HFR Wealth Management, LLC holdings history

Add to watchlist

71 is the total number of securities HFR Wealth Management, LLC has owned. The longest HFR Wealth Management, LLC has owned a single stock is 10 quarters.

HFR Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC10103.80%4.58%5.37%Q2 2021Q3 202310
CTAS CINTAS CORP10103.15%3.43%3.75%Q2 2021Q3 202310
TR TOOTSIE ROLL INDS INC10102.22%3.35%4.10%Q2 2021Q3 202310
INTU INTUIT10102.69%3.29%4.13%Q2 2021Q3 202310
TSCO TRACTOR SUPPLY CO10102.97%3.25%3.52%Q2 2021Q3 202310
ADP AUTOMATIC DATA PROCESS...10102.86%3.10%3.52%Q2 2021Q3 202310
COST COSTCO WHSL CORP NEW10102.58%3.07%3.76%Q2 2021Q3 202310
AMZN AMAZON COM INC10102.15%3.02%3.97%Q2 2021Q3 202310
SCHW SCHWAB CHARLES CORP10102.64%3.01%3.46%Q2 2021Q3 202310
TJX TJX COS INC NEW10102.18%3.01%3.78%Q2 2021Q3 202310
DHR DANAHER CORPORATION10102.53%2.98%3.44%Q2 2021Q3 202310
PG PROCTER AND GAMBLE CO10102.77%2.95%3.13%Q2 2021Q3 202310
ROL ROLLINS INC10102.46%2.91%3.28%Q2 2021Q3 202310
V VISA INC10102.54%2.87%3.13%Q2 2021Q3 202310
APH AMPHENOL CORP NEW10102.48%2.81%3.06%Q2 2021Q3 202310
CLX CLOROX CO DEL10102.40%2.80%3.18%Q2 2021Q3 202310
APD AIR PRODS & CHEMS INC10102.36%2.74%3.15%Q2 2021Q3 202310
UNP UNION PAC CORP10102.48%2.73%3.28%Q2 2021Q3 202310
MKC MCCORMICK & CO INC10102.43%2.71%3.12%Q2 2021Q3 202310
WM WASTE MGMT INC DEL10102.36%2.62%3.03%Q2 2021Q3 202310
NEE NEXTERA ENERGY INC10101.98%2.60%2.99%Q2 2021Q3 202310
AMGN AMGEN INC10102.04%2.50%2.87%Q2 2021Q3 202310
DOV DOVER CORP10102.21%2.47%2.69%Q2 2021Q3 202310
POOL POOL CORP10101.89%2.45%3.24%Q2 2021Q3 202310
RPM RPM INTL INC10102.10%2.43%2.75%Q2 2021Q3 202310
WEC WEC ENERGY GROUP INC10102.19%2.42%2.82%Q2 2021Q3 202310
GOLD BARRICK GOLD CORP10101.99%2.41%2.99%Q2 2021Q3 202310
JNJ JOHNSON & JOHNSON10102.10%2.37%2.70%Q2 2021Q3 202310
HSIC HENRY SCHEIN INC10101.95%2.25%2.40%Q2 2021Q3 202310
LII LENNOX INTL INC10101.74%2.21%3.02%Q2 2021Q3 202310
BRKB BERKSHIRE HATHAWAY INC...10101.87%2.18%2.53%Q2 2021Q3 202310
MTN VAIL RESORTS INC10101.93%2.17%2.73%Q2 2021Q3 202310
BDX BECTON DICKINSON & CO10101.87%2.16%2.33%Q2 2021Q3 202310
PKG PACKAGING CORP AMER10101.74%2.02%2.38%Q2 2021Q3 202310
BRKA BERKSHIRE HATHAWAY INC...10100.37%0.50%0.70%Q2 2021Q3 202310
CVX CHEVRON CORP NEW10100.08%0.27%1.65%Q2 2021Q3 202310
GOOG ALPHABET INC10100.17%0.23%0.27%Q2 2021Q3 202310
GOOGL ALPHABET INC10100.13%0.20%0.26%Q2 2021Q3 202310
UNH UNITEDHEALTH GROUP INC10100.11%0.13%0.16%Q2 2021Q3 202310
XLK SELECT SECTOR SPDR TR10100.10%0.12%0.14%Q2 2021Q3 202310
RTX RAYTHEON TECHNOLOGIES ...10100.10%0.12%0.14%Q2 2021Q3 202310
HD HOME DEPOT INC10100.10%0.12%0.14%Q2 2021Q3 202310
DE DEERE & CO10100.07%0.11%0.24%Q2 2021Q3 202310
UPS UNITED PARCEL SERVICE INC10100.08%0.11%0.14%Q2 2021Q3 202310
IHI ISHARES TR10100.08%0.10%0.11%Q2 2021Q3 202310
XOM EXXON MOBIL CORP10100.06%0.09%0.12%Q2 2021Q3 202310
ETN EATON CORP PLC10100.06%0.07%0.08%Q2 2021Q3 202310
DIS DISNEY WALT CO990.06%0.11%0.18%Q2 2021Q2 20239
JPM JPMORGAN CHASE & CO540.06%0.08%0.10%Q2 2021Q3 20239
SXI STANDEX INTL CORP440.06%0.07%0.10%Q2 2021Q3 20238
VNDA VANDA PHARMACEUTICALS INC880.04%0.07%0.13%Q2 2021Q1 20238
ABBV ABBVIE INC880.06%0.07%0.07%Q4 2021Q3 20238
STE STERIS PLC772.17%2.39%2.61%Q1 2022Q3 20237
HON HONEYWELL INTL INC510.06%0.07%0.09%Q2 2021Q2 20237
FTV FORTIVE CORP660.07%0.82%1.58%Q2 2021Q3 20226
SPY SPDR S&P 500 ETF TR660.08%0.11%0.12%Q3 2021Q4 20226
DUK DUKE ENERGY CORP NEW510.06%0.06%0.07%Q2 2021Q4 20226
MSFT MICROSOFT CORP550.06%0.08%0.10%Q2 2021Q2 20225
SR SPIRE INC320.05%0.06%0.07%Q4 2021Q1 20235
ADBE ADOBE SYSTEMS INCORPOR...442.31%2.44%2.62%Q3 2021Q2 20224
PEP PEPSICO INC310.05%0.06%0.06%Q4 2021Q2 20234
VZ VERIZON COMMUNICATIONS...330.14%0.15%0.16%Q1 2023Q3 20233
MMM 3M CO330.07%0.09%0.11%Q2 2021Q4 20213
ABT ABBOTT LABS330.06%0.06%0.06%Q2 2021Q4 20213
PFE PFIZER INC330.05%0.06%0.06%Q4 2021Q2 20223
NVDA NVIDIA CORPORATION220.20%0.26%0.32%Q4 2022Q1 20232
BA BOEING CO220.08%0.08%0.08%Q4 2022Q1 20232
LUV SOUTHWEST AIRLS CO220.07%0.08%0.09%Q4 2022Q1 20232
CAT CATERPILLAR INC DEL220.06%0.07%0.08%Q4 2022Q1 20232
F FORD MTR CO DEL220.07%0.07%0.07%Q4 2022Q1 20232
ITW ILLINOIS TOOL WKS INC110.06%0.06%0.06%Q2 2021Q4 20212
 Download

The securities at the top of the list , including APPLE INC, CINTAS CORP, and TOOTSIE ROLL INDS INC, are the highest-conviction holdings of HFR Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by HFR Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HFR Wealth Management, LLC owns currently or has owned in the past.