The Analysis of HFR Wealth Management, LLC's Holdings
Currently, HFR Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $423.6M. In the most recent quarter, they have increased their positions in PG (+30.5K shares, valued at $4.4M), SPY (+300 shares, valued at $204.6K), UNP (+497 shares, valued at $115.0K); decreased their positions in MKC (-126.0K shares, valued at $8.6M), APH (-13.0K shares, valued at $1.8M), VLTO (-4.3K shares, valued at $426.5K); initiated new positions in SPY (+300 shares, valued at $204.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APH AMPHENOL CORP NEW214.8K shares-5.70%2025-12-312026-02-11
AMZN AMAZON COM INC96.0K shares-0.37%2025-12-312026-02-11 AAPL APPLE INC81.2K shares-0.59%2025-12-312026-02-11 TJX TJX COS INC NEW138.9K shares-0.61%2025-12-312026-02-11 CTAS CINTAS CORP98.9K shares-0.10%2025-12-312026-02-11 SCHW SCHWAB CHARLES CORP174.1K shares-0.35%2025-12-312026-02-11 ROL ROLLINS INC273.9K shares-0.04%2025-12-312026-02-11 V VISA INC46.0K shares0.26%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW18.7K shares-0.14%2025-12-312026-02-11 INTU INTUIT23.4K shares0.16%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO102.3K shares42.49%2025-12-312026-02-11 TSCO TRACTOR SUPPLY CO262.6K shares0.45%2025-12-312026-02-11 LII LENNOX INTL INC26.6K shares0.67%2025-12-312026-02-11 WM WASTE MGMT INC DEL57.9K shares0.44%2025-12-312026-02-11 AMGN AMGEN INC38.7K shares0.56%2025-12-312026-02-11 DOV DOVER CORP64.1K shares0.84%2025-12-312026-02-11 ADP AUTOMATIC DATA PROCESSING IN48.3K shares0.68%2025-12-312026-02-11 PKG PACKAGING CORP AMER54.9K shares-0.01%2025-12-312026-02-11 VLTO VERALTO CORP113.0K shares-3.64%2025-12-312026-02-11 UNP UNION PAC CORP47.4K shares1.06%2025-12-312026-02-11 TR TOOTSIE ROLL INDS INC293.7K shares-0.16%2025-12-312026-02-11 NEE NEXTERA ENERGY INC133.8K shares0.88%2025-12-312026-02-11 STERIS PLC STERIS PLC41.3K shares0.14%2025-12-312026-02-11 RPM RPM INTL INC99.9K shares0.46%2025-12-312026-02-11 DHR DANAHER CORPORATION42.7K shares0.45%2025-12-312026-02-11 APD AIR PRODS & CHEMS INC37.0K shares0.31%2025-12-312026-02-11 HSIC HENRY SCHEIN INC117.0K shares0.56%2025-12-312026-02-11 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-11 RTX RTX CORPORATION4.6K shares-2.11%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.1.9K shares0.00%2025-12-312026-02-11 MKC MCCORMICK & CO INC8.9K shares-93.39%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON2.9K shares0.00%2025-12-312026-02-11 SXI STANDEX INTL CORP2.2K shares-0.46%2025-12-312026-02-11 HD HOME DEPOT INC1.3K shares0.00%2025-12-312026-02-11 CVX CHEVRON CORP NEW2.6K shares0.00%2025-12-312026-02-11 XOM EXXON MOBIL CORP3.3K shares0.00%2025-12-312026-02-11 UNH UNITEDHEALTH GROUP INC1.1K shares0.00%2025-12-312026-02-11 ABBV ABBVIE INC1.4K shares0.00%2025-12-312026-02-11 IJH ISHARES TR4.9K shares0.00%2025-12-312026-02-11 BROADCOM INC BROADCOM INC778 shares0.13%2025-12-312026-02-11 DE DEERE & CO559 shares0.00%2025-12-312026-02-11 SR SPIRE INC3.0K shares0.00%2025-12-312026-02-11 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-02-11 IBM INTERNATIONAL BUSINESS MACHS783 shares0.00%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR300 sharesnew addition2025-12-312026-02-11 VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available