Hf Advisory Group, LLC Top Holdings and 13F Report (2024) → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad) About Hf Advisory Group, LLCInvestment ActivityHf Advisory Group, LLC has $178.81 million in total holdings as of March 31, 2024.Hf Advisory Group, LLC owns shares of 155 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 8.55% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Hf Advisory Group, LLC has purchased 151 new stocks and bought additional shares in 112 stocks.Hf Advisory Group, LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $5,342,041SPDR SSGA US Large Cap Low Volatility Index ETF $4,751,780Alphabet $4,538,414Microsoft $4,352,643iShares Fallen Angels USD Bond ETF $3,832,253 Largest New Holdings this Quarter Lloyds Banking Group $434,817 HoldingTruist Financial $411,432 HoldingMedtronic $402,546 HoldingCostco Wholesale $265,132 HoldingVanEck Semiconductor ETF $229,582 Holding Largest Purchases this Quarter Berkshire Hathaway 1,535 shares (about $645.50K)Verizon Communications 13,794 shares (about $578.81K)Charles Schwab 6,474 shares (about $468.32K)Lloyds Banking Group 167,883 shares (about $434.82K)Pfizer 14,864 shares (about $412.47K) Largest Sales this Quarter SPDR Bloomberg Convertible Securities ETF 7,238 shares (about $528.65K)Texas Instruments 2,278 shares (about $396.85K)Meta Platforms 760 shares (about $369.02K)SPDR SSGA US Large Cap Low Volatility Index ETF 2,231 shares (about $347.46K)Veeva Systems 1,285 shares (about $297.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHf Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$5,342,041$42,906 ▲0.8%92,0093.0%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$4,751,780$347,456 ▼-6.8%30,5112.7%ETFGOOGAlphabet$4,538,414$405,164 ▲9.8%29,8072.5%Computer and TechnologyMSFTMicrosoft$4,352,643$129,999 ▼-2.9%10,3462.4%Computer and TechnologyFALNiShares Fallen Angels USD Bond ETF$3,832,253$248,939 ▲6.9%142,6752.1%ManufacturingAMZNAmazon.com$3,436,059$195,712 ▲6.0%19,0491.9%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$3,009,965$77,158 ▼-2.5%48,9191.7%ETFBRK.BBerkshire Hathaway$2,969,291$645,498 ▲27.8%7,0611.7%FinanceCAPEShiller CAPE U.S. Equities ETF$2,711,190$19,460 ▲0.7%96,8281.5%FinanceSCHWCharles Schwab$2,697,516$468,322 ▲21.0%37,2901.5%FinanceMETAMeta Platforms$2,693,380$369,023 ▼-12.1%5,5471.5%Computer and TechnologyMGCVanguard Mega Cap ETF$2,599,356$11,212 ▼-0.4%13,9101.5%ETFBKNGBooking$2,556,281$392,157 ▲18.1%7041.4%Retail/WholesaleSPHYSPDR Portfolio High Yield Bond ETF$2,525,041$97,664 ▲4.0%107,6321.4%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$2,493,860$10,083 ▲0.4%139,2441.4%ManufacturingJPMJPMorgan Chase & Co.$2,482,015$187,688 ▲8.2%12,3911.4%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,433,138$528,654 ▼-17.8%33,3131.4%ETFVVisa$2,406,766$202,587 ▲9.2%8,6251.3%Business ServicesPFEPfizer$2,288,669$412,474 ▲22.0%82,4751.3%MedicalGDGeneral Dynamics$2,274,623$131,359 ▲6.1%8,0521.3%AerospaceWFCWells Fargo & Company$2,272,205$296,175 ▲15.0%39,2031.3%FinanceTRPTC Energy$2,094,556$26,572 ▲1.3%52,1041.2%Oils/EnergyVZVerizon Communications$2,033,329$578,805 ▲39.8%48,4581.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,993,833$251,543 ▲14.4%17,3431.1%ManufacturingLLYEli Lilly and Company$1,990,963$31,899 ▼-1.6%2,5591.1%MedicalTXNTexas Instruments$1,969,601$396,847 ▼-16.8%11,3061.1%Computer and TechnologyPAGPPlains GP$1,961,334$174,907 ▲9.8%107,4711.1%Oils/EnergyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,936,208$78,033 ▲4.2%49,7991.1%ETFKVUEKenvue$1,909,167$234,687 ▲14.0%88,9641.1%Consumer StaplesIQVIQVIA$1,864,557$100,650 ▲5.7%7,3731.0%MedicalQQQInvesco QQQ$1,852,328$64,823 ▼-3.4%4,1721.0%FinanceTAT&T$1,744,298$37,189 ▼-2.1%99,1081.0%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$1,714,129$226,922 ▲15.3%35,1481.0%FinanceXOMExxon Mobil$1,683,932$352,316 ▲26.5%14,4870.9%Oils/EnergyNINiSource$1,679,979$55,985 ▲3.4%60,7360.9%UtilitiesSOSouthern$1,668,246$66,429 ▲4.1%23,2550.9%UtilitiesAAPLApple$1,647,018$114,214 ▲7.5%9,6040.9%Computer and TechnologySHELShell$1,618,351$54,437 ▲3.5%24,1400.9%Oils/EnergyINTCIntel$1,608,997$60,160 ▼-3.6%36,4270.9%Computer and TechnologyMARMarriott International$1,600,575$67,363 ▲4.4%6,3440.9%Consumer DiscretionaryRTXRTX$1,576,283$48,378 ▲3.2%16,1610.9%AerospaceELVElevance Health$1,546,946$10,890 ▲0.7%2,9830.9%MedicalNVDANVIDIA$1,497,149$72,282 ▲5.1%1,6570.8%Computer and TechnologyMAMastercard$1,484,854$24,563 ▲1.7%3,0830.8%Business ServicesORCLOracle$1,470,477$395,946 ▲36.8%11,7060.8%Computer and TechnologyONEVSPDR Russell 1000 Low Volatility Focus ETF$1,434,418$202,646 ▲16.5%11,5520.8%ETFVGTVanguard Information Technology ETF$1,423,428$104,857 ▲8.0%2,7150.8%ETFTSMTaiwan Semiconductor Manufacturing$1,326,466$1,769 ▼-0.1%9,7500.7%Computer and TechnologyMOAltria Group$1,293,433$75,766 ▲6.2%29,6530.7%Consumer StaplesDISWalt Disney$1,285,030$31,324 ▲2.5%10,5020.7%Consumer DiscretionaryCRMSalesforce$1,258,631$156,312 ▲14.2%4,1790.7%Computer and TechnologyKMXCarMax$1,257,084$79,444 ▼-5.9%14,4310.7%Retail/WholesaleVODVodafone Group Public$1,241,343$131,034 ▲11.8%139,4770.7%Computer and TechnologyCOPConocoPhillips$1,214,839$192,440 ▲18.8%9,5450.7%EnergyBTIBritish American Tobacco$1,175,966$92,355 ▲8.5%38,5560.7%Consumer StaplesCVSCVS Health$1,167,233$56,471 ▲5.1%14,6340.7%Retail/WholesaleSNYSanofi$1,165,314$175,354 ▲17.7%23,9770.7%MedicalCOWZPacer US Cash Cows 100 ETF$1,161,863$112,153 ▲10.7%19,9940.6%ETFVTIVanguard Total Stock Market ETF$1,160,101$4,678 ▼-0.4%4,4640.6%ETFGILDGilead Sciences$1,132,875$46,806 ▲4.3%15,4660.6%MedicalSPHQInvesco S&P 500 Quality ETF$1,095,452$5,015 ▼-0.5%18,1300.6%ETFFISFidelity National Information Services$1,082,290$17,284 ▲1.6%14,5900.6%Business ServicesVUGVanguard Growth ETF$1,067,893$13,770 ▲1.3%3,1020.6%ETFENBEnbridge$1,063,423$141,426 ▲15.3%29,3930.6%Oils/EnergyQCOMQUALCOMM$1,043,533$25,225 ▲2.5%6,1640.6%Computer and TechnologyPMPhilip Morris International$1,027,300$307,310 ▲42.7%11,2120.6%Consumer StaplesADBEAdobe$1,010,714$138,260 ▼-12.0%2,0030.6%Computer and TechnologySMMDiShares Russell 2500 ETF$963,728$101,438 ▲11.8%14,6880.5%ETFCMCSAComcast$942,861$245,534 ▲35.2%21,7500.5%Consumer DiscretionaryPDIPIMCO Dynamic Income Fund$933,143$8,160 ▲0.9%48,3750.5%Financial ServicesCORCencora$921,518$10,204 ▲1.1%3,7930.5%MedicalTSLATesla$915,866$19,161 ▲2.1%5,2100.5%Auto/Tires/TrucksUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$915,621$140,157 ▲18.1%18,2070.5%FinanceWMWaste Management$867,535$20,255 ▼-2.3%4,0690.5%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$866,840$30,841 ▲3.7%34,2900.5%ETFCAHCardinal Health$845,602$14,323 ▲1.7%7,5570.5%MedicalCHKPCheck Point Software Technologies$839,731$31,326 ▲3.9%5,1200.5%Computer and TechnologyLMTLockheed Martin$818,468$114,586 ▲16.3%1,8000.5%AerospaceSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$811,136$125,592 ▲18.3%7,2400.5%ETFFRELFidelity MSCI Real Estate Index ETF$810,911$63,817 ▲8.5%31,0810.5%ETFSPYSPDR S&P 500 ETF Trust$793,180$8,889 ▲1.1%1,5170.4%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$774,936$111,943 ▲16.9%10,1970.4%ETFECLEcolab$766,525$231 ▲0.0%3,3190.4%Basic MaterialsUNHUnitedHealth Group$761,856$124,173 ▲19.5%1,5400.4%MedicalAPDAir Products and Chemicals$760,722$120,407 ▲18.8%3,1400.4%Basic MaterialsJNJJohnson & Johnson$760,574$39,872 ▲5.5%4,8070.4%MedicalBDXBecton, Dickinson and Company$715,611$170,242 ▲31.2%2,8920.4%MedicalSHAGWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund$714,918$59,478 ▲9.1%15,1810.4%FinanceADPAutomatic Data Processing$713,708$4,245 ▲0.6%2,8580.4%Business ServicesFXOFirst Trust Financial AlphaDEX Fund$694,433$17,819 ▼-2.5%14,6140.4%ETFWMBWilliams Companies$683,944$146,804 ▲27.3%17,5500.4%Oils/EnergyADIAnalog Devices$679,455$163,038 ▲31.6%3,4340.4%Computer and TechnologyULUnilever$670,171$182,701 ▲37.5%13,3520.4%Consumer StaplesDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$654,363$100,237 ▲18.1%19,1340.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$646,041$91,903 ▲16.6%8,0840.4%ManufacturingBABoeing$643,030$61,756 ▲10.6%3,3320.4%AerospaceFIFiserv$615,307$9,110 ▲1.5%3,8500.3%Business ServicesIMCGiShares Morningstar Mid-Cap Growth ETF$613,758$20,072 ▲3.4%8,6840.3%ETFFDNFirst Trust Dow Jones Internet Index Fund$607,682$5,948 ▼-1.0%2,9630.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$595,279$551 ▲0.1%11,8820.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
