Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $218 Billion
  • Q4 2024

Hf Advisory Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 159 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 $6.17B, Alphabet Inc. with a value of $5.41B, Microsoft Corp with a value of $5.07B, Spdr Ssga Us Large Cap Low Vol with a value of $4.72B, and Amazon Com Inc with a value of $4.6B.

Examining the 13F form we can see an increase of $2.33B in the current position value, from $215B to 218B.

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 $218 Billion
ETFs: $69 Billion
Technology: $26.1 Billion
Financial Services: $23.7 Billion
Communication Services: $19.5 Billion
Consumer Cyclical: $17.5 Billion
Healthcare: $17.3 Billion
Energy: $12.6 Billion
Consumer Defensive: $10.4 Billion
Other: $16.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92B
$1.52 Billion 0.7% of portfolio
5,444
Q4 2024 Reduced 14.06%
$129B
$1.51 Billion 0.69% of portfolio
16,534
Q4 2024 Added 14.36%
$130B
$1.49 Billion 0.69% of portfolio
16,176
Q4 2024 Reduced 9.7%
$201B
$1.5 Billion 0.69% of portfolio
13,454
Q4 2024 Added 0.47%
$0
$1.49 Billion 0.69% of portfolio
22,296
Q4 2024 Added 5.88%
$95.5B
$1.49 Billion 0.68% of portfolio
28,486
Q4 2024 Reduced 1.49%
$137B
$1.49 Billion 0.68% of portfolio
30,812
Q4 2024 Added 7.12%
$87.1B
$1.45 Billion 0.66% of portfolio
39,786
Q4 2024 Reduced 0.69%
$27.9B
$1.43 Billion 0.66% of portfolio
7,664
Q4 2024 Added 26.45%
$0
$1.39 Billion 0.64% of portfolio
24,643
Q4 2024 Added 6.74%
$214B
$1.38 Billion 0.63% of portfolio
3,098
Q4 2024 Added 10.8%
$0
$1.37 Billion 0.63% of portfolio
2,345
Q4 2024 Added 0.51%
$0
$1.32 Billion 0.61% of portfolio
26,219
Q4 2024 Added 11.61%
$23B
$1.34 Billion 0.61% of portfolio
157,512
Q4 2024 Added 2.49%
$84.8B
$1.31 Billion 0.6% of portfolio
10,350
Q4 2024 New
$87.2B
$1.29 Billion 0.59% of portfolio
30,314
Q4 2024 Added 0.02%
$66.4B
$1.26 Billion 0.58% of portfolio
4,770
Q4 2024 Reduced 45.32%
$0
$1.24 Billion 0.57% of portfolio
18,276
Q4 2024 Added 5.33%
$0
$1.24 Billion 0.57% of portfolio
49,423
Q4 2024 Added 11.65%
$0
$1.23 Billion 0.57% of portfolio
67,568
Q4 2024 Reduced 51.66%
$0
$1.15 Billion 0.53% of portfolio
2,803
Q4 2024 Reduced 8.85%
$0
$1.12 Billion 0.52% of portfolio
13,983
Q4 2024 Added 8.94%
$156B
$1.11 Billion 0.51% of portfolio
29,700
Q4 2024 Added 5.02%
$0
$1.11 Billion 0.51% of portfolio
41,081
Q4 2024 Added 7.78%
$61.2B
$1.08 Billion 0.5% of portfolio
8,471
Q4 2024 Added 10.07%
$193B
$1.06 Billion 0.49% of portfolio
6,921
Q4 2024 Added 58.3%
$38.4B
$1.04 Billion 0.48% of portfolio
4,625
Q4 2024 Added 4.1%
$139B
$1.02 Billion 0.47% of portfolio
17,920
Q4 2024 Added 6.47%
$110B
$1 Billion 0.46% of portfolio
4,717
Q4 2024 Added 6.48%
$0
$991 Million 0.46% of portfolio
7,767
Q4 2024 Added 4.37%
$0
$973 Million 0.45% of portfolio
53,066
Q4 2024 Added 0.6%
Sila Realty Trust Inc
-
$946 Million 0.44% of portfolio
-
Q4 2024 Reduced 21.04%
$0
$960 Million 0.44% of portfolio
12,712
Q4 2024 Added 0.59%
$54.3B
$933 Million 0.43% of portfolio
343,028
Q4 2024 Added 3.71%
-
$942 Million 0.43% of portfolio
-
Q4 2024 Added 9.65%
$802B
$943 Million 0.43% of portfolio
1,221
Q4 2024 Reduced 47.12%
$0
$922 Million 0.42% of portfolio
26,827
Q4 2024 Added 10.84%
$0
$883 Million 0.41% of portfolio
11,599
Q4 2024 Added 12.75%
$227B
$880 Million 0.4% of portfolio
9,045
Q4 2024 Added 7.56%
$377B
$839 Million 0.39% of portfolio
19,093
Q4 2024 Added 4.11%
$128B
$851 Million 0.39% of portfolio
2,905
Q4 2024 Added 0.48%
$53.1B
$816 Million 0.37% of portfolio
2,760
Q4 2024 Reduced 1.81%
$79.5B
$808 Million 0.37% of portfolio
3,932
Q4 2024 Reduced 11.0%
$75.4B
$788 Million 0.36% of portfolio
3,362
Q4 2024 Added 0.93%
$93.5B
$780 Million 0.36% of portfolio
3,867
Q4 2024 Reduced 0.15%
$111B
$773 Million 0.36% of portfolio
1,592
Q4 2024 Reduced 8.03%
$85.3B
$754 Million 0.35% of portfolio
1,324
Q4 2024 Added 19.39%
$69.4B
$759 Million 0.35% of portfolio
14,029
Q4 2024 Reduced 15.48%
$71B
$733 Million 0.34% of portfolio
9,543
Q4 2024 Reduced 7.91%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $218 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 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