Hf Advisory Group, LLC Portfolio Holdings by Sector

Hf Advisory Group, LLC

$253 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO FALN LGLV SPHY CAPE SPLG QQQ MGC 58 stocks	$75.8 Million 30.55% of portfolio	34	24	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE CHKP PANW 5 stocks	$12.9 Million 5.2% of portfolio	3	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM TXN NVDA ADI QCOM 5 stocks	$11.2 Million 4.51% of portfolio	3	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$10.7 Million 4.33% of portfolio	3	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE GILD SNY LLY NVS JNJ AMGN 7 stocks	$10.6 Million 4.27% of portfolio	4	3	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T VOD CMCSA 4 stocks	$10.4 Million 4.2% of portfolio	3	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$9.33 Million 3.76% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy PAGP TRP ENB WMB 4 stocks	$8.44 Million 3.4% of portfolio	2	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM BTI MO 3 stocks	$6.39 Million 2.57% of portfolio	2	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$5.47 Million 2.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$5.46 Million 2.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL XOM 2 stocks	$5.41 Million 2.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD BA LMT 4 stocks	$5.38 Million 2.17% of portfolio	3	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$4.12 Million 1.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4.05 Million 1.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC LYG 2 stocks	$3.98 Million 1.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEP D 3 stocks	$3.45 Million 1.39% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$3.3 Million 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$3.02 Million 1.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH CVS 3 stocks	$2.97 Million 1.2% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK 2 stocks	$2.9 Million 1.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK CAH 3 stocks	$2.72 Million 1.09% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL IFF 3 stocks	$2.69 Million 1.08% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI BK CLM CRF MQT 5 stocks	$2.38 Million 0.96% of portfolio	5	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.32 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC 1 stocks	$2.3 Million 0.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$2.11 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$2.04 Million 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$1.94 Million 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.9 Million 0.77% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.87 Million 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.74 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.7 Million 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1.58 Million 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1.49 Million 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.34 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$1.33 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1.3 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$1.23 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.01 Million 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$953,383 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$905,331 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$818,631 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$656,297 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$654,469 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$570,980 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$537,803 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$524,819 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$493,310 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$485,085 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$344,823 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$340,304 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$272,327 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$218,499 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ERIC 1 stocks	$113,793 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Hf Advisory Group, LLC Portfolio Holdings by Sector

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