Hf Advisory Group, LLC Portfolio Holdings
Hf Advisory Group, LLC
- $287 Billion
- Q4 2025
Hf Advisory Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $287 Billion distributed in 168 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 $8.79B, Alphabet Inc. with a value of $7.65B, Ishares Tr Fallen Angels Usd B with a value of $6.7B, Microsoft Corp with a value of $6.31B, and Spdr Ssga Us Large Cap Low Vol with a value of $6.03B.
Examining the 13F form we can see an decrease of $15.1B in the current position value, from $302B to 287B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 168
- Current Value $287 Billion
- Prior Value $302 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR/A
- Activity in Q4 2025
- New Purchases 0 stocks
- Additional Purchases 2 stocks
- Sold out of 0 stocks
- Reduced holdings in 143 stocks