Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $272 Billion
  • Q3 2025

Hf Advisory Group, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $272 Billion distributed in 166 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 $8.28B, Microsoft Corp with a value of $6.63B, Ishares Tr Fallen Angels Usd B with a value of $6.24B, Alphabet Inc. with a value of $6.23B, and Spdr Ssga Us Large Cap Low Vol with a value of $5.68B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $253B to 272B.

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 $272 Billion
ETFs: $83.3 Billion
Financial Services: $31.5 Billion
Technology: $31.1 Billion
Communication Services: $24.4 Billion
Healthcare: $23.9 Billion
Energy: $17.5 Billion
Consumer Cyclical: $16.6 Billion
Consumer Defensive: $15.1 Billion
Other: $24.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.28 Billion 3.04% of portfolio
121,683
Q3 2025 Added 4.47%
$3.83T
$6.63 Billion 2.43% of portfolio
12,799
Q3 2025 Reduced 8.64%
$0
$6.24 Billion 2.29% of portfolio
224,703
Q3 2025 Added 8.75%
$1.69T
$6.23 Billion 2.29% of portfolio
25,576
Q3 2025 Reduced 7.45%
$0
$5.68 Billion 2.09% of portfolio
31,874
Q3 2025 Added 4.95%
$907B
$4.98 Billion 1.83% of portfolio
15,788
Q3 2025 Added 4.2%
$635B
$5 Billion 1.83% of portfolio
9,936
Q3 2025 Added 19.29%
$165B
$4.71 Billion 1.73% of portfolio
107,183
Q3 2025 Added 9.47%
$0
$4.5 Billion 1.65% of portfolio
187,918
Q3 2025 Added 12.33%
$331B
$4.37 Billion 1.6% of portfolio
52,079
Q3 2025 Added 7.06%
$1.43T
$4.27 Billion 1.57% of portfolio
5,818
Q3 2025 Reduced 23.57%
$0
$4.06 Billion 1.49% of portfolio
51,883
Q3 2025 Added 2.44%
$50.4B
$3.94 Billion 1.45% of portfolio
72,335
Q3 2025 Added 9.57%
$0
$3.89 Billion 1.43% of portfolio
119,515
Q3 2025 Reduced 0.48%
$198B
$3.88 Billion 1.42% of portfolio
718
Q3 2025 Added 0.84%
$136B
$3.81 Billion 1.4% of portfolio
149,351
Q3 2025 Added 8.23%
$171B
$3.55 Billion 1.3% of portfolio
37,162
Q3 2025 Added 2.65%
$3.37B
$3.52 Billion 1.29% of portfolio
193,028
Q3 2025 Added 14.95%
$0
$3.47 Billion 1.28% of portfolio
5,783
Q3 2025 Reduced 0.84%
$556B
$3.48 Billion 1.28% of portfolio
10,197
Q3 2025 Added 2.11%
$0
$3.31 Billion 1.21% of portfolio
13,545
Q3 2025 Reduced 1.24%
$229B
$3.15 Billion 1.16% of portfolio
19,396
Q3 2025 Added 55.75%
$101B
$3.04 Billion 1.12% of portfolio
32,120
Q3 2025 Added 8.98%
$266B
$3 Billion 1.1% of portfolio
41,900
Q3 2025 Added 8.93%
$258B
$2.98 Billion 1.09% of portfolio
17,791
Q3 2025 Reduced 2.85%
$0
$2.92 Billion 1.07% of portfolio
20,023
Q3 2025 Added 1.93%
$4.98B
$2.92 Billion 1.07% of portfolio
69,222
Q3 2025 Added 3.33%
$476B
$2.87 Billion 1.06% of portfolio
25,491
Q3 2025 Added 1.57%
$495B
$2.88 Billion 1.06% of portfolio
15,435
Q3 2025 Reduced 1.22%
$4.34T
$2.85 Billion 1.05% of portfolio
11,201
Q3 2025 Reduced 0.95%
$0
$2.85 Billion 1.05% of portfolio
31,488
Q3 2025 Added 3.54%
$197B
$2.76 Billion 1.01% of portfolio
19,675
Q3 2025 Added 7.74%
$1.52T
$2.65 Billion 0.97% of portfolio
9,491
Q3 2025 Reduced 40.05%
$174B
$2.61 Billion 0.96% of portfolio
92,554
Q3 2025 Added 5.3%
$76.3B
$2.6 Billion 0.96% of portfolio
8,050
Q3 2025 Added 49.52%
$58B
$2.62 Billion 0.96% of portfolio
57,375
Q3 2025 Added 4.9%
Kenvue Inc
-
$2.53 Billion 0.93% of portfolio
-
Q3 2025 Added 16.55%
$30.9B
$2.42 Billion 0.89% of portfolio
208,447
Q3 2025 Reduced 2.88%
$198B
$2.37 Billion 0.87% of portfolio
11,552
Q3 2025 Added 8.78%
$17.4B
$2.36 Billion 0.87% of portfolio
54,578
Q3 2025 Added 7.97%
$669B
$2.36 Billion 0.87% of portfolio
8,407
Q3 2025 Reduced 41.31%
$0
$2.37 Billion 0.87% of portfolio
3,172
Q3 2025 Added 2.95%
$177B
$2.29 Billion 0.84% of portfolio
12,449
Q3 2025 Added 1.13%
$68B
$2.25 Billion 0.83% of portfolio
26,915
Q3 2025 Added 28.76%
$103B
$2.2 Billion 0.81% of portfolio
33,374
Q3 2025 Added 3.42%
$154B
$2.2 Billion 0.81% of portfolio
19,864
Q3 2025 Added 7.26%
$119B
$2.2 Billion 0.81% of portfolio
41,402
Q3 2025 Reduced 12.14%
$1.4T
$2.14 Billion 0.79% of portfolio
4,819
Q2 2025 Reduced 8.0%
$0
$2.13 Billion 0.78% of portfolio
40,672
Q3 2025 Added 5.59%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $272 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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