HFR Wealth Management as of March 31, 2025
Portfolio Holdings for HFR Wealth Management
HFR Wealth Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $21M | 94k | 222.13 | |
| Cintas Corporation (CTAS) | 5.0 | $21M | 100k | 205.53 | |
| Amazon (AMZN) | 4.5 | $18M | 97k | 190.26 | |
| Costco Wholesale Corporation (COST) | 4.3 | $18M | 19k | 945.80 | |
| TJX Companies (TJX) | 4.2 | $17M | 141k | 121.80 | |
| Visa Com Cl A (V) | 3.9 | $16M | 46k | 350.46 | |
| Amphenol Corp Cl A (APH) | 3.7 | $15M | 232k | 65.59 | |
| Rollins (ROL) | 3.6 | $15M | 273k | 54.03 | |
| Lennox International (LII) | 3.6 | $15M | 26k | 560.83 | |
| Automatic Data Processing (ADP) | 3.5 | $15M | 48k | 305.53 | |
| Intuit (INTU) | 3.5 | $14M | 23k | 613.99 | |
| Tractor Supply Company (TSCO) | 3.5 | $14M | 259k | 55.10 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $14M | 174k | 78.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $13M | 25k | 532.58 | |
| Waste Management (WM) | 3.2 | $13M | 57k | 231.51 | |
| Procter & Gamble Company (PG) | 2.9 | $12M | 70k | 170.42 | |
| Amgen (AMGN) | 2.9 | $12M | 38k | 311.55 | |
| RPM International (RPM) | 2.8 | $11M | 98k | 115.68 | |
| Dover Corporation (DOV) | 2.7 | $11M | 62k | 175.68 | |
| Wec Energy Group (WEC) | 2.7 | $11M | 101k | 108.98 | |
| Mccormick & Co Com Non Vtg (MKC) | 2.7 | $11M | 133k | 82.31 | |
| Union Pacific Corporation (UNP) | 2.6 | $11M | 46k | 236.24 | |
| Packaging Corporation of America (PKG) | 2.6 | $11M | 54k | 198.02 | |
| Air Products & Chemicals (APD) | 2.6 | $11M | 36k | 294.92 | |
| Steris Shs Usd (STE) | 2.2 | $9.2M | 41k | 226.65 | |
| Nextera Energy (NEE) | 2.2 | $9.1M | 129k | 70.89 | |
| Johnson & Johnson (JNJ) | 2.2 | $9.1M | 55k | 165.84 | |
| Tootsie Roll Industries (TR) | 2.2 | $9.0M | 286k | 31.48 | |
| Danaher Corporation (DHR) | 2.0 | $8.4M | 41k | 205.00 | |
| Henry Schein (HSIC) | 1.9 | $7.8M | 113k | 68.49 | |
| Becton, Dickinson and (BDX) | 1.9 | $7.6M | 33k | 229.06 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $2.4M | 3.00 | 798441.67 | |
| Veralto Corp Com Shs (VLTO) | 0.3 | $1.1M | 12k | 97.45 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $655k | 4.9k | 132.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $634k | 4.1k | 154.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $603k | 3.9k | 156.23 | |
| UnitedHealth (UNH) | 0.1 | $571k | 1.1k | 523.75 | |
| Home Depot (HD) | 0.1 | $539k | 1.5k | 366.52 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $508k | 2.5k | 206.46 | |
| Chevron Corporation (CVX) | 0.1 | $494k | 3.0k | 167.29 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $461k | 1.9k | 245.30 | |
| Barrick Gold Corp (GOLD) | 0.1 | $397k | 20k | 19.44 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $392k | 3.3k | 118.93 | |
| Eaton Corp SHS (ETN) | 0.1 | $383k | 1.4k | 271.83 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $361k | 6.0k | 60.19 | |
| Standex Int'l (SXI) | 0.1 | $360k | 2.2k | 161.39 | |
| Clorox Company (CLX) | 0.1 | $327k | 2.2k | 147.25 | |
| Abbvie (ABBV) | 0.1 | $300k | 1.4k | 209.51 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $288k | 4.9k | 58.35 | |
| Deere & Company (DE) | 0.1 | $263k | 559.00 | 469.74 | |
| Spire (SR) | 0.1 | $238k | 3.0k | 78.25 | |
| Philip Morris International (PM) | 0.1 | $235k | 1.5k | 158.73 | |
| Verizon Communications (VZ) | 0.1 | $227k | 5.0k | 45.36 |
