Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$411.70M
Total Bought
$35.53M
Total Sold
$15.27M
Net Transaction
+$20.27M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CINTAS CORP(CTAS)25,487101,866+76,37917,84820,9725.09%+3,125
APPLE INC(AAPL)96,29296,252-4020,28122,4275.45%+2,146
AUTOMATIC DATA PROCESSING IN47,51947,934+41511,34213,2653.22%+1,922
WEC ENERGY GROUP INC(WEC)98,11399,942+1,8297,6989,6122.33%+1,914
PACKAGING CORP AMER(PKG)53,65254,359+7079,79511,7092.84%+1,914
LENNOX INTL INC(LII)26,66426,736+7214,26516,1563.92%+1,892
NEXTERA ENERGY INC(NEE)124,107125,841+1,7348,78810,6372.58%+1,849
MCCORMICK & CO INC(MKC)129,859131,591+1,7329,21210,8302.63%+1,618
AIR PRODS & CHEMS INC35,26935,817+5489,10110,6642.59%+1,563
RPM INTL INC(RPM)97,03298,076+1,04410,44811,8672.88%+1,419
BERKSHIRE HATHAWAY INC DEL25,40425,521+11710,33411,7462.85%+1,412
DANAHER CORPORATION(DHR)39,44039,933+4939,85411,1022.70%+1,248
TRACTOR SUPPLY CO(TSCO)51,52251,937+41513,91115,1103.67%+1,199
HENRY SCHEIN INC(HSIC)108,875111,728+2,8536,9798,1451.98%+1,166
TJX COS INC NEW(TJX)144,030144,482+45215,85816,9824.12%+1,125
STERIS PLC(STE)39,82540,429+6048,7439,8062.38%+1,062
UNION PAC CORP(UNP)44,82345,352+52910,14211,1782.72%+1,037
JOHNSON & JOHNSON(JNJ)53,11754,219+1,1027,7648,7872.13%+1,023
DOVER CORP(DOV)61,70762,409+70211,13511,9662.91%+831
COSTCO WHSL CORP NEW(COST)19,04319,165+12216,18716,9904.13%+804
PROCTER AND GAMBLE CO(PG)69,63070,405+77511,48312,1942.96%+711
VISA INC(V)45,96846,433+46512,06512,7673.10%+702
ROLLINS INC(ROL)271,187273,260+2,07313,23113,8213.36%+590
AMGEN INC(AMGN)37,01737,376+35911,56612,0432.93%+477
BECTON DICKINSON & CO(BDX)32,08032,857+7777,4977,9221.92%+424
TOOTSIE ROLL INDS INC(TR)273,631279,696+6,0658,3658,6622.10%+297
INTERNATIONAL BUSINESS MACHS(IBM)01,220+1,22002700.07%+270
BERKSHIRE HATHAWAY INC DEL3301,8372,0740.50%+237
SPIRE INC(SR)03,046+3,04602050.05%+205
LOWES COS INC(LOW)0750+75002030.05%+203
VERALTO CORP(VLTO)11,95711,896-611,1421,3310.32%+189
CLOROX CO DEL(CLX)4,3594,195-1645956830.17%+89
HOME DEPOT INC(HD)1,3391,33904615430.13%+82
UNITEDHEALTH GROUP INC(UNH)1,0301,03005256020.15%+78
BARRICK GOLD CORP21,24921,24903544230.10%+68
STANDEX INTL CORP(SXI)2,2612,231-303644080.10%+43
DEERE & CO(DE)55955902092330.06%+24
EATON CORP PLC(ETN)1,3191,31904144370.11%+24
ABBVIE INC(ABBV)1,5331,433-1002632830.07%+20
ISHARES TR6,0006,00003363550.09%+19
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302062240.05%+18
JPMORGAN CHASE & CO.(JPM)1,8451,84503733890.09%+16
EXXON MOBIL CORP3,6363,63604194260.10%+8
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4602,46005565550.13%-1
MICROSOFT CORP(MSFT)47647602132050.05%-8
CHEVRON CORP NEW(CVX)3,2383,23805064770.12%-30
RTX CORPORATION(RTX)6,5604,941-1,6196595990.15%-60
ALPHABET INC(GOOG)4,2904,29007817110.17%-70
ALPHABET INC(GOOG)5,1275,12709408570.21%-83
WASTE MGMT INC DEL(WM)56,90157,463+56212,13911,9292.90%-210
AMPHENOL CORP NEW235,464236,281+81715,86315,3963.74%-467
AMAZON COM INC(AMZN)99,24099,281+4119,17818,4994.49%-679
INTUIT(INTU)23,30423,433+12915,31614,5523.53%-764
SCHWAB CHARLES CORP(SCHW)174,753176,916+2,16312,87811,4662.79%-1,412
VAIL RESORTS INC(MTN)31,4710-31,4715,6690-5,669
POOL CORP(POOL)22,9430-22,9437,0510-7,051
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