HA

HF Advisory Group, LLC

13F
HF Advisory Group, LLC
Last update 2024-10-30 164 Stocks (3 new)
Value $215.00 Mil Turnover 7 %
Countries:
Top Holdings: DGRO(2.87%)MSFT(2.38%)LGLV(2.27%)GOOG(2.18%)META(2.04%)
Portfolio Report
Summary Stock Picks Current Portfolio
HF Advisory Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRO 		iShares Core Dividend Growth ETF
98,569
6179.280
+1.68%
2.870
+0.05%
0.020
+7.90%
+15.96%
30270.044
 
MSFT 		Microsoft Corp
11,887
5114.930
+11.70%
2.380
+0.25%
0.000
+4.32%
+10.02%
3059156.044
Software
LGLV 		SPDR SSGA US Large Cap Low Volatility Index ETF
28,869
4885.430
+0.18%
2.270
0%
0.590
+7.69%
+16.90%
812.001
 
GOOG 		Alphabet Inc
28,031
4686.350
+7.24%
2.180
+0.15%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
META 		Meta Platforms Inc
7,663
4387.210
+20.41%
2.040
+0.35%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
FALN 		iShares Fallen Angels USD Bond ETF
159,090
4349.520
+4.85%
2.020
+0.09%
0.230
+1.78%
+1.89%
1803.449
 
BRK.B 		Berkshire Hathaway Inc
8,274
3808.190
+0.52%
1.770
+0.01%
0.000
+7.58%
+24.79%
959232.641
Insurance
AMZN 		Amazon.com Inc
20,387
3798.710
+4.19%
1.760
+0.07%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
BKNG 		Booking Holdings Inc
900
3791.200
+11.25%
1.760
+0.18%
0.000
+45.60%
+39.56%
162669.682
Travel & Leisure
SPLG 		SPDR Portfolio S&P 500 ETF
51,047
3446.180
+1.54%
1.600
+0.02%
0.010
+11.47%
+21.32%
48967.918
 

HF Advisory Group, LLC's Historical Top Holdings Breakdowns

HF Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KRC 		Kilroy Realty Corp2024-09-30New Buy
+0.50%
●
31.24 ($35.35) 40.79
$39.60
12.02%
New holding
28,058
28,058
INTC 		Intel Corp2024-09-30Reduce
-0.48%
●
18.89 ($24.97) 34.87
$23.32
-6.61%
Reduce -64.63%
16,392
-29,958
DIVO 		Amplify CPW Enhanced Dividend Income ETF2024-09-30Reduce
-0.43%
●
37.98 ($39.75) 41.19
$40.73
2.47%
Reduce -45.71%
25,417
-21,401
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-09-30Add
+0.40%
●
147.95 ($170.4) 191.05
$195.76
14.88%
Add 55.46%
13,755
4,907
META 		Meta Platforms Inc2024-09-30Add
+0.35%
●
453.41 ($514.55) 572.44
$572.43
11.25%
Add 20.41%
7,663
1,299
SBUX 		Starbucks Corp2024-09-30Add
+0.31%
●
72.51 ($85.8) 99.28
$97.09
13.16%
Add 90.19%
14,458
6,856
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.26%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Add 25.47%
5,587
1,134
MSFT 		Microsoft Corp2024-09-30Add
+0.25%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 11.7%
11,887
1,245
CRM 		Salesforce Inc2024-09-30Add
+0.23%
●
238.42 ($256.15) 276.64
$297.49
16.14%
Add 50.74%
5,410
1,821
COP 		ConocoPhillips2024-09-30Add
+0.22%
●
102.31 ($109.83) 116.61
$109.21
-0.56%
Add 44.29%
14,504
4,452

HF Advisory Group, LLC Total Holding History ($B)

To

HF Advisory Group, LLC's Asset Allocation

To

HF Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HF Advisory Group, LLC's Hypothetical Growth since 2024-09-30

HF Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HF Advisory Group, LLC's Holdings Heat Map

Size field:

HF Advisory Group, LLC's Holdings Bubble Chart

HF Advisory Group, LLC News

  • 1

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