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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$1.33T
$3.21 Billion 1.66% of portfolio
6,364
Q2 2024 Added 14.73%
$461B
$2.52 Billion 1.3% of portfolio
9,584
Q2 2024 Added 11.12%
$654B
$2.4 Billion 1.24% of portfolio
11,869
Q2 2024 Reduced 4.21%
$859B
$2.13 Billion 1.1% of portfolio
2,357
Q2 2024 Reduced 7.89%
$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%
$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%
$489B
$1.94 Billion 1.0% of portfolio
16,827
Q2 2024 Added 16.15%
$232B
$1.7 Billion 0.88% of portfolio
23,539
Q2 2024 Reduced 2.49%
$1.02T
$1.54 Billion 0.8% of portfolio
8,848
Q2 2024 Reduced 9.25%
$226B
$1.51 Billion 0.78% of portfolio
2,720
Q2 2024 Added 35.8%
$204B
$1.39 Billion 0.72% of portfolio
13,727
Q2 2024 Added 22.43%
$819B
$1.05 Billion 0.54% of portfolio
5,285
Q2 2024 Added 1.44%
$299B
$923 Million 0.48% of portfolio
3,589
Q2 2024 Reduced 14.12%
$238B
$815 Million 0.42% of portfolio
7,658
Q2 2024 Added 32.1%
$419B
$757 Million 0.39% of portfolio
5,181
Q2 2024 Added 7.78%
$341B
$687 Million 0.36% of portfolio
17,274
Q2 2024 Added 10.38%
$526B
$640 Million 0.33% of portfolio
1,258
Q2 2024 Reduced 18.31%
$291B
$620 Million 0.32% of portfolio
3,962
Q2 2024 Added 15.54%
$284B
$534 Million 0.28% of portfolio
8,385
Q2 2024 Added 13.76%
$393B
$315 Million 0.16% of portfolio
370
Q2 2024 Added 2.21%
$205B
$248 Million 0.13% of portfolio
743
Q2 2024 Reduced 0.93%
$1.02T
$240 Million 0.12% of portfolio
1,319
Q2 2024 Reduced 5.65%
$404B
$201 Million 0.1% of portfolio
585
Q2 2024 New

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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