Long-term investor
Hfr Wealth Management, LLC @hfrwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001877822).
Record
- Tracked since 2025-06-30 (446 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +1.6% · all +1.6%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APH · 5.5% · long · since 2025-06-30
- AAPL · 5.5% · long · since 2025-06-30
- AMZN · 5.4% · long · since 2025-06-30
- TJX · 4.8% · long · since 2025-06-30
- COST · 4.1% · long · since 2025-06-30
- CTAS · 4.0% · long · since 2025-06-30
- SCHW · 3.8% · long · since 2025-06-30
- V · 3.7% · long · since 2025-06-30
- LII · 3.6% · long · since 2025-06-30
- PG · 3.5% · long · since 2025-06-30
- DOV · 3.4% · long · since 2025-06-30
- AMGN · 3.3% · long · since 2025-06-30