Notify me when HFR Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 50 | $423,604,262 | +$5,576,974 | -$17,942,784 | -$12,365,810 | APH, AMZN, AAPL, TJX, CTAS | 13F-HR | 11 Feb 2026, 10:48 |
| Q3 2025 | 51 | $436,220,314 | +$12,719,589 | -$3,360,920 | +$9,358,669 | APH, AMZN, AAPL, CTAS, TJX | 13F-HR | 10 Nov 2025, 10:43 |
| Q2 2025 | 51 | $413,966,121 | +$3,733,052 | -$11,597,794 | -$7,864,742 | APH, CTAS, AMZN, COST, INTU | 13F-HR | 12 Aug 2025, 14:45 |
| Q1 2025 | 53 | $410,860,544 | +$1,701,857 | -$2,666,791 | -$964,934 | AAPL, CTAS, AMZN, COST, TJX | 13F-HR | 13 May 2025, 16:01 |
| Q4 2024 | 52 | $402,839,071 | +$12,009,699 | -$3,088,158 | +$8,921,541 | AAPL, AMZN, CTAS, COST, TJX | 13F-HR | 06 Feb 2025, 10:14 |
| Q3 2024 | 54 | $411,698,300 | +$19,994,493 | -$12,984,192 | +$7,010,301 | AAPL, CTAS, AMZN, COST, TJX | 13F-HR | 12 Nov 2024, 10:50 |
| Q2 2024 | 53 | $393,138,794 | +$9,857,308 | -$9,588,025 | +$269,283 | AAPL, AMZN, CTAS, COST, APH | 13F-HR | 13 Aug 2024, 21:33 |
| Q1 2024 | 55 | $393,453,127 | +$3,417,344 | -$1,322,186 | +$2,095,158 | AMZN, CTAS, AAPL, INTU, TJX | 13F-HR | 13 May 2024, 07:37 |
| Q4 2023 | 53 | $368,918,000 | +$4,160,363 | -$9,833,664 | -$5,673,301 | AAPL, CTAS, AMZN, INTU, TJX | 13F-HR | 13 Feb 2024, 09:51 |
| Q3 2023 | 52 | $340,082,000 | +$155,576 | -$6,178,097 | -$6,022,521 | AAPL, AMZN, TJX, CTAS, INTU | 13F-HR | 13 Nov 2023, 11:45 |
| Q2 2023 | 55 | $358,034,000 | +$636,545 | -$7,140,124 | -$6,503,579 | AAPL, AMZN, CTAS, TJX, ROL | 13F-HR | 07 Aug 2023, 11:32 |
| Q1 2023 | 61 | $350,860,000 | +$5,297,804 | -$4,293,232 | +$1,004,572 | AAPL, TR, CTAS, TSCO, TJX | 13F-HR | 12 May 2023, 15:01 |
| Q4 2022 | 63 | $343,206,000 | +$7,927,353 | -$1,922,909 | +$6,004,444 | TR, AAPL, TJX, CTAS, TSCO | 13F-HR | 13 Feb 2023, 11:24 |
| Q3 2022 | 53 | $305,342,000 | +$1,295,025 | -$14,159,903 | -$12,864,878 | AAPL, TR, ADP, CTAS, SCHW | 13F-HR | 07 Nov 2022, 11:45 |
| Q2 2022 | 60 | $329,914,000 | +$12,238,503 | -$2,040,688 | +$10,197,815 | AAPL, TR, CTAS, TSCO, ADP | 13F-HR | 10 Aug 2022, 21:25 |
| Q1 2022 | 61 | $375,273,000 | +$16,452,071 | -$14,839,387 | +$1,612,684 | AAPL, TSCO, TR, UNP, CTAS | 13F-HR | 10 May 2022, 12:27 |
| Q4 2021 | 64 | $396,187,000 | +$9,875,640 | -$70,589 | +$9,805,051 | AAPL, INTU, COST, TSCO, DHR | 13F-HR | 07 Feb 2022, 16:13 |
| Q3 2021 | 59 | $341,345,000 | +$19,509,420 | -$5,410,791 | +$14,098,629 | AAPL, INTU, COST, DHR, TSCO | 13F-HR | 10 Nov 2021, 15:37 |
| Q2 2021 | 58 | $330,130,000 | $0 | $0 | $0 | AAPL, INTU, TR, AMZN, SCHW | 13F-HR | 11 Aug 2021, 21:32 |