HW
| |
HFR Wealth Management, LLC13F | |
| HFR Wealth Management, LLC | |
| Last update 2025-05-13 | 53 Stocks (2 new) |
| Value $411.00 Mil | Turnover 0 % |
HFR Wealth Management, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 93,744 | 20,823.4 | -1.49% | 5.070 | -0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
CTAS | Cintas Corp | 99,601 | 20,471.0 | -1.16% | 4.980 | -0.05% | 0.020 | +8.06% | +21.93% | 89,430.3 | Business Services | |
AMZN | Amazon.com Inc | 96,885 | 18,433.3 | -1.12% | 4.490 | -0.06% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 18,832 | 17,811.3 | -1.32% | 4.340 | -0.06% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
TJX | TJX Companies Inc | 141,344 | 17,215.7 | -1.10% | 4.190 | -0.05% | 0.010 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical | |
V | Visa Inc | 45,830 | 16,061.7 | -1.04% | 3.910 | -0.04% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
APH | Amphenol Corp | 231,976 | 15,215.3 | -0.82% | 3.700 | -0.03% | 0.020 | +59.12% | +49.45% | 125,000.0 | Hardware | |
ROL | Rollins Inc | 272,921 | 14,745.9 | +0.14% | 3.590 | +0.01% | 0.060 | +0.33% | +21.13% | 27,043.3 | Personal Services | |
LII | Lennox International Inc | 26,263 | 14,729.1 | -1.05% | 3.580 | -0.04% | 0.070 | +10.07% | +0.47% | 21,625.5 | Construction | |
ADP | Automatic Data Processing Inc | 47,641 | 14,555.6 | -0.31% | 3.540 | -0.01% | 0.010 | +3.42% | +4.16% | 122,503.4 | Software |
HFR Wealth Management, LLC's Historical Top Holdings Breakdowns
HFR Wealth Management, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.50% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | Reduce -99% | 3 | -297 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.09% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -1.49% | 93,744 | -1,419 | |
CLX | Clorox Co | 2025-03-31 | Reduce Reduce | -0.08% | 141.76 ($152.7) 162.89 | $128.37 | -15.93% | Reduce -47.15% | 2,217 | -1,978 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.06% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -24.67% | 3,862 | -1,265 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.06% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -1.12% | 96,885 | -1,098 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.06% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Reduce -1.32% | 18,832 | -251 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +0.06% | 117.15 ($141.65) 158.79 | $178.73 | 26.18% | New holding | 1,483 | 1,483 | |
VZ | Verizon Communications Inc | 2025-03-31 | New Buy New Buy | +0.06% | 37.81 ($41.63) 46.49 | $40.84 | -1.90% | New holding | 4,993 | 4,993 | |
CTAS | Cintas Corp | 2025-03-31 | Reduce Reduce | -0.05% | 182.09 ($199.2) 208.14 | $221.94 | 11.42% | Reduce -1.16% | 99,601 | -1,167 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.05% | 112.81 ($121.39) 126.16 | $122.17 | 0.64% | Reduce -1.1% | 141,344 | -1,570 |
HFR Wealth Management, LLC Total Holding History ($B)
HFR Wealth Management, LLC's Asset Allocation
HFR Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HFR Wealth Management, LLC's Hypothetical Growth since 2025-03-31
HFR Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HFR Wealth Management, LLC's Holdings Heat Map
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HFR Wealth Management, LLC's Holdings Bubble Chart
HFR Wealth Management, LLC News
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