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
Liberty Media Corp. Ordinary Shares (New Liberty Formula One) Series C
-
$271,000
0.0% of portfolio
-
Q1 2025New
Liberty Media Corp. Ordinary Shares (New Liberty Formula One) Series A
