Hardy Reed LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Hardy Reed LLC reported 246 stock positions worth $1.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.9%) and iShares Core Intl Stock ETF (IXUS, 8.9%). Compared with Q3 2024, it opened 21 new positions, sold out of 18, added to 65 and reduced 65. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001765380-25-000027 ↗ filed Feb 3, 2025
Holdings Value
Holdings 246 stocks · $1.1B
| VTI VG Morningstar TS MKT ETF-US | 19.19% | 751,596 | $217.8M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 12.88% | 271,285 | $146.2M | Reduce -0.7% |
| IXUS iShares Core Intl Stock ETF | 8.88% | 1,523,175 | $100.7M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 8.47% | 400,823 | $96.1M | Reduce -0.0% |
| BNDX Vanguard Total Intl Bond ETF | 4.96% | 1,147,477 | $56.3M | Add +6.9% |
| AAPL Apple Inc. | 3.00% | 136,107 | $34.1M | Add +0.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.78% | 951,523 | $31.6M | Add +12.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.16% | 36 | $24.5M | No change |
| VXUS Vanguard Total Intl Stock | 2.10% | 403,500 | $23.8M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.84% | 35,580 | $20.9M | Add +13.3% |
| SPSB SS SPDR P St C Corp. ETF | 1.47% | 557,893 | $16.7M | Reduce -1.5% |
| VYM Vanguard High DVD Yield ETF | 1.47% | 130,429 | $16.6M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 1.35% | 26,014 | $15.3M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 132,319 | $15.2M | Reduce -0.1% |
| DCOR Dimensional US Core Eq 1 ETF | 1.06% | 186,739 | $12.0M | Add +9.4% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 189,666 | $11.8M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.02% | 27,504 | $11.6M | Add +2.9% |
| IWF iShares Russell 1000 Growth | 0.98% | 27,714 | $11.1M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.84% | 50,661 | $9.6M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.78% | 126,014 | $8.9M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 43,231 | $7.3M | No change |
| CADE Cadence Bank | 0.63% | 208,742 | $7.2M | No change |
| ITOT iShares Core S&P Total U.S. | 0.63% | 55,480 | $7.1M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.62% | 31,836 | $7.0M | Add +0.2% |
| DFAS Dimensional US Small Cap ETF | 0.60% | 104,685 | $6.8M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.56% | 33,318 | $6.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.56% | 71,199 | $6.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.54% | 45,878 | $6.2M | Add +7.8% |
| DFAU Dimensional US Core Equity M | 0.50% | 140,555 | $5.7M | No change |
| IWD iShares Russell 1000 Value E | 0.48% | 29,678 | $5.5M | No change |
| V Visa Inc. Class A | 0.39% | 13,995 | $4.4M | Add +0.4% |
| HD Home Depot Inc. | 0.38% | 11,000 | $4.3M | Reduce -0.2% |
| DFUS Dimensional US Eq MKT ETF | 0.36% | 64,006 | $4.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 90,905 | $4.0M | No change |
| TT Trane Technologies PLC | 0.34% | 10,565 | $3.9M | No change |
| BIV Vanguard Intermediate-Term B | 0.33% | 50,743 | $3.8M | Add +24.9% |
| NSC Norfolk Southern Corp. | 0.31% | 15,016 | $3.5M | No change |
| IAGG iShares Intl Aggregate Bond | 0.31% | 70,236 | $3.5M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 6,775 | $3.5M | No change |
| PGR Progressive Corp. | 0.29% | 13,572 | $3.3M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.27% | 28,239 | $3.0M | Reduce -4.0% |
| FISV Fiserv Inc. | 0.24% | 13,398 | $2.8M | Add +0.1% |
| ACN Accenture PLC Class A | 0.24% | 7,684 | $2.7M | No change |
| MA Mastercard Inc. Class A | 0.23% | 5,015 | $2.6M | Add +0.5% |
| AVGO Broadcom Inc. | 0.23% | 11,086 | $2.6M | Reduce -2.7% |
| AXP American Express Co. | 0.22% | 8,428 | $2.5M | No change |
| ICE Intercontinental Exchange Inc. | 0.21% | 16,025 | $2.4M | No change |
| IWN iShares Russell 2000 Value E | 0.20% | 13,728 | $2.3M | No change |
| HON Honeywell International Inc. | 0.20% | 9,950 | $2.2M | No change |
| PM Philip Morris International | 0.19% | 18,347 | $2.2M | Add +0.1% |
| IYH iShares U.S. Healthcare ETF | 0.19% | 37,000 | $2.2M | New |
| UNH Unitedhealth Group Inc. | 0.19% | 4,248 | $2.1M | Add +0.3% |
| VTHR Vanguard Russell 3000 | 0.18% | 8,048 | $2.1M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.18% | 11,514 | $2.0M | Reduce -0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.18% | 9,400 | $2.0M | No change |
| GEV GE Vernova Inc. | 0.18% | 6,076 | $2.0M | Add +111.3% |
| BKNG Booking Holdings Inc. | 0.17% | 399 | $2.0M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 39,567 | $1.9M | No change |
| JNJ Johnson & Johnson | 0.16% | 12,901 | $1.9M | Add +3.9% |
| PANW Palo Alto Networks Inc. | 0.16% | 10,208 | $1.9M | No change |
| SOXQ Invesco PHLX Semiconductor | 0.16% | 45,000 | $1.8M | No change |
| APH Amphenol Corp. Class A | 0.15% | 24,133 | $1.7M | No change |
| BLK BlackRock Inc. | 0.15% | 1,608 | $1.6M | No change |
| ADBE Adobe Inc. | 0.14% | 3,669 | $1.6M | Reduce -36.9% |
| NEE Nextera Energy Inc. | 0.14% | 22,361 | $1.6M | Reduce 0.0% |
| SNPS Synopsys Inc. | 0.14% | 3,268 | $1.6M | No change |
| MDY State Street SPDR S&P Midcap | 0.14% | 2,775 | $1.6M | No change |
| CVX Chevron Corp. | 0.14% | 10,669 | $1.5M | Reduce -6.3% |
| CAT Caterpillar Inc. | 0.13% | 4,093 | $1.5M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 7,436 | $1.5M | Add +0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.13% | 27,858 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.13% | 6,345 | $1.4M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.13% | 2,464 | $1.4M | Add +26.8% |
| PYPL PayPal Holdings Inc. | 0.12% | 16,051 | $1.4M | No change |
| ORLY O'reilly Automotive Inc. | 0.12% | 1,145 | $1.4M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.12% | 13,846 | $1.3M | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 2,570 | $1.3M | No change |
| UBER Uber Technologies Inc. | 0.11% | 20,835 | $1.3M | Reduce -0.5% |
| DHR Danaher Corp. | 0.11% | 5,470 | $1.3M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.11% | 7,819 | $1.2M | Reduce -10.7% |
| VRSK Verisk Analytics Inc. | 0.11% | 4,358 | $1.2M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 15,497 | $1.2M | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.10% | 7,253 | $1.2M | Add +1.7% |
| SYY Sysco Corp. | 0.10% | 15,266 | $1.2M | No change |
| WMT Walmart Inc. | 0.10% | 12,657 | $1.1M | No change |
| TMUS T-Mobile US Inc. | 0.10% | 5,016 | $1.1M | No change |
| VSGX Vanguard ESG Intl Stock ETF | 0.10% | 19,333 | $1.1M | Add +8.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,737 | $1.1M | Reduce -2.8% |
| SBUX Starbucks Corp. | 0.09% | 11,148 | $1.0M | New |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 24,080 | $1.0M | Reduce -7.2% |
| XLK SS Technology Select Sector | 0.09% | 4,312 | $1.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 8,968 | $999K | Add +0.6% |
| SCHW Schwab (charles) Corp. | 0.09% | 13,225 | $979K | Add +1.3% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 5,781 | $964K | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 4,725 | $933K | Add +1.9% |
| PH Parker Hannifin Corp. | 0.08% | 1,429 | $909K | Reduce -2.3% |
| ELV Elevance Health Inc. | 0.07% | 2,287 | $844K | Reduce -61.1% |
| MLI Mueller Industries Inc. | 0.07% | 10,103 | $802K | No change |
| KMI Kinder Morgan Inc. | 0.07% | 29,097 | $797K | Add +33.0% |
| ET Energy Transfer LP | 0.07% | 39,840 | $780K | Add +3.7% |
Portfolio Sells Q3 2024 → Q4 2024
| VXUS Vanguard Total Intl Stock | Reduce -0.6% | 2.10% | −0.26 |
| ELV Elevance Health Inc. | Reduce -61.1% | 0.07% | −0.20 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.14 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.13 |
| ADBE Adobe Inc. | Reduce -36.9% | 0.14% | −0.13 |
| LEA Lear Corp. | Sold out | 0.00% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -57.3% | 0.06% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 1.47% | −0.08 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.5% | 1.47% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.56% | −0.06 |
| BLDR Builders Firstsource Inc. | Reduce -37.8% | 0.05% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 1.34% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.0% | 0.27% | −0.04 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -0.5% | 0.11% | −0.03 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce 0.0% | 0.14% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 12.88% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -10.7% | 0.11% | −0.03 |
| PGR Progressive Corp. | Reduce -1.3% | 0.29% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.6% | 0.63% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.0% | 0.06% | −0.03 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.18% | −0.02 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.2% | 0.38% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.0% | 0.60% | −0.02 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 1.04% | −0.02 |
| MU Micron Technology Inc. | Reduce -7.3% | 0.06% | −0.02 |
| TRNS Transcat Inc. | Sold out | 0.00% | −0.02 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| GNTX Gentex Corp. | Sold out | 0.00% | −0.02 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.02 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -38.8% | 0.03% | −0.01 |
| EOG EOG Resources Inc. | Reduce -37.6% | 0.02% | −0.01 |
| CVX Chevron Corp. | Reduce -6.3% | 0.14% | −0.01 |
| GE General Electric | Reduce -0.4% | 0.09% | −0.01 |
| EXPO Exponent Inc. | Reduce -8.9% | 0.03% | −0.01 |
| TRGP Targa Resources Corp. | Reduce -31.0% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 1.35% | −0.01 |
| SWK Stanley Black & Decker Inc. | Reduce -1.4% | 0.03% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Reduce -10.9% | 0.03% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -7.2% | 0.09% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 19.19% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.3% | 1.84% | +0.22 |
| IYH iShares U.S. Healthcare ETF | New | 0.19% | +0.19 |
| AAPL Apple Inc. | Add +0.4% | 3.00% | +0.17 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.9% | 4.96% | +0.13 |
| GEV GE Vernova Inc. | Add +111.3% | 0.18% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.84% | +0.09 |
| SBUX Starbucks Corp. | New | 0.09% | +0.09 |
| DCOR Dimensional US Core Eq 1 ETF | Add +9.4% | 1.06% | +0.09 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.62% | +0.09 |
| NVDA Nvidia Corp. | Add +7.8% | 0.54% | +0.08 |
| EFA iShares MSCI Eafe ETF | New | 0.05% | +0.05 |
| BIV Vanguard Intermediate-Term B | Add +24.9% | 0.33% | +0.05 |
| V Visa Inc. Class A | Add +0.4% | 0.39% | +0.05 |
| SIRI Sirius XM Holdings Inc. | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| CAG Conagra Brands Inc. | New | 0.03% | +0.03 |
| DTM DT Midstream Inc. | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +26.8% | 0.13% | +0.03 |
| FISV Fiserv Inc. | Add +0.1% | 0.24% | +0.03 |
| KMI Kinder Morgan Inc. | Add +33.0% | 0.07% | +0.03 |
| BKNG Booking Holdings Inc. | Add +0.5% | 0.17% | +0.02 |
| CSW CSW Industrials Inc. | New | 0.02% | +0.02 |
| PYCR Paycor HCM Inc. | New | 0.02% | +0.02 |
| NKE Nike Inc. Class B | New | 0.02% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
| PCTY Paylocity Holding Corp. | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| DOCS Doximity Inc. Class A | New | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | New | 0.02% | +0.02 |
| FHI Federated Hermes Inc. | New | 0.02% | +0.02 |
| FIVE Five Below | New | 0.02% | +0.02 |
| HLMN Hillman Solutions Corp. | New | 0.02% | +0.02 |
| MPLX MPLX LP | Add +24.4% | 0.06% | +0.02 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.01% | +0.01 |
| ET Energy Transfer LP | Add +3.7% | 0.07% | +0.01 |
| WES Western Midstream Partners L | Add +26.9% | 0.06% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.23% | +0.01 |
| NEOG Neogen Corp. | New | 0.01% | +0.01 |
| TFC Truist Financial Corp. | Add +51.7% | 0.03% | +0.01 |
| DIS The Walt Disney Co. | Add +0.6% | 0.09% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.3% | 0.09% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 0.08% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +23.5% | 0.06% | +0.01 |
| WFC Wells Fargo & Co. | Add +4.0% | 0.03% | +0.01 |
| MTN Vail Resorts Inc. | Add +12.9% | 0.04% | +0.01 |
| OKE Oneok Inc. | Add +7.7% | 0.03% | +0.00 |
| PAA Plains All Amer Pipeline LP | Add +11.8% | 0.06% | +0.00 |
| WMB Williams Cos Inc. | Add +0.3% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 252 | $1.6B | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2026 | 243 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q4 2025 | 239 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q3 2025 | 240 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q2 2025 | 247 | $1.2B | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2025 | 236 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q4 2024 | 246 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q3 2024 | 243 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q2 2024 | 228 | $995.6M | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2024 | 117 | $805.0M | VTI, VOO, IXUS, JPM, BNDX |