Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $229 Billion
  • Q1 2025

Hf Advisory Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 160 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 $6.63B, Berkshire Hathaway Inc Class B with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $5.07B, Ishares Tr Fallen Angels Usd B with a value of $4.9B, and Microsoft Corp with a value of $4.79B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $218B to 229B.

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 $229 Billion
ETFs: $69.4 Billion
Financial Services: $26.4 Billion
Technology: $25.4 Billion
Healthcare: $21.1 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $14.9 Billion
Energy: $14.7 Billion
Consumer Defensive: $12.8 Billion
Other: $18.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$1.63 Billion 0.71% of portfolio
6,069
Q1 2025 Reduced 3.39%
$3.62B
$1.59 Billion 0.69% of portfolio
48,505
Q1 2025 Added 24.23%
$0
$1.54 Billion 0.67% of portfolio
12,109
Q1 2025 Reduced 3.6%
$0
$1.54 Billion 0.67% of portfolio
23,202
Q1 2025 Added 4.06%
$130B
$1.47 Billion 0.64% of portfolio
26,572
Q1 2025 Reduced 13.76%
$72B
$1.46 Billion 0.64% of portfolio
13,236
Q1 2025 Added 27.88%
$27.6B
$1.42 Billion 0.62% of portfolio
6,234
Q1 2025 Reduced 18.66%
$0
$1.41 Billion 0.62% of portfolio
28,085
Q1 2025 Added 7.12%
$0
$1.39 Billion 0.61% of portfolio
54,501
Q1 2025 Added 10.27%
$163B
$1.39 Billion 0.61% of portfolio
3,630
Q1 2025 Added 17.17%
$96B
$1.39 Billion 0.61% of portfolio
14,150
Q1 2025 Reduced 14.42%
$0
$1.4 Billion 0.61% of portfolio
2,506
Q1 2025 Added 6.87%
$0
$1.4 Billion 0.61% of portfolio
25,508
Q1 2025 Added 3.51%
$797B
$1.36 Billion 0.59% of portfolio
5,238
Q1 2025 Added 0.54%
$61.9B
$1.36 Billion 0.59% of portfolio
354,746
Q1 2025 Added 3.42%
$154B
$1.33 Billion 0.58% of portfolio
13,464
Q1 2025 Added 0.07%
$150B
$1.3 Billion 0.57% of portfolio
35,127
Q1 2025 Added 18.27%
$38.4B
$1.28 Billion 0.56% of portfolio
4,616
Q1 2025 Reduced 0.19%
$89.1B
$1.26 Billion 0.55% of portfolio
28,432
Q1 2025 Reduced 6.21%
$158B
$1.24 Billion 0.54% of portfolio
20,796
Q1 2025 Added 16.05%
$36.3B
$1.24 Billion 0.54% of portfolio
18,303
Q1 2025 Added 61.93%
$0
$1.23 Billion 0.54% of portfolio
44,835
Q1 2025 Added 9.14%
$0
$1.21 Billion 0.53% of portfolio
4,391
Q1 2025 Reduced 0.14%
$60.5B
$1.2 Billion 0.53% of portfolio
4,086
Q1 2025 Added 69.4%
$235B
$1.22 Billion 0.53% of portfolio
10,955
Q1 2025 Added 21.12%
$717B
$1.19 Billion 0.52% of portfolio
1,445
Q1 2025 Added 18.35%
$0
$1.2 Billion 0.52% of portfolio
19,151
Q1 2025 Added 4.79%
$58.7B
$1.17 Billion 0.51% of portfolio
5,109
Q1 2025 Added 60.41%
$0
$1.17 Billion 0.51% of portfolio
15,233
Q1 2025 Added 8.94%
$112B
$1.17 Billion 0.51% of portfolio
13,027
Q1 2025 Added 59.76%
$76.5B
$1.14 Billion 0.5% of portfolio
4,197
Q1 2025 Reduced 12.01%
$91.9B
$1.14 Billion 0.5% of portfolio
5,634
Q1 2025 Added 19.44%
$156B
$1.16 Billion 0.5% of portfolio
7,519
Q1 2025 Added 8.64%
$0
$1.06 Billion 0.47% of portfolio
2,871
Q1 2025 Added 2.43%
$0
$1.06 Billion 0.46% of portfolio
28,754
Q1 2025 Added 7.18%
$0
$1.06 Billion 0.46% of portfolio
53,567
Q1 2025 Added 0.94%
$0
$1.06 Billion 0.46% of portfolio
12,969
Q1 2025 Added 11.81%
$53.1B
$1.04 Billion 0.45% of portfolio
3,957
Q1 2025 Added 43.37%
Sila Realty Trust Inc
-
$1.03 Billion 0.45% of portfolio
-
Q1 2025 Reduced 1.03%
$63B
$1.03 Billion 0.45% of portfolio
9,822
Q1 2025 Added 15.95%
-
$998 Million 0.44% of portfolio
-
Q1 2025 Added 4.97%
$0
$975 Million 0.43% of portfolio
58,658
Q1 2025 Reduced 13.19%
$0
$919 Million 0.4% of portfolio
12,869
Q1 2025 Added 1.24%
$0
$907 Million 0.4% of portfolio
7,378
Q1 2025 Reduced 5.01%
$99.7B
$892 Million 0.39% of portfolio
1,325
Q1 2025 Added 0.08%
$125B
$892 Million 0.39% of portfolio
2,921
Q1 2025 Added 0.55%
$95.4B
$879 Million 0.38% of portfolio
3,798
Q1 2025 Reduced 1.78%
$79.5B
$853 Million 0.37% of portfolio
3,862
Q1 2025 Reduced 1.78%
$68B
$853 Million 0.37% of portfolio
3,366
Q1 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $229 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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