Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $272 Billion
  • Q3 2025

Hf Advisory Group, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $272 Billion distributed in 166 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 $8.28B, Microsoft Corp with a value of $6.63B, Ishares Tr Fallen Angels Usd B with a value of $6.24B, Alphabet Inc. with a value of $6.23B, and Spdr Ssga Us Large Cap Low Vol with a value of $5.68B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $253B to 272B.

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 $272 Billion
ETFs: $83.3 Billion
Financial Services: $31.5 Billion
Technology: $31.1 Billion
Communication Services: $24.4 Billion
Healthcare: $23.9 Billion
Energy: $17.5 Billion
Consumer Cyclical: $16.6 Billion
Consumer Defensive: $15.1 Billion
Other: $24.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.28 Billion 3.04% of portfolio
121,683
Q3 2025 Added 4.47%
$0
$6.24 Billion 2.29% of portfolio
224,703
Q3 2025 Added 8.75%
$0
$5.68 Billion 2.09% of portfolio
31,874
Q3 2025 Added 4.95%
$0
$4.5 Billion 1.65% of portfolio
187,918
Q3 2025 Added 12.33%
$0
$4.06 Billion 1.49% of portfolio
51,883
Q3 2025 Added 2.44%
$0
$3.89 Billion 1.43% of portfolio
119,515
Q3 2025 Reduced 0.48%
$0
$3.47 Billion 1.28% of portfolio
5,783
Q3 2025 Reduced 0.84%
$0
$3.31 Billion 1.21% of portfolio
13,545
Q3 2025 Reduced 1.24%
$0
$2.92 Billion 1.07% of portfolio
20,023
Q3 2025 Added 1.93%
$0
$2.85 Billion 1.05% of portfolio
31,488
Q3 2025 Added 3.54%
$0
$2.37 Billion 0.87% of portfolio
3,172
Q3 2025 Added 2.95%
$0
$2.13 Billion 0.78% of portfolio
40,672
Q3 2025 Added 5.59%
$0
$1.76 Billion 0.65% of portfolio
23,994
Q3 2025 Added 5.08%
$0
$1.65 Billion 0.61% of portfolio
12,432
Q3 2025 Added 4.17%
$0
$1.56 Billion 0.57% of portfolio
27,190
Q3 2025 Added 5.64%
$0
$1.46 Billion 0.54% of portfolio
28,992
Q3 2025 Added 7.79%
$0
$1.42 Billion 0.52% of portfolio
19,293
Q3 2025 Added 2.61%
$0
$1.32 Billion 0.49% of portfolio
1,984
Q3 2025 Reduced 4.43%
$0
$1.3 Billion 0.48% of portfolio
46,615
Q3 2025 Added 7.9%
$0
$1.32 Billion 0.48% of portfolio
15,832
Q3 2025 Added 5.6%
$0
$1.3 Billion 0.48% of portfolio
2,708
Q3 2025 Reduced 1.81%
$0
$1.23 Billion 0.45% of portfolio
14,918
Q3 2025 Added 9.04%
$0
$1.16 Billion 0.43% of portfolio
12,500
Q3 2025 Added 6.18%
$0
$1.13 Billion 0.42% of portfolio
27,062
Q3 2025 Added 4.47%
$0
$1.07 Billion 0.39% of portfolio
62,832
Q3 2025 Added 3.09%
$0
$989 Million 0.36% of portfolio
7,625
Q3 2025 Added 4.61%
$0
$930 Million 0.34% of portfolio
7,344
Q3 2025 Added 8.48%
$0
$875 Million 0.32% of portfolio
11,698
Q3 2025 Added 11.31%
$0
$832 Million 0.31% of portfolio
4,766
Q3 2025 Added 14.35%
$0
$685 Million 0.25% of portfolio
11,541
Q3 2025 Reduced 0.13%
$0
$691 Million 0.25% of portfolio
12,485
Q3 2025 Reduced 1.27%
$0
$678 Million 0.25% of portfolio
8,008
Q3 2025 Added 9.86%
$0
$688 Million 0.25% of portfolio
9,364
Q3 2025 Added 9.1%
$0
$636 Million 0.23% of portfolio
2,272
Q3 2025 Reduced 0.83%
$0
$546 Million 0.2% of portfolio
2,104
Q3 2025 Added 6.53%
$0
$543 Million 0.2% of portfolio
9,243
Q3 2025 Added 2.99%
$0
$554 Million 0.2% of portfolio
12,440
Q3 2025 Reduced 0.3%
$0
$453 Million 0.17% of portfolio
1,387
Q3 2025 Added 0.36%
$0
$420 Million 0.15% of portfolio
1,750
Q3 2025 Added 6.51%
$0
$378 Million 0.14% of portfolio
2,471
Q3 2025 Reduced 8.68%
$0
$345 Million 0.13% of portfolio
8,696
Q3 2025 Added 0.71%
$0
$322 Million 0.12% of portfolio
13,966
Q3 2025 Added 1.59%
$0
$324 Million 0.12% of portfolio
22,185
Q3 2025 Added 5.25%
$0
$331 Million 0.12% of portfolio
14,322
Q3 2025 Added 35.96%
$0
$296 Million 0.11% of portfolio
3,136
Q3 2025 Added 0.16%
$0
$246 Million 0.09% of portfolio
906
Q3 2025 Added 5.84%
$0
$234 Million 0.09% of portfolio
5,285
Q3 2025 Added 1.44%
$0
$238 Million 0.09% of portfolio
7,189
Q3 2025 Reduced 2.48%
$0
$247 Million 0.09% of portfolio
1,375
Q3 2025 Added 7.76%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $272 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Hf Advisory Group, LLC Portfolio

Follow Hf Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hf Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hf Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email