Hfr Wealth Management, LLC Top Holdings and 13F Report (2025) About Hfr Wealth Management, LLCInvestment ActivityHfr Wealth Management, LLC has $413.97 million in total holdings as of June 30, 2025.Hfr Wealth Management, LLC owns shares of 51 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.90% of the portfolio was purchased this quarter.About 2.80% of the portfolio was sold this quarter.This quarter, Hfr Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 26 stocks.Hfr Wealth Management, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amphenol $22,855,490Cintas $22,162,639Amazon.com $21,290,044Costco Wholesale $18,628,061Intuit $18,451,808 Largest New Holdings this Quarter 06849F108 - BARRICK MNG CORP $425,332 Holding459200101 - International Business Machines $230,813 Holding438516106 - Honeywell International $200,277 Holding Largest Purchases this Quarter BARRICK MNG CORP 20,429 shares (about $425.33K)Tootsie Roll Industries 6,909 shares (about $231.11K)International Business Machines 783 shares (about $230.81K)Honeywell International 860 shares (about $200.28K)Becton, Dickinson and Company 1,083 shares (about $186.55K) Largest Sales this Quarter Johnson & Johnson 51,655 shares (about $7.89M)Apple 4,170 shares (about $855.56K)TJX Companies 717 shares (about $88.54K)Amphenol 528 shares (about $52.14K)Chevron 346 shares (about $49.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHfr Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$22,855,490$52,140 ▼-0.2%231,4485.5%Computer and TechnologyCTASCintas$22,162,639$35,436 ▼-0.2%99,4425.4%Business ServicesAMZNAmazon.com$21,290,044$34,444 ▲0.2%97,0425.1%Retail/WholesaleCOSTCostco Wholesale$18,628,061$14,849 ▼-0.1%18,8174.5%Retail/WholesaleINTUIntuit$18,451,808$48,833 ▲0.3%23,4274.5%Computer and TechnologyAAPLApple$18,377,946$855,561 ▼-4.4%89,5744.4%Computer and TechnologyTJXTJX Companies$17,366,028$88,542 ▼-0.5%140,6274.2%Retail/WholesaleVVisa$16,279,855$7,811 ▲0.0%45,8523.9%Business ServicesSCHWCharles Schwab$15,980,596$77,736 ▲0.5%175,1493.9%FinanceROLRollins$15,447,457$49,255 ▲0.3%273,7943.7%ConstructionLIILennox International$15,163,344$108,342 ▲0.7%26,4523.7%ConstructionADPAutomatic Data Processing$14,781,782$89,435 ▲0.6%47,9313.6%Computer and TechnologyTSCOTractor Supply$13,789,487$106,490 ▲0.8%261,3133.3%Retail/WholesaleWMWaste Management$13,173,396$85,121 ▲0.7%57,5713.2%Business ServicesBRK.BBerkshire Hathaway$12,217,115$55,864 ▲0.5%25,1503.0%FinanceDOVDover$11,583,984$144,202 ▲1.3%63,2212.8%IndustrialsPGProcter & Gamble$11,333,689$120,127 ▲1.1%71,1382.7%Consumer StaplesRPMRPM International$10,876,796$139,826 ▲1.3%99,0242.6%Basic MaterialsUNPUnion Pacific$10,683,765$136,207 ▲1.3%46,4352.6%TransportationAMGNAmgen$10,641,172$125,364 ▲1.2%38,1122.6%MedicalWECWEC Energy Group$10,613,499$127,124 ▲1.2%101,8572.6%UtilitiesAPDAir Products and Chemicals$10,298,263$143,568 ▲1.4%36,5112.5%Basic MaterialsPKGPackaging Corporation of America$10,297,096$126,261 ▲1.2%54,6412.5%IndustrialsMKCMcCormick & Company, Incorporated$10,154,421$91,211 ▲0.9%133,9282.5%Consumer StaplesSTESTERIS$9,878,087$127,557 ▲1.3%41,1212.4%MedicalTRTootsie Roll Industries$9,799,813$231,106 ▲2.4%292,9692.4%Consumer StaplesNEENextEra Energy$9,085,088$153,419 ▲1.7%130,8712.2%UtilitiesHSICHenry Schein$8,465,326$181,675 ▲2.2%115,8842.0%MedicalDHRDanaher$8,243,542$176,206 ▲2.2%41,7312.0%MedicalBDXBecton, Dickinson and Company$5,918,338$186,547 ▲3.3%34,3591.4%MedicalBRK.ABerkshire Hathaway$2,186,4000.0%30.5%FinanceVERALTO CORP$1,175,967$6,663 ▼-0.6%11,6490.3%COM SHSRTXRTX$721,4850.0%4,9410.2%AerospaceJPMJPMorgan Chase & Co.$547,930$2,899 ▲0.5%1,8900.1%FinanceHDHome Depot$490,612$48,401 ▼-9.0%1,3380.1%Retail/WholesaleETNEaton$458,018$44,981 ▼-8.9%1,2830.1%IndustrialsJNJJohnson & Johnson$450,918$7,890,301 ▼-94.6%2,9520.1%MedicalBARRICK MNG CORP$425,332$425,332 ▲New Holding20,4290.1%COM SHSCVXChevron$372,867$49,544 ▼-11.7%2,6040.1%EnergyXOMExxon Mobil$354,9850.0%3,2930.1%EnergySXIStandex International$341,283$7,824 ▼-2.2%2,1810.1%IndustrialsUNHUnitedHealth Group$340,0470.0%1,0900.1%MedicalIJHiShares Core S&P Mid-Cap ETF$306,1310.0%4,9360.1%ETFDEDeere & Company$284,4790.0%5590.1%IndustrialsPMPhilip Morris International$270,0990.0%1,4830.1%Consumer StaplesCLXClorox$266,1950.0%2,2170.1%Consumer StaplesABBVAbbVie$265,9810.0%1,4330.1%MedicalIBMInternational Business Machines$230,813$230,813 ▲New Holding7830.1%Computer and TechnologySRSpire$222,3280.0%3,0460.1%UtilitiesVZVerizon Communications$216,0470.0%4,9930.1%Computer and TechnologyHONHoneywell International$200,277$200,277 ▲New Holding8600.0%Multi-Sector ConglomeratesGOOGLAlphabet$0$634,024 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$603,360 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$507,888 ▼-100.0%00.0%ETFBARRICK GOLD CORP$0$397,140 ▼-100.0%00.0%COMIHIiShares U.S. Medical Devices ETF$0$361,140 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.