0001877822-24-000004.txt : 20240513 0001877822-24-000004.hdr.sgml : 20240513 20240513073736 ACCESSION NUMBER: 0001877822-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HFR Wealth Management, LLC CENTRAL INDEX KEY: 0001877822 ORGANIZATION NAME: 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: 24936895 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 X0202 13F-HR LIVE false false false 0001877822 XXXXXXXX 03-31-2024 03-31-2024 HFR Wealth Management, LLC
1760 VAN ANTWERP ROAD NISKAYUNA NY 12309
13F HOLDINGS REPORT 028-21323 N
Herbert F. Reilly III President, CCO 5183468189 Herbert F. Reilly III Niskayuna NY 05-13-2024 0 55 395356447 false
INFORMATION TABLE 2 informationtable31032024.xml MCCORMICK & CO INCCOM NON VTG5797802069886446128713SHSOLE00128713CINTAS CORPCOM1729081051779819925906SHSOLE2590600AIR PRODS & CHEMS INCCOM009158106845973434919SHSOLE3491900BARRICK GOLD CORPCOM0679011088015804481719SHSOLE48171900PACKAGING CORP AMERCOM6951561091011451553296SHSOLE5329600WEC ENERGY GROUP INCCOM92939U106794683596771SHSOLE9677100NEXTERA ENERGY INCCOM65339F1017863764123044SHSOLE12304400INTUITCOM4612021031513070023278SHSOLE2327800PROCTER AND GAMBLE COCOM7427181091123433569241SHSOLE6924100APPLE INCCOM0378331001662039296923SHSOLE9692300HENRY SCHEIN INCCOM8064071028107601107357SHSOLE10735700AMAZON COM INCCOM02313510618302798101468SHSOLE10146800AMGEN INCCOM0311621001047371636838SHSOLE3683800WASTE MGMT INC DELCOM94106L1091230088757710SHSOLE5771000AMPHENOL CORP NEWCL A03209510113838886119973SHSOLE11997300TJX COS INC NEWCOM87254010914618172144135SHSOLE14413500SCHWAB CHARLES CORPCOM80851310512614650174380SHSOLE17438000JOHNSON & JOHNSONCOM478160104830107352475SHSOLE5247500BERKSHIRE HATHAWAY INC DELCL B NEW0846707021049575924959SHSOLE2495900VISA INCCOM CL A92826C8391277943345791SHSOLE4579100ROLLINS INCCOM77571110412489064269917SHSOLE26991700TOOTSIE ROLL INDS INCCOM8905161078408740262527SHSOLE26252700RPM INTL INCCOM7496851031146452096381SHSOLE9638100AUTOMATIC DATA PROCESSING INCOM0530151031179435947227SHSOLE4722700DANAHER CORPORATIONCOM235851102975731039073SHSOLE3907300DOVER CORPCOM2600031081088442761428SHSOLE6142800BECTON DICKINSON & COCOM075887109796046732170SHSOLE3217000STERIS PLCSHS USDG8473T100887499439476SHSOLE3947600UNION PAC CORPCOM9078181081092912944440SHSOLE4444000VAIL RESORTS INCCOM91879Q109687118630836SHSOLE3083600LENNOX INTL INCCOM5261071071327374427158SHSOLE2715800POOL CORPCOM73278L105915501222689SHSOLE2268900TRACTOR SUPPLY COCOM8923561061344822951384SHSOLE5138400COSTCO WHSL CORP NEWCOM22160K1051397005619068SHSOLE1906800VERALTO CORPCOM SHS92338C103106684612033SHSOLE1203300HOME DEPOT INCCOM4370761025136901339SHSOLE133900DISNEY WALT COCOM2546871062128491740SHSOLE174000CLOROX CO DELCOM1890541096707754381SHSOLE438100EATON CORP PLCSHSG291831034124251319SHSOLE131900ABBVIE INCCOM00287Y1092791471533SHSOLE153300DEERE & COCOM244199105229792559SHSOLE55900EXXON MOBIL CORPCOM30231G1024226493636SHSOLE363600JPMORGAN CHASE & COCOM46625H1003695541845SHSOLE184500VERIZON COMMUNICATIONS INCCOM92343V1042095064993SHSOLE499300ALPHABET INCCAP STK CL C02079K1078796065777SHSOLE577700CHEVRON CORP NEWCOM1667641005107623238SHSOLE323800MICROSOFT CORPCOM594918104205311488SHSOLE48800BERKSHIRE HATHAWAY INC DELCL A0846701081903320300SHSOLE300RTX CORPORATIONCOM75513E1016397806560SHSOLE656000UNITED PARCEL SERVICE INCCL B9113121062080821400SHSOLE140000SELECT SECTOR SPDR TRTECHNOLOGY81369Y8035122912460SHSOLE246000ALPHABET INCCAP STK CL A02079K3056474904290SHSOLE429000UNITEDHEALTH GROUP INCCOM91324P1025095411030SHSOLE103000ISHARES TRU.S. MED DVC ETF4642888103515406000SHSOLE600000STANDEX INTL CORPCOM8542311074165552286SHSOLE228600