Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $253 Billion
  • Q2 2025

Hf Advisory Group, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $7.45B, Microsoft Corp with a value of $6.97B, Meta Platforms, Inc. with a value of $5.62B, Ishares Tr Fallen Angels Usd B with a value of $5.61B, and Spdr Ssga Us Large Cap Low Vol with a value of $5.3B.

Examining the 13F form we can see an increase of $24.2B in the current position value, from $229B to 253B.

Hf Advisory Group, LLC is based out at Annapolis, MD

Below you can find more details about Hf Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $253 Billion
ETFs: $77.2 Billion
Technology: $32 Billion
Financial Services: $28.5 Billion
Communication Services: $23.2 Billion
Healthcare: $20.7 Billion
Consumer Cyclical: $16.4 Billion
Energy: $15.6 Billion
Consumer Defensive: $13.1 Billion
Other: $21.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.45 Billion 2.94% of portfolio
116,472
Q2 2025 Added 8.58%
$3.75T
$6.97 Billion 2.75% of portfolio
14,009
Q2 2025 Added 9.81%
$1.62T
$5.62 Billion 2.22% of portfolio
7,612
Q2 2025 Added 1.0%
$0
$5.61 Billion 2.22% of portfolio
206,620
Q2 2025 Added 12.91%
$0
$5.3 Billion 2.1% of portfolio
30,370
Q2 2025 Added 4.27%
$1.08T
$4.9 Billion 1.94% of portfolio
27,634
Q2 2025 Added 4.4%
$831B
$4.39 Billion 1.74% of portfolio
15,151
Q2 2025 Added 12.29%
$179B
$4.24 Billion 1.67% of portfolio
97,912
Q2 2025 Added 8.88%
$2.27T
$4.17 Billion 1.65% of portfolio
18,996
Q2 2025 Reduced 1.27%
$225B
$4.12 Billion 1.63% of portfolio
712
Q2 2025 Reduced 5.19%
$631B
$4.05 Billion 1.6% of portfolio
8,329
Q2 2025 Reduced 13.22%
$0
$3.98 Billion 1.57% of portfolio
167,287
Q2 2025 Added 19.83%
$310B
$3.9 Billion 1.54% of portfolio
48,644
Q2 2025 Added 16.08%
$0
$3.82 Billion 1.51% of portfolio
120,089
Q2 2025 Added 5.42%
$0
$3.68 Billion 1.45% of portfolio
50,649
Q2 2025 Added 0.23%
$1.2T
$3.59 Billion 1.42% of portfolio
15,832
Q2 2025 Added 6.1%
$143B
$3.35 Billion 1.32% of portfolio
137,999
Q2 2025 Added 25.6%
$168B
$3.3 Billion 1.31% of portfolio
36,203
Q2 2025 Reduced 4.66%
$3.8B
$3.26 Billion 1.29% of portfolio
167,917
Q2 2025 Added 26.3%
$0
$3.22 Billion 1.27% of portfolio
5,832
Q2 2025 Reduced 0.24%
$47.1B
$3.22 Billion 1.27% of portfolio
66,020
Q2 2025 Added 14.25%
$636B
$3.13 Billion 1.24% of portfolio
14,325
Q2 2025 Reduced 18.51%
$0
$3.08 Billion 1.22% of portfolio
13,715
Q2 2025 Reduced 1.15%
Kenvue Inc
-
$2.8 Billion 1.11% of portfolio
-
Q2 2025 Added 8.88%
$100B
$2.71 Billion 1.07% of portfolio
29,473
Q2 2025 Added 17.1%
$256B
$2.71 Billion 1.07% of portfolio
38,465
Q2 2025 Added 20.33%
$474B
$2.71 Billion 1.07% of portfolio
25,098
Q2 2025 Added 10.85%
$215B
$2.67 Billion 1.06% of portfolio
18,312
Q2 2025 Added 15.46%
$0
$2.66 Billion 1.05% of portfolio
19,644
Q2 2025 Reduced 0.47%
$177B
$2.56 Billion 1.01% of portfolio
12,310
Q2 2025 Added 23.68%
$200B
$2.54 Billion 1.01% of portfolio
87,899
Q2 2025 Reduced 4.34%
$0
$2.51 Billion 0.99% of portfolio
30,412
Q2 2025 Added 12.2%
$406B
$2.47 Billion 0.98% of portfolio
15,626
Q2 2025 Reduced 2.62%
$185B
$2.41 Billion 0.95% of portfolio
18,262
Q2 2025 Added 22.11%
$59.9B
$2.35 Billion 0.93% of portfolio
54,694
Q2 2025 Added 36.41%
$3.39T
$2.32 Billion 0.92% of portfolio
11,309
Q2 2025 Added 0.22%
$4.14B
$2.3 Billion 0.91% of portfolio
66,993
Q2 2025 Added 38.12%
$30B
$2.29 Billion 0.9% of portfolio
214,625
Q2 2025 Added 11.15%
$276B
$2.27 Billion 0.9% of portfolio
12,453
Q2 2025 Reduced 19.12%
$110B
$2.23 Billion 0.88% of portfolio
47,124
Q2 2025 Added 6.78%
$74.5B
$2.11 Billion 0.83% of portfolio
20,904
Q2 2025 Added 57.93%
$83.5B
$2.09 Billion 0.83% of portfolio
5,384
Q2 2025 Reduced 7.57%
$142B
$2.05 Billion 0.81% of portfolio
18,520
Q2 2025 Added 9.33%
$16B
$2.04 Billion 0.81% of portfolio
50,548
Q2 2025 Added 15.83%
$0
$2.04 Billion 0.81% of portfolio
3,081
Q2 2025 Added 3.32%
$168B
$1.94 Billion 0.77% of portfolio
10,620
Q2 2025 Added 100.91%
$539B
$1.93 Billion 0.76% of portfolio
3,431
Q2 2025 Reduced 8.7%
$0
$1.93 Billion 0.76% of portfolio
38,519
Q2 2025 Reduced 3.18%
$103B
$1.89 Billion 0.75% of portfolio
32,270
Q2 2025 Added 6.39%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $253 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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