HF Advisory Group, LLC
- SEC CIK
- 0001963169
- Latest filing
- Jul 8, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 19, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 134
- +3 vs. Q4 2022
- Portfolio value
- $112.7M
- +$13.8M (+13.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 5,479 | $1.09M | 1.0% | −302−5.2% | Reduced | History |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 10,386 | $1.10M | 1.0% | −246−2.3% | Reduced | – |
| TSLATesla, Inc. | Stock | 5,329 | $1.11M | 1.0% | −75−1.4% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,953 | $1.14M | 1.0% | −24−0.8% | Reduced | – |
| SHELShell plc | ADR | 19,880 | $1.14M | 1.0% | +3,360+20.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 5,159 | $1.18M | 1.0% | +1,146+28.6% | Added | History |
| LLYEli Lilly & Co | Stock | 3,459 | $1.19M | 1.1% | +605+21.2% | Added | History |
| AAPLApple Inc. | Stock | 7,261 | $1.20M | 1.1% | −589−7.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,822 | $1.23M | 1.1% | −27−0.7% | Reduced | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 53,970 | $1.24M | 1.1% | +8,039+17.5% | Added | – |
| SOSouthern Co | Stock | 18,044 | $1.26M | 1.1% | +3,716+25.9% | Added | History |
| INTCIntel Corp | Stock | 39,059 | $1.28M | 1.1% | +5,341+15.8% | Added | History |
| VVisa Inc. | Stock | 5,966 | $1.35M | 1.2% | +2,003+50.5% | Added | History |
| MAMastercard Inc | Stock | 3,713 | $1.35M | 1.2% | −175−4.5% | Reduced | History |
| TAT&T Inc. | Stock | 70,504 | $1.36M | 1.2% | +9,111+14.8% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 15,117 | $1.37M | 1.2% | +485+3.3% | Added | – |
| ENBEnbridge Inc | Stock | 37,626 | $1.44M | 1.3% | +157+0.4% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 41,009 | $1.45M | 1.3% | +7,646+22.9% | Added | – |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 33,699 | $1.59M | 1.4% | +4,985+17.4% | Added | – |
| TXNTexas Instruments Inc | Stock | 9,065 | $1.69M | 1.5% | +1,265+16.2% | Added | History |
| PFEPfizer Inc | Stock | 41,786 | $1.70M | 1.5% | +5,143+14.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 16,746 | $1.73M | 1.5% | +1,141+7.3% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 13,845 | $1.98M | 1.8% | +214+1.6% | Added | – |
| JNJJohnson & Johnson | Stock | 13,015 | $2.02M | 1.8% | +2,531+24.1% | Added | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 122,612 | $2.10M | 1.9% | +15,444+14.4% | Added | – |
| WMWaste Management Inc | Stock | 13,857 | $2.26M | 2.0% | +2,531+22.3% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 34,223 | $2.30M | 2.0% | +2,936+9.4% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 51,457 | $2.48M | 2.2% | +1,641+3.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 24,709 | $2.57M | 2.3% | +913+3.8% | Added | History |
| iShares Tr46435G474 | FALN ANGLS USD | 111,683 | $2.82M | 2.5% | +14,053+14.4% | Added | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 128,729 | $2.92M | 2.6% | +13,431+11.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 12,540 | $3.62M | 3.2% | +704+5.9% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 81,023 | $4.05M | 3.6% | +7,577+10.3% | Added | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 31,370 | $4.29M | 3.8% | +2,325+8.0% | Added | – |