Hardy Reed LLC Top Holdings and 13F Report (2025) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $1.13 billion in total holdings as of March 31, 2025.Hardy Reed LLC owns shares of 236 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 246 new stocks and bought additional shares in 96 stocks.Hardy Reed LLC sold shares of 58 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $212,856,524Vanguard S&P 500 ETF $139,041,049iShares Core MSCI Total International Stock ETF $109,268,836JPMorgan Chase & Co. $98,262,274Vanguard Total International Bond ETF $59,114,015 Largest New Holdings this Quarter 516544103 - Lantheus $1,138,016 Holding521865204 - Lear $1,058,640 Holding46138E743 - Invesco FTSE RAFI Developed Markets ex-U.S. ETF $537,889 Holding01609W102 - Alibaba Group $264,460 Holding00206R102 - AT&T $237,298 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 22,878 shares (about $6.29M)DIMENSIONAL ETF TRUST 55,722 shares (about $3.42M)Vanguard Total International Bond ETF 63,380 shares (about $3.09M)iShares Core MSCI Total International Stock ETF 42,057 shares (about $2.94M)Schwab Fundamental International Large Company Index ETF 81,104 shares (about $2.93M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,089 shares (about $2.29M)Philip Morris International 8,286 shares (about $1.32M)Apple 5,921 shares (about $1.32M)Intercontinental Exchange 5,894 shares (about $1.02M)Vanguard S&P 500 ETF 730 shares (about $375.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardy Reed LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$212,856,524$6,287,792 ▲3.0%774,47418.8%ETFVOOVanguard S&P 500 ETF$139,041,049$375,155 ▼-0.3%270,55512.3%ETFIXUSiShares Core MSCI Total International Stock ETF$109,268,836$2,935,999 ▲2.8%1,565,2329.6%ManufacturingJPMJPMorgan Chase & Co.$98,262,274$59,608 ▼-0.1%400,5808.7%FinanceBNDXVanguard Total International Bond ETF$59,114,015$3,094,210 ▲5.5%1,210,8575.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$37,319,140$2,931,099 ▲8.5%1,032,6273.3%ETFAAPLApple$28,918,217$1,315,232 ▼-4.4%130,1862.6%Computer and TechnologyBRK.ABerkshire Hathaway$28,743,8980.0%362.5%FinanceVXUSVanguard Total International Stock ETF$25,015,557$41,793 ▼-0.2%402,8272.2%ETFSPYSPDR S&P 500 ETF Trust$17,615,751$2,287,346 ▼-11.5%31,4911.6%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$16,986,514$193,934 ▲1.2%564,3361.5%ETFVYMVanguard High Dividend Yield ETF$16,820,1240.0%130,4291.5%ETFDIMENSIONAL ETF TRUST$14,870,154$3,417,435 ▲29.8%242,4611.3%US CORE EQUITY 1IVViShares Core S&P 500 ETF$14,474,216$143,287 ▼-1.0%25,7591.3%ETFIJRiShares Core S&P Small-Cap ETF$13,848,624$12,026 ▲0.1%132,4341.2%ETFIJHiShares Core S&P Mid-Cap ETF$11,074,576$7,585 ▲0.1%189,7961.0%ETFMSFTMicrosoft$10,399,430$74,703 ▲0.7%27,7030.9%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$10,032,525$25,276 ▲0.3%27,7840.9%ETFIEFAiShares Core MSCI EAFE ETF$9,532,9600.0%126,0140.8%ETFGOOGLAlphabet$7,882,311$48,093 ▲0.6%50,9720.7%Computer and TechnologyVTVVanguard Value ETF$7,467,7230.0%43,2310.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,762,893$6,223 ▼-0.1%55,4290.6%ETFDFASDimensional U.S. Small Cap ETF$6,452,074$197,174 ▲3.2%107,9850.6%ETFVNQVanguard Real Estate ETF$6,389,589$56,769 ▼-0.9%70,5720.6%ETFCADECadence Bank$6,252,400$85,008 ▼-1.3%205,9420.6%FinanceAMZNAmazon.com$6,115,528$58,410 ▲1.0%32,1430.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$5,584,2130.0%29,6780.5%ETFDFAUDimensional US Core Equity Market ETF$5,402,9350.0%140,5550.5%ETFGOOGAlphabet$5,213,864$8,593 ▲0.2%33,3730.5%Computer and TechnologyNVDANVIDIA$5,144,691$172,433 ▲3.5%47,4690.5%Computer and TechnologyVVisa$4,933,426$28,738 ▲0.6%14,0770.4%Business ServicesBIVVanguard Intermediate-Term Bond ETF$4,665,770$780,398 ▲20.1%60,9350.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,114,3610.0%90,9050.4%ETFHDHome Depot$4,004,270$27,120 ▼-0.7%10,9260.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$3,871,0830.0%64,0060.3%ETFTTTrane Technologies$3,597,632$38,072 ▲1.1%10,6780.3%ConstructionNSCNorfolk Southern$3,558,672$2,132 ▲0.1%15,0250.3%TransportationPGRProgressive$3,523,475$317,537 ▼-8.3%12,4500.3%FinanceXOMExxon Mobil$3,401,755$43,291 ▲1.3%28,6030.3%EnergyIAGGiShares Core International Aggregate Bond ETF$3,212,858$298,240 ▼-8.5%64,2700.3%ETFQQQInvesco QQQ$3,083,149$93,784 ▼-3.0%6,5750.3%FinanceFIFiserv$2,958,6810.0%13,3980.3%Business ServicesMAMastercard$2,761,429$12,607 ▲0.5%5,0380.2%Business ServicesGE VERNOVA INC$2,626,935$772,053 ▲41.6%8,6050.2%COMELVElevance Health$2,549,301$1,554,547 ▲156.3%5,8610.2%MedicalABBVAbbVie$2,440,489$28,076 ▲1.2%11,6480.2%MedicalACNAccenture$2,434,225$36,509 ▲1.5%7,8010.2%Computer and TechnologyMETAMeta Platforms$2,401,693$981,541 ▲69.1%4,1670.2%Computer and TechnologyAXPAmerican Express$2,268,092$538 ▲0.0%8,4300.2%FinanceADBEAdobe$2,255,157$847,985 ▲60.3%5,8800.2%Computer and TechnologyHONHoneywell International$2,198,389$91,476 ▲4.3%10,3820.2%Multi-Sector ConglomeratesUNHUnitedHealth Group$2,193,465$31,425 ▼-1.4%4,1880.2%MedicalBLACKROCK INC$2,160,814$638,874 ▲42.0%2,2830.2%COMJNJJohnson & Johnson$2,131,542$7,960 ▼-0.4%12,8530.2%MedicalIWNiShares Russell 2000 Value ETF$2,072,6540.0%13,7280.2%ETFVTHRVanguard Russell 3000 ETF$1,985,9250.0%8,0480.2%ETFBSVVanguard Short-Term Bond ETF$1,943,896$730,810 ▲60.2%24,8330.2%ETFMGCVanguard Mega Cap ETF$1,892,9720.0%9,4000.2%ETFVEAVanguard FTSE Developed Markets ETF$1,882,998$128,193 ▼-6.4%37,0450.2%ETFBKNGBooking$1,842,764$4,607 ▲0.3%4000.2%Retail/WholesalePANWPalo Alto Networks$1,795,986$54,093 ▲3.1%10,5250.2%Computer and TechnologyCVXChevron$1,784,8180.0%10,6690.2%EnergyICEIntercontinental Exchange$1,747,598$1,016,715 ▼-36.8%10,1310.2%FinanceAVGOBroadcom$1,682,839$173,290 ▼-9.3%10,0510.1%Computer and TechnologyLINDE PLC$1,661,870$1,103,102 ▲197.4%3,5690.1%SHSORLYO'Reilly Automotive$1,638,872$1,433 ▼-0.1%1,1440.1%Retail/WholesalePMPhilip Morris International$1,596,983$1,315,237 ▼-45.2%10,0610.1%Consumer StaplesAPHAmphenol$1,579,932$2,952 ▼-0.2%24,0880.1%Computer and TechnologyNEENextEra Energy$1,573,971$11,201 ▼-0.7%22,2030.1%UtilitiesDHRDanaher$1,550,415$429,065 ▲38.3%7,5630.1%MedicalACWXiShares MSCI ACWI ex U.S. ETF$1,544,7270.0%27,8580.1%ManufacturingUBERUber Technologies$1,531,081$13,042 ▲0.9%21,0140.1%Computer and TechnologySOXQInvesco PHLX Semiconductor ETF$1,514,2500.0%45,0000.1%ETFUNPUnion Pacific$1,488,312$10,631 ▼-0.7%6,3000.1%TransportationMDYSPDR S&P MidCap 400 ETF Trust$1,480,4070.0%2,7750.1%ETFMRKMerck & Co., Inc.$1,441,636$841,949 ▲140.4%16,0610.1%MedicalSNPSSynopsys$1,410,917$9,435 ▲0.7%3,2900.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,385,2530.0%7,4360.1%ETFEFGiShares MSCI EAFE Growth ETF$1,385,200$600 ▲0.0%13,8520.1%ETFCATCaterpillar$1,369,000$19,128 ▲1.4%4,1510.1%IndustrialsTMUST-Mobile US$1,338,618$800 ▲0.1%5,0190.1%Computer and TechnologyVRSKVerisk Analytics$1,296,8500.0%4,3580.1%Business ServicesTMOThermo Fisher Scientific$1,278,8320.0%2,5700.1%MedicalQCOMQUALCOMM$1,221,661$20,584 ▲1.7%7,9530.1%Computer and TechnologySYYSysco$1,177,828$32,267 ▲2.8%15,6960.1%Consumer StaplesVSGXVanguard ESG International Stock ETF$1,145,746$5,485 ▲0.5%19,4260.1%ETFLNTHLantheus$1,138,016$1,138,016 ▲New Holding11,6600.1%MedicalWMTWalmart$1,108,700$2,458 ▼-0.2%12,6290.1%Retail/WholesaleSBUXStarbucks$1,100,178$6,670 ▲0.6%11,2160.1%Retail/WholesaleAMATApplied Materials$1,062,859$10,304 ▲1.0%7,3240.1%Computer and TechnologyDISWalt Disney$1,059,742$174,600 ▲19.7%10,7370.1%Consumer DiscretionaryLEALear$1,058,640$1,058,640 ▲New Holding12,0000.1%Auto/Tires/TrucksTJXTJX Companies$1,047,359$16,808 ▼-1.6%8,5990.1%Retail/WholesalePYPLPayPal$1,044,522$2,806 ▼-0.3%16,0080.1%Computer and TechnologySCHWCharles Schwab$1,030,087$5,166 ▼-0.5%13,1590.1%FinanceGEGE Aerospace$990,543$166,525 ▼-14.4%4,9490.1%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$924,9130.0%24,0800.1%ETFLLYEli Lilly and Company$915,109$503,805 ▲122.5%1,1080.1%MedicalXLKTechnology Select Sector SPDR Fund$890,3420.0%4,3120.1%ETFPHParker-Hannifin$885,030$16,412 ▲1.9%1,4560.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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