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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10B
$1.87 Billion 0.74% of portfolio
27,763
Q2 2025 Added 10.25%
$264B
$1.74 Billion 0.69% of portfolio
6,386
Q2 2025 Added 5.22%
$118B
$1.74 Billion 0.69% of portfolio
19,438
Q2 2025 Added 11.65%
$34.8B
$1.7 Billion 0.67% of portfolio
10,758
Q2 2025 Added 11.17%
$71.7B
$1.63 Billion 0.65% of portfolio
384,367
Q2 2025 Added 8.35%
$0
$1.63 Billion 0.64% of portfolio
22,833
Q2 2025 Reduced 1.59%
$81.7B
$1.59 Billion 0.63% of portfolio
5,465
Q2 2025 Added 30.21%
$221B
$1.58 Billion 0.62% of portfolio
12,745
Q2 2025 Reduced 5.34%
$0
$1.54 Billion 0.61% of portfolio
11,934
Q2 2025 Reduced 1.45%
$1.05T
$1.53 Billion 0.6% of portfolio
4,819
Q2 2025 Reduced 8.0%
$121B
$1.48 Billion 0.59% of portfolio
6,234
Q2 2025 Added 10.65%
$88.6B
$1.49 Billion 0.59% of portfolio
5,455
Q2 2025 Added 0.09%
$173B
$1.44 Billion 0.57% of portfolio
3,711
Q2 2025 Added 2.23%
$0
$1.42 Billion 0.56% of portfolio
25,739
Q2 2025 Added 0.91%
$155B
$1.36 Billion 0.54% of portfolio
38,135
Q2 2025 Added 8.56%
$0
$1.35 Billion 0.53% of portfolio
26,897
Q2 2025 Reduced 4.23%
$111B
$1.33 Billion 0.53% of portfolio
14,569
Q2 2025 Added 2.96%
$0
$1.32 Billion 0.52% of portfolio
51,728
Q2 2025 Reduced 5.09%
$122B
$1.3 Billion 0.51% of portfolio
26,949
Q2 2025 Added 1.42%
$0
$1.28 Billion 0.51% of portfolio
2,076
Q2 2025 Reduced 17.16%
$44.9B
$1.29 Billion 0.51% of portfolio
17,291
Q2 2025 Reduced 5.53%
$153B
$1.3 Billion 0.51% of portfolio
21,195
Q2 2025 Added 1.92%
$0
$1.27 Billion 0.5% of portfolio
18,803
Q2 2025 Reduced 1.82%
$738B
$1.28 Billion 0.5% of portfolio
1,637
Q2 2025 Added 13.29%
$251B
$1.24 Billion 0.49% of portfolio
10,254
Q2 2025 Reduced 6.4%
$122B
$1.23 Billion 0.49% of portfolio
14,133
Q2 2025 Added 8.49%
$91.5B
$1.21 Billion 0.48% of portfolio
26,660
Q2 2025 Reduced 6.23%
$0
$1.21 Billion 0.48% of portfolio
2,758
Q2 2025 Reduced 3.94%
$0
$1.19 Billion 0.47% of portfolio
14,992
Q2 2025 Reduced 1.58%
$53.1B
$1.16 Billion 0.46% of portfolio
3,736
Q2 2025 Reduced 5.59%
$0
$1.17 Billion 0.46% of portfolio
43,202
Q2 2025 Reduced 3.64%
$177B
$1.11 Billion 0.44% of portfolio
6,977
Q2 2025 Reduced 7.21%
$0
$1.1 Billion 0.43% of portfolio
13,681
Q2 2025 Added 6.31%
$28B
$1.08 Billion 0.43% of portfolio
4,876
Q2 2025 Reduced 21.78%
$66.1B
$1.08 Billion 0.43% of portfolio
3,821
Q2 2025 Reduced 6.49%
$0
$1.05 Billion 0.42% of portfolio
11,773
Q2 2025 Reduced 9.22%
$0
$1.04 Billion 0.41% of portfolio
54,605
Q2 2025 Added 1.94%
$383B
$1.04 Billion 0.41% of portfolio
21,887
Q2 2025 Added 8.8%
$0
$1.03 Billion 0.41% of portfolio
25,903
Q2 2025 Reduced 9.92%
$51.7B
$1.01 Billion 0.4% of portfolio
5,889
Q2 2025 Added 15.27%
$38.4B
$1.02 Billion 0.4% of portfolio
3,409
Q2 2025 Reduced 26.15%
$0
$1.02 Billion 0.4% of portfolio
60,949
Q2 2025 Added 3.91%
-
$966 Million 0.38% of portfolio
-
Q2 2025 Reduced 3.75%
$60.1B
$953 Million 0.38% of portfolio
9,455
Q2 2025 Reduced 3.74%
$79.9B
$933 Million 0.37% of portfolio
10,245
Q2 2025 Added 4.26%
$126B
$905 Million 0.36% of portfolio
2,936
Q2 2025 Added 0.51%
$0
$912 Million 0.36% of portfolio
7,289
Q2 2025 Reduced 1.21%
$102B
$895 Million 0.35% of portfolio
1,222
Q2 2025 Reduced 7.77%
$77.1B
$866 Million 0.34% of portfolio
3,216
Q2 2025 Reduced 4.46%

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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