HF Advisory Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HA HF Advisory Group, LLC | Institutional Filer | ▼ 2.74% | $293.4M | 166 |
Current Portfolio Holdings
Showing all 166 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | — | 131K | $9.2M | 3.13% |
| 2 | FALN | ISHARES TR | — | 269K | $7.2M | 2.45% |
| 3 | VZ | Verizon Communications Inc. | Communication Services | 129K | $6.5M | 2.21% |
| 4 | LGLV | SPDR SERIES TRUST | — | 35K | $6.2M | 2.12% |
| 5 | MSFT | Microsoft Corporation | Technology | 16K | $6.1M | 2.08% |
| 6 | GOOG | Alphabet Inc. | Technology | 20K | $5.9M | 2.00% |
| 7 | PAGP | Plains GP Holdings, L.P. | Energy | 228K | $5.5M | 1.89% |
| 8 | SPHY | SPDR SERIES TRUST | — | 229K | $5.3M | 1.82% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 18K | $5.3M | 1.82% |
| 10 | TRP | TC Energy Corporation | Energy | 84K | $5.2M | 1.78% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 23K | $4.7M | 1.61% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 10K | $4.7M | 1.60% |
| 13 | SHEL | Shell plc | Energy | 49K | $4.6M | 1.55% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 26K | $4.4M | 1.50% |
| 15 | WFC | Wells Fargo & Company | Financial Services | 55K | $4.3M | 1.48% |
Showing 1 to 15 of 166 holdings