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CIK: 0001761871
Total reported value
$1.6B
$1.6B
246 檔
39.6%
During the Q4 2024 filing period, Hardy Reed LLC (CIK: 0001761871) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 246 reported positions.
Hardy Reed LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 9 holdings and trimming 13 positions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.19% | +0.55% | +1.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.88% | +0.03% | -0.67% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.88% | -0.31% | +4.91% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.47% | -0.16% | -0.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.96% | -0.32% | +6.93% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.00% | — | +0.36% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.78% | -0.26% | +12.86% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.16% | -0.16% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.10% | -0.07% | -0.56% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | -0.01% | +13.25% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.47% | -0.16% | -1.47% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.47% | -0.14% | -2.87% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.03% | -1.23% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.06% | -0.05% | |
| 15 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.06% | +0.25% | +9.37% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.01% | -0.23% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.08% | +2.85% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | +0.02% | -0.48% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.11% | +0.12% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.05% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.01% | — | |
| 22 | CADE | Cadence Bank | Stock-Other | 0.63% | — | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.63% | +0.01% | -4.64% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.01% | +0.17% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | +0.03% | -2.05% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.01% | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | -0.02% | -0.32% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | +7.80% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | +0.01% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | — | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.01% | +0.42% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | — | -0.24% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.36% | +0.01% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.01% | — | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.34% | +0.01% | — | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.33% | -0.05% | +24.88% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.01% | — | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.31% | -0.02% | +5.79% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.03% | — | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.29% | — | -1.27% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.09% | -3.98% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.24% | -0.01% | +0.15% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.24% | -0.02% | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.02% | +0.46% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | — | -2.66% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.22% | -0.01% | — | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.21% | — | — | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.20% | +0.01% | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.17% | EXIT | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | -0.01% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.9% | -0.03% | Trim |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +1.14% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +13.25% | Add |
| 4 | IYH | Ishares U.s. Healthcare ETF | +0.2% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.2% | +0.36% | Add |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +6.93% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | +111.27% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.12% | Add |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +9.37% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.17% | Add |
| 12 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +7.80% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 15 | AVGO | Broadcom Inc | +0.1% | -2.66% | Trim |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.42% | Add |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | -0.48% | Trim |
| 19 | BIV | Vanguard Intermediate-term B | 0% | +24.88% | Add |
| 20 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 21 | CADE | Cadence Bank | 0% | — | Unchanged |
| 22 | SIRI | Sirius Xm Holdings Inc | 0% | NEW | New buy |
| 23 | UPS | United Parcel Service-cl B | 0% | NEW | New buy |
| 24 | META | Meta Platforms Inc-class A | 0% | +26.75% | Add |
| 25 | CAG | Conagra Brands Inc | 0% | NEW | New buy |
| 26 | DTM | Dt Midstream Inc | 0% | NEW | New buy |
| 27 | FISV | Fiserv Inc | 0% | +0.15% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | -0.67% | Trim |
| 29 | GILD | Gilead Sciences Inc | 0% | EXIT | Sold out |
| 30 | 0E41 | Enlink Midstream LLC | 0% | EXIT | Sold out |
| 31 | SCHP | Schwab U.s. Tips ETF | 0% | EXIT | Sold out |
| 32 | XOM | Exxon Mobil CORP | 0% | -3.98% | Trim |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 34 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 35 | BLDR | Builders Firstsource Inc | -0.1% | -37.78% | Trim |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.32% | Trim |
| 37 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -2.87% | Trim |
| 38 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | -1.47% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -57.25% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Unchanged |
| 43 | LEA | Lear CORP | -0.1% | EXIT | Sold out |
| 44 | AMT | American Tower CORP | -0.1% | EXIT | Sold out |
| 45 | ADBE | Adobe Inc | -0.1% | -36.90% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 47 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 48 | ELV | Elevance Health Inc | -0.2% | -61.09% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | -0.3% | -0.56% | Trim |
| 50 | IXUS | Ishares Core Intl Stock ETF | -0.6% | +4.91% | Add |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 246 disclosed positions in Q4 2024.
During Q4 2024, Hardy Reed LLC's top holdings by market value included VTI (19.2%)、VOO (12.9%)、IXUS (8.9%). The largest single position, VTI, represented 19.2% 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 39.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IYH
市值: $2.2M
Top Position Liquidated / Trimmed
AMD
前期市值: $1.6M
In Q4 2024, Hardy Reed LLC made 45 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 13 holdings, and fully liquidating 9 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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