| |
|
|
| Name: |
HFR Wealth Management LLC |
| City: |
NISKAYUNA |
| State: |
NY |
| Zip: |
12309 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
16 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$187.43 |
$18,690,000 |
97,075 |
5.07% |
2,023,000 |
-272 |
0.001 |
Personal Computers |
|
|
CTAS |
Cintas Corp |
2 |
- |
$687.70 |
$15,752,000 |
26,137 |
4.27% |
3,056,000 |
-257 |
0.025 |
Business Services |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$187.07 |
$15,608,000 |
102,726 |
4.23% |
2,418,000 |
-1,036 |
0.001 |
Internet Software & S... |
|
|
INTU |
Intuit Inc |
4 |
- |
$635.42 |
$14,618,000 |
23,388 |
3.96% |
2,625,000 |
-84 |
0.009 |
Application Software |
|
|
TJX |
TJX Companies Inc |
5 |
- |
$99.04 |
$13,599,000 |
144,966 |
3.69% |
682,000 |
-367 |
0.012 |
Discount, Variety Stores |
|
|
LII |
Lennox International Inc |
7 |
- |
$467.14 |
$12,171,000 |
27,196 |
3.3% |
1,864,000 |
-330 |
0.071 |
Appliances |
|
|
PKG |
Packaging Corp Of America |
25 |
- |
$181.64 |
$8,601,000 |
52,795 |
2.33% |
474,000 |
-131 |
0.056 |
Paper & Paper Products |
|
|
STE |
Steris Corp |
28 |
- |
$236.00 |
$8,538,000 |
38,836 |
2.31% |
2,000 |
-67 |
0.039 |
Medical Appliances & ... |
|
|
BRK.A |
Berkshire Hathaway Inc |
35 |
- |
$619,250.00 |
$1,628,000 |
3 |
0.44% |
34,000 |
-297 |
0 |
Property & Casualty I... |
|
|
GOOG |
Alphabet Inc |
37 |
- |
$171.93 |
$814,000 |
5,777 |
0.22% |
-33,000 |
-647 |
0 |
Search Engines & Info... |
|
|
CLX |
Clorox Co |
38 |
- |
$138.55 |
$792,000 |
5,551 |
0.21% |
-7,979,000 |
-61,370 |
0.004 |
Cleaning Products |
|
|
GOOGL |
Alphabet Inc |
39 |
- |
$170.34 |
$599,000 |
4,290 |
0.16% |
36,000 |
-10 |
0 |
Search Engines & Info... |
|
|
XLK |
SPDR Technology Sector |
43 |
- |
$208.34 |
$473,000 |
2,460 |
0.13% |
-3,000 |
-445 |
0.001 |
Closed - End Fund - E... |
|
|
VZ |
Verizon Communications Inc |
45 |
- |
$40.49 |
$366,000 |
9,698 |
0.1% |
-101,000 |
-4,700 |
0 |
Telecom Services - Do... |
|
|
DE |
Deere & Co |
51 |
- |
$412.78 |
$257,000 |
643 |
0.07% |
-42,000 |
-150 |
0 |
Farm & Construction M... |
|
|
UPS |
United Parcel Service Inc |
52 |
- |
$147.94 |
$252,000 |
1,600 |
0.07% |
-24,000 |
-170 |
0 |
AirDelivery & Freight... |
|
