Htg Investment Advisors, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 65 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 $25.6B, Cbre Group, Inc. with a value of $18.2B, Dimensional ETF Tr Dimensional with a value of $16.8B, American Centy ETF Tr Avantis with a value of $16.2B, and Dimensional ETF Tr with a value of $15.4B.

Examining the 13F form we can see an increase of $6.71B in the current position value, from $212B to 219B.

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 $219 Billion
ETFs: $161 Billion
Real Estate: $18.2 Billion
Technology: $5.49 Billion
Industrials: $3.56 Billion
Consumer Defensive: $1.89 Billion
Energy: $1.47 Billion
Communication Services: $1.36 Billion
Financial Services: $1.05 Billion
Other: $2.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $219 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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