• 13F History

HFR Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$403M
Signature - Title
Herbert F. Reilly III - President, CCO
Location
Niskayuna, NY
Summary
This page shows a list of all the recent 13F filings made by HFR Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HFR Wealth Management, LLC reported 52 stock holdings with total value $403M as of Q4 2024. Top holdings included AAPL, AMZN, CTAS, COST, and TJX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 52 $403M +$12M -$3.09M +$8.92M AAPL, AMZN, CTAS, COST, TJX 13F-HR 2/6/2025, 10:14 AM
Q3 2024 54 $412M +$20M -$13M +$7.01M AAPL, CTAS, AMZN, COST, TJX 13F-HR 11/12/2024, 10:50 AM
Q2 2024 53 $393M +$9.86M -$9.59M +$269K AAPL, AMZN, CTAS, COST, APH 13F-HR 8/13/2024, 09:33 PM
Q1 2024 54 $393M +$3.42M -$1.32M +$2.1M AMZN, CTAS, AAPL, INTU, TJX 13F-HR 5/13/2024, 07:37 AM
Q4 2023 53 $369M +$5.79M -$9.83M -$4.05M AAPL, CTAS, AMZN, INTU, TJX 13F-HR 2/13/2024, 09:51 AM
Q3 2023 54 $340M +$156K -$6.18M -$6.02M AAPL, AMZN, TJX, CTAS, INTU 13F-HR 11/13/2023, 11:45 AM
Q2 2023 54 $358M +$637K -$4.68M -$4.04M AAPL, AMZN, CTAS, TJX, ROL 13F-HR 8/7/2023, 11:32 AM
Q1 2023 60 $351M +$5.3M -$3.48M +$1.81M AAPL, TR, CTAS, TSCO, TJX 13F-HR 5/12/2023, 03:01 PM
Q4 2022 62 $343M +$7.93M -$1.68M +$6.25M TR, AAPL, TJX, CTAS, TSCO 13F-HR 2/13/2023, 10:24 AM
Q3 2022 52 $305M +$1.3M -$4.92M -$3.63M AAPL, TR, ADP, CTAS, SCHW 13F-HR 11/7/2022, 10:45 AM
Q2 2022 59 $330M +$12.2M -$1.81M +$10.4M AAPL, TR, CTAS, TSCO, ADP 13F-HR 8/10/2022, 09:25 PM
Q1 2022 60 $375M +$16.5M -$13.9M +$2.58M AAPL, TSCO, TR, UNP, CTAS 13F-HR 5/10/2022, 12:27 PM
Q4 2021 63 $396M +$9.88M -$70.6K +$9.81M AAPL, INTU, COST, TSCO, DHR 13F-HR 2/7/2022, 03:13 PM
Q3 2021 58 $341M +$19.5M -$5.41M +$14.1M AAPL, INTU, COST, DHR, TSCO 13F-HR 11/10/2021, 03:37 PM
Q2 2021 57 $330M $0 $0 AAPL, INTU, TR, AMZN, SCHW 13F-HR 8/11/2021, 09:32 PM