Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $215 Billion
  • Q3 2024

Hf Advisory Group, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 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 $6.18B, Microsoft Corp with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $4.89B, Alphabet Inc. with a value of $4.69B, and Meta Platforms, Inc. with a value of $4.39B.

Examining the 13F form we can see an increase of $21.8B in the current position value, from $193B to 215B.

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 $215 Billion
ETFs: $70 Billion
Technology: $25.5 Billion
Financial Services: $20.8 Billion
Healthcare: $20.3 Billion
Communication Services: $18.9 Billion
Consumer Cyclical: $15.2 Billion
Energy: $12.5 Billion
Consumer Defensive: $9.19 Billion
Other: $17.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.18 Billion 2.87% of portfolio
98,569
Q3 2024 Added 1.68%
$0
$4.89 Billion 2.27% of portfolio
28,869
Q3 2024 Added 0.18%
$0
$4.35 Billion 2.02% of portfolio
159,090
Q3 2024 Added 4.85%
$0
$3.45 Billion 1.6% of portfolio
51,047
Q3 2024 Added 1.54%
$0
$3.12 Billion 1.45% of portfolio
105,481
Q3 2024 Added 1.49%
$0
$2.87 Billion 1.33% of portfolio
13,900
Q3 2024 Reduced 7.6%
$0
$2.82 Billion 1.31% of portfolio
117,378
Q3 2024 Added 6.29%
$0
$2.73 Billion 1.27% of portfolio
5,587
Q3 2024 Added 25.47%
$0
$2.52 Billion 1.17% of portfolio
139,775
Q3 2024 Added 2.87%
$0
$2.39 Billion 1.11% of portfolio
18,958
Q3 2024 Added 0.04%
$0
$2.09 Billion 0.97% of portfolio
27,291
Q3 2024 Reduced 3.85%
$0
$1.85 Billion 0.86% of portfolio
36,241
Q3 2024 Reduced 8.16%
$0
$1.81 Billion 0.84% of portfolio
3,092
Q3 2024 Added 9.14%
$0
$1.56 Billion 0.72% of portfolio
11,981
Q3 2024 Added 0.44%
$0
$1.42 Billion 0.66% of portfolio
21,057
Q3 2024 Added 2.75%
$0
$1.34 Billion 0.62% of portfolio
2,333
Q3 2024 Added 54.81%
$0
$1.24 Billion 0.58% of portfolio
4,375
Q3 2024 Reduced 0.16%
$0
$1.18 Billion 0.55% of portfolio
17,351
Q3 2024 Added 2.49%
$0
$1.18 Billion 0.55% of portfolio
23,492
Q3 2024 Added 7.17%
$0
$1.18 Billion 0.55% of portfolio
3,075
Q3 2024 Reduced 1.47%
$0
$1.16 Billion 0.54% of portfolio
44,267
Q3 2024 Added 4.41%
$0
$1.12 Billion 0.52% of portfolio
38,117
Q3 2024 Added 1.16%
$0
$1.05 Billion 0.49% of portfolio
25,417
Q3 2024 Reduced 45.71%
$0
$1.02 Billion 0.47% of portfolio
12,835
Q3 2024 Added 2.69%
$0
$924 Million 0.43% of portfolio
7,442
Q3 2024 Reduced 1.9%
$0
$922 Million 0.43% of portfolio
12,638
Q3 2024 Added 28.27%
$0
$868 Million 0.4% of portfolio
24,204
Q3 2024 Added 4.45%
$0
$866 Million 0.4% of portfolio
10,287
Q3 2024 Added 3.5%
$0
$685 Million 0.32% of portfolio
6,593
Q3 2024 Added 19.33%
$0
$665 Million 0.31% of portfolio
13,001
Q3 2024 Reduced 11.78%
$0
$656 Million 0.3% of portfolio
12,414
Q3 2024 Reduced 0.28%
$0
$594 Million 0.28% of portfolio
2,106
Q3 2024 Reduced 1.96%
$0
$596 Million 0.28% of portfolio
3,556
Q3 2024 Added 25.65%
$0
$583 Million 0.27% of portfolio
9,470
Q3 2024 Reduced 2.56%
$0
$591 Million 0.27% of portfolio
9,033
Q3 2024 Added 23.52%
$0
$567 Million 0.26% of portfolio
2,675
Q3 2024 Reduced 12.47%
$0
$376 Million 0.17% of portfolio
3,014
Q3 2024 Reduced 4.04%
$0
$339 Million 0.16% of portfolio
9,287
Q3 2024 Reduced 0.17%
$0
$309 Million 0.14% of portfolio
13,388
Q3 2024 Reduced 0.69%
$0
$302 Million 0.14% of portfolio
1,505
Q3 2024 Added 28.85%
$0
$291 Million 0.14% of portfolio
1,185
Q3 2024 Added 19.46%
$0
$293 Million 0.14% of portfolio
18,722
Q3 2024 Added 5.62%
$0
$285 Million 0.13% of portfolio
8,584
Q3 2024 Reduced 18.16%
$0
$277 Million 0.13% of portfolio
11,458
Q3 2024 Reduced 23.59%
$0
$284 Million 0.13% of portfolio
3,051
Q3 2024 Reduced 2.18%
$0
$279 Million 0.13% of portfolio
5,495
Q3 2024 Reduced 16.63%
$0
$261 Million 0.12% of portfolio
12,571
Q3 2024 Reduced 16.9%
$0
$264 Million 0.12% of portfolio
7,404
Q3 2024 Added 0.93%
$0
$227 Million 0.11% of portfolio
1,444
Q3 2024 Reduced 1.77%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $215 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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