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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8B
$3.26 Billion 1.29% of portfolio
167,917
Q2 2025 Added 26.3%
$4.14B
$2.3 Billion 0.91% of portfolio
66,993
Q2 2025 Added 38.12%

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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