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HFR Wealth Management, LLC Buys Adobe Inc, Clorox Co, iShares U.S. Medical Devices ETF, Sells Chevron Corp, Illinois Tool Works Inc

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Nov 10, 2021
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Investment company HFR Wealth Management, LLC (Current Portfolio) buys Adobe Inc, Clorox Co, iShares U.S. Medical Devices ETF, S&P 500 ETF TRUST ETF, sells Chevron Corp, Illinois Tool Works Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, HFR Wealth Management, LLC. As of 2021Q3, HFR Wealth Management, LLC owns 59 stocks with a total value of $343 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 105,592 shares, 4.35% of the total portfolio. Shares added by 1.67%
  2. Intuit Inc (INTU) - 25,477 shares, 4.00% of the total portfolio. Shares added by 1.43%
  3. Costco Wholesale Corp (COST) - 26,354 shares, 3.45% of the total portfolio. Shares added by 2.00%
  4. Danaher Corp (DHR) - 38,786 shares, 3.44% of the total portfolio. Shares added by 1.90%
  5. Tractor Supply Co (TSCO) - 54,325 shares, 3.21% of the total portfolio. Shares added by 2.48%
New Purchase: Adobe Inc (ADBE)

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.



Here is the complete portfolio of HFR Wealth Management, LLC. Also check out:

1. HFR Wealth Management, LLC's Undervalued Stocks
2. HFR Wealth Management, LLC's Top Growth Companies, and
3. HFR Wealth Management, LLC's High Yield stocks
4. Stocks that HFR Wealth Management, LLC keeps buying
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