Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $179 Billion
  • Q1 2024

Hf Advisory Group, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 155 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 $5.34B, Spdr Ssga Us Large Cap Low Vol with a value of $4.75B, Alphabet Inc. with a value of $4.54B, Microsoft Corp with a value of $4.35B, and Ishares Tr Fallen Angels Usd B with a value of $3.83B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $157B to 179B.

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 $179 Billion
ETFs: $62.4 Billion
Technology: $21 Billion
Healthcare: $17.5 Billion
Financial Services: $17.4 Billion
Communication Services: $15.2 Billion
Consumer Cyclical: $11.2 Billion
Energy: $10.9 Billion
Industrials: $7.42 Billion
Other: $12.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.34 Billion 2.99% of portfolio
92,009
Q1 2024 Added 0.81%
$0
$4.75 Billion 2.66% of portfolio
30,511
Q1 2024 Reduced 6.81%
$1.12T
$4.54 Billion 2.54% of portfolio
29,807
Q1 2024 Added 9.8%
$3.33T
$4.35 Billion 2.43% of portfolio
10,346
Q1 2024 Reduced 2.9%
$0
$3.83 Billion 2.14% of portfolio
142,675
Q1 2024 Added 6.95%
$1.97T
$3.44 Billion 1.92% of portfolio
19,049
Q1 2024 Added 6.04%
$0
$3.01 Billion 1.68% of portfolio
48,919
Q1 2024 Reduced 2.5%
$529B
$2.97 Billion 1.66% of portfolio
7,061
Q1 2024 Added 27.78%
$0
$2.71 Billion 1.52% of portfolio
96,828
Q1 2024 Added 0.72%
$134B
$2.7 Billion 1.51% of portfolio
37,290
Q1 2024 Added 21.01%
$1.13T
$2.69 Billion 1.51% of portfolio
5,547
Q1 2024 Reduced 12.05%
$0
$2.6 Billion 1.45% of portfolio
13,910
Q1 2024 Reduced 0.43%
$157B
$2.56 Billion 1.43% of portfolio
704
Q1 2024 Added 18.12%
$0
$2.53 Billion 1.41% of portfolio
107,632
Q1 2024 Added 4.02%
$0
$2.49 Billion 1.39% of portfolio
139,244
Q1 2024 Added 0.41%
$593B
$2.48 Billion 1.39% of portfolio
12,391
Q1 2024 Added 8.18%
$429B
$2.41 Billion 1.35% of portfolio
8,625
Q1 2024 Added 9.19%
$157B
$2.29 Billion 1.28% of portfolio
82,475
Q1 2024 Added 21.98%
$79.7B
$2.27 Billion 1.27% of portfolio
8,052
Q1 2024 Added 6.13%
$225B
$2.27 Billion 1.27% of portfolio
39,203
Q1 2024 Added 14.99%
$38.4B
$2.09 Billion 1.17% of portfolio
52,104
Q1 2024 Added 1.28%
$173B
$2.03 Billion 1.14% of portfolio
48,458
Q1 2024 Added 39.79%
$0
$1.99 Billion 1.12% of portfolio
17,343
Q1 2024 Added 14.44%
$860B
$1.99 Billion 1.11% of portfolio
2,559
Q1 2024 Reduced 1.58%
$3.66B
$1.96 Billion 1.1% of portfolio
107,471
Q1 2024 Added 9.79%
$177B
$1.97 Billion 1.1% of portfolio
11,306
Q1 2024 Reduced 16.77%
$0
$1.94 Billion 1.08% of portfolio
49,799
Q1 2024 Added 4.2%
Kenvue Inc
-
$1.91 Billion 1.07% of portfolio
-
Q1 2024 Added 14.02%
$39.3B
$1.86 Billion 1.04% of portfolio
7,373
Q1 2024 Added 5.71%
$0
$1.85 Billion 1.04% of portfolio
4,172
Q1 2024 Reduced 3.38%
$136B
$1.74 Billion 0.98% of portfolio
99,108
Q1 2024 Reduced 2.09%
$0
$1.71 Billion 0.96% of portfolio
35,148
Q1 2024 Added 15.26%
$11.7B
$1.68 Billion 0.94% of portfolio
60,736
Q1 2024 Added 3.45%
$480B
$1.68 Billion 0.94% of portfolio
14,487
Q1 2024 Added 26.46%
$84.4B
$1.67 Billion 0.93% of portfolio
23,255
Q1 2024 Added 4.15%
$3.38T
$1.65 Billion 0.92% of portfolio
9,604
Q1 2024 Added 7.45%
$257B
$1.62 Billion 0.91% of portfolio
24,140
Q1 2024 Added 3.48%
$78.5B
$1.6 Billion 0.9% of portfolio
6,344
Q1 2024 Added 4.39%
$127B
$1.61 Billion 0.9% of portfolio
36,427
Q1 2024 Reduced 3.6%
$148B
$1.58 Billion 0.88% of portfolio
16,161
Q1 2024 Added 3.17%
$130B
$1.55 Billion 0.87% of portfolio
2,983
Q1 2024 Added 0.71%
$308B
$1.5 Billion 0.84% of portfolio
1,657
Q1 2024 Added 5.07%
$421B
$1.48 Billion 0.83% of portfolio
3,083
Q1 2024 Added 1.68%
$381B
$1.47 Billion 0.82% of portfolio
11,706
Q1 2024 Added 36.85%
$0
$1.42 Billion 0.8% of portfolio
2,715
Q1 2024 Added 7.95%
$0
$1.43 Billion 0.8% of portfolio
11,552
Q1 2024 Added 16.45%
$901B
$1.33 Billion 0.74% of portfolio
9,750
Q1 2024 Reduced 0.13%
$181B
$1.29 Billion 0.72% of portfolio
10,502
Q1 2024 Added 2.5%
$81.6B
$1.29 Billion 0.72% of portfolio
29,653
Q1 2024 Added 6.22%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $179 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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