Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $229 Billion
  • Q1 2025

Hf Advisory Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 160 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 $6.63B, Berkshire Hathaway Inc Class B with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $5.07B, Ishares Tr Fallen Angels Usd B with a value of $4.9B, and Microsoft Corp with a value of $4.79B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $218B to 229B.

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 $229 Billion
ETFs: $69.4 Billion
Financial Services: $26.4 Billion
Technology: $25.4 Billion
Healthcare: $21.1 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $14.9 Billion
Energy: $14.7 Billion
Consumer Defensive: $12.8 Billion
Other: $18.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.63 Billion 2.9% of portfolio
107,265
Q1 2025 Added 6.67%
$683B
$5.11 Billion 2.23% of portfolio
9,598
Q1 2025 Added 7.82%
$0
$5.07 Billion 2.22% of portfolio
29,126
Q1 2025 Added 1.97%
$0
$4.9 Billion 2.14% of portfolio
182,993
Q1 2025 Added 11.14%
$2.8T
$4.79 Billion 2.09% of portfolio
12,757
Q1 2025 Added 6.11%
$1.3T
$4.34 Billion 1.9% of portfolio
7,537
Q1 2025 Added 3.32%
$951B
$4.14 Billion 1.81% of portfolio
26,469
Q1 2025 Reduced 6.89%
$191B
$4.08 Billion 1.78% of portfolio
89,926
Q1 2025 Added 23.01%
$573B
$3.87 Billion 1.69% of portfolio
11,041
Q1 2025 Reduced 1.81%
$1.94T
$3.66 Billion 1.6% of portfolio
19,240
Q1 2025 Reduced 8.21%
$0
$3.46 Billion 1.51% of portfolio
113,913
Q1 2025 Added 4.8%
$183B
$3.46 Billion 1.51% of portfolio
751
Q1 2025 Reduced 10.81%
$720B
$3.31 Billion 1.45% of portfolio
13,493
Q1 2025 Reduced 1.35%
$0
$3.32 Billion 1.45% of portfolio
50,534
Q1 2025 Reduced 0.97%
$0
$3.27 Billion 1.43% of portfolio
139,601
Q1 2025 Added 13.16%
$272B
$3.01 Billion 1.31% of portfolio
41,906
Q1 2025 Added 10.44%
Kenvue Inc
-
$2.95 Billion 1.29% of portfolio
-
Q1 2025 Added 8.04%
$4.18B
$2.84 Billion 1.24% of portfolio
132,946
Q1 2025 Reduced 3.7%
$0
$2.79 Billion 1.22% of portfolio
13,875
Q1 2025 Reduced 0.22%
$142B
$2.78 Billion 1.22% of portfolio
109,868
Q1 2025 Added 20.2%
$0
$2.74 Billion 1.2% of portfolio
5,846
Q1 2025 Added 1.39%
$47.8B
$2.73 Billion 1.19% of portfolio
57,784
Q1 2025 Added 10.57%
$496B
$2.69 Billion 1.18% of portfolio
22,642
Q1 2025 Added 16.52%
$202B
$2.6 Billion 1.14% of portfolio
91,890
Q1 2025 Added 2.57%
$104B
$2.53 Billion 1.11% of portfolio
5,825
Q1 2025 Added 14.89%
$3.57T
$2.51 Billion 1.1% of portfolio
11,284
Q1 2025 Reduced 5.7%
$861B
$2.48 Billion 1.08% of portfolio
14,922
Q1 2025 Added 1.96%
$246B
$2.44 Billion 1.07% of portfolio
15,396
Q1 2025 Added 2.65%
$377B
$2.46 Billion 1.07% of portfolio
17,579
Q1 2025 Added 16.39%
$0
$2.41 Billion 1.05% of portfolio
19,736
Q1 2025 Reduced 0.67%
$259B
$2.34 Billion 1.02% of portfolio
31,966
Q1 2025 Added 8.14%
$100B
$2.31 Billion 1.01% of portfolio
25,170
Q1 2025 Added 13.51%
$207B
$2.24 Billion 0.98% of portfolio
14,955
Q1 2025 Added 21.31%
$195B
$2.1 Billion 0.92% of portfolio
15,860
Q1 2025 Added 7.73%
$0
$2.08 Billion 0.91% of portfolio
27,104
Q1 2025 Added 2.98%
$523B
$2.06 Billion 0.9% of portfolio
3,758
Q1 2025 Added 0.97%
$12.3B
$1.96 Billion 0.86% of portfolio
25,183
Q1 2025 Reduced 12.54%
$0
$1.97 Billion 0.86% of portfolio
39,786
Q1 2025 Added 7.06%
$140B
$1.9 Billion 0.83% of portfolio
16,940
Q1 2025 Added 4.72%
$134B
$1.83 Billion 0.8% of portfolio
17,410
Q1 2025 Added 6.71%
$108B
$1.82 Billion 0.8% of portfolio
30,333
Q1 2025 Added 6.48%
$92.8B
$1.83 Billion 0.8% of portfolio
44,131
Q1 2025 Added 10.92%
$25.8B
$1.81 Billion 0.79% of portfolio
193,097
Q1 2025 Added 22.59%
$177B
$1.79 Billion 0.78% of portfolio
9,953
Q1 2025 Added 16.49%
$16.3B
$1.75 Billion 0.76% of portfolio
43,638
Q1 2025 Reduced 4.14%
$270B
$1.74 Billion 0.76% of portfolio
16,047
Q1 2025 Reduced 2.33%
$32.7B
$1.71 Billion 0.75% of portfolio
9,677
Q1 2025 Reduced 2.17%
$54.6B
$1.65 Billion 0.72% of portfolio
40,096
Q1 2025 Added 14.18%
$0
$1.62 Billion 0.71% of portfolio
2,982
Q1 2025 Reduced 5.18%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $229 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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