Htg Investment Advisors, Inc. Reduced Holdings in Q3 2025

Htg Investment Advisors, Inc.

  • $297 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-893
- 41.69%
$491.09 - $535.64 $439K - $478K
1.25K $647M
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 43.83%
$282.78 - $316.06 $388K - $434K
1.76K $555M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.21K
- 6.35%
$72.57 - $74.72 $233K - $239K
47.2K $3.51B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.3K
- 39.66%
$136.48 - $142.97 $177K - $185K
1.97K $276M
PG
Procter & Gamble CO

Consumer Defensive
-548
- 7.99%
$150.47 - $161.22 $82.5K - $88.3K
6.31K $969M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 5.1%
$211.65 - $238.24 $42.3K - $47.6K
3.72K $817M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.18K
- 16.03%
$53.36 - $59.69 $62.7K - $70.1K
6.15K $358M
IBM
International Business Machines Corp

Technology
-32
- 1.98%
$234.77 - $292.47 $7.51K - $9.36K
1.59K $448M
VOE
Vanguard Mid Cap Value Index F

ETFs
-253
- 12.12%
$164.63 - $174.58 $41.7K - $44.2K
1.83K $320M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 9.12%
$459.11 - $506.91 $29.4K - $32.4K
638 $321M
AVGO
Broadcom Inc.

Technology
-55
- 6.56%
$264.74 - $369.57 $14.6K - $20.3K
783 $258M
XOM
Exxon Mobil Corp

Energy
-49
- 0.65%
$105.83 - $117.22 $5.19K - $5.74K
7.44K $838M
RTX
Raytheon Technologies Corp

Industrials
-4
- 0.22%
$144.19 - $167.33 $577 - $669
1.85K $309M
JNJ
Johnson & Johnson

Healthcare
-23
- 1.37%
$155.17 - $185.42 $3.57K - $4.26K
1.65K $306M
CVX
Chevron Corp

Energy
-7
- 0.14%
$145.57 - $161.83 $1.02K - $1.13K
4.84K $751M
Ge Vernova Inc
-15
- 1.54%
N/A
959 $590M
NVDA
Nvidia Corp

Technology
-133
- 3.59%
$153.3 - $186.58 $20.4K - $24.8K
3.57K $666M
ORCL
Oracle Corp

Technology
-71
- 2.92%
$218.96 - $328.33 $15.5K - $23.3K
2.36K $664M
GE
General Electric CO

Industrials
-123
- 3.15%
$244.75 - $305.63 $30.1K - $37.6K
3.78K $1.14B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-36
- 0.06%
$67.01 - $72.84 $2.41K - $2.62K
58.2K $4.22B
DFAU
Dimensional ETF Tr

ETFs
-999
- 0.57%
$42.42 - $45.96 $42.4K - $45.9K
175K $8.01B
CBRE
Cbre Group, Inc.

Real Estate
-10K
- 7.45%
$137.04 - $165.9 $1.37M - $1.66M
124K $19.6B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Htg Investment Advisors, Inc. Portfolio

Follow Htg Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Htg Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Htg Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email