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CIK: 0001963169
Total reported value
$323.5M
$323.5M
164 檔
9.6%
In Q2 2025, HF Advisory Group, LLC's U.S. equity holdings reached a combined market value of $323.5M, distributed across 164 disclosed stock positions.
In Q2 2025, HF Advisory Group, LLC displayed an active expansion posture, initiating 2 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.94% | +0.07% | +8.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.09% | +9.81% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.11% | +1.00% | |
| 4 | FALN | Ishares Fallen Angels ETF | ETF-Other | 2.22% | +0.03% | +12.91% | |
| 5 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.10% | +0.01% | +4.27% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.04% | +4.40% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.06% | +12.29% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.67% | -0.40% | +8.88% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.05% | -1.27% | |
| 10 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.63% | +0.13% | -5.19% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.06% | -13.22% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.57% | +0.01% | +19.83% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.54% | +0.08% | +16.08% | |
| 14 | CAPE | Doubleline Shiller Cape US | ETF-Other | 1.51% | +0.05% | +5.42% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.07% | +0.23% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | +0.12% | +6.10% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | +0.32% | -9.56% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.32% | -0.14% | +25.60% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.31% | -0.05% | -4.66% | |
| 20 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.29% | -0.30% | +26.30% | |
| 21 | TRP | Tc Energy CORP | Stock-Energy | 1.27% | -0.11% | +14.25% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +0.18% | -0.24% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.24% | -0.07% | -18.51% | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.22% | +0.05% | -1.15% | |
| 25 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.11% | +0.12% | +8.88% | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.07% | -0.40% | +20.33% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.07% | -0.05% | +17.10% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.43% | +10.85% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.06% | +0.03% | +15.46% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.05% | +0.07% | -0.47% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.01% | +0.11% | +23.68% | |
| 32 | T | At&t Inc | Stock-Comm Services | 1.01% | -0.31% | -4.34% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.99% | +0.10% | +12.20% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.03% | -2.62% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.17% | +22.11% | |
| 36 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | +0.07% | +36.41% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.01% | +0.22% | |
| 38 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.91% | +0.25% | +38.12% | |
| 39 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.90% | -0.18% | +11.15% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.90% | +0.01% | -19.12% | |
| 41 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.88% | +0.03% | +6.78% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | +0.03% | +57.93% | |
| 43 | ELV | Elevance Health Inc | Stock-Healthcare | 0.83% | +0.10% | -7.57% | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.81% | -0.07% | +9.33% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.16% | +3.32% | |
| 46 | NI | Nisource Inc | Stock-Utilities | 0.81% | -0.02% | +15.83% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.55% | +100.91% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.76% | — | -3.18% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.02% | -8.70% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.75% | +0.03% | +6.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +9.81% | Add |
| 2 | AMAT | Applied Materials Inc | +0.4% | +100.91% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +6.10% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +1.00% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +12.29% | Add |
| 6 | WFC | Wells Fargo & Co | +0.2% | +16.08% | Add |
| 7 | TXN | Texas Instruments Inc | +0.2% | +23.68% | Add |
| 8 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 9 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.2% | -2.62% | Trim |
| 11 | KRC | Kilroy Realty CORP | +0.2% | +38.12% | Add |
| 12 | TFC | Truist Financial CORP | +0.2% | +36.41% | Add |
| 13 | UPS | United Parcel Service-cl B | +0.2% | +57.93% | Add |
| 14 | ORCL | Oracle CORP | +0.2% | -18.51% | Trim |
| 15 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +19.83% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +15.46% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +4.40% | Add |
| 18 | GD | General Dynamics CORP | +0.1% | +30.21% | Add |
| 19 | BKNG | Booking Holdings Inc | +0.1% | -5.19% | Trim |
| 20 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +11.15% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +25.60% | Add |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +3.32% | Add |
| 23 | ADI | Analog Devices Inc | +0.1% | +10.65% | Add |
| 24 | FALN | Ishares Fallen Angels ETF | +0.1% | +12.91% | Add |
| 25 | TRP | Tc Energy CORP | +0.1% | +14.25% | Add |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +12.20% | Add |
| 27 | BTI | British American Tob-sp Adr | +0.1% | +6.78% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.24% | Trim |
| 29 | SO | Southern Co/the | +0.1% | +17.10% | Add |
| 30 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +8.35% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | -1.27% | Trim |
| 32 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +26.30% | Add |
| 33 | SHEL | Shell Plc-adr | +0.1% | +20.33% | Add |
| 34 | NI | Nisource Inc | +0.1% | +15.83% | Add |
| 35 | DGRO | Ishares Core Dividend Growth | 0% | +8.58% | Add |
| 36 | DIS | Walt Disney Co/the | 0% | -5.34% | Trim |
| 37 | SCHW | Schwab (charles) CORP | 0% | -4.66% | Trim |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | +0.23% | Add |
| 39 | CAPE | Doubleline Shiller Cape US | — | +5.42% | Add |
| 40 | MGC | Vanguard Mega Cap ETF | — | -1.15% | Trim |
| 41 | ESGU | Ishares Esg Aware Msci USA | — | -0.47% | Trim |
| 42 | NWE | Northwestern Energy Group In | -0.1% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | +20.00% | Add |
| 44 | LGLV | Spdr US Lc Low Vol Idx | -0.1% | +4.27% | Add |
| 45 | COR | Cencora Inc | -0.2% | -26.15% | Trim |
| 46 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -21.78% | Trim |
| 47 | SILA | Sila Realty Trust Inc | -0.2% | -30.28% | Trim |
| 48 | ELV | Elevance Health Inc | -0.3% | -7.57% | Trim |
| 49 | V | Visa Inc-class A Shares | -0.3% | -9.56% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -13.22% | 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 164 disclosed positions in Q2 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, MSFT, META) accounted for 9.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
VXUS
市值: $593.1K
Top Position Liquidated / Trimmed
NWE
前期市值: $207.1K
During Q2 2025, HF Advisory Group, LLC's top holdings by market value included DGRO (2.9%)、MSFT (2.8%)、META (2.2%). The largest single position, DGRO, represented 2.9% of total portfolio value.
In Q2 2025, HF Advisory Group, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 15 holdings, and fully liquidating 1 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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