Fund Holdings — HFR Wealth Management, LLC

Total Portfolio Value
$436.22M
Total Bought
$26.69M
Total Sold
$19.50M
Net Transaction
+$7.19M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VERALTO CORP(VLTO)11,649117,265+105,6161,17612,5022.87%+11,326
AMPHENOL CORP NEW231,448227,768-3,68022,85528,1866.46%+5,331
TJX COS INC NEW(TJX)140,627139,768-85917,36620,2024.63%+2,836
TOOTSIE ROLL INDS INC(TR)292,969294,188+1,2199,80012,3322.83%+2,533
APPLE INC(AAPL)89,57481,712-7,86218,37820,8064.77%+2,428
PACKAGING CORP AMER(PKG)54,64154,905+26410,29711,9652.74%+1,668
WEC ENERGY GROUP INC(WEC)101,857102,656+79910,61311,7632.70%+1,150
TRACTOR SUPPLY CO(TSCO)261,313261,406+9313,78914,8663.41%+1,077
NEXTERA ENERGY INC(NEE)130,871132,602+1,7319,08510,0102.29%+925
RPM INTL INC(RPM)99,02499,442+41810,87711,7222.69%+845
SCHWAB CHARLES CORP(SCHW)175,149174,715-43415,98116,6803.82%+699
ROLLINS INC(ROL)273,794273,995+20115,44716,0943.69%+647
BECTON DICKINSON & CO(BDX)34,35934,285-745,9186,4171.47%+499
UNION PAC CORP(UNP)46,43546,924+48910,68411,0912.54%+408
BERKSHIRE HATHAWAY INC DEL25,15025,037-11312,21712,5872.89%+370
STERIS PLC(STE)41,12141,231+1109,87810,2022.34%+324
BROADCOM INC(AVGO)0777+77702560.06%+256
BARRICK MNG CORP(B)20,42920,42904256690.15%+244
AMGEN INC(AMGN)38,11238,450+33810,64110,8512.49%+209
DANAHER CORPORATION(DHR)41,73142,504+7738,2448,4271.93%+183
STANDEX INTL CORP(SXI)2,1812,18103414620.11%+121
JOHNSON & JOHNSON(JNJ)2,9522,882-704515340.12%+83
BERKSHIRE HATHAWAY INC DEL3302,1862,2630.52%+76
RTX CORPORATION(RTX)4,9414,741-2007217930.18%+72
ABBVIE INC(ABBV)1,4331,43302663320.08%+66
HOME DEPOT INC(HD)1,3381,33804915420.12%+52
JPMORGAN CHASE & CO.(JPM)1,8901,89005485960.14%+48
UNITEDHEALTH GROUP INC(UNH)1,0901,09003403760.09%+36
CHEVRON CORP NEW(CVX)2,6042,60403734040.09%+32
SPIRE INC(SR)3,0463,04602222480.06%+26
EATON CORP PLC(ETN)1,2831,28304584800.11%+22
EXXON MOBIL CORP3,2933,29303553710.09%+16
ISHARES TR4,9364,93603063220.07%+16
CLOROX CO DEL(CLX)2,2172,21702662730.06%+7
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302162190.05%+3
INTERNATIONAL BUSINESS MACHS(IBM)78378302312210.05%-10
DEERE & CO(DE)55955902842560.06%-29
PHILIP MORRIS INTL INC(PM)1,4831,48302702410.06%-30
AMAZON COM INC(AMZN)97,04296,332-71021,29021,1524.85%-138
HONEYWELL INTL INC(HON)8600-8602000—-200
AIR PRODS & CHEMS INC36,51136,884+37310,29810,0592.31%-239
PROCTER AND GAMBLE CO(PG)71,13871,817+67911,33411,0352.53%-299
WASTE MGMT INC DEL(WM)57,57157,647+7613,17312,7302.92%-443
VISA INC(V)45,85245,920+6816,28015,6763.59%-604
AUTOMATIC DATA PROCESSING IN47,93147,986+5514,78214,0843.23%-698
HENRY SCHEIN INC(HSIC)115,884116,316+4328,4657,7201.77%-745
DOVER CORP(DOV)63,22163,570+34911,58410,6052.43%-979
MCCORMICK & CO INC(MKC)133,928134,909+98110,1549,0272.07%-1,128
LENNOX INTL INC(LII)26,45226,374-7815,16313,9613.20%-1,202
COSTCO WHSL CORP NEW(COST)18,81718,735-8218,62817,3423.98%-1,286
CINTAS CORP(CTAS)99,44298,976-46622,16320,3164.66%-1,847
INTUIT(INTU)23,42723,351-7618,45215,9473.66%-2,505
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