Filling information for HFR Wealth Management, LLC as Treemap, investor disclosed 61 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 7804 | 50349 | |
| 172908105 | 172908105 | CINTAS CORP | COM | 12611 | 27256 | |
| 695156109 | 695156109 | PACKAGING CORP AMER | COM | 7381 | 53163 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7796 | 25247 | |
| 032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 10236 | 125263 | |
| G8473T100 | G8473T100 | STERIS PLC | SHS USD | 7668 | 40089 | |
| 037833100 | 037833100 | APPLE INC | COM | 16533 | 100259 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 9763 | 33992 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 10421 | 46810 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 10378 | 46030 | |
| 260003108 | 260003108 | DOVER CORP | COM | 9213 | 60639 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 399 | 3636 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 240 | 1845 | |
| 189054109 | 189054109 | CLOROX CO DEL | COM | 11203 | 70798 | |
| 84857L101 | 84857L101 | SPIRE INC | COM | 214 | 3046 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 208 | 1216 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM DISNEY | 250 | 2493 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 9084 | 117850 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 11662 | 148830 | |
| 73278L105 | 73278L105 | POOL CORP | COM | 7430 | 21697 | |
| 806407102 | 806407102 | HENRY SCHEIN INC | COM | 8435 | 103450 | |
| 91879Q109 | 91879Q109 | VAIL RESORTS INC | COM | 6933 | 29668 | |
| 775711104 | 775711104 | ROLLINS INC | COM | 10374 | 276411 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 252 | 20000 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 9660 | 19441 | |
| 067901108 | 067901108 | BARRICK GOLD CORP | COM | 8719 | 469520 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 208 | 1141 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 11371 | 110089 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 9451 | 57921 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 8773 | 43589 | |
| 892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 12308 | 52366 | |
| 526107107 | 526107107 | LENNOX INTL INC | COM | 7100 | 28255 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1111 | 4000 | |
| 097023105 | 097023105 | BOEING CO | COM | 278 | 1307 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 668 | 6424 | |
| 92939U106 | 92939U106 | WEC ENERGY GROUP INC | COM | 8799 | 92822 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 418 | 4271 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 9509 | 37727 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 484 | 2968 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 7667 | 30972 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 442 | 935 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 395 | 1339 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 324 | 6000 | |
| 749685103 | 749685103 | RPM INTL INC | COM | 8537 | 97859 | |
| 844741108 | 844741108 | SOUTHWEST AIRLS CO | COM | 244 | 7500 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 10521 | 70756 | |
| 461202103 | 461202103 | INTUIT | COM | 10596 | 23768 | |
| 149123101 | 149123101 | CATERPILLAR INC DEL | COM | 229 | 1000 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 353 | 1820 | |
| 244199105 | 244199105 | DEERE & CO | COM | 794 | 1923 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1397 | 300 | |
| 579780206 | 579780206 | MCCORMICK & CO INC | COM NON VTG | 10994 | 132129 | |
| 854231107 | 854231107 | STANDEX INTL CORP | COM | 280 | 2286 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 560 | 14398 | |
| 031162100 | 031162100 | AMGEN INC | COM | 8921 | 36901 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 446 | 4300 | |
| 890516107 | 890516107 | TOOTSIE ROLL INDS INC | COM | 14077 | 313444 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 244 | 1533 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 9316 | 177847 | |
| 921659108 | 921659108 | VANDA PHARMACEUTICALS INC | COM | 136 | 20000 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 439 | 2905 |