Hfr Wealth Management, LLC Portfolio Holdings

Hfr Wealth Management, LLC

  • $606 Million
  • Q4 2024

Hfr Wealth Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $606 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $204M, Apple Inc. with a value of $23.8M, Amazon Com Inc with a value of $21.5M, Cintas Corp with a value of $18.4M, and Costco Wholesale Corp with a value of $17.5M.

Examining the 13F form we can see an increase of $196M in the current position value, from $410M to 606M.

Hfr Wealth Management, LLC is based out at Niskayuna, NY

Below you can find more details about Hfr Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $606 Million
Financial Services: $244 Million
Industrials: $83.9 Million
Consumer Cyclical: $77.9 Million
Technology: $54.7 Million
Healthcare: $51 Million
Consumer Defensive: $49 Million
Basic Materials: $22.8 Million
Utilities: $18.8 Million
Other: $4.03 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $606 Million
  • Prior Value $410 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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