Htg Investment Advisors, Inc. Purchases and Sells in Q1 2025

Htg Investment Advisors, Inc.

$240 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	207K + 1376.32%	N/A	222K $13.2B
AVDE	16.7K + 6.79%	$60.63 - $68.55 $1.01M - $1.14M	263K $17.4B
DFIC	24.5K + 3.77%	$25.54 - $28.79 $625K - $705K	674K $18.7B
VTV	8.87K + 19.29%	$167.73 - $179.21 $1.49M - $1.59M	54.9K $9.48B
DFAX	6.76K + 1.09%	$24.45 - $27.2 $165K - $184K	625K $16.4B
VTIP	18.8K + 278.3%	$48.43 - $49.9 $912K - $939K	25.6K $1.28B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	1.39K New	$117.15 - $158.79 $163K - $221K	1.39K $221M
XLV	1.44K New	$137.61 - $149.68 $198K - $215K	1.44K $210M
TMUS	775 New	$211.3 - $272.83 $164K - $211K	775 $207M
ABBV	974 New	$169.2 - $216.66 $165K - $211K	974 $204M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-1.22K - 1.83%	$57.21 - $65.8 $69.7K - $80.1K	65.4K $3.81B
DFAS	-435 - 1.01%	$58.81 - $68.2 $25.6K - $29.7K	42.8K $2.56B
DFUS	-769 - 1.3%	$59.61 - $66.71 $45.8K - $51.3K	58.5K $3.54B
IWF	-84 - 1.9%	$360.07 - $417.26 $30.2K - $35K	4.34K $1.57B
BND	-3.6K - 9.16%	$71.17 - $73.66 $256K - $265K	35.7K $2.62B
XLK	-403 - 12.11%	$206.38 - $242.18 $83.2K - $97.6K	2.92K $604M

Activity Summary All Purchases 26 New Holdings 4 Increased Positions 22 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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