Hardy Reed LLC Top Holdings and 13F Report (2025) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $1.13 billion in total holdings as of December 31, 2024.Hardy Reed LLC owns shares of 246 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 243 new stocks and bought additional shares in 67 stocks.Hardy Reed LLC sold shares of 64 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $217,819,913Vanguard S&P 500 ETF $146,171,206iShares Core MSCI Total International Stock ETF $100,742,785JPMorgan Chase & Co. $96,081,282Vanguard Total International Bond ETF $56,283,723 Largest New Holdings this Quarter iShares U.S. Healthcare ETF $2,155,990 HoldingBLACKROCK INC $1,648,377 HoldingStarbucks $1,017,255 HoldingiShares MSCI EAFE ETF $579,929 HoldingLAM RESEARCH CORP $497,376 Holding Largest Purchases this Quarter iShares Core MSCI Total International Stock ETF 71,267 shares (about $4.71M)Vanguard Total International Bond ETF 74,357 shares (about $3.65M)Schwab Fundamental International Large Company Index ETF 108,396 shares (about $3.60M)Vanguard Total Stock Market ETF 8,446 shares (about $2.45M)SPDR S&P 500 ETF Trust 4,164 shares (about $2.44M) Largest Sales this Quarter Elevance Health 3,590 shares (about $1.32M)Vanguard S&P 500 ETF 1,821 shares (about $981.17K)Adobe 2,146 shares (about $954.28K)Merck & Co., Inc. 8,947 shares (about $890.05K)Vanguard High Dividend Yield ETF 3,854 shares (about $491.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardy Reed LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$217,819,913$2,447,734 ▲1.1%751,59619.2%ETFVOOVanguard S&P 500 ETF$146,171,206$981,174 ▼-0.7%271,28512.9%ETFIXUSiShares Core MSCI Total International Stock ETF$100,742,785$4,713,599 ▲4.9%1,523,1758.9%ManufacturingJPMJPMorgan Chase & Co.$96,081,282$25,409 ▼0.0%400,8238.5%FinanceBNDXVanguard Total International Bond ETF$56,283,723$3,647,209 ▲6.9%1,147,4775.0%ETFAAPLApple$34,083,915$122,706 ▲0.4%136,1073.0%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$31,600,079$3,599,831 ▲12.9%951,5232.8%ETFBRK.ABerkshire Hathaway$24,513,1200.0%362.2%FinanceVXUSVanguard Total International Stock ETF$23,778,255$134,125 ▼-0.6%403,5002.1%ETFSPYSPDR S&P 500 ETF Trust$20,852,727$2,440,437 ▲13.3%35,5801.8%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$16,658,685$249,301 ▼-1.5%557,8931.5%ETFVYMVanguard High Dividend Yield ETF$16,641,437$491,732 ▼-2.9%130,4291.5%ETFIVViShares Core S&P 500 ETF$15,314,127$191,324 ▼-1.2%26,0141.3%ETFIJRiShares Core S&P Small-Cap ETF$15,245,796$7,374 ▼0.0%132,3191.3%ETFDIMENSIONAL ETF TRUST$11,981,196$1,026,498 ▲9.4%186,7391.1%US CORE EQUITY 1IJHiShares Core S&P Mid-Cap ETF$11,818,067$27,167 ▼-0.2%189,6661.0%ETFMSFTMicrosoft$11,592,936$321,605 ▲2.9%27,5041.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$11,129,389$54,213 ▼-0.5%27,7141.0%ETFGOOGLAlphabet$9,590,128$11,358 ▲0.1%50,6610.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$8,856,2640.0%126,0140.8%ETFVTVVanguard Value ETF$7,319,0090.0%43,2310.6%ETFCADECadence Bank$7,191,1620.0%208,7420.6%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$7,135,838$347,145 ▼-4.6%55,4800.6%ETFAMZNAmazon.com$6,984,501$12,066 ▲0.2%31,8360.6%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$6,812,868$142,850 ▼-2.1%104,6850.6%ETFGOOGAlphabet$6,345,0800.0%33,3180.6%Computer and TechnologyVNQVanguard Real Estate ETF$6,342,407$20,221 ▼-0.3%71,1990.6%ETFNVDANVIDIA$6,160,957$445,977 ▲7.8%45,8780.5%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$5,691,0720.0%140,5550.5%ETFIWDiShares Russell 1000 Value ETF$5,494,2890.0%29,6780.5%ETFVVisa$4,422,980$18,646 ▲0.4%13,9950.4%Business ServicesHDHome Depot$4,278,890$10,114 ▼-0.2%11,0000.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$4,080,3830.0%64,0060.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,003,4570.0%90,9050.4%ETFTTTrane Technologies$3,902,1830.0%10,5650.3%ConstructionBIVVanguard Intermediate-Term Bond ETF$3,792,025$755,520 ▲24.9%50,7430.3%ETFNSCNorfolk Southern$3,524,2560.0%15,0160.3%TransportationIAGGiShares Core International Aggregate Bond ETF$3,506,182$191,893 ▲5.8%70,2360.3%ETFQQQInvesco QQQ$3,463,5840.0%6,7750.3%FinancePGRProgressive$3,251,987$41,932 ▼-1.3%13,5720.3%FinanceXOMExxon Mobil$3,037,670$125,857 ▼-4.0%28,2390.3%Oils/EnergyFIFiserv$2,752,218$4,108 ▲0.1%13,3980.2%Business ServicesACNAccenture$2,703,1550.0%7,6840.2%Computer and TechnologyMAMastercard$2,640,749$12,111 ▲0.5%5,0150.2%Business ServicesAVGOBroadcom$2,570,179$70,248 ▼-2.7%11,0860.2%Computer and TechnologyAXPAmerican Express$2,501,3470.0%8,4280.2%FinanceICEIntercontinental Exchange$2,387,8860.0%16,0250.2%FinanceIWNiShares Russell 2000 Value ETF$2,253,7260.0%13,7280.2%ETFHONHoneywell International$2,247,6060.0%9,9500.2%Multi-Sector ConglomeratesPMPhilip Morris International$2,208,062$1,444 ▲0.1%18,3470.2%Consumer StaplesIYHiShares U.S. Healthcare ETF$2,155,990$2,155,990 ▲New Holding37,0000.2%ETFUNHUnitedHealth Group$2,148,894$7,588 ▲0.4%4,2480.2%MedicalVTHRVanguard Russell 3000 ETF$2,090,388$35,065 ▼-1.6%8,0480.2%ETFABBVAbbVie$2,046,038$2,843 ▼-0.1%11,5140.2%MedicalMGCVanguard Mega Cap ETF$1,999,0040.0%9,4000.2%ETFGE VERNOVA INC$1,998,579$1,052,576 ▲111.3%6,0760.2%COMBKNGBooking$1,982,400$9,937 ▲0.5%3990.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,892,0940.0%39,5670.2%ETFJNJJohnson & Johnson$1,865,743$70,575 ▲3.9%12,9010.2%MedicalPANWPalo Alto Networks$1,857,448$928,724 ▲100.0%10,2080.2%Computer and TechnologySOXQInvesco PHLX Semiconductor ETF$1,764,9000.0%45,0000.2%ETFAPHAmphenol$1,676,0370.0%24,1330.1%Computer and TechnologyBLACKROCK INC$1,648,377$1,648,377 ▲New Holding1,6080.1%COMADBEAdobe$1,631,531$954,283 ▼-36.9%3,6690.1%Computer and TechnologyNEENextEra Energy$1,603,061$72 ▼0.0%22,3610.1%UtilitiesSNPSSynopsys$1,586,1570.0%3,2680.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,580,5850.0%2,7750.1%ETFCVXChevron$1,545,298$103,995 ▼-6.3%10,6690.1%Oils/EnergyCATCaterpillar$1,484,7770.0%4,0930.1%Industrial ProductsVBRVanguard Small-Cap Value ETF$1,473,667$1,585 ▲0.1%7,4360.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,453,0740.0%27,8580.1%ManufacturingUNPUnion Pacific$1,446,914$2,508 ▲0.2%6,3450.1%TransportationMETAMeta Platforms$1,442,697$304,465 ▲26.7%2,4640.1%Computer and TechnologyPYPLPayPal$1,369,9530.0%16,0510.1%Computer and TechnologyORLYO'Reilly Automotive$1,357,7410.0%1,1450.1%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$1,340,709$36,408 ▲2.8%13,8460.1%ETFTMOThermo Fisher Scientific$1,336,9920.0%2,5700.1%MedicalUBERUber Technologies$1,256,768$6,454 ▼-0.5%20,8350.1%Computer and TechnologyDHRDanaher$1,255,639$2,066 ▲0.2%5,4700.1%MedicalQCOMQUALCOMM$1,201,155$143,635 ▼-10.7%7,8190.1%Computer and TechnologyVRSKVerisk Analytics$1,200,3240.0%4,3580.1%Business ServicesBSVVanguard Short-Term Bond ETF$1,197,423$31,062 ▼-2.5%15,4970.1%ETFAMATApplied Materials$1,179,556$19,678 ▲1.7%7,2530.1%Computer and TechnologySYYSysco$1,167,2390.0%15,2660.1%Consumer StaplesWMTWalmart$1,143,5600.0%12,6570.1%Retail/WholesaleTMUST-Mobile US$1,107,1820.0%5,0160.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$1,096,182$81,194 ▲8.0%19,3330.1%ETFTJXTJX Companies$1,055,517$30,203 ▼-2.8%8,7370.1%Retail/WholesaleSBUXStarbucks$1,017,255$1,017,255 ▲New Holding11,1480.1%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,012,564$78,718 ▼-7.2%24,0800.1%ETFXLKTechnology Select Sector SPDR Fund$1,002,6270.0%4,3120.1%ETFDISWalt Disney$998,587$5,790 ▲0.6%8,9680.1%Consumer DiscretionarySCHWCharles Schwab$978,783$12,286 ▲1.3%13,2250.1%FinanceGEGeneral Electric$964,213$4,003 ▼-0.4%5,7810.1%TransportationTSMTaiwan Semiconductor Manufacturing$933,141$17,774 ▲1.9%4,7250.1%Computer and TechnologyPHParker-Hannifin$908,887$20,989 ▼-2.3%1,4290.1%Industrial ProductsELVElevance Health$843,675$1,324,352 ▼-61.1%2,2870.1%MedicalMLIMueller Industries$801,7750.0%10,1030.1%Industrial ProductsKMIKinder Morgan$797,258$198,020 ▲33.0%29,0970.1%Oils/EnergyETEnergy Transfer$780,466$27,818 ▲3.7%39,8400.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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