Hfr Wealth Management, LLC Top Holdings and 13F Report (2025) About Hfr Wealth Management, LLCInvestment ActivityHfr Wealth Management, LLC has $410.86 million in total holdings as of March 31, 2025.Hfr Wealth Management, LLC owns shares of 53 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.41% of the portfolio was purchased this quarter.About 58.37% of the portfolio was sold this quarter.This quarter, Hfr Wealth Management, LLC has purchased 52 new stocks and bought additional shares in 15 stocks.Hfr Wealth Management, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $20,823,443Cintas $20,470,994Amazon.com $18,433,340Costco Wholesale $17,811,273TJX Companies $17,215,699 Largest New Holdings this Quarter 718172109 - Philip Morris International $235,397 Holding92343V104 - Verizon Communications $226,482 Holding Largest Purchases this Quarter Philip Morris International 1,483 shares (about $235.40K)Verizon Communications 4,993 shares (about $226.48K)Danaher 773 shares (about $158.47K)Tootsie Roll Industries 4,747 shares (about $149.44K)Becton, Dickinson and Company 652 shares (about $149.35K) Largest Sales this Quarter Berkshire Hathaway 297 shares (about $237.14M)Apple 1,419 shares (about $315.20K)Clorox 1,978 shares (about $291.26K)Cintas 1,167 shares (about $239.85K)Costco Wholesale 251 shares (about $237.40K) 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 PortfolioSectorAAPLApple$20,823,443$315,204 ▼-1.5%93,7445.1%Computer and TechnologyCTASCintas$20,470,994$239,854 ▼-1.2%99,6015.0%Business ServicesAMZNAmazon.com$18,433,340$208,905 ▼-1.1%96,8854.5%Retail/WholesaleCOSTCostco Wholesale$17,811,273$237,395 ▼-1.3%18,8324.3%Retail/WholesaleTJXTJX Companies$17,215,699$191,226 ▼-1.1%141,3444.2%Retail/WholesaleVVisa$16,061,683$168,923 ▼-1.0%45,8303.9%Business ServicesAPHAmphenol$15,215,306$126,130 ▼-0.8%231,9763.7%Computer and TechnologyROLRollins$14,745,922$20,856 ▲0.1%272,9213.6%ConstructionLIILennox International$14,729,078$155,911 ▼-1.0%26,2633.6%ConstructionADPAutomatic Data Processing$14,555,617$44,607 ▼-0.3%47,6413.5%Business ServicesINTUIntuit$14,345,876$15,964 ▲0.1%23,3653.5%Computer and TechnologyTSCOTractor Supply$14,287,154$8,926 ▼-0.1%259,2953.5%Retail/WholesaleSCHWCharles Schwab$13,643,970$30,842 ▼-0.2%174,2973.3%FinanceBRK.BBerkshire Hathaway$13,333,140$32,487 ▼-0.2%25,0353.2%FinanceWMWaste Management$13,242,140$26,161 ▼-0.2%57,1993.2%Business ServicesPGProcter & Gamble$11,994,823$84,699 ▲0.7%70,3842.9%Consumer StaplesAMGNAmgen$11,733,818$65,737 ▲0.6%37,6632.9%MedicalRPMRPM International$11,307,836$5,900 ▼-0.1%97,7512.8%ConstructionDOVDover$10,968,405$25,298 ▼-0.2%62,4342.7%IndustrialsWECWEC Energy Group$10,967,420$30,950 ▲0.3%100,6372.7%UtilitiesMKCMcCormick & Company, Incorporated$10,924,595$74,244 ▲0.7%132,7252.7%Consumer StaplesUNPUnion Pacific$10,829,950$116,703 ▲1.1%45,8432.6%TransportationPKGPackaging Co. of America$10,687,337$52,079 ▼-0.5%53,9712.6%IndustrialsAPDAir Products and Chemicals$10,617,659$36,275 ▲0.3%36,0022.6%Basic MaterialsSTESTERIS$9,199,724$35,357 ▲0.4%40,5902.2%MedicalNEENextEra Energy$9,120,802$72,379 ▲0.8%128,6612.2%UtilitiesJNJJohnson & Johnson$9,056,067$119,571 ▲1.3%54,6072.2%MedicalTRTootsie Roll Industries$9,005,169$149,436 ▲1.7%286,0602.2%Consumer StaplesDHRDanaher$8,371,995$158,465 ▲1.9%40,8392.0%MedicalHSICHenry Schein$7,766,561$109,995 ▲1.4%113,3971.9%MedicalBDXBecton, Dickinson and Company$7,622,201$149,347 ▲2.0%33,2761.9%MedicalBRK.ABerkshire Hathaway$2,395,325$237,137,175 ▼-99.0%30.6%FinanceVERALTO CORP$1,141,627$3,606 ▼-0.3%11,7150.3%COM SHSRTXRTX$654,4850.0%4,9410.2%AerospaceGOOGLAlphabet$634,024$31,237 ▼-4.7%4,1000.2%Computer and TechnologyGOOGAlphabet$603,360$197,631 ▼-24.7%3,8620.1%Computer and TechnologyUNHUnitedHealth Group$570,888$26,188 ▼-4.4%1,0900.1%MedicalHDHome Depot$538,788$367 ▼-0.1%1,4700.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$507,8880.0%2,4600.1%ETFCVXChevron$493,505$30,112 ▼-5.8%2,9500.1%EnergyJPMJPMorgan Chase & Co.$461,1640.0%1,8800.1%FinanceBARRICK GOLD CORP$397,140$15,941 ▼-3.9%20,4290.1%COMXOMExxon Mobil$391,6360.0%3,2930.1%EnergyETNEaton$383,0080.0%1,4090.1%IndustrialsIHIiShares U.S. Medical Devices ETF$361,1400.0%6,0000.1%ETFSXIStandex International$360,0610.0%2,2310.1%IndustrialsCLXClorox$326,453$291,260 ▼-47.2%2,2170.1%Consumer StaplesABBVAbbVie$300,2280.0%1,4330.1%MedicalIJHiShares Core S&P Mid-Cap ETF$288,0160.0%4,9360.1%ETFDEDeere & Company$262,5820.0%5590.1%IndustrialsSRSpire$238,3500.0%3,0460.1%UtilitiesPMPhilip Morris International$235,397$235,397 ▲New Holding1,4830.1%Consumer StaplesVZVerizon Communications$226,482$226,482 ▲New Holding4,9930.1%Computer and TechnologyDISWalt Disney$0$200,601 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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