The Analysis of HFR Wealth Management, LLC's Holdings
Currently, HFR Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $436.2M. In the most recent quarter, they have increased their positions in VLTO (+105.6K shares, valued at $11.3M), AVGO (+777 shares, valued at $256.5K), DHR (+773 shares, valued at $153.3K); decreased their positions in AAPL (-7.9K shares, valued at $2.0M), APH (-3.7K shares, valued at $455.4K), AMZN (-710 shares, valued at $155.9K); initiated new positions in AVGO (+777 shares, valued at $256.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APH AMPHENOL CORP NEW227.8K shares-1.59%2025-09-302025-11-10
AMZN AMAZON COM INC96.3K shares-0.73%2025-09-302025-11-10 AAPL APPLE INC81.7K shares-8.78%2025-09-302025-11-10 CTAS CINTAS CORP99.0K shares-0.47%2025-09-302025-11-10 TJX TJX COS INC NEW139.8K shares-0.61%2025-09-302025-11-10 COST COSTCO WHSL CORP NEW18.7K shares-0.44%2025-09-302025-11-10 SCHW SCHWAB CHARLES CORP174.7K shares-0.25%2025-09-302025-11-10 ROL ROLLINS INC274.0K shares0.07%2025-09-302025-11-10 INTU INTUIT23.4K shares-0.32%2025-09-302025-11-10 V VISA INC45.9K shares0.15%2025-09-302025-11-10 TSCO TRACTOR SUPPLY CO261.4K shares0.04%2025-09-302025-11-10 ADP AUTOMATIC DATA PROCESSING IN48.0K shares0.11%2025-09-302025-11-10 LII LENNOX INTL INC26.4K shares-0.29%2025-09-302025-11-10 WM WASTE MGMT INC DEL57.6K shares0.13%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL25.0K shares-0.45%2025-09-302025-11-10 VLTO VERALTO CORP117.3K shares906.65%2025-09-302025-11-10 TR TOOTSIE ROLL INDS INC294.2K shares0.42%2025-09-302025-11-10 PKG PACKAGING CORP AMER54.9K shares0.48%2025-09-302025-11-10 WEC WEC ENERGY GROUP INC102.7K shares0.78%2025-09-302025-11-10 RPM RPM INTL INC99.4K shares0.42%2025-09-302025-11-10 UNP UNION PAC CORP46.9K shares1.05%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO71.8K shares0.95%2025-09-302025-11-10 AMGN AMGEN INC38.5K shares0.89%2025-09-302025-11-10 DOV DOVER CORP63.6K shares0.55%2025-09-302025-11-10 STE STERIS PLC41.2K shares0.27%2025-09-302025-11-10 APD AIR PRODS & CHEMS INC36.9K shares1.02%2025-09-302025-11-10 NEE NEXTERA ENERGY INC132.6K shares1.32%2025-09-302025-11-10 MKC MCCORMICK & CO INC134.9K shares0.73%2025-09-302025-11-10 DHR DANAHER CORPORATION42.5K shares1.85%2025-09-302025-11-10 HSIC HENRY SCHEIN INC116.3K shares0.37%2025-09-302025-11-10 BDX BECTON DICKINSON & CO34.3K shares-0.22%2025-09-302025-11-10 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-10 RTX RTX CORPORATION4.7K shares-4.05%2025-09-302025-11-10 B BARRICK MNG CORP20.4K shares0.00%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO.1.9K shares0.00%2025-09-302025-11-10 HD HOME DEPOT INC1.3K shares0.00%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON2.9K shares-2.37%2025-09-302025-11-10 ETN EATON CORP PLC1.3K shares0.00%2025-09-302025-11-10 SXI STANDEX INTL CORP2.2K shares0.00%2025-09-302025-11-10 CVX CHEVRON CORP NEW2.6K shares0.00%2025-09-302025-11-10 UNH UNITEDHEALTH GROUP INC1.1K shares0.00%2025-09-302025-11-10 XOM EXXON MOBIL CORP3.3K shares0.00%2025-09-302025-11-10 ABBV ABBVIE INC1.4K shares0.00%2025-09-302025-11-10 IJH ISHARES TR4.9K shares0.00%2025-09-302025-11-10 CLX CLOROX CO DEL2.2K shares0.00%2025-09-302025-11-10 AVGO BROADCOM INC777 sharesnew addition2025-09-302025-11-10 DE DEERE & CO559 shares0.00%2025-09-302025-11-10 SR SPIRE INC3.0K shares0.00%2025-09-302025-11-10 PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-09-302025-11-10 IBM INTERNATIONAL BUSINESS MACHS783 shares0.00%2025-09-302025-11-10 VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available