Hf Advisory Group, LLC Reduced Holdings in Q4 2024

Hf Advisory Group, LLC

  • $218 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-3.95K
- 45.32%
$260.28 - $314.03 $1.03M - $1.24M
4.77K $1.26B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-72.2K
- 51.66%
$17.93 - $18.8 $1.29M - $1.36M
67.6K $1.23B
LLY
Eli Lilly & CO

Healthcare
-1.09K
- 47.12%
$727.2 - $932.06 $791K - $1.01M
1.22K $943M
CVS
Cvs Health Corp

Healthcare
-7.62K
- 53.56%
$43.78 - $67.46 $334K - $514K
6.61K $297M
CAH
Cardinal Health Inc

Healthcare
-4.15K
- 48.28%
$107.89 - $125.33 $448K - $520K
4.45K $526M
NI
Nisource Inc.

Utilities
-14.2K
- 23.81%
$33.74 - $38.25 $480K - $544K
45.5K $1.67B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-8.43K
- 33.18%
$40.26 - $42.88 $340K - $362K
17K $688M
Sila Realty Trust Inc
-10.4K
- 21.04%
N/A
38.9K $946M
VEEV
Veeva Systems Inc

Healthcare
-1.38K
- 41.71%
$201.81 - $250.45 $279K - $346K
1.93K $406M
SO
Southern CO

Utilities
-723
- 3.16%
$81.5 - $94.15 $58.9K - $68.1K
22.2K $1.83B
BDX
Becton Dickinson & CO

Healthcare
-700
- 18.02%
$220.02 - $243.75 $154K - $171K
3.19K $723M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-305
- 1.06%
$164.89 - $177.66 $50.3K - $54.2K
28.6K $4.72B
TRP
Tc Energy Corp

Energy
-2.37K
- 4.33%
$44.03 - $50.23 $104K - $119K
52.3K $2.43B
T
At&T Inc.

Communication Services
-9.18K
- 9.29%
$21.22 - $23.88 $195K - $219K
89.6K $2.04B
APD
Air Products & Chemicals, Inc.

Basic Materials
-364
- 13.11%
$285.5 - $335.62 $104K - $122K
2.41K $700M
RTX
Raytheon Technologies Corp

Industrials
-341
- 2.26%
$114.45 - $127.21 $39K - $43.4K
14.7K $1.7B
META
Meta Platforms, Inc.

Communication Services
-368
- 4.8%
$554.08 - $632.68 $204K - $233K
7.3K $4.27B
JNJ
Johnson & Johnson

Healthcare
-152
- 3.03%
$143.34 - $165.86 $21.8K - $25.2K
4.87K $705M
WELL
Welltower Inc.

Real Estate
-776
- 15.14%
$123.11 - $139.3 $95.5K - $108K
4.35K $548M
LAMR
Lamar Advertising CO

Real Estate
-348
- 7.72%
$121.37 - $138.11 $42.2K - $48.1K
4.16K $507M
EBAY
Ebay Inc

Consumer Cyclical
-678
- 5.66%
$57.51 - $67.17 $39K - $45.5K
11.3K $700M
USRT
Ishares Core U.S. Reit ETF

ETFs
-316
- 3.34%
$55.97 - $62.75 $17.7K - $19.8K
9.15K $525M
MAR
Marriott International Inc

Consumer Cyclical
-891
- 14.06%
$246.06 - $292.59 $219K - $261K
5.44K $1.52B
MMM
3 M CO

Industrials
-266
- 12.26%
$124.74 - $137.12 $33.2K - $36.5K
1.9K $246M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-893
- 7.79%
$22.21 - $24.22 $19.8K - $21.6K
10.6K $235M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-971
- 3.56%
$76.21 - $82.24 $74K - $79.9K
26.3K $2.05B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.03K
- 8.16%
$19.47 - $20.95 $20K - $21.5K
11.5K $225M
D
Dominion Energy, Inc

Utilities
-260
- 4.88%
$52.63 - $60.92 $13.7K - $15.8K
5.06K $273M
PFF
Ishares Trust Ishares Pfd And

ETFs
-508
- 5.92%
$31.23 - $33.51 $15.9K - $17K
8.08K $254M
VUG
Vanguard Growth ETF

ETFs
-272
- 8.85%
$378.79 - $428.11 $103K - $116K
2.8K $1.15B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-38
- 0.41%
$33.43 - $36.52 $1.27K - $1.39K
9.25K $312M
CAT
Caterpillar Inc

Industrials
-12
- 1.62%
$360.37 - $416.88 $4.32K - $5K
731 $265M
WM
Waste Management Inc

Industrials
-6
- 0.15%
$201.79 - $228.46 $1.21K - $1.37K
3.87K $780M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-276
- 0.69%
$34.25 - $37.94 $9.45K - $10.5K
39.8K $1.45B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-464
- 5.56%
$28.6 - $29.27 $13.3K - $13.6K
7.87K $226M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-348
- 6.33%
$50.35 - $50.69 $17.5K - $17.6K
5.15K $260M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-946
- 7.28%
$50.63 - $59.0 $47.9K - $55.8K
12.1K $653M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-37
- 1.21%
$89.9 - $100.66 $3.33K - $3.72K
3.01K $272M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.68%
$385.02 - $431.37 $1.54K - $1.73K
585 $227M
BK
Bank Of New York Mellon Corp

Financial Services
-820
- 7.91%
$70.82 - $81.87 $58.1K - $67.1K
9.54K $733M
GILD
Gilead Sciences, Inc.

Healthcare
-1.74K
- 9.7%
$83.95 - $97.9 $146K - $170K
16.2K $1.49B
WMB
Williams Companies, Inc.

Energy
-2.57K
- 15.48%
$46.37 - $59.74 $119K - $154K
14K $759M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-54
- 3.74%
$153.8 - $176.52 $8.31K - $9.53K
1.39K $230M
MO
Altria Group, Inc.

Consumer Defensive
-431
- 1.49%
$49.06 - $57.74 $21.1K - $24.9K
28.5K $1.49B
FISV
Fiserv Inc

Technology
-486
- 11.0%
N/A
3.93K $808M
KCE
Spdr S&P Capital Markets ETF

ETFs
-138
- 4.58%
$124.2 - $148.51 $17.1K - $20.5K
2.88K $396M
IYF
Ishares Tr

ETFs
-34
- 0.52%
$102.7 - $119.05 $3.49K - $4.05K
6.56K $725M
ADSK
Autodesk, Inc.

Technology
-51
- 1.81%
N/A
2.76K $816M
FDN
First Tr Fd Dow Jones

ETFs
-89
- 3.33%
$210.5 - $257.24 $18.7K - $22.9K
2.59K $629M
Activity Summary
Buys All Purchases 103 New Holdings 1 Increased Positions 102 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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