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CIK: 0001761871
Total reported value
$1.6B
$1.6B
228 檔
35.0%
In Q2 2024, Hardy Reed LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 228 disclosed stock positions.
During Q2 2024, Hardy Reed LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 35.0% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.98% | +0.55% | +0.80% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.80% | +0.03% | -0.20% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.89% | -0.31% | +3.90% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.14% | -0.16% | +4.77% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.95% | -0.32% | +12.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.85% | — | +61.31% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.46% | -0.07% | +0.01% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.21% | -0.16% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -0.01% | — | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.65% | -0.16% | +18.99% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.61% | -0.14% | +14.83% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.03% | +0.95% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.06% | -0.04% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.08% | +435.85% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.12% | +0.01% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.02% | -0.27% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.05% | -0.08% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.11% | — | |
| 19 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.74% | +0.25% | +71.84% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.70% | +0.01% | +3.92% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.01% | +1.46% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.01% | +310.28% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.01% | +972.99% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | +0.03% | +6.46% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | -0.02% | — | |
| 26 | CADE | Cadence Bank | Stock-Other | 0.59% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | — | — | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.53% | +0.01% | -1.05% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | — | — | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.40% | -0.26% | +0.22% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.01% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | — | +213.22% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.01% | — | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.35% | +0.01% | — | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.33% | -0.02% | -2.52% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | -0.01% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.03% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.09% | — | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.32% | -0.01% | — | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.32% | — | — | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.32% | -0.02% | — | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.29% | — | +60.98% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.23% | -0.02% | — | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.22% | — | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.02% | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.02% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | — | -0.84% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | +0.01% | — | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.20% | -0.01% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | — | — |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 228 disclosed positions in Q2 2024.
During Q2 2024, Hardy Reed LLC's top holdings by market value included VTI (19.0%)、VOO (13.8%)、IXUS (8.9%). The largest single position, VTI, represented 19.0% of total portfolio value.
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In Q2 2024, Hardy Reed LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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