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

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%
$1.04T
$4.79 Billion 2.48% of portfolio
26,138
Q2 2024 Reduced 12.31%
$3.22T
$4.76 Billion 2.46% of portfolio
10,642
Q2 2024 Added 2.86%
$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%
$1.94T
$3.78 Billion 1.96% of portfolio
19,568
Q2 2024 Added 2.72%
$592B
$3.35 Billion 1.73% of portfolio
8,231
Q2 2024 Added 16.57%
$176B
$3.21 Billion 1.66% of portfolio
809
Q2 2024 Added 14.91%
$0
$3.22 Billion 1.66% of portfolio
50,271
Q2 2024 Added 2.76%
$1.33T
$3.21 Billion 1.66% of portfolio
6,364
Q2 2024 Added 14.73%
$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%
$160B
$2.52 Billion 1.3% of portfolio
89,904
Q2 2024 Added 9.01%
$461B
$2.52 Billion 1.3% of portfolio
9,584
Q2 2024 Added 11.12%
$0
$2.4 Billion 1.24% of portfolio
135,876
Q2 2024 Reduced 2.42%
$82.8B
$2.38 Billion 1.23% of portfolio
8,207
Q2 2024 Added 1.92%
$174B
$2.36 Billion 1.22% of portfolio
57,152
Q2 2024 Added 17.94%
$0
$2.26 Billion 1.17% of portfolio
18,951
Q2 2024 Added 9.27%
$131B
$2.21 Billion 1.14% of portfolio
30,029
Q2 2024 Reduced 19.47%
$859B
$2.13 Billion 1.1% of portfolio
2,357
Q2 2024 Reduced 7.89%
$0
$2.13 Billion 1.1% of portfolio
4,453
Q2 2024 Added 6.74%
$46.8B
$2.08 Billion 1.08% of portfolio
54,951
Q2 2024 Added 5.46%
$248B
$2.09 Billion 1.08% of portfolio
35,256
Q2 2024 Reduced 10.07%
$352B
$2.07 Billion 1.07% of portfolio
16,791
Q2 2024 Added 913.34%
$0
$2.05 Billion 1.06% of portfolio
28,384
Q2 2024 Reduced 14.8%
$3.76T
$2.06 Billion 1.06% of portfolio
9,770
Q2 2024 Added 1.73%
$468B
$2.01 Billion 1.04% of portfolio
14,236
Q2 2024 Added 21.61%
$158B
$1.93 Billion 1.0% of portfolio
100,965
Q2 2024 Added 1.87%
$3.44B
$1.93 Billion 1.0% of portfolio
102,461
Q2 2024 Reduced 4.66%
$489B
$1.94 Billion 1.0% of portfolio
16,827
Q2 2024 Added 16.15%
$0
$1.85 Billion 0.95% of portfolio
39,462
Q2 2024 Added 12.27%
$11.6B
$1.82 Billion 0.94% of portfolio
24,832
Q2 2024 Added 72.07%
$0
$1.81 Billion 0.94% of portfolio
46,818
Q2 2024 Reduced 5.99%
$98.8B
$1.8 Billion 0.93% of portfolio
3,316
Q2 2024 Added 11.16%
Kenvue Inc
-
$1.74 Billion 0.9% of portfolio
-
Q2 2024 Added 7.37%
$97.8B
$1.74 Billion 0.9% of portfolio
22,490
Q2 2024 Reduced 3.29%
$177B
$1.7 Billion 0.88% of portfolio
8,722
Q2 2024 Reduced 22.86%
$14B
$1.71 Billion 0.88% of portfolio
59,211
Q2 2024 Reduced 2.51%
$232B
$1.7 Billion 0.88% of portfolio
23,539
Q2 2024 Reduced 2.49%
$40.2B
$1.69 Billion 0.87% of portfolio
7,988
Q2 2024 Added 8.34%
$0
$1.63 Billion 0.84% of portfolio
2,833
Q2 2024 Added 4.35%
$1.02T
$1.54 Billion 0.8% of portfolio
8,848
Q2 2024 Reduced 9.25%
$180B
$1.52 Billion 0.79% of portfolio
15,139
Q2 2024 Reduced 6.32%
$85.6B
$1.53 Billion 0.79% of portfolio
6,319
Q2 2024 Reduced 0.39%
$226B
$1.51 Billion 0.78% of portfolio
2,720
Q2 2024 Added 35.8%
$483B
$1.5 Billion 0.77% of portfolio
3,395
Q2 2024 Added 10.12%
$94B
$1.44 Billion 0.74% of portfolio
46,350
Q2 2024 Added 27.24%
$0
$1.41 Billion 0.73% of portfolio
11,929
Q2 2024 Added 3.26%

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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