Hfm Investment Advisors, LLC Reduced Holdings in Q3 2025

Hfm Investment Advisors, LLC

  • $246 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.41%
$274.66 - $395.76 $275 - $396
241 $77.9M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-297
- 7.35%
$47.02 - $47.71 $14K - $14.2K
3.74K $178M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-455
- 7.17%
$30.02 - $30.29 $13.7K - $13.8K
5.89K $178M
CSCO
Cisco Systems, Inc.

Technology
-3
- 0.03%
$66.2 - $71.79 $199 - $215
10.8K $739M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-200
- 6.97%
$50.47 - $50.74 $10.1K - $10.1K
2.67K $135M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-80
- 20.78%
$121.46 - $130.92 $9.72K - $10.5K
305 $39.7M
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.18%
$150.47 - $161.22 $301 - $322
1.09K $168M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 62.5%
$915.95 - $994.57 $4.58K - $4.97K
3 $2.78M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-168
- 19.24%
$30.76 - $33.01 $5.17K - $5.55K
705 $23.1M
RSG
Republic Services, Inc.

Industrials
-1
- 0.45%
$225.33 - $246.01 $225 - $246
219 $50.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-72
- 7.56%
$49.78 - $50.75 $3.58K - $3.65K
881 $44.6M
EMB
Ishares Tr

ETFs
-37
- 34.26%
$91.52 - $95.59 $3.39K - $3.54K
71 $6.71M
V
Visa Inc.

Financial Services
-4
- 6.9%
$332.09 - $358.86 $1.33K - $1.44K
54 $18.4M
COF
Capital One Financial Corp

Financial Services
-10
- 45.45%
$207.29 - $229.74 $2.07K - $2.3K
12 $2.55M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-46
- 21.3%
$68.27 - $75.58 $3.14K - $3.48K
170 $12.6M
VRSK
Verisk Analytics, Inc.

Industrials
-1
- 3.57%
$242.3 - $312.95 $242 - $313
27 $6.79M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-55
- 15.85%
N/A
292 $12M
VGSH
Vanguard

ETFs
-28
- 6.48%
$58.43 - $58.88 $1.64K - $1.65K
404 $23.8M
EMN
Eastman Chemical CO

Basic Materials
-3
- 2.5%
$58.79 - $81.56 $176 - $245
117 $7.38M
CHTR
Charter Communications, Inc.

Communication Services
-3
- 60.0%
$256.57 - $418.22 $770 - $1.25K
2 $550K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 1.96%
$412.46 - $514.1 $412 - $514
50 $24.5M
ADBE
Adobe Inc.

Technology
-3
- 37.5%
$333.65 - $392.1 $1K - $1.18K
5 $1.76M
T
At&T Inc.

Communication Services
-14
- 1.12%
$26.94 - $29.62 $377 - $415
1.23K $34.8M
GBIL
Goldman Sachs Access Treasury

ETFs
-13
- 9.56%
$99.82 - $100.23 $1.3K - $1.3K
123 $12.3M
TPL
Texas Pacific Land Corp

Energy
-1
- 50.0%
$854.83 - $1075.97 $855 - $1.08K
1 $934K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-44
- 23.28%
$37.04 - $40.86 $1.63K - $1.8K
145 $5.91M
AVEM
American Centy ETF Tr Avantis

ETFs
-23
- 23.0%
$68.33 - $75.41 $1.57K - $1.73K
77 $5.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 11.54%
$459.11 - $506.91 $1.38K - $1.52K
23 $11.6M
CMCSA
Comcast Corp

Communication Services
-21
- 23.86%
$31.41 - $36.33 $660 - $763
67 $2.11M
FTNT
Fortinet, Inc.

Technology
-7
- 38.89%
$74.39 - $107.65 $521 - $754
11 $925K
LNG
Cheniere Energy, Inc.

Energy
-2
- 3.64%
$222.68 - $244.28 $445 - $489
53 $12.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-4
- 44.44%
$108.8 - $169.61 $435 - $678
5 $544K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-13
- 52.0%
$38.58 - $58.24 $502 - $757
12 $470K
Linde PLC
-2
- 22.22%
N/A
7 $3.33M
CI
Cigna Corp

Healthcare
-2
- 28.57%
$262.23 - $334.39 $524 - $669
5 $1.44M
ACN
Accenture PLC

Technology
-2
- 28.57%
$232.56 - $304.78 $465 - $610
5 $1.23M
DRI
Darden Restaurants Inc

Consumer Cyclical
-3
- 33.33%
$184.73 - $220.27 $554 - $661
6 $1.14M
FIS
Fidelity National Information Services, Inc.

Technology
-8
- 44.44%
$63.37 - $82.35 $507 - $659
10 $659K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3
- 37.5%
$196.15 - $217.83 $588 - $653
5 $1.01M
COIN
Coinbase Global, Inc.

Technology
-2
- 40.0%
$297.99 - $419.78 $596 - $840
3 $1.01M
FISV
Fiserv Inc

Technology
-3
- 37.5%
N/A
5 $645K
ADP
Automatic Data Processing Inc

Industrials
-2
- 22.22%
$288.69 - $310.94 $577 - $622
7 $2.05M
DE
Deere & CO

Industrials
-1
- 20.0%
$457.26 - $524.37 $457 - $524
4 $1.83M
ROP
Roper Technologies Inc

Industrials
-1
- 33.33%
$495.03 - $573.0 $495 - $573
2 $997K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 20.0%
$486.13 - $544.55 $486 - $545
4 $1.97M
CARR
Carrier Global Corp

Industrials
-7
- 36.84%
$58.75 - $80.73 $411 - $565
12 $716K
KR
Kroger CO

Consumer Defensive
-7
- 16.28%
$64.52 - $74.35 $452 - $520
36 $2.43M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 50.0%
$433.66 - $544.47 $434 - $544
1 $447K
BNDX
Vanguard Total International B

ETFs
-12
- 1.62%
$49.0 - $49.51 $588 - $594
731 $36.1M
Activity Summary
Buys All Purchases 333 New Holdings 39 Increased Positions 294 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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