Hf Advisory Group, LLC Portfolio Holdings

Hf Advisory Group, LLC

  • $215 Billion
  • Q3 2024

Hf Advisory Group, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 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 $6.18B, Microsoft Corp with a value of $5.11B, Spdr Ssga Us Large Cap Low Vol with a value of $4.89B, Alphabet Inc. with a value of $4.69B, and Meta Platforms, Inc. with a value of $4.39B.

Examining the 13F form we can see an increase of $21.8B in the current position value, from $193B to 215B.

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 $215 Billion
ETFs: $70 Billion
Technology: $25.5 Billion
Financial Services: $20.8 Billion
Healthcare: $20.3 Billion
Communication Services: $18.9 Billion
Consumer Cyclical: $15.2 Billion
Energy: $12.5 Billion
Consumer Defensive: $9.19 Billion
Other: $17.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$1.53 Billion 0.71% of portfolio
14,504
Q3 2024 Added 44.29%
$113B
$1.5 Billion 0.7% of portfolio
17,913
Q3 2024 Reduced 1.52%
$91.2B
$1.48 Billion 0.69% of portfolio
28,917
Q3 2024 Reduced 4.8%
$318B
$1.48 Billion 0.69% of portfolio
5,410
Q3 2024 Added 50.74%
$80.5B
$1.47 Billion 0.68% of portfolio
40,062
Q3 2024 Reduced 3.16%
$189B
$1.45 Billion 0.67% of portfolio
2,796
Q3 2024 Added 2.79%
$0
$1.42 Billion 0.66% of portfolio
21,057
Q3 2024 Added 2.75%
$106B
$1.41 Billion 0.65% of portfolio
14,458
Q3 2024 Added 90.19%
$1.25T
$1.36 Billion 0.63% of portfolio
5,210
Q3 2024 Reduced 1.42%
$0
$1.34 Billion 0.62% of portfolio
2,333
Q3 2024 Added 54.81%
$0
$1.34 Billion 0.62% of portfolio
23,086
Q3 2024 Added 2.58%
$198B
$1.29 Billion 0.6% of portfolio
13,391
Q3 2024 Added 24.81%
Sila Realty Trust Inc
-
$1.25 Billion 0.58% of portfolio
-
Q3 2024 Added 51.65%
$0
$1.24 Billion 0.58% of portfolio
4,375
Q3 2024 Reduced 0.16%
$88B
$1.23 Billion 0.57% of portfolio
30,309
Q3 2024 Reduced 2.36%
$0
$1.18 Billion 0.55% of portfolio
17,351
Q3 2024 Added 2.49%
$160B
$1.18 Billion 0.55% of portfolio
28,279
Q3 2024 Reduced 6.54%
$0
$1.18 Billion 0.55% of portfolio
3,075
Q3 2024 Reduced 1.47%
$22.8B
$1.17 Billion 0.54% of portfolio
6,061
Q3 2024 Added 1.22%
$46.9B
$1.17 Billion 0.54% of portfolio
13,935
Q3 2024 Reduced 4.97%
$0
$1.16 Billion 0.54% of portfolio
44,267
Q3 2024 Added 4.41%
$0
$1.12 Billion 0.52% of portfolio
38,117
Q3 2024 Added 1.16%
$140B
$1.09 Billion 0.51% of portfolio
16,831
Q3 2024 Added 6.0%
$4.15B
$1.09 Billion 0.5% of portfolio
28,058
Q3 2024 New
$67.3B
$1.08 Billion 0.5% of portfolio
7,696
Q3 2024 Added 17.21%
$0
$1.07 Billion 0.5% of portfolio
52,747
Q3 2024 Added 1.97%
$0
$1.05 Billion 0.49% of portfolio
25,417
Q3 2024 Reduced 45.71%
$43.5B
$1.03 Billion 0.48% of portfolio
330,770
Q3 2024 Added 17.19%
$109B
$1.02 Billion 0.47% of portfolio
4,430
Q3 2024 Added 10.92%
$0
$1.02 Billion 0.47% of portfolio
12,835
Q3 2024 Added 2.69%
$123B
$1.01 Billion 0.47% of portfolio
1,731
Q3 2024 Reduced 9.42%
$56.8B
$998 Million 0.46% of portfolio
23,328
Q3 2024 Added 19.7%
$38.4B
$1 Billion 0.46% of portfolio
4,443
Q3 2024 Added 10.22%
$213B
$967 Million 0.45% of portfolio
8,409
Q3 2024 Added 9.81%
$66.6B
$937 Million 0.44% of portfolio
3,885
Q3 2024 Added 12.8%
$31.9B
$950 Million 0.44% of portfolio
8,597
Q3 2024 Added 8.36%
$0
$924 Million 0.43% of portfolio
7,442
Q3 2024 Reduced 1.9%
$0
$922 Million 0.43% of portfolio
12,638
Q3 2024 Added 28.27%
$63B
$895 Million 0.42% of portfolio
14,227
Q3 2024 Reduced 19.21%
-
$874 Million 0.41% of portfolio
-
Q3 2024 Added 4.21%
$65.5B
$851 Million 0.4% of portfolio
3,331
Q3 2024 Reduced 1.25%
$0
$868 Million 0.4% of portfolio
24,204
Q3 2024 Added 4.45%
$0
$866 Million 0.4% of portfolio
10,287
Q3 2024 Added 3.5%
$371B
$814 Million 0.38% of portfolio
5,024
Q3 2024 Reduced 3.03%
$65B
$827 Million 0.38% of portfolio
2,776
Q3 2024 Added 6.89%
$119B
$800 Million 0.37% of portfolio
2,891
Q3 2024 Added 0.59%
$79.5B
$794 Million 0.37% of portfolio
4,418
Q3 2024 Added 6.51%
$85.1B
$804 Million 0.37% of portfolio
3,873
Q3 2024 Reduced 1.05%
$36.2B
$780 Million 0.36% of portfolio
11,981
Q3 2024 Added 9.15%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $215 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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