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CIK: 0001761871
Total reported value
$1.6B
$1.6B
243 檔
38.4%
According to the latest 13F quarterly dataset, Hardy Reed LLC managed an equity portfolio of $1.6B at the end of Q3 2024, spanning 243 distinct U.S. exchange-listed positions.
In Q3 2024, Hardy Reed LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.85% | +0.55% | +5.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.91% | +0.03% | -0.55% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.45% | -0.31% | +10.79% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.57% | -0.16% | +0.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.83% | -0.32% | +5.93% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.83% | — | +0.77% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.82% | -0.26% | +647.68% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.35% | -0.07% | -0.05% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.23% | -0.16% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -0.01% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.54% | -0.14% | -0.95% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.54% | -0.16% | +2.37% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.39% | +0.06% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.03% | -0.59% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | +0.01% | -0.42% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.08% | +2.28% | |
| 17 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.97% | +0.25% | +37.88% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | +0.02% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | -0.05% | -0.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.11% | +3.14% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.01% | +3.79% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | +0.01% | -0.15% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.02% | -1.31% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.62% | +0.03% | +5.73% | |
| 25 | CADE | Cadence Bank | Stock-Other | 0.60% | — | -0.04% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.01% | +0.74% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | — | — | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | +0.01% | -0.14% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.01% | -0.25% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | -0.81% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | — | +1.36% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.01% | +21.58% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.01% | +0.14% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.36% | +0.01% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | -0.01% | +4.00% | |
| 36 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.33% | -0.01% | +0.11% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.31% | — | -0.83% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.09% | +4.69% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.31% | -0.02% | -0.18% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.03% | — | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.29% | -0.05% | +146.63% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.27% | — | +0.03% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.27% | -0.02% | +1.71% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.24% | -0.02% | +0.04% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.23% | — | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.02% | +0.21% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.02% | +1.30% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.22% | -0.01% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | +0.01% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.20% | -0.01% | +2.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +2.4% | +647.68% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.6% | +10.79% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.2% | +37.88% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +0.2% | +146.63% | Add |
| 5 | BLDR | Builders Firstsource Inc | +0.1% | NEW | New buy |
| 6 | HON | Honeywell International Inc | +0.1% | +165.33% | Add |
| 7 | PM | Philip Morris International | +0.1% | +50.91% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +21.58% | Add |
| 10 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 12 | AOS | Smith (a.o.) CORP | 0% | NEW | New buy |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 14 | HD | Home Depot Inc | 0% | +1.36% | Add |
| 15 | TT | Trane Technologies plc | 0% | +0.14% | Add |
| 16 | PGR | Progressive CORP | 0% | -0.83% | Trim |
| 17 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | +23.83% | Add |
| 19 | VNQ | Vanguard Real Estate ETF | 0% | -1.31% | Trim |
| 20 | VTV | Vanguard Value ETF | 0% | +3.79% | Add |
| 21 | DFAS | Dimensional US Small Cap ETF | 0% | +5.73% | Add |
| 22 | CADE | Cadence Bank | 0% | -0.04% | Trim |
| 23 | NSC | Norfolk Southern CORP | 0% | +0.11% | Add |
| 24 | AXP | American Express Co | 0% | +2.79% | Add |
| 25 | ACN | Accenture plc | 0% | +0.04% | Add |
| 26 | ICE | Intercontinental Exchange In | 0% | — | Unchanged |
| 27 | NEE | Nextera Energy Inc | 0% | +0.51% | Add |
| 28 | UNH | Unitedhealth Group Inc | — | +0.21% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +4.00% | Add |
| 30 | AAPL | Apple Inc | 0% | +0.77% | Add |
| 31 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.05% | Trim |
| 34 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -0.15% | Trim |
| 35 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.42% | Trim |
| 36 | PYPL | Paypal Holdings Inc | -0.1% | -44.83% | Trim |
| 37 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.95% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.59% | Trim |
| 40 | VXUS | Vanguard Total Intl Stock | -0.1% | -0.05% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 42 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | +2.37% | Add |
| 43 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +5.93% | Add |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -0.25% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +5.21% | Add |
| 46 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 47 | WFC | Wells Fargo & Co | -0.1% | -80.24% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.2% | +3.14% | Add |
| 49 | JPM | Jpmorgan Chase & Co | -0.6% | +0.03% | Add |
| 50 | VOO | Vanguard S&p 500 ETF | -0.9% | -0.55% | Trim |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 243 disclosed positions in Q3 2024.
During Q3 2024, Hardy Reed LLC's top holdings by market value included VTI (18.9%)、VOO (12.9%)、IXUS (9.4%). The largest single position, VTI, represented 18.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 38.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLDR
市值: $1.2M
Top Position Liquidated / Trimmed
VUG
前期市值: $1.3M
In Q3 2024, Hardy Reed LLC made 44 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 2 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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