HF Advisory Group, LLC
RIA/Wealth
HF Advisory Group, LLC is a RIA/Wealth based in Annapolis, MD led by Raymond Lee Hobson, managing $272.3M across 166 long positions as of Q3 2025 with 31% ETF concentration.
Managing PartnerRaymond Lee Hobson
- Portfolio Value
- $272.3M
- Positions
- 166
- Top Holding
- DGRO at 3.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HF Advisory Group, LLC's portfolio (20.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.3M | 3.04% | +$354.8K Bought | — 121.7K shares | |
Software - Infrastructure Technology | $6.6M | 2.43% | -$626.7K Sold | 0.00% 12.8K shares | |
ETF ETF | $6.2M | 2.29% | +$502.3K Bought | — 224.7K shares | |
Internet Content & Information Communication Services | $6.2M | 2.29% | -$501.2K Sold | 0.00% 25.6K shares | |
ETF ETF | $5.7M | 2.09% | +$268.0K Bought | — 31.9K shares | |
Insurance - Diversified Financial Services | $5.0M | 1.83% | +$807.9K Bought | 0.00% 9.9K shares | |
Banks - Diversified Financial Services | $5.0M | 1.83% | +$200.9K Bought | 0.00% 15.8K shares | |
Telecommunications Services Communication Services | $4.7M | 1.73% | +$407.5K Bought | 0.00% 107.2K shares | |
ETF ETF | $4.5M | 1.65% | +$493.9K Bought | — 187.9K shares | |
Banks - Diversified Financial Services | $4.4M | 1.60% | +$287.9K Bought | 0.00% 52.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HF Advisory Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+88.22% | |
+69.39% | |
+55.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-86.03% | |
-41.31% | |
-40.05% | |
-39.63% | |
-27.19% |
Analytics
Portfolio insights and performance metrics for HF Advisory Group, LLC
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