Htg Investment Advisors, Inc. Portfolio Holdings

Htg Investment Advisors, Inc.

  • $185 Billion
  • Q2 2024

Htg Investment Advisors, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $22.4B, Dimensional ETF Tr with a value of $15B, Cbre Group, Inc. with a value of $14.7B, Dimensional ETF Tr Dimensional with a value of $14.2B, and American Centy ETF Tr Avantis with a value of $14.2B.

Examining the 13F form we can see an increase of $13B in the current position value, from $172B to 185B.

Htg Investment Advisors, Inc. is based out at New Canaan, CT

Below you can find more details about Htg Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $185 Billion
ETFs: $135 Billion
Real Estate: $14.7 Billion
Technology: $5.03 Billion
Industrials: $2.87 Billion
Consumer Defensive: $1.94 Billion
Energy: $1.58 Billion
Communication Services: $1.11 Billion
Financial Services: $1.07 Billion
Other: $1.95 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $185 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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