Hf Advisory Group, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 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 $5.58B, Alphabet Inc. with a value of $4.79B, Microsoft Corp with a value of $4.76B, Spdr Ssga Us Large Cap Low Vol with a value of $4.4B, and Ishares Tr Fallen Angels Usd B with a value of $3.97B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $179B to 193B.

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 $193 Billion
ETFs: $65.6 Billion
Technology: $24 Billion
Healthcare: $18.8 Billion
Financial Services: $18.2 Billion
Communication Services: $16.6 Billion
Consumer Cyclical: $13.1 Billion
Energy: $11.3 Billion
Industrials: $7.49 Billion
Other: $14.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $193 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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