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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.17 Billion 2.84% of portfolio
100,557
Q4 2024 Added 2.02%
$0
$4.72 Billion 2.17% of portfolio
28,564
Q4 2024 Reduced 1.06%
$0
$4.4 Billion 2.02% of portfolio
164,657
Q4 2024 Added 3.5%
$0
$3.52 Billion 1.62% of portfolio
51,027
Q4 2024 Reduced 0.04%
$0
$3.26 Billion 1.5% of portfolio
108,698
Q4 2024 Added 3.05%
$0
$2.96 Billion 1.36% of portfolio
13,905
Q4 2024 Added 0.04%
$0
$2.95 Billion 1.35% of portfolio
5,766
Q4 2024 Added 3.2%
$0
$2.9 Billion 1.33% of portfolio
123,367
Q4 2024 Added 5.1%
$0
$2.56 Billion 1.18% of portfolio
19,869
Q4 2024 Added 4.81%
$0
$2.05 Billion 0.94% of portfolio
26,320
Q4 2024 Reduced 3.56%
$0
$1.96 Billion 0.9% of portfolio
3,145
Q4 2024 Added 1.71%
$0
$1.89 Billion 0.87% of portfolio
37,161
Q4 2024 Added 2.54%
$0
$1.58 Billion 0.72% of portfolio
12,561
Q4 2024 Added 4.84%
$0
$1.49 Billion 0.69% of portfolio
22,296
Q4 2024 Added 5.88%
$0
$1.39 Billion 0.64% of portfolio
24,643
Q4 2024 Added 6.74%
$0
$1.37 Billion 0.63% of portfolio
2,345
Q4 2024 Added 0.51%
$0
$1.27 Billion 0.59% of portfolio
4,397
Q4 2024 Added 0.5%
$0
$1.24 Billion 0.57% of portfolio
18,276
Q4 2024 Added 5.33%
$0
$1.24 Billion 0.57% of portfolio
49,423
Q4 2024 Added 11.65%
$0
$1.23 Billion 0.57% of portfolio
67,568
Q4 2024 Reduced 51.66%
$0
$1.15 Billion 0.53% of portfolio
2,803
Q4 2024 Reduced 8.85%
$0
$1.12 Billion 0.52% of portfolio
13,983
Q4 2024 Added 8.94%
$0
$1.11 Billion 0.51% of portfolio
41,081
Q4 2024 Added 7.78%
$0
$991 Million 0.46% of portfolio
7,767
Q4 2024 Added 4.37%
$0
$960 Million 0.44% of portfolio
12,712
Q4 2024 Added 0.59%
$0
$922 Million 0.42% of portfolio
26,827
Q4 2024 Added 10.84%
$0
$883 Million 0.41% of portfolio
11,599
Q4 2024 Added 12.75%
$0
$725 Million 0.33% of portfolio
6,559
Q4 2024 Reduced 0.52%
$0
$688 Million 0.32% of portfolio
16,984
Q4 2024 Reduced 33.18%
$0
$653 Million 0.3% of portfolio
12,055
Q4 2024 Reduced 7.28%
$0
$659 Million 0.3% of portfolio
12,891
Q4 2024 Added 3.84%
$0
$621 Million 0.29% of portfolio
9,470
Q4 2024 Added 4.84%
$0
$629 Million 0.29% of portfolio
2,586
Q4 2024 Reduced 3.33%
$0
$592 Million 0.27% of portfolio
3,659
Q4 2024 Added 2.9%
$0
$536 Million 0.25% of portfolio
2,114
Q4 2024 Added 0.38%
$0
$525 Million 0.24% of portfolio
9,154
Q4 2024 Reduced 3.34%
$0
$396 Million 0.18% of portfolio
2,876
Q4 2024 Reduced 4.58%
$0
$343 Million 0.16% of portfolio
1,531
Q4 2024 Added 1.73%
$0
$312 Million 0.14% of portfolio
9,249
Q4 2024 Reduced 0.41%
$0
$308 Million 0.14% of portfolio
13,708
Q4 2024 Added 2.39%
$0
$295 Million 0.14% of portfolio
1,217
Q4 2024 Added 2.7%
$0
$279 Million 0.13% of portfolio
19,149
Q4 2024 Added 2.28%
$0
$272 Million 0.13% of portfolio
3,014
Q4 2024 Reduced 1.21%
$0
$260 Million 0.12% of portfolio
5,147
Q4 2024 Reduced 6.33%
$0
$254 Million 0.12% of portfolio
8,076
Q4 2024 Reduced 5.92%
$0
$235 Million 0.11% of portfolio
10,565
Q4 2024 Reduced 7.79%
$0
$249 Million 0.11% of portfolio
7,546
Q4 2024 Added 1.92%
$0
$230 Million 0.11% of portfolio
1,390
Q4 2024 Reduced 3.74%
$0
$226 Million 0.1% of portfolio
7,874
Q4 2024 Reduced 5.56%

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