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HFM Investment Advisors, LLC

Q1 2025 Holdings

Filed 2025-05-16 | 1189 holdings | $206.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Comcast Corp Ordinary Shares(CMCSA)CL A20030N101$1.5K400.0%
Amgen Inc. Ordinary Shares(AMGN)COM031162100$1.6K50.0%
Gilead Sciences, Inc. Ordinary Shares(GILD)COM375558103$1.6K140.0%
Abbott Laboratories Ordinary Shares(ABT)COM002824100$1.6K120.0%
Linde Plc. Ordinary Shares(LIN)SHSG54950103$1.9K40.0%
Netflix Inc. Ordinary Shares(NFLX)COM64110L106$1.9K20.0%
Markel Group Inc Ordinary Shares(MKL)COM570535104$1.9K10.0%
iShares Short-Term Treasury Bond ETF(SHV)SHORT TREAS BD464288679$1.9K170.0%
PepsiCo Inc Ordinary Shares(PEP)COM713448108$2.0K130.0%
Walmart Inc Ordinary Shares(WMT)COM931142103$2.2K250.0%
Home Depot, Inc. Ordinary Shares(HD)COM437076102$2.2K60.0%
Chevron Corp. Ordinary Shares(CVX)COM166764100$2.3K140.0%
PayPal Holdings Inc Ordinary Shares(PYPL)COM70450Y103$2.5K390.0%
Unitedhealth Group Inc Ordinary Shares(UNH)COM91324P102$2.6K50.0%
American Century ETF Trust Avantis Real E state ETF(AVRE)REAL ESTATE ETF025072356$2.9K670.0%
Abbvie Inc Ordinary Shares(ABBV)COM00287Y109$3.1K150.0%
Warner Bros. Discovery Inc Ordinary Shares(WBD)COM SER A934423104$3.2K2950.0%
Vistra Corp Ordinary Shares(VST)COM92840M102$3.3K280.0%
Invesco Capital Management LLC Invesco S&P 500 Equal Weight ETF(RSP)S&P500 EQL WGT46137V357$3.3K190.0%
Spdr S&P World ex-US ETF(SPDW)PORTFOLIO DEVLPD78463X889$3.3K920.0%
Walt Disney Co (The) Ordinary Shares(DIS)COM254687106$3.6K360.0%
OceanFirst Financial Corp. Ordinary Shares(OCFC)COM675234108$3.6K2140.0%
Costco Wholesale Corp Ordinary Shares(COST)COM22160K105$3.8K40.0%
Mastercard Incorporated Ordinary Shares(MA)CL A57636Q104$3.8K70.0%
Zoetis Inc Ordinary Shares(ZTS)CL A98978V103$4.0K240.0%
Brookfield Infrastructure Corporation(BIPC)COM SUB VTG A11276H106$4.0K1100.0%
Vanguard Small-Cap Value ETF(VBR)SM CP VAL ETF922908611$4.1K220.0%
Canadian Pacific Kansas City Limited Ordinary Shares(CP)COM13646K108$4.4K620.0%
Chart Industries Inc Ordinary Shares(GTLS)COM16115Q308$4.6K320.0%
Thermo Fisher Scientific Inc. Ordinary Shares(TMO)COM883556102$5.0K100.0%
CSX Corp. Ordinary Shares(CSX)COM126408103$5.2K1770.0%
Eaton Corporation plc Ordinary Shares(ETN)SHSG29183103$5.4K200.0%
Vanguard Mid-Cap Value ETF(VOE)MCAP VL IDXVIP922908512$5.5K350.0%
American Century ETF Trust Avantis Emerging Markets Equity ETF(AVEM)AVANTIS EMGMKT025072604$5.8K960.0%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)PORTFOLIO S&P60078468R853$5.8K1440.0%
Berkshire Hathaway CL B ORD(BRK/B)CL B NEW084670702$5.9K110.0%
American Tower Corp. Ordinary Shares(AMT)COM03027X100$5.9K270.0%
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta Emerging Markets Equity ETF(GEM)ACTIVEBETA EME381430206$5.9K1790.0%
Prudential Financial Inc. Ordinary Shares(PRU)COM744320102$5.9K530.0%
Firstenergy Corp. Ordinary Shares(FE)COM337932107$6.0K1480.0%
Schwab U.S. Large-Cap ETF(SCHX)US LRG CAP ETF808524201$6.0K2740.0%
CVS Health Corp Ordinary Shares(CVS)COM126650100$6.1K910.0%
Blackstone Inc Ordinary Shares(BX)COM09260D107$6.4K460.0%
Alcon Inc. Registered Shares(ALC)ORD SHSH01301128$6.6K700.0%
NextEra Energy Inc Ordinary Shares(NEE)COM65339F101$6.9K970.0%
T-Mobile US Inc Ordinary Shares(TMUS)COM872590104$6.9K260.0%
Yum China Holdings Inc Ordinary Shares(YUMC)COM98850P109$7.0K1340.0%
Vanguard Value ETF(VTV)VALUE ETF922908744$7.1K410.0%
Goldman Sachs Group, Inc. Ordinary Shares(GS)COM38141G104$7.1K130.0%
Service Corp. International Ordinary Shares(SCI)COM817565104$7.1K890.0%
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