HFM Investment Advisors, LLC Portfolio Holdings
Q3 2025•1,268 long positions•$246.5M portfolio value
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Holding1,327 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $98.4M 39.93% | -$253.4K Sold | — 2.6M shares | 2.6M → 2.6M −$253.4K | -0.26% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $49.4M 20.03% | -$220.0K Sold | — 1.6M shares | 1.6M → 1.6M −$220.0K | -0.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $30.4M 12.32% | +$3.9M Bought | — 710.0K shares | 619.6K → 710.0K +$3.9M | +14.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.0M 7.3% | +$242.2K Bought | — 375.1K shares | 370.1K → 375.1K +$242.2K | +1.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.9M 6.85% | +$451.9K Bought | — 447.1K shares | 435.2K → 447.1K +$451.9K | +2.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.1M 3.68% | +$1.0M Bought | — 168.1K shares | 149.1K → 168.1K +$1.0M | +12.7% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.0M 2.02% | +$588.9K Bought | — 182.0K shares | 160.4K → 182.0K +$588.9K | +13.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.6M 1.86% | +$511.7K Bought | — 82.7K shares | 73.5K → 82.7K +$511.7K | +12.53% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.943% | +$61.9K Bought | — 26.4K shares | 25.7K → 26.4K +$61.9K | +2.73% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.652% | +$30.5K Bought | — 11.7K shares | 11.4K → 11.7K +$30.5K | +1.93% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $1.0M 0.423% | +$3.3K Bought | 0.0% 5.6K shares | 5.6K → 5.6K +$3.3K | +0.32% | $446.55B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $771.0K 0.313% | -$1.4K Sold | — 12.0K shares | 12.0K → 12.0K −$1.4K | -0.18% | — — | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $738.5K 0.3% | -$205.3 Sold | 0.0% 10.8K shares | 10.8K → 10.8K −$205.3 | -0.03% | $270.48B Mega Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $672.6K 0.273% | — | 0.0% 2.2K shares | — | — | $319.00B Mega Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $563.1K 0.228% | -$699.1 Sold | 0.001% 1.6K shares | 1.6K → 1.6K −$699.1 | -0.12% | $39.3B Large Cap | Q1 2025 Held for 8 months | |
Conglomerates Industrials | $535.1K 0.217% | — | 0.001% 3.4K shares | — | — | $82.7B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $474.8K 0.193% | +$2.6K Bought | 0.0% 4.2K shares | 4.2K → 4.2K +$2.6K | +0.55% | $480.68B Mega Cap | Q1 2025 Held for 8 months | |
Information Technology Services Technology | $464.7K 0.189% | +$1.7K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$1.7K | +0.37% | $262.84B Mega Cap | Q1 2025 Held for 8 months | |
Renewable Utilities Utilities | $343.7K 0.139% | — | 0.0% 559.0 shares | — | — | $167.39B Large Cap | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $334.4K 0.136% | -$444.7 Sold | 0.0% 752.0 shares | 753.0 → 752.0 −$444.7 | -0.13% | $1.48T Mega Cap | Q1 2025 Held for 8 months | |
Renewable Utilities Utilities | $331.0K 0.134% | -$329.1 Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$329.1 | -0.1% | $102.80B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $178.3K 0.072% | -$13.8K Sold | — 5.9K shares | 6.3K → 5.9K −$13.8K | -7.17% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $178.3K 0.072% | -$14.1K Sold | — 3.7K shares | 4.0K → 3.7K −$14.1K | -7.35% | — — | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $167.6K 0.068% | -$307.3 Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$307.3 | -0.18% | $359.62B Mega Cap | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $150.0K 0.061% | +$7.4K Bought | 0.0% 589.0 shares | 560.0 → 589.0 +$7.4K | +5.18% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $142.5K 0.058% | -$4.1K Sold | 0.0% 275.0 shares | 283.0 → 275.0 −$4.1K | -2.83% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
Regulated Electric Utilities | $137.7K 0.056% | -$90.0 Sold | 0.0% 3.1K shares | 3.1K → 3.1K −$90.0 | -0.07% | $45.5B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $135.5K 0.055% | -$10.1K Sold | — 2.7K shares | 2.9K → 2.7K −$10.1K | -6.97% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $125.4K 0.051% | +$904.0 Bought | — 2.6K shares | 2.6K → 2.6K +$904.0 | +0.73% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $119.9K 0.049% | +$1.2K Bought | 0.0% 2.7K shares | 2.6K → 2.7K +$1.2K | +1.03% | $91.8B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $108.2K 0.044% | -$219.6 Sold | 0.0% 493.0 shares | 494.0 → 493.0 −$219.6 | -0.2% | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $107.6K 0.044% | +$1.2K Bought | 0.0% 442.0 shares | 437.0 → 442.0 +$1.2K | +1.14% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $106.7K 0.043% | +$186.6 Bought | 0.0% 572.0 shares | 571.0 → 572.0 +$186.6 | +0.18% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $105.0K 0.043% | +$3.7K Bought | 0.0% 143.0 shares | 138.0 → 143.0 +$3.7K | +3.62% | $1.84T Mega Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $104.9K 0.043% | — | 0.0% 172.0 shares | — | — | $87.2B Large Cap | Q1 2025 Held for 8 months | |
Packaged Foods Consumer Defensive | $87.2K 0.035% | — | 0.012% 800.0 shares | — | — | $717.3M Small Cap | Q1 2025 Held for 8 months | |
Packaged Foods Consumer Defensive | $86.4K 0.035% | — | 0.012% 800.0 shares | — | — | $740.9M Small Cap | Q1 2025 Held for 8 months | |
ETF ETF | $81.3K 0.033% | -$1.1K Sold | — 1.0K shares | 1.1K → 1.0K −$1.1K | -1.33% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $79.7K 0.032% | — | 0.0% 104.0 shares | — | — | $684.00B Mega Cap | Q1 2025 Held for 8 months | |
Medical - Healthcare Plans Healthcare | $77.9K 0.032% | -$323.1 Sold | 0.0% 241.0 shares | 242.0 → 241.0 −$323.1 | -0.41% | $72.8B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $71.0K 0.029% | -$539.3 Sold | — 1.2K shares | 1.2K → 1.2K −$539.3 | -0.75% | — — | Q1 2025 Held for 8 months | |
Medical - Care Facilities Healthcare | $62.6K 0.025% | — | 0.0% 858.0 shares | — | — | $12.7B Large Cap | Q1 2025 Held for 8 months | |
Medical - Healthcare Information Services Healthcare | $56.8K 0.023% | -$75.1 Sold | 0.0% 756.0 shares | 757.0 → 756.0 −$75.1 | -0.13% | $34.3B Large Cap | Q1 2025 Held for 8 months | |
Real Estate - Services Real Estate | $54.5K 0.022% | — | 0.0% 646.0 shares | — | — | $35.7B Large Cap | Q1 2025 Held for 8 months | |
Waste Management Industrials | $50.3K 0.02% | -$229.6 Sold | 0.0% 219.0 shares | 220.0 → 219.0 −$229.6 | -0.45% | $71.6B Large Cap | Q1 2025 Held for 8 months | |
Regulated Electric Utilities | $48.3K 0.02% | +$301.5 Bought | 0.0% 481.0 shares | 478.0 → 481.0 +$301.5 | +0.63% | $36.3B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $44.6K 0.018% | -$3.6K Sold | — 881.0 shares | 953.0 → 881.0 −$3.6K | -7.56% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $44.5K 0.018% | -$3.5K Sold | — 877.0 shares | 946.0 → 877.0 −$3.5K | -7.29% | — — | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $44.0K 0.018% | -$483.5 Sold | 0.0% 1.0K shares | 1.0K → 1.0K −$483.5 | -1.09% | $185.31B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $41.5K 0.017% | -$426.2 Sold | — 389.0 shares | 393.0 → 389.0 −$426.2 | -1.02% | — — | Q1 2025 Held for 8 months |
