67.5M -$79K +$67.4M ANAC, HCA, ABBV, CNC, JPM 13F-HR 7/28/2015, 05:31 PM
Q1 2015 20 $61.9M +$28.1M -$24.1M +$4M PCYC, MTH, HNT, ANAC, LEN 13F-HR 4/30/2015, 03:45 PM
Q4 2014 30 $140M +$93.8M -$34.5M +$59.3M IVV, PCYC, ISIS, MO, INCY 13F-HR 1/2/2015, 04:10 PM
Q3 2014 30 $125M +$75.3M -$25.5M +$49.8M PCYC, MO, GILD, AAPL, SLXP 13F-HR 10/31/2014, 01:06 PM
Q2 2014 45 $132M +$85.7M -$34.5M +$51.2M RAI, MO, COP, SLB, CRZO 13F-HR 7/24/2014, 05:46 PM
Q1 2014 36 $110M +$47.4M -$31.4M +$16M PCYC, ACAD, INCY, ISIS, RAI 13F-HR 4/14/2014, 10:38 AM
Q4 2013 40 $155M PCYC, ACAD, ISIS, NFLX, PDFS 13F-HR 2/13/2014, 04:18 PM