Htg Investment Advisors, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 70 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 $27.3B, Dimensional ETF Tr Dimensional with a value of $21.5B, American Centy ETF Tr Avantis with a value of $20.8B, American Centy ETF Tr Avantis with a value of $20.2B, and Cbre Group, Inc. with a value of $18.8B.

Examining the 13F form we can see an increase of $29.2B in the current position value, from $240B to 269B.

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 $269 Billion
ETFs: $191 Billion
Real Estate: $18.8 Billion
Technology: $5.42 Billion
Industrials: $4.44 Billion
Consumer Defensive: $2.06 Billion
Energy: $1.5 Billion
Financial Services: $1.25 Billion
Communication Services: $1.07 Billion
Other: $1.93 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $269 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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