HR

Hardy Reed LLC

13F
Hardy Reed LLC
Last update 2024-08-12 228 Stocks (119 new)
Value $996.00 Mil Turnover 18 %
Countries:
Top Holdings: VTI(18.98%)VOO(13.80%)IXUS(8.89%)JPM(8.14%)BNDX(4.95%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hardy Reed LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
706,349
188955.290
+0.80%
18.980
+0.15%
-
+11.80%
+20.27%
423658.824
 
VOO 		Vanguard S&P 500 ETF
274,627
137349.280
-0.20%
13.800
-0.03%
-
+11.55%
+21.36%
493529.541
 
IXUS 		iShares Core MSCI Total International Stock ETF
1,310,513
88538.230
+3.90%
8.890
+0.33%
-
+8.54%
+8.49%
38596.567
 
JPM 		JPMorgan Chase & Co
400,801
81066.010
+4.77%
8.140
+0.37%
0.010
+14.34%
+33.32%
623569.750
Banks
BNDX 		Vanguard Total International Bond ETF
1,013,009
49303.160
+12.04%
4.950
+0.53%
-
-0.20%
+0.85%
58422.944
 
AAPL 		Apple Inc
134,581
28345.450
+61.31%
2.850
+1.08%
0.000
+6.90%
+16.50%
3377630.649
Hardware
VXUS 		Vanguard Total International Stock
405,959
24479.330
+0.01%
2.460
0%
-
+8.20%
+8.33%
75506.320
 
BRK.A 		Berkshire Hathaway Inc
36
22040.680
0%
2.210
0%
0.000
+7.52%
+22.86%
959232.641
Insurance
SPY 		S&P 500 ETF TRUST ETF
31,416
17097.220
0%
1.720
0%
-
+11.46%
+21.32%
596470.496
 
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
553,134
16428.080
+18.99%
1.650
+0.26%
-
-0.17%
+0.47%
8096.352
 

Hardy Reed LLC's Historical Top Holdings Breakdowns

Hardy Reed LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-06-30Add
+1.08%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 61.31%
134,581
51,152
MSFT 		Microsoft Corp2024-06-30Add
+0.95%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Add 435.85%
26,144
21,265
GOOGL 		Alphabet Inc2024-06-30New Buy
+0.90%
●
150.53 ($168.57) 185.41
$169.74
0.69%
New holding
49,061
49,061
AMZN 		Amazon.com Inc2024-06-30Add
+0.55%
●
173.67 ($183.7) 197.85
$199.50
8.60%
Add 972.99%
31,546
28,606
NVDA 		NVIDIA Corp2024-06-30New Buy
+0.53%
●
76.2 ($101.1) 135.58
$139.91
38.39%
New holding
42,904
42,904
BNDX 		Vanguard Total International Bond ETF2024-06-30Add
+0.53%
●
48.24 ($48.69) 49.07
$49.79
2.26%
Add 12.04%
1,013,009
108,895
GOOG 		Alphabet Inc2024-06-30Add
+0.47%
●
151.94 ($170.1) 186.86
$171.41
0.77%
Add 310.28%
33,401
25,260
JPM 		JPMorgan Chase & Co2024-06-30Add
+0.37%
●
180.08 ($195.5) 204.79
$221.49
13.29%
Add 4.77%
400,801
18,252
TT 		Trane Technologies PLC2024-06-30New Buy
+0.35%
●
288.27 ($318.03) 345.38
$390.29
22.72%
New holding
10,550
10,550
V 		Visa Inc2024-06-30New Buy
+0.35%
●
262.47 ($274.09) 281.5
$293.29
7.00%
New holding
13,400
13,400

Hardy Reed LLC Total Holding History ($B)

To

Hardy Reed LLC's Asset Allocation

To

Hardy Reed LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Hardy Reed LLC's Hypothetical Growth since 2024-06-30

Hardy Reed LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Hardy Reed LLC's Holdings Heat Map

Size field:

Hardy Reed LLC's Holdings Bubble Chart

Hardy Reed LLC News

  • 1

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