HFR Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Niskayuna, NY
CIK
0001877822
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 53 368,918 AAPL, CTAS, AMZN, INTU 13F-HR 2/13/2024 000187782224000002
Q3 2023 52 341,676 AAPL, AMZN, TJX, CTAS 13F-HR 11/13/2023 000187782223000008
Q2 2023 55 359,587 AAPL, AMZN, CTAS, TJX 13F-HR 8/7/2023 000187782223000006
Q1 2023 61 352,257 AAPL, TR, CTAS, TSCO 13F-HR 5/12/2023 000187782223000004
Q4 2022 63 344,612 TR, AAPL, TJX, CTAS 13F-HR 2/13/2023 000187782223000002
Q3 2022 53 306,561 AAPL, TR, ADP, CTAS 13F-HR 11/7/2022 000187782222000008
Q2 2022 60 331,141 AAPL, TR, CTAS, TSCO 13F-HR 8/10/2022 000187782222000006
Q1 2022 61 377,918 AAPL, TSCO, TR, UNP 13F-HR 5/10/2022 000187782222000004
Q4 2021 64 398,440 AAPL, INTU, COST, TSCO 13F-HR 2/7/2022 000187782222000002
Q3 2021 59 343,402 AAPL, INTU, COST, DHR 13F-HR 11/10/2021 000187782221000004
Q2 2021 58 332,223 AAPL, INTU, TR, AMZN 13F-HR 8/11/2021 000187782221000002