Filer Name: HFR WEALTH MANAGEMENT, LLC
CIK: 1877822
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 52
Portfolio Value: $0.40B

Hfr Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 95,163 $24M 5.89% -1.1% -
AMZN US AMAZON.COM INC 97,983 $21M 5.31% -1.3% -
CTAS US CINTAS CORP 100,768 $18M 4.55% -1.1% -
COST US COSTCO WHOLESALE CORP 19,083 $17M 4.32% -0.4% -
TJX US TJX COMPANIES INC 142,914 $17M 4.26% -1.1% -
APH US AMPHENOL CORP-CL A 233,899 $16M 4.01% -1.0% -
LII US LENNOX INTERNATIONAL INC 26,541 $16M 3.99% -0.7% -
V US VISA INC-CLASS A SHARES 46,312 $15M 3.62% -0.3% -
INTU US INTUIT INC 23,339 $15M 3.62% -0.4% -
ADP US AUTOMATIC DATA PROCESSING 47,787 $14M 3.45% -0.3% -
TSCO US TRACTOR SUPPLY COMPANY 259,457 $14M 3.40% 399.6% -
SCHW US SCHWAB (CHARLES) CORP 174,691 $13M 3.19% -1.3% -
ROL US ROLLINS INC 272,535 $13M 3.12% -0.3% -
PKG US PACKAGING CORP OF AMERICA 54,234 $12M 3.02% -0.2% -
RPM US RPM INTERNATIONAL INC 97,802 $12M 2.97% -0.3% -
DOV US DOVER CORP 62,578 $12M 2.90% 0.3% -
PG US PROCTER & GAMBLE CO/THE 69,887 $12M 2.89% -0.7% -
WM US WASTE MANAGEMENT INC 57,312 $12M 2.86% -0.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 25,096 $11M 2.81% -1.7% -
APD US AIR PRODUCTS & CHEMICALS INC 35,879 $10M 2.57% 0.2% -
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