Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 10 | Q3 2023 | 5.4% |
CINTAS CORP | 10 | Q3 2023 | 3.7% |
TOOTSIE ROLL INDS INC | 10 | Q3 2023 | 4.1% |
INTUIT | 10 | Q3 2023 | 4.1% |
TRACTOR SUPPLY CO | 10 | Q3 2023 | 3.5% |
AUTOMATIC DATA PROCESSING IN | 10 | Q3 2023 | 3.5% |
COSTCO WHSL CORP NEW | 10 | Q3 2023 | 3.8% |
AMAZON COM INC | 10 | Q3 2023 | 4.0% |
SCHWAB CHARLES CORP | 10 | Q3 2023 | 3.5% |
TJX COS INC NEW | 10 | Q3 2023 | 3.8% |
View HFR Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-07 |
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.