Hfm Investment Advisors, LLC Purchases in Q1 2025

Hfm Investment Advisors, LLC

  • $206 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.16K
New
$21.56 - $28.28 $24.9K - $32.7K
1.16K $32.7M
VGSH
Vanguard

ETFs
455
New
$58.07 - $58.69 $26.4K - $26.7K
455 $26.7M
MCD
Mcdonalds Corp

Consumer Cyclical
83
New
$279.74 - $321.29 $23.2K - $26.7K
83 $25.9M
BA
Boeing CO

Industrials
150
New
$148.15 - $186.25 $22.2K - $27.9K
150 $25.6M
YUM
Yum Brands Inc

Consumer Cyclical
159
New
$123.25 - $162.53 $19.6K - $25.8K
159 $24.9M
INTC
Intel Corp

Technology
1.09K
New
$19.1 - $27.39 $20.8K - $29.8K
1.09K $24.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
849
New
$25.54 - $28.79 $21.7K - $24.4K
849 $23.6M
ES
Eversource Energy

Utilities
370
New
$55.63 - $63.8 $20.6K - $23.6K
370 $23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
493
New
$44.72 - $46.25 $22K - $22.8K
493 $22.7M
AOK
Ishares Tr Core Conservative A

ETFs
565
New
$36.86 - $38.15 $20.8K - $21.6K
565 $21.3M
NVDA
Nvidia Corp

Technology
170
New
$106.98 - $149.43 $18.2K - $25.4K
170 $18.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
404
New
$42.5 - $46.71 $17.2K - $18.9K
404 $18.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
51
New
$308.86 - $455.36 $15.8K - $23.2K
51 $18M
KO
Coca Cola CO

Consumer Defensive
237
New
$60.81 - $72.32 $14.4K - $17.1K
237 $16.9M
PFE
Pfizer Inc

Healthcare
633
New
$25.01 - $27.13 $15.8K - $17.2K
633 $16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
153
New
$95.85 - $99.25 $14.7K - $15.2K
153 $15.1M
TGT
Target Corp

Consumer Defensive
140
New
$103.65 - $142.5 $14.5K - $20K
140 $14.6M
V
Visa Inc.

Financial Services
40
New
$306.92 - $362.71 $12.3K - $14.5K
40 $14M
JPM
Jpmorgan Chase & CO

Financial Services
55
New
$225.19 - $279.95 $12.4K - $15.4K
55 $13.5M
METV
Listed Fds Tr Roundhill Ball M

ETFs
1K
New
$13.49 - $15.51 $13.5K - $15.5K
1K $13.5M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
338
New
N/A
338 $12M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
116
New
$100.34 - $100.68 $11.6K - $11.7K
116 $11.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
103
New
$98.98 - $113.18 $10.2K - $11.7K
103 $11.7M
GOOGL
Alphabet Inc.

Communication Services
73
New
$154.33 - $206.19 $11.3K - $15.1K
73 $11.3M
LNG
Cheniere Energy, Inc.

Energy
48
New
$209.32 - $253.66 $10K - $12.2K
48 $11.1M
EMB
Ishares Tr

ETFs
121
New
$88.64 - $92.03 $10.7K - $11.1K
121 $10.9M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
168
New
$60.91 - $71.4 $10.2K - $12K
168 $10.4M
EMN
Eastman Chemical CO

Basic Materials
116
New
$87.05 - $103.47 $10.1K - $12K
116 $10.2M
Msc Income Fund Lockup
622
New
N/A
622 $9.67M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
205
New
$44.81 - $46.22 $9.19K - $9.48K
205 $9.23M
WCN
Waste Connections, Inc.

Industrials
43
New
$169.89 - $195.19 $7.31K - $8.39K
43 $8.39M
GBIL
Goldman Sachs Access Treasury

ETFs
84
New
$99.85 - $100.19 $8.39K - $8.42K
84 $8.39M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.04K
New
$7.89 - $8.07 $8.23K - $8.42K
1.04K $8.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
81
New
$100.59 - $103.47 $8.15K - $8.38K
81 $8.29M
SPMD
Spdr Portfolio

ETFs
156
New
$50.21 - $57.73 $7.83K - $9.01K
156 $7.98M
VRSK
Verisk Analytics, Inc.

Industrials
26
New
$268.63 - $301.33 $6.98K - $7.83K
26 $7.74M
SPGI
S&P Global Inc.

Financial Services
15
New
$478.26 - $543.77 $7.17K - $8.16K
15 $7.62M
Blackrock Inc. Ordinary Shares
8
New
N/A
8 $7.57M
SCI
Service Corp International

Consumer Cyclical
89
New
$75.99 - $84.16 $6.76K - $7.49K
89 $7.14M
GS
Goldman Sachs Group Inc

Financial Services
13
New
$524.81 - $672.19 $6.82K - $8.74K
13 $7.1M
VTV
Vanguard Value ETF

ETFs
41
New
$167.73 - $179.21 $6.88K - $7.35K
41 $7.07M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
134
New
$42.3 - $53.69 $5.67K - $7.19K
134 $6.98M
TMUS
T Mobile Us, Inc.

Communication Services
26
New
$211.3 - $272.83 $5.49K - $7.09K
26 $6.94M
NEE
Nextera Energy Inc

Utilities
97
New
$66.96 - $76.16 $6.5K - $7.39K
97 $6.88M
ALC
Alcon Inc

Healthcare
70
New
$82.73 - $96.8 $5.79K - $6.78K
70 $6.65M
BX
Blackstone Inc.

Financial Services
46
New
$136.53 - $186.74 $6.28K - $8.59K
46 $6.43M
CVS
Cvs Health Corp

Healthcare
91
New
$44.22 - $68.64 $4.02K - $6.25K
91 $6.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
274
New
$21.75 - $24.28 $5.96K - $6.65K
274 $6.05M
FE
Firstenergy Corp

Utilities
148
New
$37.95 - $43.5 $5.62K - $6.44K
148 $5.98M
Activity Summary
Buys All Purchases 1189 New Holdings 1189 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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