Hfr Wealth Management, LLC Purchases in Q2 2025

Hfr Wealth Management, LLC

  • $412 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
62
+ 0.27%
$544.07 - $787.63 $33.7K - $48.8K
23.4K $18.5M
AMZN
Amazon Com Inc

Consumer Cyclical
157
+ 0.16%
$167.32 - $223.3 $26.3K - $35.1K
97K $21.3M
SCHW
Schwab Charles Corp

Financial Services
852
+ 0.49%
$69.06 - $91.24 $58.8K - $77.7K
175K $16M
TR
Tootsie Roll Industries Inc

Consumer Defensive
6.91K
+ 2.42%
$29.7 - $36.03 $205K - $249K
293K $9.8M
ROL
Rollins Inc

Consumer Cyclical
873
+ 0.32%
$50.65 - $58.58 $44.2K - $51.1K
274K $15.4M
HSIC
Henry Schein Inc

Healthcare
2.49K
+ 2.19%
$62.7 - $73.66 $156K - $183K
116K $8.47M
STE
Steris PLC

Healthcare
531
+ 1.31%
$208.55 - $252.55 $111K - $134K
41.1K $9.88M
DOV
Dover Corp

Industrials
787
+ 1.26%
$151.14 - $186.7 $119K - $147K
63.2K $11.6M
LII
Lennox International Inc

Industrials
189
+ 0.72%
$508.76 - $605.77 $96.2K - $114K
26.5K $15.2M
IBM
International Business Machines Corp

Technology
783
New
$221.03 - $294.78 $173K - $231K
783 $230K
V
Visa Inc.

Financial Services
22
+ 0.05%
$308.27 - $373.31 $6.78K - $8.21K
45.9K $16.3M
HON
Honeywell International Inc

Industrials
860
New
$182.86 - $232.88 $157K - $200K
860 $200K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.53%
$210.28 - $289.91 $2.1K - $2.9K
1.89K $547K
Barrick Mng Corp
20.4K
New
N/A
20.4K $0
NEE
Nextera Energy Inc

Utilities
2.21K
+ 1.72%
$64.11 - $75.0 $142K - $166K
131K $9.09M
WM
Waste Management Inc

Industrials
372
+ 0.65%
$216.47 - $242.1 $80.5K - $90.1K
57.6K $13.2M
DHR
Danaher Corp

Healthcare
892
+ 2.18%
$174.64 - $205.16 $156K - $183K
41.7K $8.24M
UNP
Union Pacific Corp

Industrials
592
+ 1.29%
$208.27 - $238.46 $123K - $141K
46.4K $10.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
509
+ 1.41%
$248.61 - $294.96 $127K - $150K
36.5K $10.3M
WEC
Wec Energy Group, Inc.

Utilities
1.22K
+ 1.21%
$102.24 - $109.76 $125K - $134K
102K $10.6M
PKG
Packaging Corp Of America

Consumer Cyclical
670
+ 1.24%
$175.97 - $201.36 $118K - $135K
54.6K $10.3M
RPM
Rpm International Inc

Basic Materials
1.27K
+ 1.3%
$96.97 - $117.58 $123K - $150K
99K $10.9M
TSCO
Tractor Supply CO

Consumer Cyclical
2.02K
+ 0.78%
$47.86 - $55.77 $96.6K - $113K
261K $13.8M
PG
Procter & Gamble CO

Consumer Defensive
754
+ 1.07%
$157.66 - $172.39 $119K - $130K
71.1K $11.3M
MKC
Mccormick & CO Inc

Consumer Defensive
1.2K
+ 0.91%
$71.11 - $82.25 $85.5K - $98.9K
134K $10.2M
AMGN
Amgen Inc

Healthcare
449
+ 1.19%
$262.28 - $309.85 $118K - $139K
38.1K $10.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
115
+ 0.46%
$483.48 - $539.8 $55.6K - $62.1K
25.2K $12.2M
BDX
Becton Dickinson & CO

Healthcare
1.08K
+ 3.25%
$165.15 - $226.42 $179K - $245K
34.4K $5.92M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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