Hardy Reed LLC
CIK Number: 0001761871
1.13B
Market Value
242
# of Holdings
9 months
Avg. Holding Period
41.15%
Win Rate
24.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 296.15 | +0.88% | 751.6K | +1.14% | 217.82M | 169.98 | 19.19% |
| 2 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 271.29K | -0.67% | 146.17M | 267.07 | 12.88% |
| 3 | IXUS | iShares Core MS... | 75.92 | -0.92% | 1.52M | +4.91% | 100.74M | 62.9 | 8.88% |
| 4 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 400.82K | -0.03% | 96.08M | 170.17 | 8.47% |
| 5 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 1.15M | +6.93% | 56.28M | 53.9 | 4.96% |
| 6 | AAPL | Apple Inc. | 198.10 | +0.84% | 136.11K | +0.36% | 34.08M | 180.05 | 3.00% |
| 7 | FNDF | Schwab Fundamen... | 39.70 | +0.34% | 951.52K | +12.86% | 31.6M | 35.91 | 2.78% |
| 8 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 36 | 0.00% | 24.51M | 542625.03 | 2.16% |
| 9 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 403.5K | -0.56% | 23.78M | 51.84 | 2.10% |
| 10 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 35.58K | +13.25% | 20.85M | 458.47 | 1.84% |
| 11 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 557.89K | -1.47% | 16.66M | 29.76 | 1.47% |
| 12 | VYM | Vanguard High D... | 131.03 | +0.37% | 130.43K | -2.87% | 16.64M | 112.5 | 1.47% |
| 13 | IVV | iShares Core S&... | 603.05 | +0.54% | 26.01K | -1.23% | 15.31M | 254.54 | 1.35% |
| 14 | IJR | iShares Core S&... | 106.86 | +0.53% | 132.32K | -0.05% | 15.25M | 57.18 | 1.34% |
| 15 | DCOR | Dimensional ETF... | 65.23 | +0.90% | 186.74K | +9.37% | 11.98M | 59.24 | 1.06% |
| 16 | IJH | iShares Core S&... | 60.66 | +0.67% | 189.67K | -0.23% | 11.82M | 38.47 | 1.04% |
| 17 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 27.5K | +2.85% | 11.59M | 402.15 | 1.02% |
| 18 | IWF | iShares Russell... | 409.82 | +1.05% | 27.71K | -0.48% | 11.13M | 130.91 | 0.98% |
| 19 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 50.66K | +0.12% | 9.59M | 182.48 | 0.84% |
| 20 | IEFA | iShares Core MS... | 81.91 | -1.35% | 126.01K | 0.00% | 8.86M | 59 | 0.78% |
| 21 | VTV | Vanguard Value ... | 174.03 | +0.37% | 43.23K | 0.00% | 7.32M | 152.1 | 0.64% |
| 22 | CADE | Cadence Bank | 30.14 | +0.42% | 208.74K | 0.00% | 7.19M | 29.21 | 0.63% |
| 23 | ITOT | iShares Core S&... | 131.11 | +0.61% | 55.48K | -4.64% | 7.14M | 85.99 | 0.63% |
| 24 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 31.84K | +0.17% | 6.98M | 193.11 | 0.62% |
| 25 | DFAS | Dimensional U.S... | 62.34 | +1.09% | 104.69K | -2.05% | 6.81M | 53.62 | 0.60% |
| 26 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 33.32K | 0.00% | 6.35M | 154.98 | 0.56% |
| 27 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 71.2K | -0.32% | 6.34M | 78.09 | 0.56% |
| 28 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 45.88K | +7.80% | 6.16M | 125.02 | 0.54% |
| 29 | DFAU | Dimensional US ... | 41.26 | +0.90% | 140.56K | 0.00% | 5.69M | 27.99 | 0.50% |
| 30 | IWD | iShares Russell... | 190.16 | +0.17% | 29.68K | 0.00% | 5.49M | 113.91 | 0.48% |
| 31 | V | Visa Inc. | 355.07 | +0.63% | 13.99K | +0.42% | 4.42M | 263.91 | 0.39% |
| 32 | HD | The Home Depot,... | 353.06 | -0.45% | 11K | -0.24% | 4.28M | 295.14 | 0.38% |
| 33 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 64.01K | 0.00% | 4.08M | 47.12 | 0.36% |
| 34 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 90.91K | 0.00% | 4M | 42 | 0.35% |
| 35 | TT | Trane Technolog... | 426.18 | +1.14% | 10.56K | 0.00% | 3.9M | 321.46 | 0.34% |
| 36 | BIV | Vanguard Interm... | 76.08 | -0.17% | 50.74K | +24.88% | 3.79M | 76.85 | 0.33% |
| 37 | NSC | Norfolk Souther... | 251.90 | +1.33% | 15.02K | 0.00% | 3.52M | 236.39 | 0.31% |
| 38 | IAGG | iShares Core In... | 50.91 | +0.04% | 70.24K | +5.79% | 3.51M | 49.5 | 0.31% |
| 39 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 6.78K | 0.00% | 3.46M | 481.92 | 0.31% |
| 40 | PGR | The Progressive... | 266.19 | -0.62% | 13.57K | -1.27% | 3.25M | 120.7 | 0.29% |
| 41 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 28.24K | -3.98% | 3.04M | 115.06 | 0.27% |
| 42 | FI | Fiserv, Inc. | 164.84 | +1.12% | 13.4K | +0.15% | 2.75M | 147.23 | 0.24% |
| 43 | ACN | Accenture plc | 313.78 | +0.66% | 7.68K | 0.00% | 2.7M | 302.57 | 0.24% |
| 44 | MA | Mastercard Inco... | 568.14 | +1.09% | 5.01K | +0.46% | 2.64M | 438.73 | 0.23% |
| 45 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 11.09K | -2.66% | 2.57M | 159.68 | 0.23% |
| 46 | AXP | American Expres... | 293.96 | +2.14% | 8.43K | 0.00% | 2.5M | 234.83 | 0.22% |
| 47 | ICE | Intercontinenta... | 179.54 | +0.62% | 16.02K | 0.00% | 2.39M | 136.93 | 0.21% |
| 48 | IWN | iShares Russell... | 154.01 | +0.36% | 13.73K | 0.00% | 2.25M | 119.51 | 0.20% |
| 49 | HON | Honeywell Inter... | 223.91 | -0.17% | 9.95K | 0.00% | 2.25M | 208.31 | 0.20% |
| 50 | PM | Philip Morris I... | 183.22 | -0.6% | 18.35K | +0.07% | 2.21M | 108.06 | 0.19% |
| 51 | IYH | iShares U.S. He... | 56.56 | -0.59% | 37K | +100.00% | 2.16M | 58.27 | 0.19% |
| 52 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 4.25K | +0.35% | 2.15M | 494.88 | 0.19% |
| 53 | VTHR | Vanguard Russel... | 265.95 | +0.92% | 8.05K | -1.65% | 2.09M | 165.28 | 0.18% |
| 54 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 11.51K | -0.14% | 2.05M | 170.38 | 0.18% |
| 55 | MGC | Vanguard Mega C... | 218.67 | +0.83% | 9.4K | 0.00% | 2M | 198.24 | 0.18% |
| 56 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 6.08K | +111.27% | 2M | 252.53 | 0.18% |
| 57 | BKNG | Booking Holding... | 5362.86 | +1.22% | 399 | +0.50% | 1.98M | 3890.31 | 0.17% |
| 58 | VEA | Vanguard Develo... | 56.41 | +0.44% | 39.57K | 0.00% | 1.89M | 40.99 | 0.17% |
| 59 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 12.9K | +3.93% | 1.87M | 146.97 | 0.16% |
| 60 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 10.21K | +100.00% | 1.86M | 170.45 | 0.16% |
| 61 | SOXQ | Invesco PHLX Se... | 41.48 | +2.86% | 45K | 0.00% | 1.76M | 43.17 | 0.16% |
| 62 | APH | Amphenol Corpor... | 93.22 | +0.79% | 24.13K | 0.00% | 1.68M | 67.52 | 0.15% |
| 63 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 1.61K | +100.00% | 1.65M | 1025.11 | 0.15% |
| 64 | ADBE | Adobe Inc. | 401.12 | +2.41% | 3.67K | -36.9% | 1.63M | 559.3 | 0.14% |
| 65 | NEE | NextEra Energy,... | 73.71 | -1.43% | 22.36K | -0.00% | 1.6M | 69.97 | 0.14% |
| 66 | SNPS | Synopsys, Inc. | 478.94 | +0.02% | 3.27K | 0.00% | 1.59M | 601.75 | 0.14% |
| 67 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 2.77K | 0.00% | 1.58M | 303.99 | 0.14% |
| 68 | CVX | Chevron Corpora... | 146.06 | +0.10% | 10.67K | -6.31% | 1.55M | 155.74 | 0.14% |
| 69 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 4.09K | 0.00% | 1.48M | 330.78 | 0.13% |
| 70 | VBR | Vanguard Small ... | 191.26 | +0.97% | 7.44K | +0.11% | 1.47M | 118.15 | 0.13% |
| 71 | ACWX | iShares MSCI AC... | 59.96 | -0.78% | 27.86K | 0.00% | 1.45M | 53.21 | 0.13% |
| 72 | UNP | Union Pacific C... | 224.53 | +0.52% | 6.34K | +0.17% | 1.45M | 207.73 | 0.13% |
| 73 | META | Meta Platforms,... | 701.33 | +2.70% | 2.46K | +26.75% | 1.44M | 315.64 | 0.13% |
| 74 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 16.05K | 0.00% | 1.37M | 57.81 | 0.12% |
| 75 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 1.15K | 0.00% | 1.36M | 588.72 | 0.12% |
| 76 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 13.85K | +2.79% | 1.34M | 84.55 | 0.12% |
| 77 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 2.57K | 0.00% | 1.34M | 542.05 | 0.12% |
| 78 | UBER | Uber Technologi... | 85.05 | +1.33% | 20.84K | -0.51% | 1.26M | 71.1 | 0.11% |
| 79 | DHR | Danaher Corpora... | 200.98 | +0.15% | 5.47K | +0.16% | 1.26M | 244.91 | 0.11% |
| 80 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 7.82K | -10.68% | 1.2M | 200.03 | 0.11% |
| 81 | VRSK | Verisk Analytic... | 309.05 | -0.44% | 4.36K | 0.00% | 1.2M | 268.11 | 0.11% |
| 82 | BSV | Vanguard Short-... | 78.08 | -0.03% | 15.5K | -2.53% | 1.2M | 76.65 | 0.11% |
| 83 | AMAT | Applied Materia... | 176.39 | +3.40% | 7.25K | +1.70% | 1.18M | 235.47 | 0.10% |
| 84 | SYY | Sysco Corporati... | 74.78 | +0.66% | 15.27K | 0.00% | 1.17M | 69.88 | 0.10% |
| 85 | WMT | Walmart Inc. | 94.23 | -0.22% | 12.66K | 0.00% | 1.14M | 53.43 | 0.10% |
| 86 | TMUS | T-Mobile US, In... | 230.63 | +1.15% | 5.02K | 0.00% | 1.11M | 179.08 | 0.10% |
| 87 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 19.33K | +8.00% | 1.1M | 51.94 | 0.10% |
| 88 | TJX | The TJX Compani... | 124.16 | +0.20% | 8.74K | -2.78% | 1.06M | 69.65 | 0.09% |
| 89 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 11.15K | +100.00% | 1.02M | 91.25 | 0.09% |
| 90 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 24.08K | -7.21% | 1.01M | 26.1 | 0.09% |
| 91 | XLK | Technology Sele... | 242.79 | +1.51% | 4.31K | 0.00% | 1M | 126.23 | 0.09% |
| 92 | DIS | The Walt Disney... | 119.45 | +1.28% | 8.97K | +0.58% | 998.59K | 108.78 | 0.09% |
| 93 | SCHW | The Charles Sch... | 88.92 | +1.79% | 13.22K | +1.27% | 978.78K | 42.78 | 0.09% |
| 94 | GE | General Electri... | 236.08 | -0.22% | 5.78K | -0.41% | 964.21K | 68.91 | 0.09% |
| 95 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 4.72K | +1.94% | 933.14K | 172.82 | 0.08% |
| 96 | PH | Parker-Hannifin... | 660.76 | +1.02% | 1.43K | -2.26% | 908.89K | 323.24 | 0.08% |
| 97 | ELV | Elevance Health... | 376.51 | -2.09% | 2.29K | -61.09% | 843.67K | 534.54 | 0.07% |
| 98 | MLI | Mueller Industr... | 73.93 | -0.46% | 10.1K | 0.00% | 801.77K | 11.8 | 0.07% |
| 99 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 29.1K | +33.05% | 797.26K | 21.68 | 0.07% |
| 100 | ET | Energy Transfer... | 18.14 | -1.01% | 39.84K | +3.70% | 780.47K | 16.48 | 0.07% |
| 101 | RNST | Renasant Corpor... | 34.58 | -0.86% | 21.49K | -0.46% | 768.13K | 31.49 | 0.07% |
| 102 | VFH | Vanguard Financ... | 122.26 | +1.07% | 6.32K | 0.00% | 745.61K | 82.92 | 0.07% |
| 103 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 4.01K | 0.00% | 741.37K | 94.51 | 0.07% |
| 104 | NTES | NetEase, Inc. | 131.12 | +1.34% | 8.26K | 0.00% | 736.43K | 96.46 | 0.06% |
| 105 | PRU | Prudential Fina... | 104.76 | +1.74% | 6.2K | 0.00% | 735.12K | 117.59 | 0.06% |
| 106 | MPLX | MPLX LP | 51.56 | -0.62% | 15.27K | +24.45% | 730.82K | 43.86 | 0.06% |
| 107 | WES | Western Midstre... | 38.41 | -1.09% | 18.85K | +26.94% | 724.41K | 39.69 | 0.06% |
| 108 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 8.35K | -0.01% | 718.27K | 145.41 | 0.06% |
| 109 | PAA | Plains All Amer... | 17.80 | -1.39% | 41.85K | +11.75% | 714.8K | 17.85 | 0.06% |
| 110 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 8.71K | -1.2% | 705.14K | 63.5 | 0.06% |
| 111 | UFPI | UFP Industries,... | 96.67 | +1.05% | 6.2K | 0.00% | 698.77K | 110.32 | 0.06% |
| 112 | VV | Vanguard Large ... | 277.77 | +0.86% | 2.54K | -4.66% | 684.5K | 173.14 | 0.06% |
| 113 | MRK | Merck & Co., In... | 80.88 | -1.02% | 6.68K | -57.25% | 664.63K | 127.58 | 0.06% |
| 114 | TEL | TE Connectivity... | 165.44 | +1.73% | 4.57K | -4.79% | 653.8K | 150.99 | 0.06% |
| 115 | SUSB | iShares ESG 1-5... | 24.96 | -0.02% | 26.46K | +23.52% | 653.49K | 25.23 | 0.06% |
| 116 | FAST | Fastenal Compan... | 42.18 | +0.02% | 8.96K | 0.00% | 644.6K | 27.81 | 0.06% |
| 117 | MU | Micron Technolo... | 119.73 | +3.57% | 7.54K | -7.3% | 634.48K | 103.71 | 0.06% |
| 118 | SSD | Simpson Manufac... | 155.76 | +0.04% | 3.82K | +16.41% | 634.13K | 175.99 | 0.06% |
| 119 | RF | Regions Financi... | 21.62 | +0.51% | 25.98K | +1.30% | 610.98K | 19.95 | 0.05% |
| 120 | TRGP | Targa Resources... | 171.19 | -2.07% | 3.39K | -30.99% | 604.94K | 131.27 | 0.05% |
| 121 | RTX | RTX Corporation | 146.33 | +0.44% | 5.21K | -0.42% | 602.67K | 99.55 | 0.05% |
| 122 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 7.67K | +100.00% | 579.93K | 75.61 | 0.05% |
| 123 | VCR | Vanguard Consum... | 356.58 | +1.25% | 1.5K | -0.07% | 562.32K | 252.55 | 0.05% |
| 124 | BLDR | Builders FirstS... | 111.64 | +0.31% | 3.9K | -37.78% | 557.43K | 193.86 | 0.05% |
| 125 | DSGN | Design Therapeu... | 3.85 | +0.26% | 4.86K | 0.00% | 551.76K | 41.49 | 0.05% |
| 126 | XLC | Communication S... | 104.25 | +1.62% | 5.66K | 0.00% | 547.85K | 57.97 | 0.05% |
| 127 | COO | The Cooper Comp... | 69.66 | -0.06% | 5.89K | 0.00% | 541.65K | 86.39 | 0.05% |
| 128 | EVR | Evercore Inc. | 247.87 | +3.23% | 1.85K | 0.00% | 513.91K | 211.08 | 0.05% |
| 129 | LIN | Linde plc | 465.93 | -0.01% | 1.2K | -1.23% | 502.4K | 428.94 | 0.04% |
| 130 | KMX | CarMax, Inc. | 65.82 | +1.40% | 6.14K | +1.05% | 501.93K | 82.38 | 0.04% |
| 131 | LRCX | Lam Research Co... | 93.40 | +4.33% | 6.89K | +100.00% | 497.38K | 72.23 | 0.04% |
| 132 | CPRT | Copart, Inc. | 48.33 | -0.55% | 8.57K | 0.00% | 492.06K | 53.34 | 0.04% |
| 133 | SPSC | SPS Commerce, I... | 134.51 | -0.22% | 2.67K | -0.6% | 491.44K | 75.12 | 0.04% |
| 134 | MTN | Vail Resorts, I... | 155.02 | +2.38% | 2.56K | +12.91% | 480.25K | 176.59 | 0.04% |
| 135 | LNG | Cheniere Energy... | 233.25 | -2.14% | 2.2K | -14.61% | 473.36K | 173.08 | 0.04% |
| 136 | ESGE | iShares ESG Awa... | 38.24 | +0.31% | 14.17K | +13.14% | 473.24K | 33.05 | 0.04% |
| 137 | ABT | Abbott Laborato... | 133.99 | -1.2% | 4.12K | 0.00% | 466.47K | 103.2 | 0.04% |
| 138 | EPD | Enterprise Prod... | 31.50 | -1.73% | 14.71K | +2.15% | 461.31K | 29.04 | 0.04% |
| 139 | MPC | Marathon Petrol... | 166.70 | +0.33% | 3.3K | +0.92% | 460.07K | 173.62 | 0.04% |
| 140 | FIS | Fidelity Nation... | 80.87 | +1.92% | 5.56K | 0.00% | 448.84K | 74.72 | 0.04% |
| 141 | OMC | Omnicom Group I... | 70.55 | +1.53% | 5.11K | 0.00% | 439.32K | 65.53 | 0.04% |
| 142 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 1.64K | 0.00% | 433.17K | 211.34 | 0.04% |
| 143 | PECO | Phillips Edison... | 35.15 | -0.85% | 11.49K | 0.00% | 430.38K | 32.6 | 0.04% |
| 144 | UTHR | United Therapeu... | 288.31 | +1.75% | 1.22K | +0.41% | 430.11K | 319.15 | 0.04% |
| 145 | XLV | Health Care Sel... | 135.62 | -0.38% | 3.08K | -0.16% | 423.85K | 136.04 | 0.04% |
| 146 | A | Agilent Technol... | 119.07 | +1.70% | 3.15K | 0.00% | 423.17K | 127.4 | 0.04% |
| 147 | VIS | Vanguard Indust... | 272.08 | +0.67% | 1.65K | 0.00% | 419.75K | 182.64 | 0.04% |
| 148 | TIP | iShares TIPS Bo... | 108.47 | -0.12% | 3.92K | -10.92% | 418.21K | 109.51 | 0.04% |
| 149 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 18.09K | +198.37% | 410.57K | 17.41 | 0.04% |
| 150 | DSTL | Distillate U.S.... | 54.58 | +0.57% | 7.31K | 0.00% | 401.49K | 53.66 | 0.04% |