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
$91B
$1.26 Billion 0.55% of portfolio
28,432
Q1 2025 Reduced 6.21%
$157B
$1.24 Billion 0.54% of portfolio
20,796
Q1 2025 Added 16.05%
$38.8B
$1.24 Billion 0.54% of portfolio
18,303
Q1 2025 Added 61.93%
$60.9B
$1.2 Billion 0.53% of portfolio
4,086
Q1 2025 Added 69.4%
$233B
$1.22 Billion 0.53% of portfolio
10,955
Q1 2025 Added 21.12%
$697B
$1.19 Billion 0.52% of portfolio
1,445
Q1 2025 Added 18.35%
$49.1B
$1.17 Billion 0.51% of portfolio
5,109
Q1 2025 Added 60.41%
$114B
$1.17 Billion 0.51% of portfolio
13,027
Q1 2025 Added 59.76%
$76.5B
$1.14 Billion 0.5% of portfolio
4,197
Q1 2025 Reduced 12.01%
$117B
$1.14 Billion 0.5% of portfolio
5,634
Q1 2025 Added 19.44%
$171B
$1.16 Billion 0.5% of portfolio
7,519
Q1 2025 Added 8.64%
$0
$1.06 Billion 0.46% of portfolio
53,567
Q1 2025 Added 0.94%
$53.1B
$1.04 Billion 0.45% of portfolio
3,957
Q1 2025 Added 43.37%
$65.4B
$1.03 Billion 0.45% of portfolio
9,822
Q1 2025 Added 15.95%
-
$998 Million 0.44% of portfolio
-
Q1 2025 Added 4.97%
$102B
$892 Million 0.39% of portfolio
1,325
Q1 2025 Added 0.08%
$93.6B
$879 Million 0.38% of portfolio
3,798
Q1 2025 Reduced 1.78%
$79.5B
$853 Million 0.37% of portfolio
3,862
Q1 2025 Reduced 1.78%
$72.9B
$853 Million 0.37% of portfolio
3,366
Q1 2025 Added 0.12%
$356B
$839 Million 0.37% of portfolio
20,116
Q1 2025 Added 5.36%
$391B
$848 Million 0.37% of portfolio
5,114
Q1 2025 Added 4.97%
$72.3B
$824 Million 0.36% of portfolio
9,826
Q1 2025 Added 2.97%
$71.6B
$771 Million 0.34% of portfolio
12,905
Q1 2025 Reduced 8.01%
$150B
$767 Million 0.34% of portfolio
5,286
Q1 2025 New
$257B
$738 Million 0.32% of portfolio
1,410
Q1 2025 Added 11.64%
$19.4B
$720 Million 0.31% of portfolio
9,283
Q1 2025 Added 27.48%
$145B
$713 Million 0.31% of portfolio
2,289
Q1 2025 Added 8.33%
$68.1B
$664 Million 0.29% of portfolio
4,335
Q1 2025 Reduced 0.37%
$310B
$651 Million 0.28% of portfolio
9,090
Q1 2025 Added 8.95%
$89.3B
$609 Million 0.27% of portfolio
8,979
Q1 2025 Added 38.03%
$39.8B
$595 Million 0.26% of portfolio
4,317
Q1 2025 Reduced 2.9%
$32.3B
$552 Million 0.24% of portfolio
9,237
Q1 2025 Added 23.31%
$123B
$559 Million 0.24% of portfolio
3,276
Q1 2025 Reduced 4.6%
$10.2B
$546 Million 0.24% of portfolio
4,796
Q1 2025 Added 15.26%
$52.2B
$500 Million 0.22% of portfolio
4,579
Q1 2025 Added 2.55%
$122B
$472 Million 0.21% of portfolio
1,057
Q1 2025 Reduced 33.61%
$79.4B
$433 Million 0.19% of portfolio
6,386
Q1 2025 Reduced 3.34%
$33.9B
$409 Million 0.18% of portfolio
1,766
Q1 2025 Reduced 8.64%
$15.6B
$402 Million 0.18% of portfolio
4,847
Q1 2025 Added 25.12%
$447B
$367 Million 0.16% of portfolio
388
Q1 2025 Added 0.26%
$42.5B
$347 Million 0.15% of portfolio
34,573
Q1 2025 Added 5.21%
$45.8B
$293 Million 0.13% of portfolio
5,221
Q1 2025 Added 3.1%
$185B
$243 Million 0.11% of portfolio
737
Q1 2025 Added 0.82%
$82.2B
$252 Million 0.11% of portfolio
1,719
Q1 2025 Reduced 9.67%
$388B
$224 Million 0.1% of portfolio
611
Q1 2025 Added 4.44%
$57.7B
$209 Million 0.09% of portfolio
1,226
Q4 2024 Added 97.11%
$957B
$200 Million 0.09% of portfolio
1,295
Q1 2025 Reduced 3.0%
$278B
$204 Million 0.09% of portfolio
1,220
Q1 2025 New
$3.2B
$207 Million 0.09% of portfolio
3,578
Q1 2025 New

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
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