Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$410.86M
Total Bought
$11.60M
Total Sold
$22.53M
Net Transaction
-$10.92M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ROLLINS INC(ROL)272,535272,921+38612,63214,7463.59%+2,114
CINTAS CORP(CTAS)100,76899,601-1,16718,41020,4714.98%+2,061
AMGEN INC(AMGN)37,45237,663+2119,76111,7342.86%+1,972
BERKSHIRE HATHAWAY INC DEL25,09625,035-6111,37613,3333.25%+1,958
WASTE MGMT INC DEL(WM)57,31257,199-11311,56513,2423.22%+1,677
WEC ENERGY GROUP INC(WEC)100,353100,637+2849,43710,9672.67%+1,530
VISA INC(V)46,31245,830-48214,63716,0623.91%+1,425
JOHNSON & JOHNSON(JNJ)53,88654,607+7217,7939,0562.20%+1,263
STERIS PLC(STE)40,43440,590+1568,3129,2002.24%+888
MCCORMICK & CO INC(MKC)131,823132,725+90210,05010,9252.66%+874
SCHWAB CHARLES CORP(SCHW)174,691174,297-39412,92913,6443.32%+715
AUTOMATIC DATA PROCESSING IN47,78747,641-14613,98914,5563.54%+567
TRACTOR SUPPLY CO(TSCO)259,457259,295-16213,76714,2873.48%+520
UNION PAC CORP(UNP)45,34945,843+49410,34110,8302.64%+489
BERKSHIRE HATHAWAY INC DEL3003-2972,0432,3950.58%+353
COSTCO WHSL CORP NEW(COST)19,08318,832-25117,48617,8114.34%+326
PROCTER AND GAMBLE CO(PG)69,88770,384+49711,71711,9952.92%+278
PHILIP MORRIS INTL INC(PM)01,483+1,48302350.06%+235
VERIZON COMMUNICATIONS INC(VZ)04,993+4,99302260.06%+226
BECTON DICKINSON & CO(BDX)32,62433,276+6527,4017,6221.86%+221
AIR PRODS & CHEMS INC35,87936,002+12310,40610,6182.58%+211
RTX CORPORATION(RTX)4,9414,94105726540.16%+83
BARRICK GOLD CORP21,24920,429-8203293970.10%+68
ABBVIE INC(ABBV)1,4331,43302553000.07%+46
CHEVRON CORP NEW(CVX)3,1302,950-1804534940.12%+40
EXXON MOBIL CORP3,2933,29303543920.10%+37
SPIRE INC(SR)3,0463,04602072380.06%+32
HENRY SCHEIN INC(HSIC)111,791113,397+1,6067,7367,7671.89%+31
DEERE & CO(DE)55955902372630.06%+26
ISHARES TR6,0006,00003503610.09%+11
JPMORGAN CHASE & CO.(JPM)1,8801,88004514610.11%+11
UNITEDHEALTH GROUP INC(UNH)1,1401,090-505775710.14%-6
ISHARES TR4,9364,93603082880.07%-20
NEXTERA ENERGY INC(NEE)127,640128,661+1,0219,1519,1212.22%-30
HOME DEPOT INC(HD)1,4711,470-15725390.13%-33
TJX COS INC NEW(TJX)142,914141,344-1,57017,26517,2164.19%-50
VERALTO CORP(VLTO)11,75211,715-371,1971,1420.28%-55
STANDEX INTL CORP(SXI)2,2312,23104173600.09%-57
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4602,46005725080.12%-64
EATON CORP PLC(ETN)1,4091,40904683830.09%-85
TOOTSIE ROLL INDS INC(TR)281,313286,060+4,7479,0959,0052.19%-90
ALPHABET INC(GOOG)4,3024,100-2028146340.15%-180
DISNEY WALT CO(DIS)1,8020-1,8022010-201
INTUIT(INTU)23,33923,365+2614,66914,3463.49%-323
CLOROX CO DEL(CLX)4,1952,217-1,9786813260.08%-355
ALPHABET INC(GOOG)5,1273,862-1,2659766030.15%-373
RPM INTL INC(RPM)97,80297,751-5112,03611,3082.75%-728
DOVER CORP(DOV)62,57862,434-14411,74010,9682.67%-771
DANAHER CORPORATION(DHR)40,06640,839+7739,1978,3722.04%-825
AMPHENOL CORP NEW233,899231,976-1,92316,24415,2153.70%-1,029
LENNOX INTL INC(LII)26,54126,263-27816,17114,7293.58%-1,442
PACKAGING CORP AMER(PKG)54,23453,971-26312,21010,6872.60%-1,522
APPLE INC(AAPL)95,16393,744-1,41923,83120,8235.07%-3,007
AMAZON COM INC(AMZN)97,98396,885-1,09821,49618,4334.49%-3,063
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