Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$341.7K
Total Bought
$3.4K
Total Sold
$28.6K
Net Transaction
-$25.2K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMGEN INC(AMGN)37,09536,510-5858102.87%+2
LENNOX INTL INC(LII)28,22127,526-6959103.02%+1
INTUIT(INTU)23,77723,472-30511123.51%+1
PACKAGING CORP AMER(PKG)53,23952,926-313782.38%+1
AUTOMATIC DATA PROCESSING IN46,80146,349-45210113.26%+1
TJX COS INC NEW(TJX)147,749145,333-2,41613133.78%0
COSTCO WHSL CORP NEW(COST)19,50319,249-25411113.18%0
DANAHER CORPORATION(DHR)37,90237,732-170992.74%0
RPM INTL INC(RPM)97,41394,380-3,033992.62%0
ALPHABET INC(GOOG)6,4246,4240110.25%0
CHEVRON CORP NEW(CVX)2,9683,058+90010.15%0
ALPHABET INC(GOOG)4,3004,3000110.16%0
BERKSHIRE HATHAWAY INC DEL3003000220.47%0
EXXON MOBIL CORP3,6363,6360000.13%0
UNITEDHEALTH GROUP INC(UNH)9209200000.14%0
ABBVIE INC(ABBV)1,5331,5330000.07%0
BERKSHIRE HATHAWAY INC DEL25,31324,702-611992.53%0
EATON CORP PLC(ETN)1,2001,184-16000.07%0
STANDEX INTL CORP(SXI)2,2862,2860000.10%0
RAYTHEON TECHNOLOGIES CORP(RTX)4,1665,679+1,513000.12%0
JPMORGAN CHASE & CO(JPM)1,8451,8450000.08%0
HOME DEPOT INC(HD)1,3391,3390000.12%-0
DEERE & CO(DE)7937930000.09%-0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9052,9050100.14%-0
UNITED PARCEL SERVICE INC(UPS)1,7701,7700000.08%-0
ISHARES TR6,0006,0000000.09%-0
VERIZON COMMUNICATIONS INC(VZ)14,39814,3980100.14%-0
UNION PAC CORP(UNP)43,59343,444-149992.59%-0
HONEYWELL INTL INC(HON)1,0000-1,00000-0
BECTON DICKINSON & CO(BDX)30,91830,763-155882.33%-0
PEPSICO INC(PEP)1,1410-1,14100-0
DISNEY WALT CO(DIS)2,4930-2,49300-0
POOL CORP(POOL)21,85721,816-41882.27%-0
STERIS PLC(STE)40,18238,903-1,279992.50%-1
VISA INC(V)46,01445,264-75011103.05%-1
AMPHENOL CORP NEW125,244120,488-4,75611102.96%-1
PROCTER AND GAMBLE CO(PG)68,68967,839-85010102.90%-1
JOHNSON & JOHNSON(JNJ)50,61750,372-245882.30%-1
SCHWAB CHARLES CORP(SCHW)177,741172,999-4,7421092.78%-1
AIR PRODS & CHEMS INC33,89033,686-20410102.79%-1
DOVER CORP(DOV)60,68959,505-1,184982.43%-1
WEC ENERGY GROUP INC(WEC)92,86892,818-50872.19%-1
HENRY SCHEIN INC(HSIC)103,812103,336-476882.25%-1
CINTAS CORP(CTAS)27,10426,394-71013133.72%-1
VAIL RESORTS INC(MTN)29,84929,756-93871.93%-1
TRACTOR SUPPLY CO(TSCO)50,72650,419-30711103.00%-1
AMAZON COM INC(AMZN)109,412103,762-5,65014133.86%-1
BARRICK GOLD CORP471,721467,813-3,908871.99%-1
WASTE MGMT INC DEL(WM)57,75956,957-8021092.54%-1
TOOTSIE ROLL INDS INC(TR)253,295253,908+613982.22%-1
MCCORMICK & CO INC(MKC)127,997126,603-1,39411102.80%-2
ROLLINS INC(ROL)275,357266,453-8,90412102.91%-2
NEXTERA ENERGY INC(NEE)118,170118,399+229971.99%-2
CLOROX CO DEL(CLX)67,96666,921-1,0451192.57%-2
APPLE INC(AAPL)99,57597,347-2,22819174.88%-3
Page 1 of 1