Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$368.9K
Total Bought
$24.7K
Total Sold
$21.4K
Net Transaction
+$3.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CINTAS CORP(CTAS)26,39426,137-25713164.27%+3
INTUIT(INTU)23,47223,388-8412153.96%+3
SCHWAB CHARLES CORP(SCHW)172,999174,984+1,9859123.26%+3
AMAZON COM INC(AMZN)103,762102,726-1,03613164.23%+2
APPLE INC(AAPL)97,34797,075-27217195.07%+2
UNION PAC CORP(UNP)43,44444,022+5789112.93%+2
LENNOX INTL INC(LII)27,52627,196-33010123.30%+2
AMPHENOL CORP NEW120,488120,608+12010123.24%+2
COSTCO WHSL CORP NEW(COST)19,24919,249011133.44%+2
ROLLINS INC(ROL)266,453268,935+2,48210123.18%+2
BARRICK GOLD CORP467,813472,509+4,696792.32%+2
RPM INTL INC(RPM)94,38095,351+9719112.89%+2
WASTE MGMT INC DEL(WM)56,95757,581+6249102.80%+2
VISA INC(V)45,26445,663+39910123.22%+1
POOL CORP(POOL)21,81622,248+432892.40%+1
DOVER CORP(DOV)59,50560,641+1,136892.53%+1
Veralto Corp(VLTO)012,279+12,279010.27%+1
TOOTSIE ROLL INDS INC(TR)253,908256,991+3,083892.32%+1
TRACTOR SUPPLY CO(TSCO)50,41951,001+58210112.97%+1
AMGEN INC(AMGN)36,51036,593+8310112.86%+1
TJX COS INC NEW(TJX)145,333144,966-36713143.69%+1
NEXTERA ENERGY INC(NEE)118,399120,282+1,883771.98%+1
PACKAGING CORP AMER(PKG)52,92652,795-131892.33%0
WEC ENERGY GROUP INC(WEC)92,81894,302+1,484782.15%0
HENRY SCHEIN INC(HSIC)103,336105,366+2,030882.16%0
BERKSHIRE HATHAWAY INC DEL24,70225,016+314992.42%0
JOHNSON & JOHNSON(JNJ)50,37251,467+1,095882.19%0
PROCTER AND GAMBLE CO(PG)67,83968,783+94410102.73%0
RAYTHEON TECHNOLOGIES CORP(RTX)5,6796,560+881010.15%0
UNITEDHEALTH GROUP INC(UNH)9201,030+110010.15%0
EATON CORP PLC(ETN)1,1841,319+135000.09%0
HOME DEPOT INC(HD)1,3391,3390000.13%0
JPMORGAN CHASE & CO(JPM)1,8451,8450000.09%0
ALPHABET INC(GOOG)4,3004,290-10110.16%0
BERKSHIRE HATHAWAY INC DEL3003-297220.44%0
ISHARES TR6,0006,0000000.09%0
STANDEX INTL CORP(SXI)2,2862,2860000.10%0
ABBVIE INC(ABBV)1,5331,5330000.06%0
STERIS PLC(STE)38,90338,836-67992.31%0
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9052,460-445000.13%-0
UNITED PARCEL SERVICE INC(UPS)1,7701,600-170000.07%-0
ALPHABET INC(GOOG)6,4245,777-647110.22%-0
CHEVRON CORP NEW(CVX)3,0583,238+180100.13%-0
DEERE & CO(DE)793643-150000.07%-0
EXXON MOBIL CORP3,6363,6360000.10%-0
VERIZON COMMUNICATIONS INC(VZ)14,3989,698-4,700000.10%-0
VAIL RESORTS INC(MTN)29,75630,140+384761.74%-0
AIR PRODS & CHEMS INC33,68634,175+4891092.54%-0
AUTOMATIC DATA PROCESSING IN46,34946,913+56411112.96%-0
BECTON DICKINSON & CO(BDX)30,76331,359+596882.07%-0
DANAHER CORPORATION(DHR)37,73238,613+881992.42%-0
MCCORMICK & CO INC(MKC)126,603127,207+6041092.36%-1
CLOROX CO DEL(CLX)66,9215,551-61,370910.21%-8
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