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
$73.7B
$862 Million 0.32% of portfolio
3,146
Q3 2025 Reduced 2.18%
$0
$875 Million 0.32% of portfolio
11,698
Q3 2025 Added 11.31%
$309B
$883 Million 0.32% of portfolio
2,558
Q3 2025 Added 51.18%
$24B
$832 Million 0.31% of portfolio
4,021
Q3 2025 Reduced 17.53%
$0
$832 Million 0.31% of portfolio
4,766
Q3 2025 Added 14.35%
$82.4B
$809 Million 0.3% of portfolio
3,664
Q3 2025 Added 2.4%
$51.2B
$813 Million 0.3% of portfolio
5,178
Q3 2025 Added 8.92%
$53.4B
$794 Million 0.29% of portfolio
2,913
Q3 2025 Reduced 23.76%
$68.9B
$787 Million 0.29% of portfolio
12,423
Q3 2025 Added 4.08%
$41.2B
$765 Million 0.28% of portfolio
2,567
Q3 2025 Added 49.85%
$38.4B
$776 Million 0.28% of portfolio
2,482
Q3 2025 Reduced 27.19%
$0
$685 Million 0.25% of portfolio
11,541
Q3 2025 Reduced 0.13%
$0
$691 Million 0.25% of portfolio
12,485
Q3 2025 Reduced 1.27%
$10.4B
$673 Million 0.25% of portfolio
5,494
Q3 2025 Added 1.59%
$79.5B
$694 Million 0.25% of portfolio
5,381
Q3 2025 Added 41.75%
$14.2B
$675 Million 0.25% of portfolio
9,586
Q3 2025 New
$0
$688 Million 0.25% of portfolio
9,364
Q3 2025 Added 9.1%
$85.4B
$657 Million 0.24% of portfolio
3,689
Q3 2025 Reduced 0.7%
Sila Realty Trust Inc
-
$634 Million 0.23% of portfolio
-
Q3 2025 Reduced 6.0%
$27.5B
$614 Million 0.23% of portfolio
12,175
Q3 2025 Added 17.29%
$159B
$623 Million 0.23% of portfolio
2,208
Q3 2025 Added 0.78%
$0
$636 Million 0.23% of portfolio
2,272
Q3 2025 Reduced 0.83%
$118B
$589 Million 0.22% of portfolio
2,728
Q3 2025 Reduced 7.49%
$297B
$590 Million 0.22% of portfolio
8,893
Q3 2025 Added 3.06%
$127B
$601 Million 0.22% of portfolio
1,205
Q3 2025 Added 12.41%
$0
$546 Million 0.2% of portfolio
2,104
Q3 2025 Added 6.53%
$0
$543 Million 0.2% of portfolio
9,243
Q3 2025 Added 2.99%
$0
$554 Million 0.2% of portfolio
12,440
Q3 2025 Reduced 0.3%
$76.9B
$510 Million 0.19% of portfolio
8,156
Q3 2025 Added 4.81%
$61.8B
$496 Million 0.18% of portfolio
4,408
Q3 2025 Added 0.92%
$0
$453 Million 0.17% of portfolio
1,387
Q3 2025 Added 0.36%
Gsk PLC
-
$413 Million 0.15% of portfolio
-
Q3 2025 Added 2.18%
$0
$420 Million 0.15% of portfolio
1,750
Q3 2025 Added 6.51%
$50.5B
$404 Million 0.15% of portfolio
33,772
Q3 2025 Reduced 0.71%
$103B
$393 Million 0.14% of portfolio
5,219
Q3 2025 Added 2.86%
$0
$378 Million 0.14% of portfolio
2,471
Q3 2025 Reduced 8.68%
$0
$345 Million 0.13% of portfolio
8,696
Q3 2025 Added 0.71%
$289B
$342 Million 0.13% of portfolio
718
Q3 2025 Reduced 18.13%
$0
$322 Million 0.12% of portfolio
13,966
Q3 2025 Added 1.59%
$1.66T
$315 Million 0.12% of portfolio
1,295
Q3 2025 Reduced 0.31%
$0
$324 Million 0.12% of portfolio
22,185
Q3 2025 Added 5.25%
$416B
$314 Million 0.12% of portfolio
339
Q3 2025 Reduced 2.59%
$0
$331 Million 0.12% of portfolio
14,322
Q3 2025 Added 35.96%
$49.4B
$314 Million 0.12% of portfolio
5,129
Q3 2025 Added 0.83%
$0
$296 Million 0.11% of portfolio
3,136
Q3 2025 Added 0.16%
$64.2B
$291 Million 0.11% of portfolio
1,429
Q2 2025 Added 16.56%
$392B
$259 Million 0.1% of portfolio
639
Q3 2025 Added 7.21%
$88.8B
$279 Million 0.1% of portfolio
1,798
Q3 2025 Added 0.56%
$0
$246 Million 0.09% of portfolio
906
Q3 2025 Added 5.84%

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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