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
$0
$819 Million 0.32% of portfolio
6,770
Q2 2025 Added 3.63%
$92.7B
$819 Million 0.32% of portfolio
3,578
Q2 2025 Reduced 5.79%
$43B
$799 Million 0.32% of portfolio
4,754
Q2 2025 Added 10.12%
$70.5B
$750 Million 0.3% of portfolio
11,936
Q2 2025 Reduced 7.51%
$409B
$767 Million 0.3% of portfolio
5,022
Q2 2025 Reduced 1.8%
$19.5B
$748 Million 0.3% of portfolio
10,172
Q2 2025 Added 9.58%
$0
$709 Million 0.28% of portfolio
10,509
Q2 2025 Added 9.53%
$0
$685 Million 0.27% of portfolio
4,168
Q2 2025 Added 10.53%
$0
$662 Million 0.26% of portfolio
12,645
Q2 2025 Added 2.22%
$79.5B
$654 Million 0.26% of portfolio
3,796
Q2 2025 Reduced 1.71%
$10.8B
$656 Million 0.26% of portfolio
5,408
Q2 2025 Added 12.76%
$0
$648 Million 0.26% of portfolio
11,556
Q2 2025 Added 1.28%
Sila Realty Trust Inc
-
$636 Million 0.25% of portfolio
-
Q2 2025 Reduced 30.28%
$159B
$612 Million 0.24% of portfolio
2,191
Q2 2025 Reduced 4.28%
$0
$617 Million 0.24% of portfolio
2,291
Q2 2025 Reduced 1.08%
$300B
$610 Million 0.24% of portfolio
8,629
Q2 2025 Reduced 5.07%
$0
$584 Million 0.23% of portfolio
7,289
Q2 2025 New
$70.5B
$571 Million 0.23% of portfolio
3,715
Q2 2025 Reduced 14.3%
$0
$593 Million 0.23% of portfolio
8,583
Q2 2025 New
$30.4B
$538 Million 0.21% of portfolio
10,380
Q2 2025 Added 12.37%
$0
$531 Million 0.21% of portfolio
12,478
Q2 2025 Reduced 21.28%
$283B
$528 Million 0.21% of portfolio
1,692
Q2 2025 Added 20.0%
$91.6B
$525 Million 0.21% of portfolio
7,782
Q2 2025 Reduced 13.33%
$121B
$497 Million 0.2% of portfolio
1,072
Q2 2025 Added 1.42%
$0
$508 Million 0.2% of portfolio
8,975
Q2 2025 Added 1.26%
$40B
$493 Million 0.19% of portfolio
1,713
Q2 2025 Reduced 3.0%
$14.8B
$485 Million 0.19% of portfolio
6,743
Q2 2025 Added 39.12%
$0
$491 Million 0.19% of portfolio
1,975
Q2 2025 Reduced 10.06%
$53.8B
$453 Million 0.18% of portfolio
4,368
Q2 2025 Reduced 4.61%
$46.7B
$369 Million 0.15% of portfolio
34,013
Q2 2025 Reduced 1.62%
$0
$385 Million 0.15% of portfolio
1,382
Q2 2025 Added 11.81%
$0
$392 Million 0.15% of portfolio
2,706
Q2 2025 Added 0.89%
Gsk PLC
-
$359 Million 0.14% of portfolio
-
Q2 2025 Reduced 4.11%
$87.5B
$350 Million 0.14% of portfolio
5,074
Q2 2025 Reduced 20.54%
$435B
$345 Million 0.14% of portfolio
348
Q2 2025 Reduced 10.31%
$0
$357 Million 0.14% of portfolio
1,643
Q2 2025 Added 11.09%
$0
$328 Million 0.13% of portfolio
8,635
Q2 2025 Reduced 5.01%
$212B
$340 Million 0.13% of portfolio
877
Q2 2025 Added 19.0%
$0
$297 Million 0.12% of portfolio
21,079
Q2 2025 Added 4.66%
$0
$314 Million 0.12% of portfolio
13,747
Q2 2025 Added 1.74%
$61.7B
$292 Million 0.12% of portfolio
1,429
Q2 2025 Added 16.56%
$86.2B
$272 Million 0.11% of portfolio
1,788
Q2 2025 Added 4.01%
$47.6B
$288 Million 0.11% of portfolio
5,087
Q2 2025 Reduced 2.57%
$0
$278 Million 0.11% of portfolio
3,131
Q2 2025 Added 7.78%
$0
$258 Million 0.1% of portfolio
1,223
Q2 2025 Reduced 7.28%
$0
$220 Million 0.09% of portfolio
7,184
Q2 2025 Added 1.68%
$0
$238 Million 0.09% of portfolio
10,534
Q2 2025 Added 2.57%
$1.07T
$229 Million 0.09% of portfolio
1,299
Q2 2025 Added 0.31%
$0
$234 Million 0.09% of portfolio
7,372
Q2 2025 Added 1.36%

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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