HFR Wealth Management, LLC's portfolio and holdings

HFR Wealth Management, LLC's portfolio and holdings

As per corporate shareholdings filed for Feb-2025, people matching HFR Wealth Management, LLC publicly holds 49 stocks with a net worth of over US$ 636.3 M.

These are shares held by HFR Wealth Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Apr-2025
Mar-2025
Jan-2025
Dec-2024
Nov-2024
Oct-2024
Sep-2024
Aug-2024
Jul-2024
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May-2024
Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
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Jul-2023
Jun-2023
May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
AMGEN Inc. Hfr Wealth Management, Llc 280.84 37,452 0.01% 0.00 10.5 M
Air Products & Chemicals Inc. Hfr Wealth Management, Llc 267.11 35,879 0.02% 0.00 9.6 M
Becton, Dickinson And Co. Hfr Wealth Management, Llc 205.08 32,624 0.01% 0.00 6.7 M
Danaher Corp. Hfr Wealth Management, Llc 197.14 40,066 0.01% 0.00 7.9 M
Raytheon Technologies Corporation Hfr Wealth Management, Llc 125.22 4,941 0.00% 0.00 618.7 K
Spire Inc. Hfr Wealth Management, Llc 77.02 3,046 0.01% 0.00 234.6 K
Standex International Corp. Hfr Wealth Management, Llc 137.16 2,231 0.02% 0.00 306.0 K
Apple Inc Hfr Wealth Management, Llc 209.28 95,163 0.00% 0.00 19.9 M
Abbvie Inc Hfr Wealth Management, Llc 186.06 1,433 0.00% 0.00 266.6 K
Automatic Data Processing Inc. Hfr Wealth Management, Llc 291.76 47,787 0.01% 0.00 13.9 M
Amazon.com Inc. Hfr Wealth Management, Llc 188.99 97,983 0.00% 0.00 18.5 M
Amphenol Corp. - Ordinary Shares - Class A Hfr Wealth Management, Llc 75.85 233,899 0.02% 0.00 17.7 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Hfr Wealth Management, Llc 795760.00 300 0.02% 0.00 238.7 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Hfr Wealth Management, Llc 530.96 25,096 0.00% 0.00 13.3 M
Clorox Co. Hfr Wealth Management, Llc 138.27 4,195 0.00% 0.00 580.0 K
Costco Wholesale Corp Hfr Wealth Management, Llc 977.16 19,083 0.00% 0.00 18.6 M
Cintas Corporation Hfr Wealth Management, Llc 208.40 100,768 0.02% 0.00 21.0 M
Chevron Corp. Hfr Wealth Management, Llc 138.73 3,130 0.00% 0.00 434.2 K
Deere & Co. Hfr Wealth Management, Llc 459.30 559 0.00% 0.00 256.7 K
Walt Disney Co (The) Hfr Wealth Management, Llc 90.28 1,802 0.00% 0.00 162.7 K
Dover Corp. Hfr Wealth Management, Llc 169.01 62,578 0.05% 0.00 10.6 M
Eaton Corporation plc Hfr Wealth Management, Llc 288.82 1,409 0.00% 0.00 406.9 K
Barrick Gold Corp. Hfr Wealth Management, Llc 19.05 21,249 0.00% 0.00 404.8 K
Alphabet Inc - Ordinary Shares - Class C Hfr Wealth Management, Llc 163.85 5,127 0.00% 0.00 840.1 K
Alphabet Inc - Ordinary Shares - Class A Hfr Wealth Management, Llc 161.96 4,302 0.00% 0.00 696.8 K
Home Depot, Inc. Hfr Wealth Management, Llc 357.58 1,471 0.00% 0.00 526 K
Henry Schein Inc. Hfr Wealth Management, Llc 65.17 111,791 0.09% 0.00 7.3 M
Intuit Inc Hfr Wealth Management, Llc 624.12 23,339 0.01% 0.00 14.6 M
Johnson & Johnson Hfr Wealth Management, Llc 154.58 53,886 0.00% 0.00 8.3 M
JPMorgan Chase & Co. Hfr Wealth Management, Llc 243.55 1,880 0.00% 0.00 457.9 K
Lennox International Inc Hfr Wealth Management, Llc 527.31 26,541 0.07% 0.00 14.0 M
McCormick & Co., Inc. - Ordinary Shares (Non Voting) Hfr Wealth Management, Llc 74.54 131,823 0.05% 0.00 9.8 M
NextEra Energy Inc Hfr Wealth Management, Llc 66.09 127,640 0.01% 0.00 8.4 M
Procter & Gamble Co. Hfr Wealth Management, Llc 161.02 69,887 0.00% 0.00 11.3 M
Packaging Corp Of America Hfr Wealth Management, Llc 184.82 54,234 0.06% 0.00 10.0 M
Rollins, Inc. Hfr Wealth Management, Llc 55.31 272,535 0.06% 0.00 15.1 M
RPM International, Inc. Hfr Wealth Management, Llc 104.44 97,802 0.08% 0.00 10.2 M
Charles Schwab Corp. Hfr Wealth Management, Llc 79.94 174,691 0.01% 0.00 14.0 M
Steris Plc Hfr Wealth Management, Llc 225.00 40,434 0.04% 0.00 9.1 M
TJX Companies, Inc. Hfr Wealth Management, Llc 126.56 142,914 0.01% 0.00 18.1 M
Tootsie Roll Industries, Inc. Hfr Wealth Management, Llc 31.71 281,313 0.39% 0.00 8.9 M
Tractor Supply Co. Hfr Wealth Management, Llc 49.92 259,457 0.05% 0.00 13.0 M
Unitedhealth Group Inc Hfr Wealth Management, Llc 418.64 1,140 0.00% 0.00 477.3 K
Union Pacific Corp. Hfr Wealth Management, Llc 213.29 45,349 0.01% 0.00 9.7 M
Visa Inc - Ordinary Shares - Class A Hfr Wealth Management, Llc 335.17 46,312 0.00% 0.00 15.5 M
Veralto Corp Hfr Wealth Management, Llc 92.31 11,752 0.00% 0.00 1.1 M
WEC Energy Group Inc Hfr Wealth Management, Llc 107.73 100,353 0.03% 0.00 10.8 M
Waste Management, Inc. Hfr Wealth Management, Llc 228.31 57,312 0.01% 0.00 13.1 M
Exxon Mobil Corp. Hfr Wealth Management, Llc 108.57 3,293 0.00% 0.00 357.5 K
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