HFM Investment Advisors, LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$206.2B
Holdings
1,189
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PRUPrudential Financial Inc. Ordinary Shares | 53 | $5.9M | 0.00% | |
| 102 | GEMGoldman Sachs ETF Trust Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 179 | $5.9M | 0.00% | |
| 103 | AMTAmerican Tower Corp. Ordinary Shares | 27 | $5.9M | 0.00% | |
| 104 | BRK/BBERKSHIRE HATHAWAY CL B ORD | 11 | $5.9M | 0.00% | |
| 105 | SPSMSPDR Portfolio S&P 600 Small Cap ETF | 144 | $5.8M | 0.00% | |
| 106 | AVEMAmerican Century ETF Trust Avantis Emerging Markets Equity ETF | 96 | $5.8M | 0.00% | |
| 107 | VOEVanguard Mid-Cap Value ETF | 35 | $5.5M | 0.00% | |
| 108 | ETNEaton Corporation plc Ordinary Shares | 20 | $5.4M | 0.00% | |
| 109 | CSXCSX Corp. Ordinary Shares | 177 | $5.2M | 0.00% | |
| 110 | TMOThermo Fisher Scientific Inc. Ordinary Shares | 10 | $5.0M | 0.00% | |
| 111 | GTLSChart Industries Inc Ordinary Shares | 32 | $4.6M | 0.00% | |
| 112 | CPCanadian Pacific Kansas City Limited Ordinary Shares | 62 | $4.4M | 0.00% | |
| 113 | VBRVanguard Small-Cap Value ETF | 22 | $4.1M | 0.00% | |
| 114 | BIPCBrookfield Infrastructure Corporation | 110 | $4.0M | 0.00% | |
| 115 | ZTSZoetis Inc Ordinary Shares - Class A | 24 | $4.0M | 0.00% | |
| 116 | MAMastercard Incorporated Ordinary Shares - Class A | 7 | $3.8M | 0.00% | |
| 117 | COSTCostco Wholesale Corp Ordinary Shares | 4 | $3.8M | 0.00% | |
| 118 | OCFCOceanFirst Financial Corp. Ordinary Shares | 214 | $3.6M | 0.00% | |
| 119 | DISWalt Disney Co (The) Ordinary Shares | 36 | $3.6M | 0.00% | |
| 120 | SPDWSPDR S&P World ex-US ETF | 92 | $3.3M | 0.00% | |
| 121 | RSPInvesco Capital Management LLC Invesco S&P 500 Equal Weight ETF | 19 | $3.3M | 0.00% | |
| 122 | VSTVistra Corp Ordinary Shares | 28 | $3.3M | 0.00% | |
| 123 | WBDWarner Bros. Discovery Inc Ordinary Shares - Class A | 295 | $3.2M | 0.00% | |
| 124 | ABBVAbbvie Inc Ordinary Shares | 15 | $3.1M | 0.00% | |
| 125 | AVREAmerican Century ETF Trust Avantis Real E state ETF | 67 | $2.9M | 0.00% | |
| 126 | UNHUnitedhealth Group Inc Ordinary Shares | 5 | $2.6M | 0.00% | |
| 127 | PYPLPayPal Holdings Inc Ordinary Shares | 39 | $2.5M | 0.00% | |
| 128 | CVXChevron Corp. Ordinary Shares | 14 | $2.3M | 0.00% | |
| 129 | HDHome Depot, Inc. Ordinary Shares | 6 | $2.2M | 0.00% | |
| 130 | WMTWalmart Inc Ordinary Shares | 25 | $2.2M | 0.00% | |
| 131 | PEPPepsiCo Inc Ordinary Shares | 13 | $1.9M | 0.00% | |
| 132 | SHViShares Short-Term Treasury Bond ETF | 17 | $1.9M | 0.00% | |
| 133 | MKLMarkel Group Inc Ordinary Shares | 1 | $1.9M | 0.00% | |
| 134 | NFLXNetflix Inc. Ordinary Shares | 2 | $1.9M | 0.00% | |
| 135 | LINLinde Plc. Ordinary Shares | 4 | $1.9M | 0.00% | |
| 136 | ABTAbbott Laboratories Ordinary Shares | 12 | $1.6M | 0.00% | |
| 137 | GILDGilead Sciences, Inc. Ordinary Shares | 14 | $1.6M | 0.00% | |
| 138 | AMGNAMGEN Inc. Ordinary Shares | 5 | $1.6M | 0.00% | |
| 139 | CMCSAComcast Corp Ordinary Shares - Class A | 40 | $1.5M | 0.00% | |
| 140 | DEDeere & Co. Ordinary Shares | 3 | $1.4M | 0.00% | |
| 141 | ORCLOracle Corp. Ordinary Shares | 10 | $1.4M | 0.00% | |
| 142 | T7DTransdigm Group Incorporated Ordinary Shares | 1 | $1.4M | 0.00% | |
| 143 | BACBank Of America Corp. Ordinary Shares | 33 | $1.4M | 0.00% | |
| 144 | WFCWells Fargo & Co. Ordinary Shares | 19 | $1.4M | 0.00% | |
| 145 | KLACKLA Corp. Ordinary Shares | 2 | $1.4M | 0.00% | |
| 146 | LMTLockheed Martin Corp. Ordinary Shares | 3 | $1.3M | 0.00% | |
| 147 | TPLTexas Pacific Land Corporation Ordinary Shares | 1 | $1.3M | 0.00% | |
| 148 | APPApplovin Corp Ordinary Shares - Class A | 5 | $1.3M | 0.00% | |
| 149 | TRVTravelers Companies Inc. Ordinary Shares | 5 | $1.3M | 0.00% | |
| 150 | COPConoco Phillips Ordinary Shares | 12 | $1.3M | 0.00% | |
| 151 | URIUnited Rentals, Inc. Ordinary Shares | 2 | $1.3M | 0.00% | |
| 152 | ADPAutomatic Data Processing Inc. Ordinary Shares | 4 | $1.2M | 0.00% | |
| 153 | TJXTJX Companies, Inc. Ordinary Shares | 10 | $1.2M | 0.00% | |
| 154 | RTXRTX Corp Ordinary Shares | 9 | $1.2M | 0.00% | |
| 155 | UNPUnion Pacific Corp. Ordinary Shares | 5 | $1.2M | 0.00% | |
| 156 | AVGOBroadcom Inc Ordinary Shares | 7 | $1.2M | 0.00% | |
| 157 | MRKMerck & Co Inc Ordinary Shares | 13 | $1.2M | 0.00% | |
| 158 | ADBEAdobe Inc Ordinary Shares | 3 | $1.2M | 0.00% | |
| 159 | KRKroger Co. Ordinary Shares | 17 | $1.2M | 0.00% | |
| 160 | PGRProgressive Corp. Ordinary Shares | 4 | $1.1M | 0.00% | |
| 161 | HESHess Corporation Ordinary Shares | 7 | $1.1M | 0.00% | |
| 162 | TXNTexas Instruments Inc. Ordinary Shares | 6 | $1.1M | 0.00% | |
| 163 | AXPAmerican Express Co. Ordinary Shares | 4 | $1.1M | 0.00% | |
| 164 | SHWSherwin-Williams Co. Ordinary Shares | 3 | $1.0M | 0.00% | |
| 165 | SPEMSPDR S&P Emerging Markets ETF | 27 | $1.0M | 0.00% | |
| 166 | RCLRoyal Caribbean Group Ordinary Shares | 5 | $1.0M | 0.00% | |
| 167 | EOGEOG Resources, Inc. Ordinary Shares | 8 | $1.0M | 0.00% | |
| 168 | CATCaterpillar Inc. Ordinary Shares | 3 | $990K | 0.00% | |
| 169 | GWWW.W. Grainger Inc. Ordinary Shares | 1 | $988K | 0.00% | |
| 170 | CICigna Group (The) Ordinary Shares | 3 | $987K | 0.00% | |
| 171 | A4SAmeriprise Financial Inc Ordinary Shares | 2 | $969K | 0.00% | |
| 172 | MCOMoody`s Corp. Ordinary Shares | 2 | $932K | 0.00% | |
| 173 | WMWaste Management, Inc. Ordinary Shares | 4 | $927K | 0.00% | |
| 174 | QCOMQualcomm, Inc. Ordinary Shares | 6 | $922K | 0.00% | |
| 175 | BDXBecton Dickinson & Co. Ordinary Shares | 4 | $917K | 0.00% | |
| 176 | CBChubb Limited Ordinary Shares | 3 | $906K | 0.00% | |
| 177 | APDAir Products & Chemicals Inc. Ordinary Shares | 3 | $885K | 0.00% | |
| 178 | METMetlife Inc Ordinary Shares | 11 | $884K | 0.00% | |
| 179 | FISVFiserv, Inc. Ordinary Shares | 4 | $884K | 0.00% | |
| 180 | MPCMarathon Petroleum Corp Ordinary Shares | 6 | $875K | 0.00% | |
| 181 | AIGAmerican International Group Inc Ordinary Shares | 10 | $870K | 0.00% | |
| 182 | HIGHartford Financial Services Group Inc. Ordinary Shares | 7 | $867K | 0.00% | |
| 183 | DFSEURDiscover Financial Services Ordinary Shares | 5 | $854K | 0.00% | |
| 184 | TRVCCitigroup Inc Ordinary Shares | 12 | $852K | 0.00% | |
| 185 | HONHoneywell International Inc Ordinary Shares | 4 | $847K | 0.00% | |
| 186 | WMBWilliams Cos Inc Ordinary Shares | 14 | $837K | 0.00% | |
| 187 | ABGCencora Inc. Ordinary Shares | 3 | $835K | 0.00% | |
| 188 | ALSAllstate Corp (The) Ordinary Shares | 4 | $829K | 0.00% | |
| 189 | CITCintas Corporation Ordinary Shares | 4 | $823K | 0.00% | |
| 190 | GDGeneral Dynamics Corp. Ordinary Shares | 3 | $818K | 0.00% | |
| 191 | TRGPTarga Resources Corp Ordinary Shares | 4 | $802K | 0.00% | |
| 192 | GMGeneral Motors Company Ordinary Shares | 17 | $800K | 0.00% | |
| 193 | LRCXLam Research Corp. Ordinary Shares | 11 | $800K | 0.00% | |
| 194 | 4I1Philip Morris International Inc Ordinary Shares | 5 | $794K | 0.00% | |
| 195 | VLOValero Energy Corp. Ordinary Shares | 6 | $793K | 0.00% | |
| 196 | SCHWCharles Schwab Corp. Ordinary Shares | 10 | $783K | 0.00% | |
| 197 | AFLAflac Inc. Ordinary Shares | 7 | $779K | 0.00% | |
| 198 | BKBank Of New York Mellon Corp Ordinary Shares | 9 | $755K | 0.00% | |
| 199 | HOODRobinhood Markets Inc Ordinary Shares - Class A | 18 | $750K | 0.00% | |
| 200 | ITWIllinois Tool Works, Inc. Ordinary Shares | 3 | $745K | 0.00% |