Hfm Investment Advisors, LLC Incresed Positions in Q2 2025

Hfm Investment Advisors, LLC

  • $227 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
7.47K
+ 4.88%
N/A
160K $4.3B
AOA
Ishares Tr Core Aggressive All

ETFs
1.13K
+ 4.6%
$69.46 - $83.4 $78.5K - $94.2K
25.7K $2.14B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.42K
+ 1.48%
$46.77 - $47.89 $253K - $259K
370K $17.6B
CEG
Constellation Energy Corp

Utilities
87
+ 9.46%
$170.96 - $322.76 $14.9K - $28.1K
1.01K $325M
GE
General Electric CO

Industrials
21
+ 0.95%
$166.81 - $257.39 $3.5K - $5.41K
2.24K $576M
Ge Vernova Inc
5
+ 0.9%
N/A
559 $296M
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.19%
$218.97 - $332.17 $657 - $997
1.61K $536M
CSCO
Cisco Systems, Inc.

Technology
45
+ 0.42%
$53.19 - $69.38 $2.39K - $3.12K
10.8K $749M
IBM
International Business Machines Corp

Technology
24
+ 1.48%
$221.03 - $294.78 $5.3K - $7.07K
1.64K $484M
NVDA
Nvidia Corp

Technology
401
+ 235.88%
$94.31 - $157.99 $37.8K - $63.4K
571 $90.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
278
+ 2.37%
$53.36 - $61.57 $14.8K - $17.1K
12K $739M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.8%
$221.86 - $362.89 $1.33K - $2.18K
753 $239M
META
Meta Platforms, Inc.

Communication Services
16
+ 13.11%
$484.66 - $738.09 $7.75K - $11.8K
138 $102M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 13.82%
$167.32 - $223.3 $10K - $13.4K
494 $108M
JNJ
Johnson & Johnson

Healthcare
569
+ 11.29%
$146.36 - $159.82 $83.3K - $90.9K
5.61K $857M
MMM
3 M CO

Industrials
8
+ 0.23%
$126.09 - $154.15 $1.01K - $1.23K
3.45K $525M
GOOG
Alphabet Inc.

Communication Services
63
+ 16.84%
$146.58 - $180.01 $9.23K - $11.3K
437 $77.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
167
+ 18.87%
$58.41 - $72.69 $9.75K - $12.1K
1.05K $76.5M
AAPL
Apple Inc.

Technology
116
+ 26.13%
$172.42 - $223.89 $20K - $26K
560 $115M
GOOGL
Alphabet Inc.

Communication Services
78
+ 106.85%
$144.7 - $178.6 $11.3K - $13.9K
151 $26.6M
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 58.18%
$210.28 - $289.91 $6.73K - $9.28K
87 $25.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
60
+ 18.46%
$97.68 - $121.38 $5.86K - $7.28K
385 $46.7M
VEA
Vanguard Ftse Developed Market

ETFs
65
+ 5.76%
$45.65 - $57.01 $2.97K - $3.71K
1.19K $68M
AOM
Ishares Tr Core Moderate Alloc

ETFs
34
+ 1.32%
$41.55 - $46.04 $1.41K - $1.57K
2.62K $120M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 136.36%
$483.48 - $539.8 $7.25K - $8.1K
26 $12.6M
V
Visa Inc.

Financial Services
18
+ 45.0%
$308.27 - $373.31 $5.55K - $6.72K
58 $20.6M
BA
Boeing CO

Industrials
3
+ 2.0%
$136.59 - $217.51 $410 - $653
153 $32.1M
EXC
Exelon Corp

Utilities
293
+ 10.58%
$42.2 - $47.37 $12.4K - $13.9K
3.06K $133M
GBIL
Goldman Sachs Access Treasury

ETFs
52
+ 61.9%
$99.83 - $100.19 $5.19K - $5.21K
136 $13.6M
MA
Mastercard Inc

Financial Services
8
+ 114.29%
$479.92 - $590.74 $3.84K - $4.73K
15 $8.43M
MUB
Ishares National Muni Bond ETF

ETFs
45
+ 12.93%
$102.31 - $105.8 $4.6K - $4.76K
393 $41.1M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 200.0%
$335.24 - $380.78 $4.02K - $4.57K
18 $6.6M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
48
+ 28.57%
$54.28 - $67.95 $2.61K - $3.26K
216 $14.7M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 23.08%
$462.22 - $707.75 $1.39K - $2.12K
16 $11.3M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 100.0%
$908.13 - $1056.85 $3.63K - $4.23K
8 $7.92M
COF
Capital One Financial Corp

Financial Services
18
+ 450.0%
$150.57 - $212.76 $2.71K - $3.83K
22 $4.68M
WMT
Walmart Inc.

Consumer Defensive
37
+ 148.0%
$81.79 - $99.98 $3.03K - $3.7K
62 $6.06M
AXP
American Express CO

Financial Services
11
+ 275.0%
$231.39 - $318.98 $2.55K - $3.51K
15 $4.79M
DFIC
Dimensional ETF Tr Dimensional

ETFs
24
+ 2.83%
$24.94 - $31.15 $599 - $748
873 $27.1M
VST
Vistra Corp.

Utilities
7
+ 25.0%
$98.07 - $195.04 $686 - $1.37K
35 $6.78M
NFLX
Netflix Inc

Communication Services
2
+ 100.0%
$855.86 - $1339.13 $1.71K - $2.68K
4 $5.36M
T
At&T Inc.

Communication Services
92
+ 7.96%
$26.33 - $28.94 $2.42K - $2.66K
1.25K $36.1M
ABBV
Abb Vie Inc.

Healthcare
20
+ 133.33%
$170.16 - $206.27 $3.4K - $4.13K
35 $6.5M
CAT
Caterpillar Inc

Industrials
8
+ 266.67%
$273.94 - $388.21 $2.19K - $3.11K
11 $4.27M
BAC
Bank Of America Corp

Financial Services
59
+ 178.79%
$34.39 - $47.46 $2.03K - $2.8K
92 $4.35M
ETN
Eaton Corp PLC

Industrials
3
+ 15.0%
$246.52 - $356.99 $740 - $1.07K
23 $8.21M
ORCL
Oracle Corp

Technology
9
+ 90.0%
$122.82 - $218.63 $1.11K - $1.97K
19 $4.15M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 140.0%
$177.93 - $313.14 $1.25K - $2.19K
12 $3.76M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27
+ 17.65%
$96.84 - $99.46 $2.61K - $2.69K
180 $17.8M
Activity Summary
Buys All Purchases 1176 New Holdings 141 Increased Positions 1035 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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