HFR Wealth Management, LLC's portfolio and holdings - May 2025

As per corporate shareholdings filed for Apr-2025, people matching HFR Wealth Management, LLC publicly holds 50 stocks with a net worth of over US$ 415.8 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
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Barrick Gold Corp. Hfr Wealth Management, Llc 20.87 21,249 0.00% 0.00 443.5 K
Apple Inc Hfr Wealth Management, Llc 201.56 93,744 0.00% 0.00 18.9 M
Abbvie Inc Hfr Wealth Management, Llc 185.39 1,433 0.00% 0.00 265.7 K
Automatic Data Processing Inc. Hfr Wealth Management, Llc 298.19 47,641 0.01% 0.00 14.2 M
AMGEN Inc. Hfr Wealth Management, Llc 280.35 37,663 0.01% 0.00 10.6 M
Amazon.com Inc. Hfr Wealth Management, Llc 211.99 96,885 0.00% 0.00 20.5 M
Air Products & Chemicals Inc. Hfr Wealth Management, Llc 282.00 36,002 0.02% 0.00 10.2 M
Amphenol Corp. - Ordinary Shares - Class A Hfr Wealth Management, Llc 97.02 231,976 0.02% 0.00 22.5 M
Becton, Dickinson And Co. Hfr Wealth Management, Llc 170.90 33,276 0.01% 0.00 5.7 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Hfr Wealth Management, Llc 730000.00 3 0.00% -0.02 2.2 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Hfr Wealth Management, Llc 486.21 25,035 0.00% 0.00 12.2 M
Clorox Co. Hfr Wealth Management, Llc 119.48 2,217 0.00% 0.00 264.9 K
Costco Wholesale Corp Hfr Wealth Management, Llc 986.54 18,832 0.00% 0.00 18.6 M
Cintas Corporation Hfr Wealth Management, Llc 219.24 99,601 0.02% 0.00 21.8 M
Chevron Corp. Hfr Wealth Management, Llc 143.23 2,950 0.00% 0.00 422.5 K
Deere & Co. Hfr Wealth Management, Llc 506.74 559 0.00% 0.00 283.3 K
Danaher Corp. Hfr Wealth Management, Llc 201.00 40,839 0.01% 0.00 8.2 M
Dover Corp. Hfr Wealth Management, Llc 180.05 62,434 0.05% 0.00 11.2 M
Eaton Corporation plc Hfr Wealth Management, Llc 342.35 1,409 0.00% 0.00 482.4 K
Alphabet Inc - Ordinary Shares - Class C Hfr Wealth Management, Llc 171.49 3,862 0.00% 0.00 662.3 K
Alphabet Inc - Ordinary Shares - Class A Hfr Wealth Management, Llc 170.68 4,100 0.00% 0.00 699.8 K
Home Depot, Inc. Hfr Wealth Management, Llc 361.86 1,470 0.00% 0.00 531.9 K
Henry Schein Inc. Hfr Wealth Management, Llc 72.79 113,397 0.09% 0.00 8.3 M
Intuit Inc Hfr Wealth Management, Llc 757.86 23,365 0.01% 0.00 17.7 M
Johnson & Johnson Hfr Wealth Management, Llc 152.28 54,607 0.00% 0.00 8.3 M
JPMorgan Chase & Co. Hfr Wealth Management, Llc 284.06 1,880 0.00% 0.00 534.0 K
Lennox International Inc Hfr Wealth Management, Llc 564.98 26,263 0.07% 0.00 14.8 M
McCormick & Co., Inc. - Ordinary Shares (Non Voting) Hfr Wealth Management, Llc 73.64 132,725 0.05% 0.00 9.8 M
NextEra Energy Inc Hfr Wealth Management, Llc 70.34 128,661 0.01% 0.00 9.1 M
Procter & Gamble Co. Hfr Wealth Management, Llc 158.97 70,384 0.00% 0.00 11.2 M
Packaging Corp Of America Hfr Wealth Management, Llc 186.84 53,971 0.06% 0.00 10.1 M
Philip Morris International Inc Hfr Wealth Management, Llc 179.60 1,483 0.00% NEW 266.3 K
Rollins, Inc. Hfr Wealth Management, Llc 56.14 272,921 0.06% 0.00 15.3 M
RPM International, Inc. Hfr Wealth Management, Llc 109.00 97,751 0.08% 0.00 10.7 M
Raytheon Technologies Corporation Hfr Wealth Management, Llc 141.38 4,941 0.00% 0.00 698.6 K
Charles Schwab Corp. Hfr Wealth Management, Llc 89.80 174,297 0.01% 0.00 15.7 M
Spire Inc. Hfr Wealth Management, Llc 72.93 3,046 0.01% 0.00 222.1 K
Steris Plc Hfr Wealth Management, Llc 240.37 40,590 0.04% 0.00 9.8 M
Standex International Corp. Hfr Wealth Management, Llc 157.96 2,231 0.02% 0.00 352.4 K
TJX Companies, Inc. Hfr Wealth Management, Llc 122.48 141,344 0.01% 0.00 17.3 M
Tootsie Roll Industries, Inc. Hfr Wealth Management, Llc 33.45 286,060 0.39% 0.01 9.6 M
Tractor Supply Co. Hfr Wealth Management, Llc 52.80 259,295 0.05% 0.00 13.7 M
Unitedhealth Group Inc Hfr Wealth Management, Llc 302.02 1,090 0.00% 0.00 329.2 K
Union Pacific Corp. Hfr Wealth Management, Llc 226.81 45,843 0.01% 0.00 10.4 M
Visa Inc - Ordinary Shares - Class A Hfr Wealth Management, Llc 345.26 45,830 0.00% 0.00 15.8 M
Veralto Corp Hfr Wealth Management, Llc 100.17 11,715 0.00% 0.00 1.2 M
Verizon Communications Inc Hfr Wealth Management, Llc 42.12 4,993 0.00% NEW 210.3 K
WEC Energy Group Inc Hfr Wealth Management, Llc 102.87 100,637 0.03% 0.00 10.4 M
Waste Management, Inc. Hfr Wealth Management, Llc 228.58 57,199 0.01% 0.00 13.1 M
Exxon Mobil Corp. Hfr Wealth Management, Llc 108.37 3,293 0.00% 0.00 356.9 K
Walt Disney Co (The) 119.42 - Investor holds below 1%
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