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CIK: 0001761871
Total reported value
$1.6B
$1.6B
236 檔
39.7%
At the close of Q1 2025, Hardy Reed LLC disclosed equity holdings valued at approximately $1.6B, spread across 236 reported holdings.
In Q1 2025, Hardy Reed LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 39.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.77% | +0.55% | +3.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.26% | +0.03% | -0.27% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.64% | -0.31% | +2.76% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.67% | -0.16% | -0.06% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.21% | -0.32% | +5.52% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.29% | -0.26% | +8.52% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.55% | — | -4.35% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.54% | -0.16% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.21% | -0.07% | -0.17% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.01% | -11.49% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.50% | -0.16% | +1.15% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.48% | -0.14% | — | |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.31% | +0.25% | +29.84% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.03% | -0.98% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | +0.06% | +0.09% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.01% | +0.07% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.08% | +0.72% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | +0.02% | +0.25% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.05% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.11% | +0.61% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | -0.01% | — | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.01% | -0.09% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.57% | +0.03% | +3.15% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | -0.02% | -0.88% | |
| 25 | CADE | Cadence Bank | Stock-Other | 0.55% | — | -1.34% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.01% | +0.96% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | — | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.48% | +0.01% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.01% | +0.17% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | — | +3.47% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | +0.59% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.41% | -0.05% | +20.09% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | — | -0.67% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.32% | +0.01% | +1.07% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.01% | +0.06% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.31% | — | -8.27% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | +1.29% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.28% | -0.02% | -8.49% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.03% | -2.95% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.26% | -0.01% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.02% | +0.46% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.23% | +0.06% | +41.62% | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.22% | — | +156.27% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | — | +1.16% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.21% | -0.02% | +1.52% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.04% | +69.12% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.20% | -0.01% | +0.02% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.20% | -0.02% | +60.26% |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 236 disclosed positions in Q1 2025.
During Q1 2025, Hardy Reed LLC's top holdings by market value included VTI (18.8%)、VOO (12.3%)、IXUS (9.6%). The largest single position, VTI, represented 18.8% of total portfolio value.
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Top New Position Initiated
VTI
市值: $212.9M
In Q1 2025, Hardy Reed LLC made 50 total portfolio adjustments, initiating 50 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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