Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $272 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$2.02 Billion 0.74% of portfolio
21,385
Q3 2025 Added 10.02%
$94.3B
$1.93 Billion 0.71% of portfolio
5,651
Q3 2025 Added 3.4%
$527B
$1.9 Billion 0.7% of portfolio
3,344
Q3 2025 Reduced 2.54%
$154B
$1.86 Billion 0.68% of portfolio
31,437
Q3 2025 Added 48.32%
$254B
$1.84 Billion 0.68% of portfolio
7,774
Q3 2025 Added 21.74%
$78.3B
$1.82 Billion 0.67% of portfolio
401,704
Q3 2025 Added 4.51%
$0
$1.76 Billion 0.65% of portfolio
23,994
Q3 2025 Added 5.08%
$862B
$1.7 Billion 0.62% of portfolio
2,223
Q3 2025 Added 35.8%
$0
$1.65 Billion 0.61% of portfolio
12,432
Q3 2025 Added 4.17%
$6.44B
$1.63 Billion 0.6% of portfolio
36,308
Q3 2025 Added 30.78%
$118B
$1.6 Billion 0.59% of portfolio
6,525
Q3 2025 Added 4.67%
$121B
$1.6 Billion 0.59% of portfolio
2,070
Q3 2025 Added 69.39%
$0
$1.56 Billion 0.57% of portfolio
27,190
Q3 2025 Added 5.64%
$39.2B
$1.55 Billion 0.57% of portfolio
8,174
Q3 2025 Reduced 24.02%
$156B
$1.49 Billion 0.55% of portfolio
4,227
Q3 2025 Added 13.9%
$123B
$1.46 Billion 0.54% of portfolio
30,970
Q3 2025 Added 14.92%
$0
$1.46 Billion 0.54% of portfolio
28,992
Q3 2025 Added 7.79%
$120B
$1.45 Billion 0.53% of portfolio
15,235
Q3 2025 Added 7.8%
$0
$1.43 Billion 0.53% of portfolio
55,471
Q3 2025 Added 7.24%
$88.4B
$1.42 Billion 0.52% of portfolio
5,461
Q3 2025 Added 0.11%
$0
$1.42 Billion 0.52% of portfolio
19,293
Q3 2025 Added 2.61%
$269B
$1.4 Billion 0.51% of portfolio
10,927
Q3 2025 Added 6.56%
$203B
$1.34 Billion 0.49% of portfolio
11,718
Q3 2025 Reduced 8.06%
$93.9B
$1.34 Billion 0.49% of portfolio
26,600
Q3 2025 Reduced 0.23%
$0
$1.32 Billion 0.49% of portfolio
1,984
Q3 2025 Reduced 4.43%
$0
$1.3 Billion 0.48% of portfolio
46,615
Q3 2025 Added 7.9%
$0
$1.32 Billion 0.48% of portfolio
15,832
Q3 2025 Added 5.6%
$0
$1.3 Billion 0.48% of portfolio
2,708
Q3 2025 Reduced 1.81%
$0
$1.23 Billion 0.45% of portfolio
14,918
Q3 2025 Added 9.04%
$95.1B
$1.22 Billion 0.45% of portfolio
14,420
Q3 2025 Reduced 1.02%
$430B
$1.18 Billion 0.43% of portfolio
22,879
Q3 2025 Added 4.53%
$53.1B
$1.17 Billion 0.43% of portfolio
3,690
Q3 2025 Reduced 1.23%
$0
$1.16 Billion 0.43% of portfolio
12,500
Q3 2025 Added 6.18%
$0
$1.13 Billion 0.42% of portfolio
27,062
Q3 2025 Added 4.47%
$0
$1.11 Billion 0.41% of portfolio
55,876
Q3 2025 Added 2.33%
$0
$1.07 Billion 0.39% of portfolio
62,832
Q3 2025 Added 3.09%
$87.3B
$1.04 Billion 0.38% of portfolio
9,508
Q3 2025 Reduced 7.19%
$48.8B
$1.05 Billion 0.38% of portfolio
8,619
Q3 2025 New
$15B
$1.03 Billion 0.38% of portfolio
12,692
Q3 2025 Added 88.22%
-
$1.02 Billion 0.37% of portfolio
-
Q3 2025 Added 5.11%
$51.1B
$972 Million 0.36% of portfolio
5,192
Q3 2025 Reduced 11.84%
$194B
$986 Million 0.36% of portfolio
5,930
Q3 2025 Reduced 15.01%
$0
$989 Million 0.36% of portfolio
7,625
Q3 2025 Added 4.61%
$44.9B
$949 Million 0.35% of portfolio
10,438
Q3 2025 Reduced 39.63%
$0
$930 Million 0.34% of portfolio
7,344
Q3 2025 Added 8.48%
$53B
$937 Million 0.34% of portfolio
9,814
Q3 2025 Added 3.8%
$15.7B
$901 Million 0.33% of portfolio
14,644
Q3 2025 Added 43.96%
$489B
$909 Million 0.33% of portfolio
4,900
Q3 2025 Reduced 2.43%
$108B
$866 Million 0.32% of portfolio
2,950
Q3 2025 Added 0.48%

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
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