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CIK: 0001963169
Total reported value
$323.5M
$323.5M
160 檔
8.2%
As reported in its official Q1 2025 Form 13F filing, HF Advisory Group, LLC's tracked investment portfolio stood at $323.5M with 160 total positions.
In Q1 2025, HF Advisory Group, LLC displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.90% | +0.07% | +6.67% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.06% | +7.82% | |
| 3 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.22% | +0.01% | +1.97% | |
| 4 | FALN | Ishares Fallen Angels ETF | ETF-Other | 2.14% | +0.03% | +11.14% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.09% | +6.11% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.11% | +3.32% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.81% | +0.04% | -6.89% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.78% | -0.40% | +23.01% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.32% | -1.81% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.05% | -8.21% | |
| 11 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.51% | +0.13% | -10.81% | |
| 12 | CAPE | Doubleline Shiller Cape US | ETF-Other | 1.51% | +0.05% | +4.80% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.07% | -0.97% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.06% | -1.35% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.43% | +0.01% | +13.16% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.31% | +0.08% | +10.44% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.30% | -0.05% | +0.27% | |
| 18 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.29% | +0.12% | +8.04% | |
| 19 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.24% | -0.30% | -3.70% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.22% | +0.05% | -0.22% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.22% | -0.14% | +20.20% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.18% | +1.39% | |
| 23 | TRP | Tc Energy CORP | Stock-Energy | 1.19% | -0.11% | +10.57% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.43% | +16.52% | |
| 25 | T | At&t Inc | Stock-Comm Services | 1.14% | -0.31% | +2.57% | |
| 26 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | +0.10% | +14.89% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.01% | -5.70% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.12% | +1.96% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.07% | +16.39% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | +0.01% | +2.65% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.05% | +0.07% | -0.67% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 1.02% | -0.40% | +8.14% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 1.01% | -0.05% | +13.51% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.17% | +21.31% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.92% | +0.03% | +7.73% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.91% | +0.10% | +2.98% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.02% | +0.97% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.86% | — | +7.06% | |
| 39 | KMX | Carmax Inc | Stock-Consumer Disc | 0.86% | -0.66% | EXIT | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.83% | -0.07% | +4.72% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.80% | -0.43% | +6.71% | |
| 42 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.80% | +0.03% | +10.92% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | +0.03% | +6.48% | |
| 44 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.79% | -0.18% | +22.59% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.78% | +0.11% | +16.49% | |
| 46 | NI | Nisource Inc | Stock-Utilities | 0.76% | -0.02% | -4.14% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.03% | -2.33% | |
| 48 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.75% | +0.12% | -2.17% | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.72% | +0.07% | +14.18% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.08% | -3.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.4% | +23.01% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +7.82% | Add |
| 3 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 4 | ELV | Elevance Health Inc | +0.3% | +14.89% | Add |
| 5 | PM | Philip Morris International | +0.2% | +2.65% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +16.52% | Add |
| 7 | EBAY | Ebay Inc | +0.2% | +61.93% | Add |
| 8 | MDT | Medtronic plc | +0.2% | +59.76% | Add |
| 9 | APD | Air Products & Chemicals Inc | +0.2% | +69.40% | Add |
| 10 | T | At&t Inc | +0.2% | +2.57% | Add |
| 11 | VOD | Vodafone Group Plc-sp Adr | +0.2% | +22.59% | Add |
| 12 | BDX | Becton Dickinson And Co | +0.2% | +60.41% | Add |
| 13 | KVUE | Kenvue Inc | +0.2% | +8.04% | Add |
| 14 | SHEL | Shell Plc-adr | +0.2% | +8.14% | Add |
| 15 | SO | Southern Co/the | +0.2% | +13.51% | Add |
| 16 | LYG | Lloyds Banking Group Plc-adr | +0.2% | +3.42% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +4.72% | Add |
| 18 | RTX | Rtx CORP | +0.1% | +7.73% | Add |
| 19 | BTI | British American Tob-sp Adr | +0.1% | +10.92% | Add |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +21.12% | Add |
| 21 | FALN | Ishares Fallen Angels ETF | +0.1% | +11.14% | Add |
| 22 | PEP | Pepsico Inc | +0.1% | +21.31% | Add |
| 23 | MO | Altria Group Inc | +0.1% | +6.48% | Add |
| 24 | PFE | Pfizer Inc | +0.1% | +20.20% | Add |
| 25 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +13.16% | Add |
| 26 | LLY | Eli Lilly & Co | +0.1% | +18.35% | Add |
| 27 | WFC | Wells Fargo & Co | +0.1% | +10.44% | Add |
| 28 | COR | Cencora Inc | +0.1% | -0.19% | Trim |
| 29 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | -3.70% | Trim |
| 30 | TRP | Tc Energy CORP | +0.1% | +10.57% | Add |
| 31 | UL | Unilever PLC | +0.1% | +16.05% | Add |
| 32 | DGRO | Ishares Core Dividend Growth | +0.1% | +6.67% | Add |
| 33 | V | Visa Inc-class A Shares | +0.1% | -1.81% | Trim |
| 34 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +1.97% | Add |
| 35 | ANGL | Vaneck Fallen Angel High Yld | -0.1% | EXIT | Sold out |
| 36 | QYLD | Global X Nasd 100 Cov Call | -0.1% | -13.19% | Trim |
| 37 | IQV | Iqvia Holdings Inc | -0.1% | -2.17% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -33.61% | Trim |
| 39 | WPP | Wpp Plc-sponsored Adr | -0.2% | EXIT | Sold out |
| 40 | VGT | Vanguard Info Tech ETF | -0.2% | -5.18% | Trim |
| 41 | KMX | Carmax Inc | -0.2% | -12.54% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | +6.11% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | -2.33% | Trim |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | +1.96% | Add |
| 45 | CRM | Salesforce Inc | -0.3% | -3.39% | Trim |
| 46 | AAPL | Apple Inc | -0.3% | -5.70% | Trim |
| 47 | TSLA | Tesla Inc | -0.4% | +0.54% | Add |
| 48 | BKNG | Booking Holdings Inc | -0.4% | -10.81% | Trim |
| 49 | AMZN | Amazon.com Inc | -0.5% | -8.21% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -0.7% | -6.89% | 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 160 disclosed positions in Q1 2025.
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, BRK-B, LGLV) accounted for 8.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMAT
市值: $767.2K
Top Position Liquidated / Trimmed
WPP
前期市值: $356.1K
During Q1 2025, HF Advisory Group, LLC's top holdings by market value included DGRO (2.9%)、BRK-B (2.2%)、LGLV (2.2%). The largest single position, DGRO, represented 2.9% of total portfolio value.
In Q1 2025, HF Advisory Group, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 14 holdings, and fully liquidating 2 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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