Hfr Wealth Management, LLC Top Holdings and 13F Report (2025) About Hfr Wealth Management, LLCInvestment ActivityHfr Wealth Management, LLC has $404.88 million in total holdings as of December 31, 2024.Hfr Wealth Management, LLC owns shares of 52 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Hfr Wealth Management, LLC has purchased 54 new stocks and bought additional shares in 17 stocks.Hfr Wealth Management, LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $23,830,831Amazon.com $21,496,490Cintas $18,410,314Costco Wholesale $17,485,514TJX Companies $17,265,440 Largest New Holdings this Quarter iShares Core S&P Mid-Cap ETF $307,562 HoldingWalt Disney $200,601 Holding Largest Purchases this Quarter Tractor Supply 207,520 shares (about $11.01M)Berkshire Hathaway 297 shares (about $2.02M)iShares Core S&P Mid-Cap ETF 4,936 shares (about $307.56K)Walt Disney 1,802 shares (about $200.60K)NextEra Energy 1,799 shares (about $128.97K) Largest Sales this Quarter Amazon.com 1,298 shares (about $284.77K)Apple 1,089 shares (about $272.71K)Cintas 1,098 shares (about $200.60K)Berkshire Hathaway 425 shares (about $192.64K)TJX Companies 1,568 shares (about $189.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHfr Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,830,831$272,709 ▼-1.1%95,1635.9%Computer and TechnologyAMZNAmazon.com$21,496,490$284,768 ▼-1.3%97,9835.3%Retail/WholesaleCTASCintas$18,410,314$200,605 ▼-1.1%100,7684.5%Business ServicesCOSTCostco Wholesale$17,485,514$75,136 ▼-0.4%19,0834.3%Retail/WholesaleTJXTJX Companies$17,265,440$189,430 ▼-1.1%142,9144.3%Retail/WholesaleAPHAmphenol$16,244,286$165,430 ▼-1.0%233,8994.0%Computer and TechnologyLIILennox International$16,171,431$118,813 ▼-0.7%26,5414.0%ConstructionINTUIntuit$14,668,562$59,079 ▼-0.4%23,3393.6%Computer and TechnologyVVisa$14,636,536$38,241 ▼-0.3%46,3123.6%Business ServicesADPAutomatic Data Processing$13,988,557$43,031 ▼-0.3%47,7873.5%Business ServicesTSCOTractor Supply$13,766,788$11,011,011 ▲399.6%259,4573.4%Retail/WholesaleSCHWCharles Schwab$12,928,882$164,672 ▼-1.3%174,6913.2%FinanceROLRollins$12,631,997$33,604 ▼-0.3%272,5353.1%ConstructionPKGPackaging Co. of America$12,209,700$28,141 ▼-0.2%54,2343.0%Industrial ProductsRPMRPM International$12,035,514$33,718 ▼-0.3%97,8023.0%ConstructionDOVDover$11,739,633$31,704 ▲0.3%62,5782.9%Industrial ProductsPGProcter & Gamble$11,716,537$86,843 ▼-0.7%69,8872.9%Consumer StaplesWMWaste Management$11,564,988$30,470 ▼-0.3%57,3122.9%Business ServicesBRK.BBerkshire Hathaway$11,375,515$192,644 ▼-1.7%25,0962.8%FinanceAPDAir Products and Chemicals$10,406,277$17,982 ▲0.2%35,8792.6%Basic MaterialsUNPUnion Pacific$10,341,386$684 ▼0.0%45,3492.6%TransportationMKCMcCormick & Company, Incorporated$10,050,186$17,688 ▲0.2%131,8232.5%Consumer StaplesAMGNAmgen$9,761,415$19,808 ▲0.2%37,4522.4%MedicalWECWEC Energy Group$9,437,196$38,650 ▲0.4%100,3532.3%UtilitiesDHRDanaher$9,197,150$30,530 ▲0.3%40,0662.3%MedicalNEENextEra Energy$9,150,536$128,971 ▲1.4%127,6402.3%UtilitiesTRTootsie Roll Industries$9,094,849$52,278 ▲0.6%281,3132.2%Consumer StaplesSTESTERIS$8,311,613$1,028 ▲0.0%40,4342.1%MedicalJNJJohnson & Johnson$7,793,030$48,159 ▼-0.6%53,8861.9%MedicalHSICHenry Schein$7,735,937$4,360 ▲0.1%111,7911.9%MedicalBDXBecton, Dickinson and Company$7,401,407$52,861 ▼-0.7%32,6241.8%MedicalBRK.ABerkshire Hathaway$2,042,760$2,022,332 ▲9,900.0%3000.5%FinanceVERALTO CORP$1,196,941$14,666 ▼-1.2%11,7520.3%COM SHSGOOGAlphabet$976,3860.0%5,1270.2%Computer and TechnologyGOOGLAlphabet$814,369$2,272 ▲0.3%4,3020.2%Computer and TechnologyCLXClorox$681,3100.0%4,1950.2%Consumer StaplesUNHUnitedHealth Group$576,680$55,645 ▲10.7%1,1400.1%MedicalHDHome Depot$572,255$51,351 ▲9.9%1,4710.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$571,9400.0%2,4600.1%ETFRTXRTX$571,7730.0%4,9410.1%AerospaceETNEaton$467,605$29,868 ▲6.8%1,4090.1%Industrial ProductsCVXChevron$453,349$15,643 ▼-3.3%3,1300.1%Oils/EnergyJPMJPMorgan Chase & Co.$450,655$8,390 ▲1.9%1,8800.1%FinanceSXIStandex International$417,1750.0%2,2310.1%Industrial ProductsXOMExxon Mobil$354,228$36,897 ▼-9.4%3,2930.1%Oils/EnergyIHIiShares U.S. Medical Devices ETF$350,1000.0%6,0000.1%ETFGOLDBarrick Gold$329,3600.0%21,2490.1%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$307,562$307,562 ▲New Holding4,9360.1%ETFABBVAbbVie$254,6320.0%1,4330.1%MedicalDEDeere & Company$237,0430.0%5590.1%Industrial ProductsSRSpire$206,6100.0%3,0460.1%UtilitiesDISWalt Disney$200,601$200,601 ▲New Holding1,8020.0%Consumer DiscretionaryIBMInternational Business Machines$0$269,718 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$224,236 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$204,823 ▼-100.0%00.0%Computer and TechnologyLOWLowe's Companies$0$203,138 ▼-100.0%00.0%Retail/WholesaleShowing 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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