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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.54B
$1.95 Billion 0.91% of portfolio
105,367
Q3 2024 Added 2.84%
$4.53B
$1.09 Billion 0.5% of portfolio
28,058
Q3 2024 New

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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