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CIK: 0001963169
Total reported value
$323.5M
$323.5M
159 檔
8.0%
According to the latest 13F quarterly dataset, HF Advisory Group, LLC managed an equity portfolio of $323.5M at the end of Q4 2024, spanning 159 distinct U.S. exchange-listed positions.
HF Advisory Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 6 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.84% | +0.07% | +2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | +0.04% | +1.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.09% | +1.14% | |
| 4 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.17% | +0.01% | -1.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | -0.05% | +2.82% | |
| 6 | FALN | Ishares Fallen Angels ETF | ETF-Other | 2.02% | +0.03% | +3.50% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.11% | -4.80% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.92% | +0.13% | -6.44% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.06% | +7.59% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.32% | +1.96% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.07% | -0.04% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.06% | +8.60% | |
| 13 | CAPE | Doubleline Shiller Cape US | ETF-Other | 1.50% | +0.05% | +3.05% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.01% | +10.10% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.36% | +0.05% | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | +0.18% | +3.20% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.40% | +21.66% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.33% | +0.01% | +5.10% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.33% | +0.12% | +6.40% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.29% | -0.05% | +1.32% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.23% | +0.08% | -2.43% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.18% | +0.07% | +4.81% | |
| 23 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.17% | -0.30% | +31.03% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.16% | -0.07% | +2.62% | |
| 25 | TRP | Tc Energy CORP | Stock-Energy | 1.12% | -0.11% | -4.33% | |
| 26 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.12% | +0.12% | +3.21% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.11% | -0.14% | +3.30% | |
| 28 | KMX | Carmax Inc | Stock-Consumer Disc | 1.08% | -0.66% | EXIT | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.03% | -2.24% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.02% | — | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.08% | +16.12% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.43% | +6.44% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.94% | +0.10% | -3.56% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.94% | -0.31% | -9.29% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.02% | +10.35% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.90% | +0.16% | +1.71% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.89% | +0.12% | +32.37% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.87% | — | +2.54% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.17% | +419.73% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.86% | +0.10% | +35.89% | |
| 41 | SHEL | Shell Plc-adr | Stock-Energy | 0.85% | -0.40% | +15.78% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.84% | -0.05% | -3.16% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | +0.01% | +3.89% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.78% | +0.03% | -2.26% | |
| 45 | NI | Nisource Inc | Stock-Utilities | 0.77% | -0.02% | -23.81% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.74% | -0.43% | +12.49% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.11% | +0.61% | |
| 48 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.73% | +0.25% | +39.15% | |
| 49 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.72% | +0.02% | +4.84% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.70% | +0.07% | +50.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +0.7% | +419.73% | Add |
| 2 | UPS | United Parcel Service-cl B | +0.6% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.4% | +2.82% | Add |
| 4 | TSLA | Tesla Inc | +0.3% | — | Unchanged |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.42% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +8.60% | Add |
| 7 | CRM | Salesforce Inc | +0.3% | +16.12% | Add |
| 8 | PAGP | Plains Gp Holdings Lp-cl A | +0.3% | +31.03% | Add |
| 9 | TFC | Truist Financial CORP | +0.2% | +50.54% | Add |
| 10 | KRC | Kilroy Realty CORP | +0.2% | +39.15% | Add |
| 11 | V | Visa Inc-class A Shares | +0.2% | +1.96% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.40% | Add |
| 13 | WFC | Wells Fargo & Co | +0.2% | -2.43% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | +10.10% | Add |
| 15 | BKNG | Booking Holdings Inc | +0.2% | -6.44% | Trim |
| 16 | SCHW | Schwab (charles) CORP | +0.2% | +1.32% | Add |
| 17 | KMX | Carmax Inc | +0.2% | +12.60% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +58.30% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +10.35% | Add |
| 20 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +26.45% | Add |
| 21 | MCK | Mckesson CORP | +0.1% | +19.39% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +21.66% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +0.47% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.59% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.20% | Add |
| 26 | IQV | Iqvia Holdings Inc | +0.1% | +32.37% | Add |
| 27 | SHEL | Shell Plc-adr | +0.1% | +15.78% | Add |
| 28 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +4.81% | Add |
| 29 | SNY | Sanofi-adr | -0.1% | +7.12% | Add |
| 30 | TRP | Tc Energy CORP | -0.1% | -4.33% | Trim |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | EXIT | Sold out |
| 32 | VYM | Vanguard High Dvd Yield ETF | -0.1% | EXIT | Sold out |
| 33 | LGLV | Spdr US Lc Low Vol Idx | -0.1% | -1.06% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -8.03% | Trim |
| 35 | SOXX | Ishares Semiconductor ETF | -0.1% | EXIT | Sold out |
| 36 | BDX | Becton Dickinson And Co | -0.1% | -18.02% | Trim |
| 37 | VOD | Vodafone Group Plc-sp Adr | -0.1% | +2.49% | Add |
| 38 | SO | Southern Co/the | -0.1% | -3.16% | Trim |
| 39 | VEEV | Veeva Systems Inc-class A | -0.1% | -41.71% | Trim |
| 40 | SILA | Sila Realty Trust Inc | -0.1% | -21.04% | Trim |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | -0.2% | -33.18% | Trim |
| 42 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 43 | NI | Nisource Inc | -0.2% | -23.81% | Trim |
| 44 | CAH | Cardinal Health Inc | -0.2% | -48.28% | Trim |
| 45 | CVS | Cvs Health CORP | -0.3% | -53.56% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | -0.5% | -47.12% | Trim |
| 48 | FIS | Fidelity National Info Serv | -0.5% | EXIT | Sold out |
| 49 | QYLD | Global X Nasd 100 Cov Call | -0.6% | -51.66% | Trim |
| 50 | GD | General Dynamics CORP | -0.7% | -45.32% | Trim |
According to official SEC Form 13F filings, HF Advisory Group, LLC reported a total U.S. public equity portfolio value of $323.5M across 159 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, GOOG, MSFT) accounted for 8.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
UPS
市值: $1.3M
Top Position Liquidated / Trimmed
FIS
前期市值: $1.2M
During Q4 2024, HF Advisory Group, LLC's top holdings by market value included DGRO (2.8%)、GOOG (2.5%)、MSFT (2.3%). The largest single position, DGRO, represented 2.8% of total portfolio value.
In Q4 2024, HF Advisory Group, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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