Hfr Wealth Management, LLC Reduced Holdings in Q1 2025

Hfr Wealth Management, LLC

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-297
- 99.0%
$663000.0 - $801950.0 $197M - $238M
3 $2.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.1K
- 1.12%
$190.26 - $242.06 $209K - $266K
96.9K $18.4M
AAPL
Apple Inc.

Technology
-1.42K
- 1.49%
$209.68 - $247.1 $298K - $351K
93.7K $20.8M
PKG
Packaging Corp Of America

Consumer Cyclical
-263
- 0.48%
$192.03 - $242.13 $50.5K - $63.7K
54K $10.7M
LII
Lennox International Inc

Industrials
-278
- 1.05%
$553.05 - $666.93 $154K - $185K
26.3K $14.7M
APH
Amphenol Corp

Technology
-1.92K
- 0.82%
$61.62 - $78.55 $118K - $151K
232K $15.2M
DOV
Dover Corp

Industrials
-144
- 0.23%
$174.65 - $206.43 $25.1K - $29.7K
62.4K $11M
RPM
Rpm International Inc

Basic Materials
-51
- 0.05%
$114.03 - $128.31 $5.82K - $6.54K
97.8K $11.3M
GOOG
Alphabet Inc.

Communication Services
-1.27K
- 24.67%
$156.06 - $207.71 $197K - $263K
3.86K $603K
CLX
Clorox CO

Consumer Defensive
-1.98K
- 47.15%
$141.76 - $162.89 $280K - $322K
2.22K $326K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.57K
- 1.1%
$112.81 - $126.16 $177K - $198K
141K $17.2M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.07%
$347.25 - $424.87 $347 - $425
1.47K $538K
UNH
Unitedhealth Group Inc

Healthcare
-50
- 4.39%
$461.52 - $548.18 $23.1K - $27.4K
1.09K $570K
Veralto Corp
-37
- 0.31%
N/A
11.7K $0
CVX
Chevron Corp

Energy
-180
- 5.75%
$146.71 - $167.97 $26.4K - $30.2K
2.95K $493K
GOLD
Barrick Gold Corp

Basic Materials
-820
- 3.86%
$15.45 - $19.56 $12.7K - $16K
20.4K $397K
COST
Costco Wholesale Corp

Consumer Defensive
-251
- 1.32%
$890.62 - $1076.86 $224K - $270K
18.8K $17.8M
TSCO
Tractor Supply CO

Consumer Cyclical
-162
- 0.06%
$51.66 - $57.94 $8.37K - $9.39K
259K $14.3M
ADP
Automatic Data Processing Inc

Industrials
-146
- 0.31%
$286.85 - $318.64 $41.9K - $46.5K
47.6K $14.6M
SCHW
Schwab Charles Corp

Financial Services
-394
- 0.23%
$71.24 - $83.64 $28.1K - $33K
174K $13.6M
V
Visa Inc.

Financial Services
-482
- 1.04%
$306.92 - $362.71 $148K - $175K
45.8K $16.1M
WM
Waste Management Inc

Industrials
-113
- 0.2%
$200.54 - $233.78 $22.7K - $26.4K
57.2K $13.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 0.24%
$442.66 - $534.52 $27K - $32.6K
25K $13.3M
CTAS
Cintas Corp

Industrials
-1.17K
- 1.16%
$182.09 - $208.14 $212K - $243K
99.6K $20.5M
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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