Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $229 Billion
  • Q1 2025

Hf Advisory Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 160 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 $6.63B, Berkshire Hathaway Inc Class B with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $5.07B, Ishares Tr Fallen Angels Usd B with a value of $4.9B, and Microsoft Corp with a value of $4.79B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $218B to 229B.

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 $229 Billion
ETFs: $69.4 Billion
Financial Services: $26.4 Billion
Technology: $25.4 Billion
Healthcare: $21.1 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $14.9 Billion
Energy: $14.7 Billion
Consumer Defensive: $12.8 Billion
Other: $18.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$5.11 Billion 2.23% of portfolio
9,598
Q1 2025 Added 7.82%
$3.35T
$4.79 Billion 2.09% of portfolio
12,757
Q1 2025 Added 6.11%
$1.25T
$4.34 Billion 1.9% of portfolio
7,537
Q1 2025 Added 3.32%
$971B
$4.14 Billion 1.81% of portfolio
26,469
Q1 2025 Reduced 6.89%
$181B
$4.08 Billion 1.78% of portfolio
89,926
Q1 2025 Added 23.01%
$582B
$3.87 Billion 1.69% of portfolio
11,041
Q1 2025 Reduced 1.81%
$2.13T
$3.66 Billion 1.6% of portfolio
19,240
Q1 2025 Reduced 8.21%
$206B
$3.46 Billion 1.51% of portfolio
751
Q1 2025 Reduced 10.81%
$763B
$3.31 Billion 1.45% of portfolio
13,493
Q1 2025 Reduced 1.35%
$284B
$3.01 Billion 1.31% of portfolio
41,906
Q1 2025 Added 10.44%
$155B
$2.97 Billion 1.3% of portfolio
37,973
Q1 2025 Added 0.27%
$3.35B
$2.84 Billion 1.24% of portfolio
132,946
Q1 2025 Reduced 3.7%
$130B
$2.78 Billion 1.22% of portfolio
109,868
Q1 2025 Added 20.2%
$48.7B
$2.73 Billion 1.19% of portfolio
57,784
Q1 2025 Added 10.57%
$455B
$2.69 Billion 1.18% of portfolio
22,642
Q1 2025 Added 16.52%
$192B
$2.6 Billion 1.14% of portfolio
91,890
Q1 2025 Added 2.57%
$3.39T
$2.51 Billion 1.1% of portfolio
11,284
Q1 2025 Reduced 5.7%
$970B
$2.48 Billion 1.08% of portfolio
14,922
Q1 2025 Added 1.96%
$256B
$2.44 Billion 1.07% of portfolio
15,396
Q1 2025 Added 2.65%
$424B
$2.46 Billion 1.07% of portfolio
17,579
Q1 2025 Added 16.39%
$233B
$2.34 Billion 1.02% of portfolio
31,966
Q1 2025 Added 8.14%
$95.6B
$2.31 Billion 1.01% of portfolio
25,170
Q1 2025 Added 13.51%
$181B
$2.24 Billion 0.98% of portfolio
14,955
Q1 2025 Added 21.31%
$192B
$2.1 Billion 0.92% of portfolio
15,860
Q1 2025 Added 7.73%
$552B
$2.06 Billion 0.9% of portfolio
3,758
Q1 2025 Added 0.97%
$10.9B
$1.96 Billion 0.86% of portfolio
25,183
Q1 2025 Reduced 12.54%
$130B
$1.9 Billion 0.83% of portfolio
16,940
Q1 2025 Added 4.72%
$117B
$1.83 Billion 0.8% of portfolio
17,410
Q1 2025 Added 6.71%
$102B
$1.82 Billion 0.8% of portfolio
30,333
Q1 2025 Added 6.48%
$91.9B
$1.83 Billion 0.8% of portfolio
44,131
Q1 2025 Added 10.92%
$25B
$1.81 Billion 0.79% of portfolio
193,097
Q1 2025 Added 22.59%
$177B
$1.79 Billion 0.78% of portfolio
9,953
Q1 2025 Added 16.49%
$15.6B
$1.75 Billion 0.76% of portfolio
43,638
Q1 2025 Reduced 4.14%
$307B
$1.74 Billion 0.76% of portfolio
16,047
Q1 2025 Reduced 2.33%
$29B
$1.71 Billion 0.75% of portfolio
9,677
Q1 2025 Reduced 2.17%
$54.6B
$1.65 Billion 0.72% of portfolio
40,096
Q1 2025 Added 14.18%
$289B
$1.63 Billion 0.71% of portfolio
6,069
Q1 2025 Reduced 3.39%
$3.73B
$1.59 Billion 0.69% of portfolio
48,505
Q1 2025 Added 24.23%
$128B
$1.47 Billion 0.64% of portfolio
26,572
Q1 2025 Reduced 13.76%
$73.8B
$1.46 Billion 0.64% of portfolio
13,236
Q1 2025 Added 27.88%
$27.2B
$1.42 Billion 0.62% of portfolio
6,234
Q1 2025 Reduced 18.66%
$184B
$1.39 Billion 0.61% of portfolio
3,630
Q1 2025 Added 17.17%
$97.4B
$1.39 Billion 0.61% of portfolio
14,150
Q1 2025 Reduced 14.42%
$1.01T
$1.36 Billion 0.59% of portfolio
5,238
Q1 2025 Added 0.54%
$64.4B
$1.36 Billion 0.59% of portfolio
354,746
Q1 2025 Added 3.42%
$201B
$1.33 Billion 0.58% of portfolio
13,464
Q1 2025 Added 0.07%
$88.3B
$1.3 Billion 0.57% of portfolio
5,450
Q1 2025 Added 0.11%
$153B
$1.3 Billion 0.57% of portfolio
35,127
Q1 2025 Added 18.27%
$38.4B
$1.28 Billion 0.56% of portfolio
4,616
Q1 2025 Reduced 0.19%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $229 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Hf Advisory Group, LLC Portfolio

Follow Hf Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hf Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hf Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email