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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.6B
$1.08 Billion 0.5% of portfolio
8,471
Q4 2024 Added 10.07%
$185B
$1.06 Billion 0.49% of portfolio
6,921
Q4 2024 Added 58.3%
$38.4B
$1.04 Billion 0.48% of portfolio
4,625
Q4 2024 Added 4.1%
$141B
$1.02 Billion 0.47% of portfolio
17,920
Q4 2024 Added 6.47%
$113B
$1 Billion 0.46% of portfolio
4,717
Q4 2024 Added 6.48%
$0
$973 Million 0.45% of portfolio
53,066
Q4 2024 Added 0.6%
$48.1B
$933 Million 0.43% of portfolio
343,028
Q4 2024 Added 3.71%
-
$942 Million 0.43% of portfolio
-
Q4 2024 Added 9.65%
$690B
$943 Million 0.43% of portfolio
1,221
Q4 2024 Reduced 47.12%
$210B
$880 Million 0.4% of portfolio
9,045
Q4 2024 Added 7.56%
$373B
$839 Million 0.39% of portfolio
19,093
Q4 2024 Added 4.11%
$123B
$851 Million 0.39% of portfolio
2,905
Q4 2024 Added 0.48%
$53.1B
$816 Million 0.37% of portfolio
2,760
Q4 2024 Reduced 1.81%
$79.5B
$808 Million 0.37% of portfolio
3,932
Q4 2024 Reduced 11.0%
$67.7B
$788 Million 0.36% of portfolio
3,362
Q4 2024 Added 0.93%
$86.9B
$780 Million 0.36% of portfolio
3,867
Q4 2024 Reduced 0.15%
$85.2B
$754 Million 0.35% of portfolio
1,324
Q4 2024 Added 19.39%
$72.1B
$759 Million 0.35% of portfolio
14,029
Q4 2024 Reduced 15.48%
$67.3B
$733 Million 0.34% of portfolio
9,543
Q4 2024 Reduced 7.91%
$67.7B
$723 Million 0.33% of portfolio
3,185
Q4 2024 Reduced 18.02%
$384B
$705 Million 0.32% of portfolio
4,872
Q4 2024 Reduced 3.03%
$70.5B
$700 Million 0.32% of portfolio
2,412
Q4 2024 Reduced 13.11%
$36.4B
$700 Million 0.32% of portfolio
11,303
Q4 2024 Reduced 5.66%
$117B
$651 Million 0.3% of portfolio
8,154
Q4 2024 Added 3.57%
$477B
$639 Million 0.29% of portfolio
1,263
Q4 2024 Added 5.34%
$21.6B
$616 Million 0.28% of portfolio
7,282
Q4 2024 Added 8.35%
$102B
$608 Million 0.28% of portfolio
3,434
Q4 2024 Reduced 3.97%
$146B
$551 Million 0.25% of portfolio
2,113
Q4 2024 Added 7.75%
$59.9B
$548 Million 0.25% of portfolio
4,351
Q4 2024 Reduced 15.14%
$271B
$519 Million 0.24% of portfolio
8,343
Q4 2024 Added 1.91%
$33.1B
$526 Million 0.24% of portfolio
4,446
Q4 2024 Reduced 48.28%
$10.9B
$507 Million 0.23% of portfolio
4,161
Q4 2024 Reduced 7.72%
$35.4B
$478 Million 0.22% of portfolio
7,491
Q4 2024 Added 3.24%
$50B
$412 Million 0.19% of portfolio
4,465
Q4 2024 Added 0.93%
$30.4B
$406 Million 0.19% of portfolio
1,933
Q4 2024 Reduced 41.71%
$79.3B
$389 Million 0.18% of portfolio
6,505
Q4 2024 Added 3.48%
$9.77B
$356 Million 0.16% of portfolio
6,928
Q4 2024 Added 3.9%
$417B
$355 Million 0.16% of portfolio
387
Q4 2024 Added 4.31%
$40.2B
$325 Million 0.15% of portfolio
32,861
Q4 2024 Added 13.75%
$17.4B
$333 Million 0.15% of portfolio
3,874
Q4 2024 Added 5.85%
$69.1B
$297 Million 0.14% of portfolio
6,607
Q4 2024 Reduced 53.56%
$46B
$273 Million 0.13% of portfolio
5,064
Q4 2024 Reduced 4.88%
$1.17T
$253 Million 0.12% of portfolio
1,335
Q4 2024 Added 1.06%
$204B
$265 Million 0.12% of portfolio
731
Q4 2024 Reduced 1.62%
$78B
$246 Million 0.11% of portfolio
1,903
Q4 2024 Reduced 12.26%
$419B
$227 Million 0.1% of portfolio
585
Q4 2024 Reduced 0.68%
$53B
$223 Million 0.1% of portfolio
1,226
Q4 2024 Added 97.11%
$0
$181 Million 0.08% of portfolio
21,052
Q4 2024 Added 2.94%
$0
$146 Million 0.07% of portfolio
16,763
Q4 2024 Added 2.48%

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
Track This Portfolio

Track Hf Advisory Group, LLC Portfolio

Follow Hf Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hf Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hf Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email