Institutions / HFR Wealth Management, LLC / Activity
Activity — HFR Wealth Management, LLC
47 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Amphenol Corp /De Common stock | $-15.31M | -87K -40.42% | 127,977 5.51% of portfolio | medium |
| Q2 2026 as of | New | Duke Energy Corp Common stock | $11.89M | +94K | 93,901 2.90% of portfolio | medium |
| Q2 2026 as of | Add | Intuit Inc. Common stock | $1.80M | +7K +29.50% | 30,289 1.93% of portfolio | low |
| Q2 2026 as of | Trim | TJX Cos Inc/The Common stock | $-1.43M | -9K -6.78% | 129,485 4.79% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-1.16M | -4K -4.93% | 77,226 5.45% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-856.4K | -4K -3.74% | 92,387 5.37% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-803.6K | -859 -4.59% | 17,850 4.08% of portfolio | low |
| Q2 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-674.5K | -5K -4.50% | 97,734 3.50% of portfolio | low |
| Q2 2026 as of | Trim | Schwab Charles Corp Common stock | $-597.3K | -6K -3.72% | 167,634 3.78% of portfolio | low |
| Q2 2026 as of | Trim | Veralto Corp Common stock | $-550.6K | -6K -5.50% | 106,782 2.31% of portfolio | low |
| Q2 2026 as of | Trim | DOVER Corp Common stock | $-521.7K | -2K -3.63% | 61,777 3.38% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-471.7K | -1K -2.99% | 44,666 3.74% of portfolio | low |
| Q2 2026 as of | Trim | STERIS plc Common stock | $-453.8K | -2K -5.22% | 39,135 2.01% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-449.9K | -899 -3.59% | 24,144 2.95% of portfolio | low |
| Q2 2026 as of | Trim | Waste Management Inc Common stock | $-438.2K | -2K -3.40% | 55,935 3.04% of portfolio | low |
| Q2 2026 as of | Trim | Cintas Corp Common stock | $-424.9K | -2K -2.53% | 96,378 4.00% of portfolio | low |
| Q2 2026 as of | Trim | Lennox International Inc Common stock | $-416.0K | -726 -2.73% | 25,825 3.61% of portfolio | low |
| Q2 2026 as of | Trim | Amgen Inc Common stock | $-386.7K | -1K -2.76% | 37,596 3.32% of portfolio | low |
| Q2 2026 as of | Trim | Packaging Corp of America Common stock | $-384.6K | -2K -2.94% | 53,284 3.10% of portfolio | low |
| Q2 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-332.3K | -3K -2.75% | 100,542 2.87% of portfolio | low |
| Q2 2026 as of | Trim | Henry Schein Inc Common stock | $-313.8K | -4K -3.21% | 113,206 2.31% of portfolio | low |
| Q2 2026 as of | Trim | Rollins Inc Common stock | $-304.8K | -7K -2.67% | 266,580 2.72% of portfolio | low |
| Q2 2026 as of | Trim | Union Pacific Corp Common stock | $-298.1K | -1K -2.31% | 46,325 3.08% of portfolio | low |
| Q2 2026 as of | Trim | Nextera Energy Inc Common stock | $-293.4K | -3K -2.50% | 130,427 2.79% of portfolio | low |
| Q2 2026 as of | New | Tesla Inc Common stock | $213.0K | +506 | 506 0.05% of portfolio | low |
| Q2 2026 as of | New | Microsoft Corp Common stock | $203.0K | +544 | 544 0.05% of portfolio | low |
| Q2 2026 as of | Trim | RPM International Inc Common stock | $-198.6K | -2K -1.79% | 98,108 2.66% of portfolio | low |
| Q2 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-195.3K | -666 -1.80% | 36,334 2.60% of portfolio | low |
| Q2 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-170.4K | -761 -1.58% | 47,551 2.60% of portfolio | low |
| Q2 2026 as of | Trim | McCormick & Co Inc Common stock | $-161.3K | -3K -35.89% | 5,715 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Danaher Corp /De Common stock | $-93.5K | -491 -1.15% | 42,205 1.96% of portfolio | low |
| Q2 2026 as of | Trim | Tractor Supply Co /De Common stock | $-64.8K | -2K -0.78% | 260,532 2.01% of portfolio | low |
| Q2 2026 as of | Add | Tootsie Roll Industries Inc Common stock | $60.7K | +2K +0.52% | 295,263 2.85% of portfolio | low |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-52.5K | -139 -17.87% | 639 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 06849F108 Common stock | $-44.1K | -1K -5.87% | 19,229 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-43.6K | -105 -9.63% | 985 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Eaton Corp plc Common stock | $-40.1K | -94 -7.33% | 1,189 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Deere & Co Common stock | $-19.0K | -30 -5.37% | 529 0.08% of portfolio | low |
| Q2 2026 as of | Add | 464287507 Common stock | $17.3K | +224 +4.54% | 5,160 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-16.9K | -102 -3.92% | 2,502 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Standex International CORP/DE Common stock | $-10.7K | -30 -1.38% | 2,141 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-5.7K | -42 -1.28% | 3,251 0.11% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-5.0K | -20 -1.40% | 1,413 0.09% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-1.3K | -7 -0.15% | 4,634 0.21% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.3K | -4 -0.21% | 1,886 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Philip Morris International Inc. Common stock | $-905 | -5 -0.34% | 1,478 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Spire Inc Common stock | $-625 | -8 -0.26% | 3,038 0.06% of portfolio | low |