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  Name: HFR Wealth Management LLC
  City: NISKAYUNA
  State: NY
  Zip: 12309
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $395,359,000
  Total Value Change : $26,441,000
  Securities Held Change : 2
   
All Securities Held : 55
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 25
  Unchanged Positions : 13
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GOOG)1 Year Chart         GOOG Alphabet Inc 37 - $179.54 $880,000 5,777 0.22% 66,000 0 0    Search Engines & Info...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 39 - $177.85 $647,000 4,290 0.16% 48,000 0 0    Search Engines & Info...
   (RTX)1 Year Chart         RTX RTX Corp 40 - $101.02 $640,000 6,560 0.16% 88,000 0 0.001    Conglomerates
   (HD)1 Year Chart         HD Home Depot Inc 41 - $336.15 $514,000 1,339 0.13% 50,000 0 0    Home Improvement Stores
   (XLK)1 Year Chart         XLK SPDR Technology Sector 42 - $214.66 $512,000 2,460 0.13% 39,000 0 0.001    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 43 - $159.97 $511,000 3,238 0.13% 28,000 0 0    Integrated Oil & Gas
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 44 - $523.55 $510,000 1,030 0.13% -32,000 0 0    Health Care Plans
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 45 - $117.85 $423,000 3,636 0.11% 59,000 0 0    Integrated Oil & Gas
   (SXI)1 Year Chart         SXI Standex International Corp 46 - $172.62 $417,000 2,286 0.11% 55,000 0 0.018    Conglomerates
   (ETN)1 Year Chart         ETN Eaton Corp 47 - $336.73 $412,000 1,319 0.1% 94,000 0 0    Diversified Machinery
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 48 - $199.52 $370,000 1,845 0.09% 56,000 0 0    Domestic Money Center...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 49 - $56.36 $352,000 6,000 0.09% 28,000 0 0.004    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 50 - $162.93 $279,000 1,533 0.07% 41,000 0 0    Drug Manufacturers - ...
      13 Records Found
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