Hf Advisory Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 160 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 $6.63B, Berkshire Hathaway Inc Class B with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $5.07B, Ishares Tr Fallen Angels Usd B with a value of $4.9B, and Microsoft Corp with a value of $4.79B.
Examining the 13F form we can see an increase of $11.3B in the current position value, from $218B to 229B.
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
$229 Billion
ETFs: $69.4 Billion
Financial Services: $26.4 Billion
Technology: $25.4 Billion
Healthcare: $21.1 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $14.9 Billion
Energy: $14.7 Billion
Consumer Defensive: $12.8 Billion
Other: $18.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more