| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 13 | Q2 2024 | 5.4% |
| CINTAS CORP | 13 | Q2 2024 | 4.5% |
| INTUIT | 13 | Q2 2024 | 4.1% |
| AMAZON COM INC | 13 | Q2 2024 | 4.9% |
| TRACTOR SUPPLY CO | 13 | Q2 2024 | 3.5% |
| COSTCO WHSL CORP NEW | 13 | Q2 2024 | 4.1% |
| TJX COS INC NEW | 13 | Q2 2024 | 4.0% |
| TOOTSIE ROLL INDS INC | 13 | Q2 2024 | 4.1% |
| AUTOMATIC DATA PROCESSING IN | 13 | Q2 2024 | 3.5% |
| SCHWAB CHARLES CORP | 13 | Q2 2024 | 3.5% |
View HFR Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
View HFR Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.