Htg Investment Advisors, Inc. Portfolio Holdings

Htg Investment Advisors, Inc.

  • $212 Billion
  • Q3 2024

Htg Investment Advisors, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Billion distributed in 67 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 $24.7B, Cbre Group, Inc. with a value of $18.1B, Dimensional ETF Tr with a value of $16.3B, Dimensional ETF Tr Dimensional with a value of $16.3B, and American Centy ETF Tr Avantis with a value of $15.8B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $185B to 212B.

Htg Investment Advisors, Inc. is based out at New Canaan, CT

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

Portfolio value $212 Billion
ETFs: $154 Billion
Real Estate: $18.1 Billion
Technology: $5.33 Billion
Industrials: $3.53 Billion
Consumer Defensive: $2.03 Billion
Energy: $1.56 Billion
Communication Services: $1.25 Billion
Financial Services: $1.14 Billion
Other: $2.34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.39B
$2.21 Billion 1.04% of portfolio
12,624
Q3 2024 Added 11.65%
$720M
$207 Million 0.1% of portfolio
65,148
Q3 2024 Added 8.58%
$831M
$50.3 Million 0.02% of portfolio
12,474
Q3 2024 Added 8.72%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $212 Billion
  • Prior Value $185 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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