Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HFR WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 55 | 395,356,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $18,302,798 | 101,468 | 0.00 | 4.23 | -1,258 | -1.22 | 03-31-2024 |
| CINTAS CORP | COM | 2 | $17,798,199 | 25,906 | 0.00 | 4.27 | -231 | -0.88 | 03-31-2024 |
| APPLE INC | COM | 3 | $16,620,392 | 96,923 | 0.00 | 5.07 | -152 | -0.16 | 03-31-2024 |
| INTUIT | COM | 4 | $15,130,700 | 23,278 | 0.00 | 3.96 | -110 | -0.47 | 03-31-2024 |
