Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $253 Billion
  • Q2 2025

Hf Advisory Group, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 164 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 $7.45B, Microsoft Corp with a value of $6.97B, Meta Platforms, Inc. with a value of $5.62B, Ishares Tr Fallen Angels Usd B with a value of $5.61B, and Spdr Ssga Us Large Cap Low Vol with a value of $5.3B.

Examining the 13F form we can see an increase of $24.2B in the current position value, from $229B to 253B.

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 $253 Billion
ETFs: $77.2 Billion
Technology: $32 Billion
Financial Services: $28.5 Billion
Communication Services: $23.2 Billion
Healthcare: $20.7 Billion
Consumer Cyclical: $16.4 Billion
Energy: $15.6 Billion
Consumer Defensive: $13.1 Billion
Other: $21.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$1.3 Billion 0.51% of portfolio
26,949
Q2 2025 Added 1.42%
$41.9B
$1.29 Billion 0.51% of portfolio
17,291
Q2 2025 Reduced 5.53%
$154B
$1.3 Billion 0.51% of portfolio
21,195
Q2 2025 Added 1.92%
$748B
$1.28 Billion 0.5% of portfolio
1,637
Q2 2025 Added 13.29%
$264B
$1.24 Billion 0.49% of portfolio
10,254
Q2 2025 Reduced 6.4%
$118B
$1.23 Billion 0.49% of portfolio
14,133
Q2 2025 Added 8.49%
$88.7B
$1.21 Billion 0.48% of portfolio
26,660
Q2 2025 Reduced 6.23%
$53.1B
$1.16 Billion 0.46% of portfolio
3,736
Q2 2025 Reduced 5.59%
$179B
$1.11 Billion 0.44% of portfolio
6,977
Q2 2025 Reduced 7.21%
$29B
$1.08 Billion 0.43% of portfolio
4,876
Q2 2025 Reduced 21.78%
$65.3B
$1.08 Billion 0.43% of portfolio
3,821
Q2 2025 Reduced 6.49%
$0
$1.04 Billion 0.41% of portfolio
54,605
Q2 2025 Added 1.94%
$376B
$1.04 Billion 0.41% of portfolio
21,887
Q2 2025 Added 8.8%
$50.1B
$1.01 Billion 0.4% of portfolio
5,889
Q2 2025 Added 15.27%
$38.4B
$1.02 Billion 0.4% of portfolio
3,409
Q2 2025 Reduced 26.15%
-
$966 Million 0.38% of portfolio
-
Q2 2025 Reduced 3.75%
$75.2B
$933 Million 0.37% of portfolio
10,245
Q2 2025 Added 4.26%
$128B
$905 Million 0.36% of portfolio
2,936
Q2 2025 Added 0.51%
$105B
$895 Million 0.35% of portfolio
1,222
Q2 2025 Reduced 7.77%
$76.4B
$866 Million 0.34% of portfolio
3,216
Q2 2025 Reduced 4.46%
$92.7B
$819 Million 0.32% of portfolio
3,578
Q2 2025 Reduced 5.79%
$43B
$799 Million 0.32% of portfolio
4,754
Q2 2025 Added 10.12%
$70.5B
$750 Million 0.3% of portfolio
11,936
Q2 2025 Reduced 7.51%
$409B
$767 Million 0.3% of portfolio
5,022
Q2 2025 Reduced 1.8%
$19.5B
$748 Million 0.3% of portfolio
10,172
Q2 2025 Added 9.58%
$79.5B
$654 Million 0.26% of portfolio
3,796
Q2 2025 Reduced 1.71%
$10.8B
$656 Million 0.26% of portfolio
5,408
Q2 2025 Added 12.76%
$159B
$612 Million 0.24% of portfolio
2,191
Q2 2025 Reduced 4.28%
$300B
$610 Million 0.24% of portfolio
8,629
Q2 2025 Reduced 5.07%
$135B
$618 Million 0.24% of portfolio
2,949
Q2 2025 Reduced 9.98%
$70.5B
$571 Million 0.23% of portfolio
3,715
Q2 2025 Reduced 14.3%
$30.4B
$538 Million 0.21% of portfolio
10,380
Q2 2025 Added 12.37%
$283B
$528 Million 0.21% of portfolio
1,692
Q2 2025 Added 20.0%
$91.6B
$525 Million 0.21% of portfolio
7,782
Q2 2025 Reduced 13.33%
$121B
$497 Million 0.2% of portfolio
1,072
Q2 2025 Added 1.42%
$40B
$493 Million 0.19% of portfolio
1,713
Q2 2025 Reduced 3.0%
$14.8B
$485 Million 0.19% of portfolio
6,743
Q2 2025 Added 39.12%
$53.8B
$453 Million 0.18% of portfolio
4,368
Q2 2025 Reduced 4.61%
$46.7B
$369 Million 0.15% of portfolio
34,013
Q2 2025 Reduced 1.62%
$87.5B
$350 Million 0.14% of portfolio
5,074
Q2 2025 Reduced 20.54%
$435B
$345 Million 0.14% of portfolio
348
Q2 2025 Reduced 10.31%
$212B
$340 Million 0.13% of portfolio
877
Q2 2025 Added 19.0%
$61.7B
$292 Million 0.12% of portfolio
1,429
Q2 2025 Added 16.56%
$86.2B
$272 Million 0.11% of portfolio
1,788
Q2 2025 Added 4.01%
$47.6B
$288 Million 0.11% of portfolio
5,087
Q2 2025 Reduced 2.57%
$1.07T
$229 Million 0.09% of portfolio
1,299
Q2 2025 Added 0.31%
$380B
$218 Million 0.09% of portfolio
596
Q2 2025 Reduced 2.45%
$0
$178 Million 0.07% of portfolio
21,939
Q2 2025 Added 3.96%
$0
$133 Million 0.05% of portfolio
17,196
Q2 2025 Added 3.63%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $253 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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