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
$0
$6.17 Billion 2.84% of portfolio
100,557
Q4 2024 Added 2.02%
$1.21T
$5.41 Billion 2.49% of portfolio
28,428
Q4 2024 Added 1.42%
$3.19T
$5.07 Billion 2.33% of portfolio
12,022
Q4 2024 Added 1.14%
$0
$4.72 Billion 2.17% of portfolio
28,564
Q4 2024 Reduced 1.06%
$2.35T
$4.6 Billion 2.11% of portfolio
20,962
Q4 2024 Added 2.82%
$0
$4.4 Billion 2.02% of portfolio
164,657
Q4 2024 Added 3.5%
$1.39T
$4.27 Billion 1.96% of portfolio
7,295
Q4 2024 Reduced 4.8%
$186B
$4.19 Billion 1.92% of portfolio
842
Q4 2024 Reduced 6.44%
$610B
$4.04 Billion 1.85% of portfolio
8,902
Q4 2024 Added 7.59%
$529B
$3.55 Billion 1.63% of portfolio
11,245
Q4 2024 Added 1.96%
$0
$3.52 Billion 1.62% of portfolio
51,027
Q4 2024 Reduced 0.04%
$772B
$3.28 Billion 1.51% of portfolio
13,677
Q4 2024 Added 8.6%
$0
$3.26 Billion 1.5% of portfolio
108,698
Q4 2024 Added 3.05%
$3.58T
$3 Billion 1.38% of portfolio
11,966
Q4 2024 Added 10.1%
$0
$2.96 Billion 1.36% of portfolio
13,905
Q4 2024 Added 0.04%
$0
$2.95 Billion 1.35% of portfolio
5,766
Q4 2024 Added 3.2%
$0
$2.9 Billion 1.33% of portfolio
123,367
Q4 2024 Added 5.1%
$1.13T
$2.89 Billion 1.33% of portfolio
14,635
Q4 2024 Added 6.4%
$147B
$2.8 Billion 1.29% of portfolio
37,869
Q4 2024 Added 1.32%
$295B
$2.67 Billion 1.23% of portfolio
37,946
Q4 2024 Reduced 2.43%
$0
$2.56 Billion 1.18% of portfolio
19,869
Q4 2024 Added 4.81%
$4.16B
$2.54 Billion 1.17% of portfolio
138,058
Q4 2024 Added 31.03%
$465B
$2.52 Billion 1.16% of portfolio
15,104
Q4 2024 Added 2.62%
$48B
$2.43 Billion 1.12% of portfolio
52,258
Q4 2024 Reduced 4.33%
Kenvue Inc
-
$2.43 Billion 1.12% of portfolio
-
Q4 2024 Added 3.21%
$150B
$2.42 Billion 1.11% of portfolio
91,402
Q4 2024 Added 3.3%
$12.5B
$2.35 Billion 1.08% of portfolio
28,793
Q4 2024 Added 12.6%
$351B
$2.21 Billion 1.01% of portfolio
16,430
Q4 2024 Reduced 2.24%
$1.34T
$2.1 Billion 0.97% of portfolio
5,210
Q3 2024 Reduced 1.42%
$327B
$2.1 Billion 0.97% of portfolio
6,282
Q4 2024 Added 16.12%
$465B
$2.09 Billion 0.96% of portfolio
19,432
Q4 2024 Added 6.44%
$0
$2.05 Billion 0.94% of portfolio
26,320
Q4 2024 Reduced 3.56%
$160B
$2.04 Billion 0.94% of portfolio
89,584
Q4 2024 Reduced 9.29%
$504B
$1.96 Billion 0.9% of portfolio
3,722
Q4 2024 Added 10.35%
$0
$1.96 Billion 0.9% of portfolio
3,145
Q4 2024 Added 1.71%
$38.2B
$1.94 Billion 0.89% of portfolio
9,892
Q4 2024 Added 32.37%
$0
$1.89 Billion 0.87% of portfolio
37,161
Q4 2024 Added 2.54%
$205B
$1.87 Billion 0.86% of portfolio
12,328
Q4 2024 Added 419.73%
$93.4B
$1.87 Billion 0.86% of portfolio
5,070
Q4 2024 Added 35.89%
$238B
$1.85 Billion 0.85% of portfolio
29,560
Q4 2024 Added 15.78%
$92.2B
$1.83 Billion 0.84% of portfolio
22,175
Q4 2024 Reduced 3.16%
$192B
$1.81 Billion 0.83% of portfolio
14,998
Q4 2024 Added 3.89%
$185B
$1.7 Billion 0.78% of portfolio
14,722
Q4 2024 Reduced 2.26%
$15.5B
$1.67 Billion 0.77% of portfolio
45,522
Q4 2024 Reduced 23.81%
$133B
$1.62 Billion 0.74% of portfolio
16,316
Q4 2024 Added 12.49%
$177B
$1.6 Billion 0.74% of portfolio
8,544
Q4 2024 Added 0.61%
$4.55B
$1.58 Billion 0.73% of portfolio
39,043
Q4 2024 Added 39.15%
$0
$1.58 Billion 0.72% of portfolio
12,561
Q4 2024 Added 4.84%
$63.5B
$1.52 Billion 0.7% of portfolio
35,117
Q4 2024 Added 50.54%

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
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