Fund HoldingsHardy Reed LLC

Total Portfolio Value
$1.13B
Total Bought
$42.32M
Total Sold
$40.74M
Net Transaction
+$1.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
JPMORGAN CHASE & CO.(JPM)400,929400,823-10684,54096,0818.47%+11,541
VANGUARD INDEX FDS743,150751,596+8,446210,430217,82019.19%+7,389
SPDR S&P 500 ETF TR(SPY)31,41635,580+4,16418,02520,8531.84%+2,827
APPLE INC(AAPL)135,617136,107+49031,59934,0843.00%+2,485
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1,073,1201,147,477+74,35753,95656,2844.96%+2,327
ISHARES TR037,000+37,00002,1560.19%+2,156
VANGUARD INDEX FDS273,106271,285-1,821144,110146,17112.88%+2,061
BLACKROCK INC(BLK)01,608+1,60801,6480.15%+1,648
GE VERNOVA INC(GEV)2,8766,076+3,2007331,9990.18%+1,265
ALPHABET INC(GOOG)050,661+50,66109,5900.85%+9,590
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
170,740186,739+15,99910,81511,9811.06%+1,167
AMAZON COM INC(AMZN)031,836+31,83606,9850.62%+6,985
STARBUCKS CORP(SBUX)011,148+11,14801,0170.09%+1,017
NVIDIA CORPORATION(NVDA)045,878+45,87806,1610.54%+6,161
ALPHABET INC(GOOG)033,318+33,31806,3450.56%+6,345
ISHARES TR27,84927,714-13510,45411,1290.98%+675
VANGUARD BD INDEX FDS40,63350,743+10,1103,1843,7920.33%+608
BROADCOM INC(AVGO)11,38911,086-3031,9652,5700.23%+606
VISA INC(V)13,93613,995+593,8324,4230.39%+591
ISHARES TR07,670+7,67005800.05%+580
CADENCE BANK208,742208,74206,6487,1910.63%+543
LAM RESEARCH CORP(LRCX)06,886+6,88604970.04%+497
SIRIUSXM HOLDINGS INC(SIRI)015,590+15,59003550.03%+355
UNITED PARCEL SERVICE INC(UPS)02,811+2,81103540.03%+354
FISERV INC(FISV)13,37813,398+202,4032,7520.24%+349
META PLATFORMS INC(META)1,9442,464+5201,1131,4430.13%+330
CONAGRA BRANDS INC(CAG)011,836+11,83603280.03%+328
DT MIDSTREAM INC(DTM)03,300+3,30003280.03%+328
MCDONALDS CORP(MCD)01,094+1,09403170.03%+317
KINDER MORGAN INC DEL(KMI)029,097+29,09707970.07%+797
BOOKING HOLDINGS INC(BKNG)397399+21,6721,9820.17%+310
CSW INDUSTRIALS INC(CSW)0756+75602670.02%+267
PAYCOR HCM INC013,933+13,93302590.02%+259
NIKE INC(NKE)03,280+3,28002480.02%+248
NEBIUS GROUP N.V.(NBIS)08,700+8,70002410.02%+241
PAYLOCITY HLDG CORP(PCTY)01,181+1,18102360.02%+236
AXON ENTERPRISE INC(AXON)0370+37002200.02%+220
DOXIMITY INC(DOCS)04,073+4,07302170.02%+217
AMERICAN EXPRESS CO(AXP)8,4288,42802,2862,5010.22%+216
MERCADOLIBRE INC(MELI)0125+12502130.02%+213
FEDERATED HERMES INC(FHI)04,990+4,99002050.02%+205
FIVE BELOW INC(FIVE)01,909+1,90902000.02%+200
HONEYWELL INTL INC(HON)9,9509,95002,0572,2480.20%+191
MPLX LP(MPLX)015,270+15,27007310.06%+731
HILLMAN SOLUTIONS CORP(HLMN)018,850+18,85001840.02%+184
MASTERCARD INCORPORATED(MA)4,9925,015+232,4652,6410.23%+176
ENERGY TRANSFER L P(ET)039,840+39,84007800.07%+780
ING GROEP N.V.(ING)010,450+10,45001640.01%+164
INVESCO QQQ TR06,775+6,77503,4640.31%+3,464
WESTERN MIDSTREAM PARTNERS L(WES)14,85018,850+4,0005687240.06%+156
DISNEY WALT CO(DIS)08,968+8,96809990.09%+999
TRUIST FINL CORP(TFC)5,7628,742+2,9802463790.03%+133
NEOGEN CORP(NEOG)010,929+10,92901330.01%+133
SCHWAB CHARLES CORP(SCHW)013,225+13,22509790.09%+979
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,725+4,72509330.08%+933
WALMART INC(WMT)12,65712,65701,0221,1440.10%+122
ISHARES TR26,33926,014-32515,19315,3141.35%+121
PAYPAL HLDGS INC(PYPL)016,051+16,05101,3700.12%+1,370
ISHARES TR
ESG AWRE 1 5 YR
026,457+26,45706530.06%+653
PALO ALTO NETWORKS INC(PANW)010,208+10,20801,8570.16%+1,857
DIMENSIONAL ETF TRUST
US CORE EQT MKT
140,555140,55505,5795,6910.50%+112
WORKIVA INC(WK)03,463+3,46303790.03%+379
AMPHENOL CORP NEW024,133+24,13301,6760.15%+1,676
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
64,00664,00603,9814,0800.36%+99
SCHWAB STRATEGIC TR843,127951,523+108,39631,50831,6002.78%+92
WELLS FARGO CO NEW(WFC)05,564+5,56403910.03%+391
MICROSOFT CORP(MSFT)027,504+27,504011,5931.02%+11,593
VAIL RESORTS INC(MTN)02,562+2,56204800.04%+480
T-MOBILE US INC(TMUS)5,0165,01601,0351,1070.10%+72
MASIMO CORP02,172+2,17203590.03%+359
RENASANT CORP021,486+21,48607680.07%+768
ISHARES TR
CORE INTL AGGR
66,39270,236+3,8443,4403,5060.31%+66
PLAINS ALL AMERN PIPELINE L(PAA)041,850+41,85007150.06%+715
ONEOK INC NEW(OKE)03,675+3,67503690.03%+369
VANGUARD WORLD FD09,400+9,40001,9990.18%+1,999
CONSTRUCTION PARTNERS INC(ROAD)2,9752,97502082630.02%+56
WILLIAMS COS INC(WMB)06,239+6,23903380.03%+338
MUELLER INDS INC(MLI)10,10310,10307498020.07%+53
VANGUARD WORLD FD
CONSUM DIS ETF
01,498+1,49805620.05%+562
DESCARTES SYS GROUP INC(DSGX)04,857+4,85705520.05%+552
VANGUARD WORLD FD
FINANCIALS ETF
06,315+6,31507460.07%+746
BLACKLINE INC(BL)4,4234,843+4202442940.03%+50
INTERNATIONAL BUSINESS MACHS(IBM)01,496+1,49603290.03%+329
EVERCORE INC(EVR)01,854+1,85405140.05%+514
SEI INVTS CO(SEIC)03,288+3,28802710.02%+271
GRAND CANYON ED INC(LOPE)01,958+1,95803210.03%+321
CCC INTELLIGENT SOLUTIONS HL(CCC)023,955+23,95502810.02%+281
COPART INC(CPRT)08,574+8,57404920.04%+492
ENTERPRISE PRODS PARTNERS L(EPD)014,710+14,71004610.04%+461
FIDELITY COVINGTON TRUST04,010+4,01007410.07%+741
OREILLY AUTOMOTIVE INC(ORLY)1,1451,14501,3191,3580.12%+39
KADANT INC(KAI)616716+1002082470.02%+39
SELECT SECTOR SPDR TR
ST STR SVC ETF
05,659+5,65905480.05%+548
BRISTOL-MYERS SQUIBB CO(BMY)06,505+6,50503680.03%+368
BANK AMERICA CORP07,877+7,87703460.03%+346
SONY GROUP CORP(SONY)018,215+18,21503850.03%+385
GLOBAL PMTS INC(GPN)03,354+3,35403760.03%+376
VERISK ANALYTICS INC(VRSK)04,358+4,35801,2000.11%+1,200
MITSUBISHI UFJ FINL GROUP IN(MUFG)020,800+20,80002440.02%+244
ULTA BEAUTY INC(ULTA)69969902723040.03%+32
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