Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$393.14M
Total Bought
$16.45M
Total Sold
$18.08M
Net Transaction
-$1.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)96,92396,292-63116,62020,2815.16%+3,661
COSTCO WHSL CORP NEW(COST)19,06819,043-2513,97016,1874.12%+2,217
AMPHENOL CORP NEW119,973235,464+115,49113,83915,8634.04%+2,024
TJX COS INC NEW(TJX)144,135144,030-10514,61815,8584.03%+1,240
AMGEN INC(AMGN)36,83837,017+17910,47411,5662.94%+1,092
LENNOX INTL INC(LII)27,15826,664-49413,27414,2653.63%+991
NEXTERA ENERGY INC(NEE)123,044124,107+1,0637,8648,7882.24%+924
AMAZON COM INC(AMZN)101,46899,240-2,22818,30319,1784.88%+875
ROLLINS INC(ROL)269,917271,187+1,27012,48913,2313.37%+742
AIR PRODS & CHEMS INC34,91935,269+3508,4609,1012.31%+641
TRACTOR SUPPLY CO(TSCO)51,38451,522+13813,44813,9113.54%+463
SCHWAB CHARLES CORP(SCHW)174,380174,753+37312,61512,8783.28%+263
DOVER CORP(DOV)61,42861,707+27910,88411,1352.83%+251
PROCTER AND GAMBLE CO(PG)69,24169,630+38911,23411,4832.92%+249
INTUIT(INTU)23,27823,304+2615,13115,3163.90%+185
ALPHABET INC(GOOG)4,2904,29006477810.20%+134
DANAHER CORPORATION(DHR)39,07339,440+3679,7579,8542.51%+97
VERALTO CORP(VLTO)12,03311,957-761,0671,1420.29%+75
ALPHABET INC(GOOG)5,7775,127-6508809400.24%+61
CINTAS CORP(CTAS)25,90625,487-41917,79817,8484.54%+49
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4602,46005125560.14%+44
RTX CORPORATION(RTX)6,5606,56006406590.17%+19
UNITEDHEALTH GROUP INC(UNH)1,0301,03005105250.13%+15
MICROSOFT CORP(MSFT)488476-122052130.05%+7
JPMORGAN CHASE & CO.(JPM)1,8451,84503703730.09%+4
EATON CORP PLC(ETN)1,3191,31904124140.11%+1
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302102060.05%-4
EXXON MOBIL CORP3,6363,63604234190.11%-4
CHEVRON CORP NEW(CVX)3,2383,23805115060.13%-4
ISHARES TR6,0006,00003523360.09%-15
ABBVIE INC(ABBV)1,5331,53302792630.07%-16
DEERE & CO(DE)55955902302090.05%-21
TOOTSIE ROLL INDS INC(TR)262,527273,631+11,1048,4098,3652.13%-44
STANDEX INTL CORP(SXI)2,2862,261-254173640.09%-52
HOME DEPOT INC(HD)1,3391,33905144610.12%-53
BERKSHIRE HATHAWAY INC DEL3003-2971,9031,8370.47%-67
CLOROX CO DEL(CLX)4,3814,359-226715950.15%-76
STERIS PLC(STE)39,47639,825+3498,8758,7432.22%-132
BERKSHIRE HATHAWAY INC DEL24,95925,404+44510,49610,3342.63%-161
WASTE MGMT INC DEL(WM)57,71056,901-80912,30112,1393.09%-162
UNITED PARCEL SERVICE INC(UPS)1,4000-1,4002080-208
DISNEY WALT CO(DIS)1,7400-1,7402130-213
WEC ENERGY GROUP INC(WEC)96,77198,113+1,3427,9477,6981.96%-249
PACKAGING CORP AMER(PKG)53,29653,652+35610,1159,7952.49%-320
AUTOMATIC DATA PROCESSING IN47,22747,519+29211,79411,3422.89%-452
BECTON DICKINSON & CO(BDX)32,17032,080-907,9607,4971.91%-463
JOHNSON & JOHNSON(JNJ)52,47553,117+6428,3017,7641.97%-537
MCCORMICK & CO INC(MKC)128,713129,859+1,1469,8869,2122.34%-674
VISA INC(V)45,79145,968+17712,77912,0653.07%-714
UNION PAC CORP(UNP)44,44044,823+38310,92910,1422.58%-787
RPM INTL INC(RPM)96,38197,032+65111,46510,4482.66%-1,016
HENRY SCHEIN INC(HSIC)107,357108,875+1,5188,1086,9791.78%-1,129
VAIL RESORTS INC(MTN)30,83631,471+6356,8715,6691.44%-1,202
POOL CORP(POOL)22,68922,943+2549,1557,0511.79%-2,104
BARRICK GOLD CORP481,71921,249-460,4708,0163540.09%-7,661
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