Hf Advisory Group, LLC Portfolio Holdings by Sector

Hf Advisory Group, LLC

$193 Billion
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO LGLV FALN SPLG MGC CAPE SPHY QYLD 59 stocks	$64.4 Million 33.92% of portfolio	45	14	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE CHKP PANW 5 stocks	$9.48 Million 4.99% of portfolio	5	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE LLY SNY GILD NVS JNJ AMGN 7 stocks	$9.47 Million 4.99% of portfolio	6	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN TSM INTC QCOM ADI 6 stocks	$8.79 Million 4.63% of portfolio	3	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$8.24 Million 4.34% of portfolio	1	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T VOD CMCSA 4 stocks	$6.76 Million 3.56% of portfolio	4	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRP PAGP ENB WMB 4 stocks	$5.85 Million 3.08% of portfolio	2	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX LMT BA 4 stocks	$5.46 Million 2.88% of portfolio	3	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$5.18 Million 2.73% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$4.37 Million 2.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL CVX 3 stocks	$4.26 Million 2.24% of portfolio	2	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$4.05 Million 2.14% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$4.01 Million 2.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV CVS UNH 3 stocks	$3.48 Million 1.83% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.35 Million 1.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$3.21 Million 1.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEP D 3 stocks	$2.41 Million 1.27% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC CAH MCK 3 stocks	$2.27 Million 1.2% of portfolio	3	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$2.21 Million 1.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL APD IFF 3 stocks	$2.08 Million 1.1% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.06 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ADSK CRM 2 stocks	$1.95 Million 1.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI BK CLM CRF NXDT 5 stocks	$1.89 Million 1.0% of portfolio	5	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.82 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FISV 2 stocks	$1.72 Million 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$1.71 Million 0.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.69 Million 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1.53 Million 0.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services LYG TFC 2 stocks	$1.53 Million 0.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.4 Million 0.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.17 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.15 Million 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1.07 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$873,185 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$835,115 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$827,871 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$804,646 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$685,975 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$591,744 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$572,621 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$552,141 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$542,920 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$541,604 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC WPP 2 stocks	$541,301 0.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$533,721 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$462,777 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$410,797 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$314,855 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$256,150 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$247,512 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$201,320 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hf Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hf Advisory Group, LLC with notifications on news.

Account

Hf Advisory Group, LLC Portfolio Holdings by Sector

Hf Advisory Group, LLC

Track Hf Advisory Group, LLC Portfolio

Portfolio Update

News