HA
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HF Advisory Group, LLC13F | |
| HF Advisory Group, LLC | |
| Last update 2025-07-10 | 164 Stocks (6 new) |
| Value $253.00 Mil | Turnover 7 % |
HF Advisory Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO | iShares Core Dividend Growth ETF | 116,472 | 7,447.2 | +8.58% | 2.940 | +0.23% | 0.020 | +12.09% | +6.92% | 32,515.1 | ||
MSFT | Microsoft Corp | 14,009 | 6,967.9 | +9.81% | 2.750 | +0.25% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
META | Meta Platforms Inc | 7,612 | 5,618.3 | +1.00% | 2.220 | +0.02% | 0.000 | +39.98% | +19.99% | 1,763,574.3 | Interactive Media | |
FALN | iShares Fallen Angels USD Bond ETF | 206,620 | 5,607.7 | +12.91% | 2.220 | +0.25% | 0.310 | +5.34% | +4.20% | 1,835.7 | ||
LGLV |
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
| 30,370 | 5,302.9 | +4.27% | 2.100 | +0.09% | 0.480 | +4.88% | +6.66% | 1,091.1 | ||
GOOG | Alphabet Inc | 27,634 | 4,902.1 | +4.40% | 1.940 | +0.08% | 0.000 | +20.58% | -2.79% | 2,233,811.7 | Interactive Media | |
JPM | JPMorgan Chase & Co | 15,151 | 4,392.6 | +12.29% | 1.740 | +0.19% | 0.000 | +25.58% | +22.90% | 797,130.5 | Banks | |
VZ | Verizon Communications Inc | 97,912 | 4,236.6 | +8.88% | 1.670 | +0.14% | 0.000 | -5.51% | +7.60% | 172,655.6 | Telecommunication Services | |
AMZN | Amazon.com Inc | 18,996 | 4,167.5 | -1.27% | 1.650 | -0.02% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
BKNG | Booking Holdings Inc | 712 | 4,118.9 | -5.19% | 1.630 | -0.08% | 0.000 | +24.50% | +14.83% | 184,957.3 | Travel & Leisure |
HF Advisory Group, LLC's Historical Top Holdings Breakdowns
HF Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMAT | Applied Materials Inc | 2025-06-30 | Add Add | +0.39% | 126.95 ($158.25) 183.52 | $192.52 | 21.66% | Add 100.91% | 10,620 | 5,334 | |
UPS | United Parcel Service Inc | 2025-06-30 | Add Add | +0.30% | 91.92 ($98.57) 110.2 | $99.50 | 0.94% | Add 57.93% | 20,904 | 7,668 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.29% | 483.48 ($508.26) 539.8 | $473.40 | -6.86% | Reduce -13.22% | 8,329 | -1,269 | |
PFE | Pfizer Inc | 2025-06-30 | Add Add | +0.27% | 21.59 ($23.35) 25.34 | $24.58 | 5.27% | Add 25.6% | 137,999 | 28,131 | |
PAGP | Plains GP Holdings LP | 2025-06-30 | Add Add | +0.27% | 17.24 ($18.66) 21.61 | $19.71 | 5.63% | Add 26.3% | 167,917 | 34,971 | |
SPHY | SPDR Portfolio High Yield Bond ETF | 2025-06-30 | Add Add | +0.26% | 22.4 ($23.27) 23.8 | $23.62 | 1.50% | Add 19.83% | 167,287 | 27,686 | |
FALN | iShares Fallen Angels USD Bond ETF | 2025-06-30 | Add Add | +0.25% | 25.27 ($26.38) 27.14 | $26.96 | 2.20% | Add 12.91% | 206,620 | 23,627 | |
KRC | Kilroy Realty Corp | 2025-06-30 | Add Add | +0.25% | 28.32 ($32.61) 35.95 | $36.72 | 12.60% | Add 38.12% | 66,993 | 18,488 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.25% | 354.56 ($433.34) 497.45 | $511.70 | 18.08% | Add 9.81% | 14,009 | 1,252 | |
TFC | Truist Financial Corp | 2025-06-30 | Add Add | +0.25% | 34.79 ($39.16) 42.99 | $45.01 | 14.94% | Add 36.41% | 54,694 | 14,598 |
HF Advisory Group, LLC Total Holding History ($B)
HF Advisory Group, LLC's Asset Allocation
HF Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HF Advisory Group, LLC's Hypothetical Growth since 2025-06-30
HF Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HF Advisory Group, LLC's Holdings Heat Map
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HF Advisory Group, LLC's Holdings Bubble Chart
HF Advisory Group, LLC News
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