HFR Wealth Management, LLC

Q2 2024 vs. Q4 2024 13F Holdings

Period
Q2 2024
Q4 2024
Holdings as of
6/30/2024
12/31/2024
Value ($000)
$393,139
$404,882
Num holdings
53
52
Form type
13F-HR
13F-HR
Date filed
8/13/2024
2/6/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2024 Q4 2024 Diff Chg % Q2 2024 Q4 2024 Diff Chg %