- New Purchases: ADBE, SPY,
- Added Positions: CLX, AMZN, IHI, WEC, MTN, RPM, PKG, MKC, HSIC, APD, AMGN, BDX, TJX, TSCO, ROL, UNP, PG, ADP, LII, JNJ, NEE, V, APH, WM, FTV, AAPL, CTAS, GOLD, DOV, COST, BRK.B, POOL, INTU, DHR, TR,
- Reduced Positions: CVX, MSFT, MMM, DE, JPM, GOOG, GOOGL, HON,
- Sold Out: ITW,
For the details of HFR Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hfr+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of HFR Wealth Management, LLC- Apple Inc (AAPL) - 105,592 shares, 4.35% of the total portfolio. Shares added by 1.67%
- Intuit Inc (INTU) - 25,477 shares, 4.00% of the total portfolio. Shares added by 1.43%
- Costco Wholesale Corp (COST) - 26,354 shares, 3.45% of the total portfolio. Shares added by 2.00%
- Danaher Corp (DHR) - 38,786 shares, 3.44% of the total portfolio. Shares added by 1.90%
- Tractor Supply Co (TSCO) - 54,325 shares, 3.21% of the total portfolio. Shares added by 2.48%
HFR Wealth Management, LLC initiated holding in Adobe Inc. The purchase prices were between $575.72 and $666.59, with an estimated average price of $629.42. The stock is now traded at around $647.500000. The impact to a portfolio due to this purchase was 2.31%. The holding were 13,776 shares as of 2021-09-30.
New Purchase: S&P 500 ETF TRUST ETF (SPY)HFR Wealth Management, LLC initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $463.640000. The impact to a portfolio due to this purchase was 0.08%. The holding were 603 shares as of 2021-09-30.
Added: Clorox Co (CLX)HFR Wealth Management, LLC added to a holding in Clorox Co by 30.92%. The purchase prices were between $162.19 and $187.74, with an estimated average price of $172.28. The stock is now traded at around $165.440000. The impact to a portfolio due to this purchase was 0.66%. The holding were 57,913 shares as of 2021-09-30.
Added: iShares U.S. Medical Devices ETF (IHI)HFR Wealth Management, LLC added to a holding in iShares U.S. Medical Devices ETF by 500.00%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.810000. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,000 shares as of 2021-09-30.
Sold Out: Illinois Tool Works Inc (ITW)HFR Wealth Management, LLC sold out a holding in Illinois Tool Works Inc. The sale prices were between $206.63 and $235.2, with an estimated average price of $225.51.
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