Hf Advisory Group, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $272 Billion distributed in 166 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 $8.28B, Microsoft Corp with a value of $6.63B, Ishares Tr Fallen Angels Usd B with a value of $6.24B, Alphabet Inc. with a value of $6.23B, and Spdr Ssga Us Large Cap Low Vol with a value of $5.68B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $253B to 272B.

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 $272 Billion
ETFs: $83.3 Billion
Financial Services: $31.5 Billion
Technology: $31.1 Billion
Communication Services: $24.4 Billion
Healthcare: $23.9 Billion
Energy: $17.5 Billion
Consumer Cyclical: $16.6 Billion
Consumer Defensive: $15.1 Billion
Other: $24.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $272 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 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.