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CIK: 0001877822
Total reported value
$409.7M
$409.7M
53 檔
23.1%
In Q1 2025, HFR Wealth Management, LLC's U.S. equity holdings reached a combined market value of $409.7M, distributed across 53 disclosed stock positions.
In Q1 2025, HFR Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.07% | +0.47% | -1.49% | |
| 2 | CTAS | Cintas CORP | Stock-Industrials | 4.98% | -0.04% | -1.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.49% | +0.56% | -1.12% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.34% | -0.40% | -1.32% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.19% | -0.51% | -1.10% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.91% | +0.38% | -1.04% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 3.70% | +1.43% | -0.82% | |
| 8 | ROL | Rollins Inc | Stock-Consumer Disc | 3.59% | -0.80% | +0.14% | |
| 9 | LII | Lennox International Inc | Stock-Industrials | 3.58% | +0.64% | -1.05% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 3.54% | +0.22% | -0.31% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 3.49% | -1.39% | +0.11% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 3.48% | -0.88% | -0.06% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.32% | -0.15% | -0.23% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.25% | +0.07% | -0.24% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 3.22% | -0.17% | -0.20% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.92% | -0.05% | +0.71% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 2.86% | +0.04% | +0.56% | |
| 18 | RPM | Rpm International Inc | Stock-Materials | 2.75% | +0.26% | -0.05% | |
| 19 | DOV | Dover CORP | Stock-Industrials | 2.67% | +0.16% | -0.23% | |
| 20 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.67% | -0.02% | +0.28% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.66% | — | +0.68% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 2.64% | +0.29% | +1.09% | |
| 23 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.60% | +0.29% | -0.48% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.58% | — | +0.34% | |
| 25 | STE | STERIS plc | Stock-Healthcare | 2.24% | -0.18% | +0.39% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 2.22% | -0.21% | +0.80% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.20% | +0.01% | +1.34% | |
| 28 | TR | Tootsie Roll Inds | Stock-Other | 2.19% | -0.19% | +1.69% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 2.04% | — | +1.93% | |
| 30 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.89% | +0.23% | +1.44% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.86% | — | +2.00% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.58% | +0.02% | -99.00% | |
| 33 | VLTO | Veralto CORP | Stock-Industrials | 0.28% | -0.09% | -0.31% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.01% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | -4.70% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | -24.67% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | +0.03% | -4.39% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | +0.01% | -0.07% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.03% | -5.75% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.01% | — | |
| 42 | ABX | Barrick Gold CORP | Stock-Financials | 0.10% | — | -3.86% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | — | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | +0.01% | — | |
| 45 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.09% | — | — | |
| 46 | SXI | Standex International CORP | Stock-Other | 0.09% | +0.05% | — | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.08% | — | -47.15% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.06% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | CTAS | Cintas CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 8 | ROL | Rollins Inc | — | NEW | New buy |
| 9 | LII | Lennox International Inc | — | NEW | New buy |
| 10 | ADP | Automatic Data Processing | — | NEW | New buy |
| 11 | INTU | Intuit Inc | — | NEW | New buy |
| 12 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 13 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | WM | Waste Management Inc | — | NEW | New buy |
| 16 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 17 | AMGN | Amgen Inc | — | NEW | New buy |
| 18 | RPM | Rpm International Inc | — | NEW | New buy |
| 19 | DOV | Dover CORP | — | NEW | New buy |
| 20 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 22 | UNP | Union Pacific CORP | — | NEW | New buy |
| 23 | PKG | Packaging CORP Of America | — | NEW | New buy |
| 24 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 25 | STE | STERIS plc | — | NEW | New buy |
| 26 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | TR | Tootsie Roll Inds | — | NEW | New buy |
| 29 | DHR | Danaher CORP | — | NEW | New buy |
| 30 | HSIC | Henry Schein Inc | — | NEW | New buy |
| 31 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 33 | VLTO | Veralto CORP | — | NEW | New buy |
| 34 | RTX | Rtx CORP | — | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | HD | Home Depot Inc | — | NEW | New buy |
| 39 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 42 | ABX | Barrick Gold CORP | — | NEW | New buy |
| 43 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 44 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 45 | IHI | Ishares U.s. Medical Devices | — | NEW | New buy |
| 46 | SXI | Standex International CORP | — | NEW | New buy |
| 47 | CLX | Clorox Company | — | NEW | New buy |
| 48 | ABBV | Abbvie Inc | — | NEW | New buy |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 50 | DE | Deere & Co | — | NEW | New buy |
According to official SEC Form 13F filings, HFR Wealth Management, LLC reported a total U.S. public equity portfolio value of $409.7M across 53 disclosed positions in Q1 2025.
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 AAPL, CTAS, AMZN) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $20.8M
During Q1 2025, HFR Wealth Management, LLC's top holdings by market value included AAPL (5.1%)、CTAS (5.0%)、AMZN (4.5%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2025, HFR Wealth Management, 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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