Hf Advisory Group, LLC Purchases in Q1 2025

Hf Advisory Group, LLC

  • $229 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.75K
+ 9.14%
$25.98 - $28.59 $97.5K - $107K
44.8K $1.23B
IFF
International Flavors & Fragrances Inc

Basic Materials
2K
+ 27.48%
$76.48 - $87.72 $153K - $176K
9.28K $720M
MA
Mastercard Inc

Financial Services
36
+ 0.97%
$504.67 - $576.31 $18.2K - $20.7K
3.76K $2.06B
UNH
Unitedhealth Group Inc

Healthcare
147
+ 11.64%
$461.52 - $548.18 $67.8K - $80.6K
1.41K $738M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.87K
+ 7.12%
$50.29 - $50.5 $93.8K - $94.2K
28.1K $1.41B
QCOM
Qualcomm Inc

Technology
598
+ 8.64%
$151.94 - $175.86 $90.9K - $105K
7.52K $1.16B
BK
Bank Of New York Mellon Corp

Financial Services
283
+ 2.97%
$75.42 - $88.95 $21.3K - $25.2K
9.83K $824M
AEP
American Electric Power CO Inc

Utilities
114
+ 2.55%
$90.32 - $109.27 $10.3K - $12.5K
4.58K $500M
PDI
Pimco Dynamic Income Fund

Financial Services
501
+ 0.94%
$18.51 - $20.05 $9.27K - $10K
53.6K $1.06B
Gsk PLC
1.01K
+ 11.57%
N/A
9.76K $378M
GIS
General Mills Inc

Consumer Defensive
1.75K
+ 23.31%
$57.56 - $65.3 $100K - $114K
9.24K $552M
META
Meta Platforms, Inc.

Communication Services
242
+ 3.32%
$576.36 - $736.67 $139K - $178K
7.54K $4.34B
OMC
Omnicom Group Inc.

Communication Services
973
+ 25.12%
$79.43 - $88.34 $77.3K - $86K
4.85K $402M
ECL
Ecolab Inc.

Basic Materials
4
+ 0.12%
$229.72 - $269.82 $919 - $1.08K
3.37K $853M
SHAG
Wisdomtree Yield Enhanced U.S.
993
+ 4.97%
N/A
21K $998M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.25K
+ 8.94%
$75.47 - $84.24 $94.3K - $105K
15.2K $1.17B
VHT
Vanguard Health Care ETF

ETFs
82
+ 3.88%
$254.06 - $273.83 $20.8K - $22.5K
2.2K $581M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
906
+ 4.06%
$65.27 - $71.18 $59.1K - $64.5K
23.2K $1.54B
ADP
Automatic Data Processing Inc

Industrials
16
+ 0.55%
$286.85 - $318.64 $4.59K - $5.1K
2.92K $892M
LAMR
Lamar Advertising CO

Real Estate
635
+ 15.26%
$110.65 - $132.9 $70.3K - $84.4K
4.8K $546M
SPY
Spdr S&P 500 ETF Trust

ETFs
161
+ 6.87%
$551.42 - $612.93 $88.8K - $98.7K
2.51K $1.4B
CWB
Spdr Bloomberg Convertible Sec

ETFs
784
+ 2.98%
$75.99 - $81.58 $59.6K - $64K
27.1K $2.08B
F
Ford Motor CO

Consumer Cyclical
1.71K
+ 5.21%
$9.12 - $10.43 $15.6K - $17.9K
34.6K $347M
D
Dominion Energy, Inc

Utilities
157
+ 3.1%
$52.85 - $57.43 $8.3K - $9.02K
5.22K $293M
VEU
Vanguard Ftse All World Ex Us

ETFs
72
+ 1.94%
$56.51 - $62.98 $4.07K - $4.53K
3.79K $230M
ADBE
Adobe Inc.

Technology
532
+ 17.17%
$377.84 - $464.11 $201K - $247K
3.63K $1.39B
VOE
Vanguard Mid Cap Value Index F

ETFs
112
+ 3.06%
$156.61 - $168.02 $17.5K - $18.8K
3.77K $605M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.26%
$890.62 - $1076.86 $891 - $1.08K
388 $367M
KRC
Kilroy Realty Corp

Real Estate
9.46K
+ 24.23%
$32.02 - $40.63 $303K - $384K
48.5K $1.59B
PGF
Invesco Exchange Traded Fd Tr

ETFs
992
+ 5.18%
$14.28 - $14.97 $14.2K - $14.9K
20.1K $288M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
112
+ 2.16%
$42.36 - $43.8 $4.74K - $4.91K
5.3K $230M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
865
+ 3.51%
$53.6 - $58.97 $46.4K - $51K
25.5K $1.4B
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
102
+ 1.0%
$9.82 - $10.37 $1K - $1.06K
10.3K $103M
BAC
Bank Of America Corp

Financial Services
1.02K
+ 5.36%
$39.61 - $47.74 $40.5K - $48.8K
20.1K $839M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 4.44%
$347.25 - $424.87 $9.03K - $11K
611 $224M
CAT
Caterpillar Inc

Industrials
6
+ 0.82%
$326.75 - $407.63 $1.96K - $2.45K
737 $243M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
51
+ 0.24%
$7.39 - $9.09 $377 - $464
21.1K $157M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
19
+ 1.56%
$211.47 - $267.17 $4.02K - $5.08K
1.24K $261M
JSML
Janus Detroit Str Tr Henderson

ETFs
125
+ 1.32%
$58.87 - $69.7 $7.36K - $8.71K
9.6K $584M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
157
+ 1.24%
$69.69 - $79.99 $10.9K - $12.6K
12.9K $919M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
875
+ 4.79%
$61.55 - $71.27 $53.9K - $62.4K
19.2K $1.2B
DEO
Diageo PLC

Consumer Defensive
1.35K
+ 15.95%
$104.79 - $126.12 $142K - $170K
9.82K $1.03B
ORCL
Oracle Corp

Technology
2.48K
+ 16.39%
$139.81 - $186.47 $346K - $462K
17.6K $2.46B
VUG
Vanguard Growth ETF

ETFs
68
+ 2.43%
$369.1 - $427.61 $25.1K - $29.1K
2.87K $1.06B
DIS
Walt Disney CO

Communication Services
10
+ 0.07%
$96.87 - $114.0 $969 - $1.14K
13.5K $1.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 1.39%
$468.34 - $539.52 $37.5K - $43.2K
5.85K $2.74B
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.11%
$237.01 - $304.45 $1.42K - $1.83K
5.45K $1.3B
MSFT
Microsoft Corp

Technology
735
+ 6.11%
$375.39 - $447.2 $276K - $329K
12.8K $4.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
287
+ 1.96%
$165.25 - $224.62 $47.4K - $64.5K
14.9K $2.48B
Activity Summary
Buys All Purchases 101 New Holdings 3 Increased Positions 98 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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