Hfm Investment Advisors, LLC Portfolio Holdings

Hfm Investment Advisors, LLC

  • $206 Billion
  • Q1 2025

Hfm Investment Advisors, LLC has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $206 Billion distributed in 1189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $89.6B, Dimensional ETF Tr with a value of $44B, Dimensional ETF Tr Core Fxd In with a value of $29.4B, Dimensional ETF Tr Natl Mun Bd with a value of $17.3B, and Dimensional ETF Trust Dimensional Global Ex Us Core Fixed Income ETF with a value of $9.95B.

Examining the 13F form we can see an increase of $206B in the current position value.

Hfm Investment Advisors, LLC is based out at Glassboro, NJ

Below you can find more details about Hfm Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $206 Billion
ETFs: $142 Billion
Industrials: $1.62 Billion
Technology: $1.34 Billion
Healthcare: $1.26 Billion
Energy: $519 Million
Utilities: $414 Million
Consumer Defensive: $400 Million
Consumer Cyclical: $373 Million
Other: $460 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89.6 Billion 43.47% of portfolio
2,716,978
Q1 2025 New
$0
$44 Billion 21.34% of portfolio
1,679,564
Q1 2025 New
$0
$29.4 Billion 14.27% of portfolio
699,815
Q1 2025 New
$0
$17.3 Billion 8.41% of portfolio
364,661
Q1 2025 New
Dimensional ETF Trust Dimensional Global Ex Us Core Fixed Income ETF
-
$9.95 Billion 4.83% of portfolio
-
Q1 2025 New
Dimensional ETF Trust Dimensional Global Real Estate ETF
-
$4.02 Billion 1.95% of portfolio
-
Q1 2025 New
$0
$1.88 Billion 0.91% of portfolio
24,552
Q1 2025 New
$0
$1.24 Billion 0.6% of portfolio
1,196,406
Q1 2025 New
$391B
$836 Million 0.41% of portfolio
5,041
Q1 2025 New
$0
$675 Million 0.33% of portfolio
11,720
Q1 2025 New
$264B
$664 Million 0.32% of portfolio
10,752
Q1 2025 New
$453B
$488 Million 0.24% of portfolio
4,101
Q1 2025 New
$82.2B
$505 Million 0.24% of portfolio
3,440
Q1 2025 New
$251B
$443 Million 0.21% of portfolio
2,215
Q1 2025 New
$35.5B
$416 Million 0.2% of portfolio
1,610
Q1 2025 New
$239B
$402 Million 0.19% of portfolio
1,617
Q1 2025 New
$0
$203 Million 0.1% of portfolio
6,728
Q1 2025 New
$74B
$186 Million 0.09% of portfolio
920
Q1 2025 New
$385B
$182 Million 0.09% of portfolio
1,068
Q1 2025 New
$1.08T
$194 Million 0.09% of portfolio
747
Q1 2025 New
$97.4B
$157 Million 0.08% of portfolio
2,578
Q1 2025 New
Ge Vernova Inc
-
$169 Million 0.08% of portfolio
-
Q1 2025 New
$0
$175 Million 0.08% of portfolio
3,450
Q1 2025 New
$43.1B
$128 Million 0.06% of portfolio
2,769
Q1 2025 New
$99.3B
$103 Million 0.05% of portfolio
238
Q1 2025 New
$3.4T
$98.6 Million 0.05% of portfolio
444
Q1 2025 New
$0
$113 Million 0.05% of portfolio
2,583
Q1 2025 New
$2.09T
$82.6 Million 0.04% of portfolio
434
Q1 2025 New
$697B
$81 Million 0.04% of portfolio
99
Q1 2025 New
$3.38T
$73.1 Million 0.04% of portfolio
195
Q1 2025 New
$72.2B
$86.4 Million 0.04% of portfolio
169
Q1 2025 New
$152M
$72.6 Million 0.04% of portfolio
800
Q1 2025 New
$1.01T
$58.4 Million 0.03% of portfolio
374
Q1 2025 New
$36.2B
$51.9 Million 0.03% of portfolio
469
Q1 2025 New
$1.25T
$70.3 Million 0.03% of portfolio
122
Q1 2025 New
Ge Health Care Technologies Inc Ordinary Shares
-
$59.9 Million 0.03% of portfolio
-
Q1 2025 New
$77.4B
$52.6 Million 0.03% of portfolio
218
Q1 2025 New
$0
$58.2 Million 0.03% of portfolio
885
Q1 2025 New
$567M
$71.2 Million 0.03% of portfolio
800
Q1 2025 New
Solventum Corp
-
$65.2 Million 0.03% of portfolio
-
Q1 2025 New
$0
$57.3 Million 0.03% of portfolio
1,128
Q1 2025 New
$0
$52 Million 0.03% of portfolio
1,041
Q1 2025 New
$195B
$32.7 Million 0.02% of portfolio
1,156
Q1 2025 New
$30.9B
$50.8 Million 0.02% of portfolio
641
Q1 2025 New
$0
$35.7 Million 0.02% of portfolio
325
Q1 2025 New
$0
$36.6 Million 0.02% of portfolio
348
Q1 2025 New
$0
$50 Million 0.02% of portfolio
985
Q1 2025 New
$0
$37.9 Million 0.02% of portfolio
777
Q1 2025 New
$0
$36.8 Million 0.02% of portfolio
134
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,189
  • Current Value $206 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1,189 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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