Hfr Wealth Management, LLC Reduced Holdings in Q4 2024

Hfr Wealth Management, LLC

  • $606 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
-1.1K
- 1.08%
$182.7 - $226.47 $201K - $249K
101K $18.4M
ROL
Rollins Inc

Consumer Cyclical
-725
- 0.27%
$46.35 - $51.59 $33.6K - $37.4K
273K $12.6M
JNJ
Johnson & Johnson

Healthcare
-333
- 0.61%
$143.34 - $165.86 $47.7K - $55.2K
53.9K $7.79M
UNP
Union Pacific Corp

Industrials
-3
- 0.01%
$223.15 - $249.32 $669 - $748
45.3K $10.3M
BDX
Becton Dickinson & CO

Healthcare
-233
- 0.71%
$220.02 - $243.75 $51.3K - $56.8K
32.6K $7.4M
PG
Procter & Gamble CO

Consumer Defensive
-518
- 0.74%
$161.05 - $179.7 $83.4K - $93.1K
69.9K $11.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-425
- 1.67%
$442.29 - $483.08 $188K - $205K
25.1K $11.4M
WM
Waste Management Inc

Industrials
-151
- 0.26%
$201.79 - $228.46 $30.5K - $34.5K
57.3K $11.6M
XOM
Exxon Mobil Corp

Energy
-343
- 9.43%
$105.51 - $125.37 $36.2K - $43K
3.29K $354K
CVX
Chevron Corp

Energy
-108
- 3.34%
$141.15 - $162.53 $15.2K - $17.6K
3.13K $453K
LII
Lennox International Inc

Industrials
-195
- 0.73%
$589.36 - $678.43 $115K - $132K
26.5K $16.2M
INTU
Intuit Inc

Technology
-94
- 0.4%
$602.01 - $706.25 $56.6K - $66.4K
23.3K $14.7M
RPM
Rpm International Inc

Basic Materials
-274
- 0.28%
$120.09 - $140.26 $32.9K - $38.4K
97.8K $12M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.57K
- 1.09%
$112.15 - $127.2 $176K - $199K
143K $17.3M
COST
Costco Wholesale Corp

Consumer Defensive
-82
- 0.43%
$873.59 - $994.69 $71.6K - $81.6K
19.1K $17.5M
PKG
Packaging Corp Of America

Consumer Cyclical
-125
- 0.23%
$211.98 - $248.85 $26.5K - $31.1K
54.2K $12.2M
ADP
Automatic Data Processing Inc

Industrials
-147
- 0.31%
$280.08 - $307.97 $41.2K - $45.3K
47.8K $14M
APH
Amphenol Corp

Technology
-2.38K
- 1.01%
$62.07 - $75.35 $148K - $179K
234K $16.2M
AAPL
Apple Inc.

Technology
-1.09K
- 1.13%
$221.69 - $259.02 $241K - $282K
95.2K $23.8M
SCHW
Schwab Charles Corp

Financial Services
-2.23K
- 1.26%
$63.31 - $82.85 $141K - $184K
175K $12.9M
V
Visa Inc.

Financial Services
-121
- 0.26%
$273.87 - $320.91 $33.1K - $38.8K
46.3K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.3K
- 1.31%
$180.88 - $232.93 $235K - $302K
98K $21.5M
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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