Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $218 Billion
  • Q4 2024

Hf Advisory Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $218 Billion distributed in 159 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 $6.17B, Alphabet Inc. with a value of $5.41B, Microsoft Corp with a value of $5.07B, Spdr Ssga Us Large Cap Low Vol with a value of $4.72B, and Amazon Com Inc with a value of $4.6B.

Examining the 13F form we can see an increase of $2.33B in the current position value, from $215B to 218B.

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 $218 Billion
ETFs: $69 Billion
Technology: $26.1 Billion
Financial Services: $23.7 Billion
Communication Services: $19.5 Billion
Consumer Cyclical: $17.5 Billion
Healthcare: $17.3 Billion
Energy: $12.6 Billion
Consumer Defensive: $10.4 Billion
Other: $16.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.4B
$723 Million 0.33% of portfolio
3,185
Q4 2024 Reduced 18.02%
$0
$725 Million 0.33% of portfolio
6,559
Q4 2024 Reduced 0.52%
$0
$688 Million 0.32% of portfolio
16,984
Q4 2024 Reduced 33.18%
$384B
$705 Million 0.32% of portfolio
4,872
Q4 2024 Reduced 3.03%
$73B
$700 Million 0.32% of portfolio
2,412
Q4 2024 Reduced 13.11%
$35.6B
$700 Million 0.32% of portfolio
11,303
Q4 2024 Reduced 5.66%
$0
$653 Million 0.3% of portfolio
12,055
Q4 2024 Reduced 7.28%
$0
$659 Million 0.3% of portfolio
12,891
Q4 2024 Added 3.84%
$120B
$651 Million 0.3% of portfolio
8,154
Q4 2024 Added 3.57%
$498B
$639 Million 0.29% of portfolio
1,263
Q4 2024 Added 5.34%
$0
$621 Million 0.29% of portfolio
9,470
Q4 2024 Added 4.84%
$0
$629 Million 0.29% of portfolio
2,586
Q4 2024 Reduced 3.33%
$21.9B
$616 Million 0.28% of portfolio
7,282
Q4 2024 Added 8.35%
$105B
$608 Million 0.28% of portfolio
3,434
Q4 2024 Reduced 3.97%
$0
$592 Million 0.27% of portfolio
3,659
Q4 2024 Added 2.9%
$147B
$551 Million 0.25% of portfolio
2,113
Q4 2024 Added 7.75%
$63.4B
$548 Million 0.25% of portfolio
4,351
Q4 2024 Reduced 15.14%
$268B
$519 Million 0.24% of portfolio
8,343
Q4 2024 Added 1.91%
$0
$525 Million 0.24% of portfolio
9,154
Q4 2024 Reduced 3.34%
$33.8B
$526 Million 0.24% of portfolio
4,446
Q4 2024 Reduced 48.28%
$11.2B
$507 Million 0.23% of portfolio
4,161
Q4 2024 Reduced 7.72%
$35.8B
$478 Million 0.22% of portfolio
7,491
Q4 2024 Added 3.24%
$50.5B
$412 Million 0.19% of portfolio
4,465
Q4 2024 Added 0.93%
$31.4B
$406 Million 0.19% of portfolio
1,933
Q4 2024 Reduced 41.71%
$78.7B
$389 Million 0.18% of portfolio
6,505
Q4 2024 Added 3.48%
$0
$396 Million 0.18% of portfolio
2,876
Q4 2024 Reduced 4.58%
$9.95B
$356 Million 0.16% of portfolio
6,928
Q4 2024 Added 3.9%
$0
$343 Million 0.16% of portfolio
1,531
Q4 2024 Added 1.73%
$416B
$355 Million 0.16% of portfolio
387
Q4 2024 Added 4.31%
$40B
$325 Million 0.15% of portfolio
32,861
Q4 2024 Added 13.75%
$17.7B
$333 Million 0.15% of portfolio
3,874
Q4 2024 Added 5.85%
$0
$312 Million 0.14% of portfolio
9,249
Q4 2024 Reduced 0.41%
$0
$308 Million 0.14% of portfolio
13,708
Q4 2024 Added 2.39%
$71.6B
$297 Million 0.14% of portfolio
6,607
Q4 2024 Reduced 53.56%
$0
$295 Million 0.14% of portfolio
1,217
Q4 2024 Added 2.7%
Gsk PLC
-
$296 Million 0.14% of portfolio
-
Q4 2024 Added 12.77%
$0
$279 Million 0.13% of portfolio
19,149
Q4 2024 Added 2.28%
$44.5B
$273 Million 0.13% of portfolio
5,064
Q4 2024 Reduced 4.88%
$0
$272 Million 0.13% of portfolio
3,014
Q4 2024 Reduced 1.21%
$0
$260 Million 0.12% of portfolio
5,147
Q4 2024 Reduced 6.33%
$1.2T
$253 Million 0.12% of portfolio
1,335
Q4 2024 Added 1.06%
$215B
$265 Million 0.12% of portfolio
731
Q4 2024 Reduced 1.62%
$0
$254 Million 0.12% of portfolio
8,076
Q4 2024 Reduced 5.92%
$0
$235 Million 0.11% of portfolio
10,565
Q4 2024 Reduced 7.79%
$0
$249 Million 0.11% of portfolio
7,546
Q4 2024 Added 1.92%
$82.6B
$246 Million 0.11% of portfolio
1,903
Q4 2024 Reduced 12.26%
$0
$230 Million 0.11% of portfolio
1,390
Q4 2024 Reduced 3.74%
$0
$226 Million 0.1% of portfolio
7,874
Q4 2024 Reduced 5.56%
$0
$222 Million 0.1% of portfolio
2,976
Q4 2024 Added 5.57%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $218 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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