Hfr Wealth Management, LLC Portfolio Holdings
Hfr Wealth Management, LLC
- $410 Million
- Q3 2024
Hfr Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $410 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.4M, Cintas Corp with a value of $21M, Amazon Com Inc with a value of $18.5M, Costco Wholesale Corp with a value of $17M, and Tjx Companies Inc with a value of $17M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $392M to 410M.
Hfr Wealth Management, LLC is based out at Niskayuna, NY
Below you can find more details about Hfr Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$410 Million
Industrials: $87.1 Million
Consumer Cyclical: $76.9 Million
Healthcare: $58.7 Million
Technology: $52.8 Million
Consumer Defensive: $49.4 Million
Financial Services: $38.4 Million
Basic Materials: $23 Million
Utilities: $20.5 Million
Other: $3.6 Million