HF Advisory Group, LLC 13F Holdings
CIK 0001963169 · Annapolis, MD
As of Sep 30, 2025, HF Advisory Group, LLC reported 166 positions worth $272.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 121,683 | $8.3M | 3.04% |
| MICROSOFT CORP | MSFT | Technology | 12,799 | $6.6M | 2.43% |
| ISHARES FALLEN ANGELS USD BOND ETF | FALN | — | 224,703 | $6.2M | 2.29% |
| ALPHABET INC | GOOG | Equity | 25,576 | $6.2M | 2.29% |
| STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF | LGLV | — | 31,874 | $5.7M | 2.09% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,936 | $5.0M | 1.83% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 15,788 | $5.0M | 1.83% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 107,183 | $4.7M | 1.73% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 187,918 | $4.5M | 1.65% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 52,079 | $4.4M | 1.60% |
| META PLATFORMS INC | META | Communication Services | 5,818 | $4.3M | 1.57% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 51,883 | $4.1M | 1.49% |
| TC ENERGY CORP | TRP | Energy | 72,335 | $3.9M | 1.45% |
| DOUBLELINE ETF TRUST | CAPE | — | 119,515 | $3.9M | 1.43% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 718 | $3.9M | 1.42% |
| PFIZER INC | PFE | Healthcare | 149,351 | $3.8M | 1.40% |
| AMAZON.COM INC | AMZN | Equity | 16,630 | $3.7M | 1.34% |
| SCHWAB CHARLES CORP | SCHW | Equity | 37,162 | $3.5M | 1.30% |
| PLAINS GP HOLDINGS LP | PAGP | Energy | 193,028 | $3.5M | 1.29% |
| VISA INC-CLASS A SHARES | V | Financial Services | 10,197 | $3.5M | 1.28% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,783 | $3.5M | 1.28% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 13,545 | $3.3M | 1.21% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 19,396 | $3.1M | 1.16% |
| SOUTHERN CO | SO | Utilities | 32,120 | $3.0M | 1.12% |
| SHELL PLC | SHEL | Energy | 41,900 | $3.0M | 1.10% |