The Analysis of HF Advisory Group, LLC's Holdings

Currently, HF Advisory Group, LLC holds 174 types of securities in its portfolio with a total value $301.7M. In the most recent quarter, they have increased their positions in N/A (+281.5K shares, valued at $7.3M), MSFT (+246.0K shares, valued at $6.4M), RINT (+202.3K shares, valued at $5.9M); decreased their positions in UPS (-11.3K shares, valued at $766.0K), PFE (-27.0K shares, valued at $496.7K), SILA (-1.6K shares, valued at $38.3K); initiated new positions in RINT (+202.3K shares, valued at $5.9M), N/A (+388.4K shares, valued at $2.4M), DOC (+103.7K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR197.5K shares62.33%2025-12-312026-01-16

ALPHABET INC ALPHABET INC307.1K shares1100.74%2025-12-312026-01-16

FALN ISHARES TR295.9K shares31.67%2025-12-312026-01-16

MSFT MICROSOFT CORP258.8K shares1922.02%2025-12-312026-01-16

LGLV SPDR SERIES TRUST171.0K shares436.63%2025-12-312026-01-16

RINT RUSSELL INVTS EXCHANGE TRADE202.3K sharesnew addition2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.86.9K shares450.60%2025-12-312026-01-16

WFC WELLS FARGO CO NEW125.5K shares141.02%2025-12-312026-01-16

Sponsored

VZ VERIZON COMMUNICATIONS INC165.9K shares54.79%2025-12-312026-01-16

SPHY SPDR SERIES TRUST239.8K shares27.59%2025-12-312026-01-16

AMZN AMAZON COM INC229.6K shares1280.86%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL116.3K shares1070.60%2025-12-312026-01-16

TRP TC ENERGY CORP99.2K shares37.12%2025-12-312026-01-16

PAGP PLAINS GP HLDGS L P266.3K shares37.95%2025-12-312026-01-16

SPYM SPDR SERIES TRUST134.4K shares159.05%2025-12-312026-01-16

META META PLATFORMS INC239.0K shares4008.20%2025-12-312026-01-16

Sponsored

CAPE DOUBLELINE ETF TRUST157.4K shares31.66%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC124.8K shares543.22%2025-12-312026-01-16

BKNG BOOKING HOLDINGS INC204.3K shares28353.76%2025-12-312026-01-16

KVUE KENVUE INC262.9K shares68.62%2025-12-312026-01-16

SCHW SCHWAB CHARLES CORP211.9K shares470.23%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR30.2K shares422.72%2025-12-312026-01-16

MGC VANGUARD WORLD FD33.8K shares149.66%2025-12-312026-01-16

SHEL SHELL PLC61.0K shares45.47%2025-12-312026-01-16

Sponsored

XOM EXXON MOBIL CORP66.2K shares159.73%2025-12-312026-01-16

RTX RTX CORPORATION44.8K shares151.81%2025-12-312026-01-16

TSM TAIWAN SEMICONDUCTOR MFG LTD195.8K shares1962.80%2025-12-312026-01-16

AAPL APPLE INC11.7K shares4.75%2025-12-312026-01-16

ESGU ISHARES TR110.2K shares450.55%2025-12-312026-01-16

SO SOUTHERN CO50.6K shares57.38%2025-12-312026-01-16

V VISA INC124.9K shares1125.15%2025-12-312026-01-16

TFC TRUIST FINL CORP74.8K shares30.34%2025-12-312026-01-16

Sponsored

PEP PEPSICO INC48.0K shares143.88%2025-12-312026-01-16

CWB SPDR SERIES TRUST63.1K shares100.29%2025-12-312026-01-16

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW236.2K shares13.32%2025-12-312026-01-16

NVDA NVIDIA CORPORATION15.4K shares-0.51%2025-12-312026-01-16

BTI BRITISH AMERN TOB PLC63.1K shares52.29%2025-12-312026-01-16

T AT&T INC135.2K shares46.08%2025-12-312026-01-16

KRC KILROY RLTY CORP84.9K shares22.69%2025-12-312026-01-16

AMAT APPLIED MATLS INC126.2K shares992.37%2025-12-312026-01-16

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY152.7K shares1796.96%2025-12-312026-01-16

GILD GILEAD SCIENCES INC33.1K shares66.51%2025-12-312026-01-16

NI NISOURCE INC71.8K shares31.52%2025-12-312026-01-16

COP CONOCOPHILLIPS76.1K shares255.69%2025-12-312026-01-16

VGT VANGUARD WORLD FD87.4K shares2654.67%2025-12-312026-01-16

UNILEVER PLC UNILEVER PLC388.4K sharesnew addition2025-12-312026-01-16

GIS GENERAL MLS INC79.2K shares550.15%2025-12-312026-01-16

TSLA TESLA INC5.1K shares5.15%2025-12-312026-01-16

Sponsored

PFE PFIZER INC122.4K shares-18.07%2025-12-312026-01-16

LYG LLOYDS BANKING GROUP PLC433.7K shares7.97%2025-12-312026-01-16

DON WISDOMTREE TR62.3K shares53.19%2025-12-312026-01-16

TXN TEXAS INSTRS INC45.7K shares267.20%2025-12-312026-01-16

MO ALTRIA GROUP INC60.3K shares80.67%2025-12-312026-01-16

LLY ELI LILLY & CO12.0K shares440.94%2025-12-312026-01-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP64.2K shares1035.27%2025-12-312026-01-16

CRM SALESFORCE INC105.2K shares1252.92%2025-12-312026-01-16

Sponsored

IQV IQVIA HLDGS INC154.6K shares1791.58%2025-12-312026-01-16

ADI ANALOG DEVICES INC49.7K shares661.58%2025-12-312026-01-16

KMX CARMAX INC162.5K shares347.68%2025-12-312026-01-16

SPHQ INVESCO EXCHANGE TRADED FD T48.0K shares99.87%2025-12-312026-01-16

ONEV SPDR SERIES TRUST106.7K shares758.12%2025-12-312026-01-16

MCK MCKESSON CORP44.9K shares2069.57%2025-12-312026-01-16

CMCSA COMCAST CORP NEW99.4K shares113.27%2025-12-312026-01-16

MAR MARRIOTT INTL INC NEW5.5K shares0.07%2025-12-312026-01-16

Sponsored

COWZ PACER FDS TR47.8K shares75.63%2025-12-312026-01-16

NVS NOVARTIS AG54.7K shares400.97%2025-12-312026-01-16

SNY SANOFI SA71.7K shares131.54%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC59.4K shares290.20%2025-12-312026-01-16

MA MASTERCARD INCORPORATED119.7K shares3480.11%2025-12-312026-01-16

USFR WISDOMTREE TR45.3K shares56.42%2025-12-312026-01-16

DOC HEALTHPEAK PROPERTIES INC103.7K sharesnew addition2025-12-312026-01-16

SPAB SPDR SERIES TRUST73.2K shares31.95%2025-12-312026-01-16

Sponsored

ADBE ADOBE INC99.4K shares2251.74%2025-12-312026-01-16

SMMD ISHARES TR32.1K shares66.14%2025-12-312026-01-16

ORCL ORACLE CORP53.7K shares538.57%2025-12-312026-01-16

MDYV SPDR SERIES TRUST31.2K shares97.21%2025-12-312026-01-16

VUG VANGUARD INDEX FDS17.8K shares557.53%2025-12-312026-01-16

DIS DISNEY WALT CO99.2K shares746.21%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR2.0K shares0.00%2025-12-312026-01-16

BAC BANK AMERICA CORP52.4K shares129.14%2025-12-312026-01-16

Sponsored

FREL FIDELITY COVINGTON TRUST61.3K shares31.44%2025-12-312026-01-16

ENB ENBRIDGE INC65.2K shares145.24%2025-12-312026-01-16

SBUX STARBUCKS CORP102.5K shares610.92%2025-12-312026-01-16

IMCG ISHARES TR47.5K shares218.11%2025-12-312026-01-16

BK BANK NEW YORK MELLON CORP38.9K shares309.33%2025-12-312026-01-16

ESGD ISHARES TR25.3K shares102.14%2025-12-312026-01-16

QYLD GLOBAL X FDS101.9K shares62.15%2025-12-312026-01-16

DDWM WISDOMTREE TR39.8K shares47.11%2025-12-312026-01-16

Sponsored

OMC OMNICOM GROUP INC43.1K shares239.39%2025-12-312026-01-16

BDX BECTON DICKINSON & CO34.2K shares559.28%2025-12-312026-01-16

IFF INTERNATIONAL FLAVORS&FRAGRA44.7K shares204.92%2025-12-312026-01-16

SMLV SPDR SERIES TRUST64.2K shares741.51%2025-12-312026-01-16

CAH CARDINAL HEALTH INC10.2K shares97.51%2025-12-312026-01-16

SHAG WISDOMTREE TR34.7K shares63.59%2025-12-312026-01-16

PDI PIMCO DYNAMIC INCOME FD69.4K shares24.26%2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC15.6K shares-42.02%2025-12-312026-01-16

Sponsored

EBAY EBAY INC.40.2K shares285.40%2025-12-312026-01-16

ADSK AUTODESK INC91.1K shares2368.92%2025-12-312026-01-16

IYF ISHARES TR30.9K shares321.31%2025-12-312026-01-16

QCOM QUALCOMM INC63.9K shares977.50%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON19.9K shares305.86%2025-12-312026-01-16

DEO DIAGEO PLC97.8K shares896.13%2025-12-312026-01-16

VOE VANGUARD INDEX FDS26.2K shares450.55%2025-12-312026-01-16

WM WASTE MGMT INC DEL29.5K shares704.97%2025-12-312026-01-16

Sponsored

JSML JANUS DETROIT STR TR32.9K shares180.84%2025-12-312026-01-16

CHKP CHECK POINT SOFTWARE TECH LT62.9K shares1463.34%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN3.3K shares11.56%2025-12-312026-01-16

ECL ECOLAB INC39.9K shares1167.29%2025-12-312026-01-16

CENCORA INC CENCORA INC60.7K shares2346.01%2025-12-312026-01-16

WMB WILLIAMS COS INC38.1K shares206.71%2025-12-312026-01-16

APD AIR PRODS & CHEMS INC61.4K shares2008.72%2025-12-312026-01-16

ABNB AIRBNB INC63.7K shares639.48%2025-12-312026-01-16

Sponsored

AMGN AMGEN INC9.8K shares341.85%2025-12-312026-01-16

LAMR LAMAR ADVERTISING CO NEW13.1K shares138.48%2025-12-312026-01-16

FXO FIRST TR EXCHANGE TRADED FD31.9K shares176.06%2025-12-312026-01-16

SPYV SPDR SERIES TRUST12.1K shares-3.15%2025-12-312026-01-16

KO COCA COLA CO16.9K shares89.88%2025-12-312026-01-16

BA BOEING CO13.1K shares381.93%2025-12-312026-01-16

WELL WELLTOWER INC24.0K shares549.66%2025-12-312026-01-16

VYMI VANGUARD WHITEHALL FDS26.6K shares232.13%2025-12-312026-01-16

Sponsored

MAS MASCO CORP67.2K shares601.06%2025-12-312026-01-16

VHT VANGUARD WORLD FD17.5K shares730.94%2025-12-312026-01-16

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares-2.55%2025-12-312026-01-16

VXUS VANGUARD STAR FDS27.6K shares194.87%2025-12-312026-01-16

DIVO AMPLIFY ETF TR49.9K shares300.93%2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC60.1K shares2251.41%2025-12-312026-01-16

VEEV VEEVA SYS INC60.9K shares2272.26%2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP21.7K shares1701.33%2025-12-312026-01-16

Sponsored

USRT ISHARES TR14.6K shares58.18%2025-12-312026-01-16

SILA SILA REALTY TRUST INC23.6K shares-6.51%2025-12-312026-01-16

AEP AMERICAN ELEC PWR CO INC14.7K shares232.69%2025-12-312026-01-16

SMH VANECK ETF TRUST11.9K shares757.89%2025-12-312026-01-16

MDLZ MONDELEZ INTL INC28.9K shares254.11%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR14.2K shares710.11%2025-12-312026-01-16

KCE SPDR SERIES TRUST2.9K shares17.04%2025-12-312026-01-16

GSK PLC GSK PLC16.1K shares68.93%2025-12-312026-01-16

Sponsored

ALPHABET INC ALPHABET INC1.3K shares-3.32%2025-12-312026-01-16

F FORD MTR CO43.7K shares29.48%2025-12-312026-01-16

CVS CVS HEALTH CORP9.7K shares85.02%2025-12-312026-01-16

GCOW PACER FDS TR13.9K shares59.91%2025-12-312026-01-16

CAT CATERPILLAR INC5.8K shares703.62%2025-12-312026-01-16

FI FISERV INC63.1K shares1072.25%2025-12-312026-01-16

NFLT ETFIS SER TR I19.9K shares42.65%2025-12-312026-01-16

D DOMINION ENERGY INC16.0K shares211.64%2025-12-312026-01-16

Sponsored

SLYG SPDR SERIES TRUST3.6K shares15.88%2025-12-312026-01-16

PGF INVESCO EXCHANGE TRADED FD T24.0K shares8.10%2025-12-312026-01-16

SPLB SPDR SERIES TRUST15.0K shares4.46%2025-12-312026-01-16

FBT FIRST TR EXCHANGE-TRADED FD1.4K shares4.51%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW339 shares0.00%2025-12-312026-01-16

DE DEERE & CO624 sharesnew addition2025-12-312026-01-16

VEU VANGUARD INTL EQUITY INDEX F3.9K shares11.97%2025-12-312026-01-16

BIV VANGUARD BD INDEX FDS3.5K shares20.13%2025-12-312026-01-16

Sponsored

PANW PALO ALTO NETWORKS INC1.4K shares0.84%2025-12-312026-01-16

MMM 3M CO11.9K shares560.85%2025-12-312026-01-16

SOXX ISHARES TR875 shares-3.42%2025-12-312026-01-16

PFF ISHARES TR32.5K shares348.14%2025-12-312026-01-16

ICSH ISHARES TR29.6K shares569.30%2025-12-312026-01-16

IVV ISHARES TR368 sharesnew addition2025-12-312026-01-16

AGGY WISDOMTREE TR15.6K shares195.89%2025-12-312026-01-16

XAR SPDR SERIES TRUST6.1K shares462.60%2025-12-312026-01-16

Sponsored

PSK SPDR SERIES TRUST7.5K shares4.23%2025-12-312026-01-16

KHC KRAFT HEINZ CO9.4K sharesnew addition2025-12-312026-01-16

ANGL VANECK ETF TRUST27.0K shares294.56%2025-12-312026-01-16

PFFD GLOBAL X FDS33.2K shares221.37%2025-12-312026-01-16

HD HOME DEPOT INC647 shares1.25%2025-12-312026-01-16

EMB ISHARES TR2.3K shares4.63%2025-12-312026-01-16

VTI VANGUARD INDEX FDS600 shares-2.28%2025-12-312026-01-16

CLM CORNERSTONE STRATEGIC INVEST23.6K shares3.65%2025-12-312026-01-16

Sponsored

VYM VANGUARD WHITEHALL FDS18.7K sharesnew addition2025-12-312026-01-16

CRF CORNERSTONE TOTAL RETURN FD18.4K shares3.36%2025-12-312026-01-16

ERIC TELEFONAKTIEBOLAGET LM ERICS18.9K shares15.43%2025-12-312026-01-16

VCIT VANGUARD SCOTTSDALE FDS11.3K sharesnew addition2025-12-312026-01-16

MQT BLACKROCK MUNIYIELD QUALITY10.9K shares2.05%2025-12-312026-01-16

LQD ISHARES TR10.8K sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available