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 Market Cap. of $50 Millions to $300 Millions

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

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
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