Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $193 Billion
  • Q2 2024

Hf Advisory Group, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $5.58B, Alphabet Inc. with a value of $4.79B, Microsoft Corp with a value of $4.76B, Spdr Ssga Us Large Cap Low Vol with a value of $4.4B, and Ishares Tr Fallen Angels Usd B with a value of $3.97B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $179B to 193B.

Hf Advisory Group, LLC is based out at Annapolis, MD

Below you can find more details about Hf Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
ETFs: $65.6 Billion
Technology: $24 Billion
Healthcare: $18.8 Billion
Financial Services: $18.2 Billion
Communication Services: $16.6 Billion
Consumer Cyclical: $13.1 Billion
Energy: $11.3 Billion
Industrials: $7.49 Billion
Other: $14.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.58 Billion 2.89% of portfolio
96,942
Q2 2024 Added 5.36%
$0
$4.4 Billion 2.27% of portfolio
28,816
Q2 2024 Reduced 5.56%
$0
$3.97 Billion 2.06% of portfolio
151,738
Q2 2024 Added 6.35%
$0
$3.22 Billion 1.66% of portfolio
50,271
Q2 2024 Added 2.76%
$0
$2.97 Billion 1.53% of portfolio
15,044
Q2 2024 Added 8.15%
$0
$2.88 Billion 1.49% of portfolio
103,931
Q2 2024 Added 7.34%
$0
$2.57 Billion 1.33% of portfolio
110,437
Q2 2024 Added 2.61%
$0
$2.4 Billion 1.24% of portfolio
135,876
Q2 2024 Reduced 2.42%
$0
$2.26 Billion 1.17% of portfolio
18,951
Q2 2024 Added 9.27%
$0
$2.13 Billion 1.1% of portfolio
4,453
Q2 2024 Added 6.74%
$0
$2.05 Billion 1.06% of portfolio
28,384
Q2 2024 Reduced 14.8%
$0
$1.85 Billion 0.95% of portfolio
39,462
Q2 2024 Added 12.27%
$0
$1.81 Billion 0.94% of portfolio
46,818
Q2 2024 Reduced 5.99%
$0
$1.63 Billion 0.84% of portfolio
2,833
Q2 2024 Added 4.35%
$0
$1.41 Billion 0.73% of portfolio
11,929
Q2 2024 Added 3.26%
$0
$1.3 Billion 0.67% of portfolio
20,494
Q2 2024 Added 13.04%
$0
$1.17 Billion 0.61% of portfolio
4,382
Q2 2024 Reduced 1.84%
$0
$1.17 Billion 0.6% of portfolio
3,121
Q2 2024 Added 0.61%
$0
$1.1 Billion 0.57% of portfolio
21,921
Q2 2024 Added 20.4%
$0
$1.06 Billion 0.55% of portfolio
16,930
Q2 2024 Added 15.26%
$0
$1.06 Billion 0.55% of portfolio
42,399
Q2 2024 Added 23.65%
$0
$955 Million 0.49% of portfolio
37,680
Q2 2024 Added 21.23%
$0
$912 Million 0.47% of portfolio
12,499
Q2 2024 Added 22.58%
$0
$835 Million 0.43% of portfolio
7,586
Q2 2024 Added 4.78%
$0
$820 Million 0.42% of portfolio
1,507
Q2 2024 Reduced 0.66%
$0
$789 Million 0.41% of portfolio
23,172
Q2 2024 Added 21.1%
$0
$783 Million 0.4% of portfolio
9,939
Q2 2024 Added 22.95%
$0
$682 Million 0.35% of portfolio
14,737
Q2 2024 Added 0.84%
$0
$668 Million 0.35% of portfolio
9,853
Q2 2024 Added 13.46%
$0
$626 Million 0.32% of portfolio
3,056
Q2 2024 Added 3.14%
$0
$607 Million 0.31% of portfolio
12,449
Q2 2024 Added 4.77%
$0
$571 Million 0.3% of portfolio
2,148
Q2 2024 Added 1.37%
$0
$521 Million 0.27% of portfolio
9,719
Q2 2024 Added 5.98%
$0
$522 Million 0.27% of portfolio
5,525
Q2 2024 Added 8.97%
$0
$432 Million 0.22% of portfolio
7,313
Q2 2024 Added 10.1%
$0
$426 Million 0.22% of portfolio
2,830
Q2 2024 Added 9.78%
$0
$366 Million 0.19% of portfolio
1,483
Q2 2024 Reduced 5.12%
$0
$346 Million 0.18% of portfolio
3,141
Q2 2024 Added 0.8%
$0
$333 Million 0.17% of portfolio
6,591
Q2 2024 Reduced 25.14%
$0
$331 Million 0.17% of portfolio
10,489
Q2 2024 Reduced 27.77%
$0
$338 Million 0.17% of portfolio
14,995
Q2 2024 Added 7.34%
$0
$314 Million 0.16% of portfolio
9,303
Q2 2024 Added 4.38%
$0
$301 Million 0.16% of portfolio
13,481
Q2 2024 Added 7.63%
$0
$298 Million 0.15% of portfolio
15,128
Q2 2024 Reduced 23.91%
$0
$268 Million 0.14% of portfolio
3,119
Q2 2024 Added 4.38%
$0
$280 Million 0.14% of portfolio
9,901
Q2 2024 Reduced 23.26%
$0
$261 Million 0.14% of portfolio
17,725
Q2 2024 Added 4.8%
$0
$280 Million 0.14% of portfolio
3,163
Q2 2024 Reduced 4.84%
$0
$258 Million 0.13% of portfolio
992
Q2 2024 Reduced 2.84%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $193 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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