0001877822-22-000004.txt : 20220510
0001877822-22-000004.hdr.sgml : 20220510
20220510122758
ACCESSION NUMBER: 0001877822-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220510
EFFECTIVENESS DATE: 20220510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HFR Wealth Management, LLC
CENTRAL INDEX KEY: 0001877822
IRS NUMBER: 863584492
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21323
FILM NUMBER: 22908512
BUSINESS ADDRESS:
STREET 1: 1760 VAN ANTWERP ROAD
CITY: NISKAYUNA
STATE: NY
ZIP: 12309
BUSINESS PHONE: 5183468189
MAIL ADDRESS:
STREET 1: 1760 VAN ANTWERP ROAD
CITY: NISKAYUNA
STATE: NY
ZIP: 12309
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001877822
XXXXXXXX
03-31-2022
03-31-2022
HFR Wealth Management, LLC
1760 VAN ANTWERP ROAD
NISKAYUNA
NY
12309
13F HOLDINGS REPORT
028-21323
N
Michael Reilly
Vice President, Chief Technology Officer
518-346-8189
Michael Reilly
Niskayuna
NY
05-10-2022
0
61
377918
false
INFORMATION TABLE
2
HFRWealth_13FInfoTable033122.xml
ABBVIE INC
COM
00287Y109
265
1633
SH
SOLE
1633
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
9894
21716
SH
SOLE
21716
0
0
AIR PRODS & CHEMS INC
COM
009158106
8939
35767
SH
SOLE
35767
0
0
ALPHABET INC
CAP STK CL C
02079K107
975
349
SH
SOLE
349
0
0
ALPHABET INC
CAP STK CL A
02079K305
912
328
SH
SOLE
328
0
0
AMAZON COM INC
COM
023135106
10683
3277
SH
SOLE
3277
0
0
AMGEN INC
COM
031162100
8890
36765
SH
SOLE
36765
0
0
AMPHENOL CORP NEW
CL A
032095101
9518
126319
SH
SOLE
126319
0
0
APPLE INC
COM
037833100
18184
104142
SH
SOLE
104142
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
11496
50524
SH
SOLE
50524
0
0
BARRICK GOLD CORP
COM
067901108
11300
460677
SH
SOLE
460677
0
0
BECTON DICKINSON & CO
COM
075887109
8013
30124
SH
SOLE
30124
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
2645
500
SH
SOLE
500
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
8872
25139
SH
SOLE
25139
0
0
CHEVRON CORP NEW
COM
166764100
406
2493
SH
SOLE
2493
0
0
CINTAS CORP
COM
172908105
12330
28986
SH
SOLE
28986
0
0
CLOROX CO DEL
COM
189054109
9890
71133
SH
SOLE
71133
0
0
COSTCO WHSL CORP NEW
COM
22160K105
11752
20408
SH
SOLE
20408
0
0
DANAHER CORPORATION
COM
235851102
11576
39464
SH
SOLE
39464
0
0
DEERE & CO
COM
244199105
335
807
SH
SOLE
807
0
0
DISNEY WALT CO
COM DISNEY
254687106
521
3800
SH
SOLE
3800
0
0
DOVER CORP
COM
260003108
9323
59419
SH
SOLE
59419
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
226
2022
SH
SOLE
2022
0
0
EATON CORP PLC
SHS
G29183103
263
1732
SH
SOLE
1732
0
0
EXXON MOBIL CORP
COM
30231G102
315
3820
SH
SOLE
3820
0
0
FORTIVE CORP
COM
34959J108
259
4244
SH
SOLE
4244
0
0
HENRY SCHEIN INC
COM
806407102
8832
101297
SH
SOLE
101297
0
0
HOME DEPOT INC
COM
437076102
378
1263
SH
SOLE
1263
0
0
HONEYWELL INTL INC
COM
438516106
247
1267
SH
SOLE
1267
0
0
INTUIT
COM
461202103
11464
23842
SH
SOLE
23842
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
366
6000
SH
SOLE
6000
0
0
JOHNSON & JOHNSON
COM
478160104
8816
49741
SH
SOLE
49741
0
0
JPMORGAN CHASE & CO
COM
46625H100
252
1845
SH
SOLE
1845
0
0
LENNOX INTL INC
COM
526107107
6949
26950
SH
SOLE
26950
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
10563
105841
SH
SOLE
0
0
105841
MICROSOFT CORP
COM
594918104
268
870
SH
SOLE
870
0
0
NEXTERA ENERGY INC
COM
65339F101
9897
116831
SH
SOLE
116831
0
0
PACKAGING CORP AMER
COM
695156109
8077
51737
SH
SOLE
51737
0
0
PFIZER INC
COM
717081103
201
3874
SH
SOLE
3874
0
0
POOL CORP
COM
73278L105
8887
21016
SH
SOLE
21016
0
0
PROCTER AND GAMBLE CO
COM
742718109
11025
72155
SH
SOLE
72155
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
474
4789
SH
SOLE
4789
0
0
ROLLINS INC
COM
775711104
10173
290252
SH
SOLE
290252
0
0
RPM INTL INC
COM
749685103
7944
97550
SH
SOLE
97550
0
0
SCHWAB CHARLES CORP
COM
808513105
10134
120205
SH
SOLE
120205
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
462
2905
SH
SOLE
2905
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
458
1014
SH
SOLE
1014
0
0
SPIRE INC
COM
84857L101
221
3076
SH
SOLE
3076
0
0
STANDEX INTL CORP
COM
854231107
228
2286
SH
SOLE
2286
0
0
STERIS PLC
SHS USD
G8473T100
9856
40766
SH
SOLE
40766
0
0
TJX COS INC NEW
COM
872540109
8257
136304
SH
SOLE
136304
0
0
TOOTSIE ROLL INDS INC
COM
890516107
12690
362984
SH
SOLE
362984
0
0
TRACTOR SUPPLY CO
COM
892356106
12852
55071
SH
SOLE
55071
0
0
UNION PAC CORP
COM
907818108
12393
45361
SH
SOLE
45361
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
441
2056
SH
SOLE
2056
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
490
960
SH
SOLE
960
0
0
VAIL RESORTS INC
COM
91879Q109
7598
29194
SH
SOLE
29194
0
0
VANDA PHARMACEUTICALS INC
COM
921659108
226
20000
SH
SOLE
20000
0
0
VISA INC
COM CL A
92826C839
10445
47100
SH
SOLE
47100
0
0
WASTE MGMT INC DEL
COM
94106L109
9380
59181
SH
SOLE
59181
0
0
WEC ENERGY GROUP INC
COM
92939U106
9192
92095
SH
SOLE
92095
0
0