Hf Advisory Group, LLC Incresed Positions in Q3 2025

Hf Advisory Group, LLC

  • $272 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.61K
+ 19.29%
$459.11 - $506.91 $738K - $815K
9.94K $5B
PM
Philip Morris International Inc.

Consumer Defensive
6.94K
+ 55.75%
$157.77 - $183.27 $1.1M - $1.27M
19.4K $3.15B
DGRO
Ishares Core Dividend Growth E

ETFs
5.21K
+ 4.47%
$64.12 - $68.08 $334K - $355K
122K $8.28B
TRP
Tc Energy Corp

Energy
6.32K
+ 9.57%
$46.58 - $54.41 $294K - $344K
72.3K $3.94B
MCK
Mckesson Corp

Healthcare
848
+ 69.39%
$659.01 - $772.54 $559K - $655K
2.07K $1.6B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
18.1K
+ 8.75%
$26.88 - $27.78 $486K - $502K
225K $6.24B
KRC
Kilroy Realty Corp

Real Estate
2.23K
+ 3.33%
$34.55 - $44.44 $77K - $99.1K
69.2K $2.92B
JPM
Jpmorgan Chase & CO

Financial Services
637
+ 4.2%
$282.78 - $316.06 $180K - $201K
15.8K $4.98B
UL
Unilever PLC

Consumer Defensive
10.2K
+ 48.32%
$58.43 - $65.01 $598K - $666K
31.4K $1.86B
OMC
Omnicom Group Inc.

Communication Services
5.95K
+ 88.22%
$70.41 - $81.53 $419K - $485K
12.7K $1.03B
ELV
Elevance Health, Inc.

Healthcare
2.67K
+ 49.52%
$274.66 - $395.76 $732K - $1.06M
8.05K $2.6B
VZ
Verizon Communications Inc

Communication Services
9.27K
+ 9.47%
$40.84 - $45.06 $379K - $418K
107K $4.71B
WFC
Wells Fargo & Company

Financial Services
3.44K
+ 7.06%
$77.05 - $85.16 $265K - $293K
52.1K $4.37B
PFE
Pfizer Inc

Healthcare
11.4K
+ 8.23%
$23.29 - $25.88 $264K - $294K
149K $3.81B
AMAT
Applied Materials Inc

Technology
932
+ 8.78%
$156.25 - $204.95 $146K - $191K
11.6K $2.37B
LLY
Eli Lilly & CO

Healthcare
586
+ 35.8%
$625.65 - $812.69 $367K - $476K
2.22K $1.7B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.23K
+ 2.44%
$72.65 - $78.68 $89.7K - $97.1K
51.9K $4.06B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.5K
+ 4.95%
$172.72 - $179.11 $260K - $269K
31.9K $5.68B
UNH
Unitedhealth Group Inc

Healthcare
866
+ 51.18%
$237.77 - $353.61 $206K - $306K
2.56K $883M
PEP
Pepsico Inc

Consumer Defensive
1.41K
+ 7.74%
$133.81 - $152.16 $189K - $215K
19.7K $2.76B
SO
Southern CO

Utilities
2.65K
+ 8.98%
$90.83 - $96.0 $240K - $254K
32.1K $3.04B
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.08K
+ 3.54%
$82.29 - $90.77 $88.5K - $97.7K
31.5K $2.85B
GD
General Dynamics Corp

Industrials
186
+ 3.4%
$293.92 - $341.0 $54.7K - $63.4K
5.65K $1.93B
VGT
Vanguard Information Technolog

ETFs
91
+ 2.95%
$656.44 - $753.15 $59.7K - $68.5K
3.17K $2.37B
NI
Nisource Inc.

Utilities
4.03K
+ 7.97%
$39.0 - $43.33 $157K - $175K
54.6K $2.36B
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 3.42%
$57.75 - $67.68 $63.8K - $74.7K
33.4K $2.2B
SHEL
Shell PLC

Energy
3.44K
+ 8.93%
$69.82 - $73.93 $240K - $254K
41.9K $3B
COP
Conocophillips

Energy
1.95K
+ 10.02%
$91.0 - $98.99 $177K - $193K
21.4K $2.02B
TFC
Truist Financial Corp

Financial Services
2.68K
+ 4.9%
$42.83 - $47.07 $115K - $126K
57.4K $2.62B
VEEV
Veeva Systems Inc

Healthcare
854
+ 49.85%
$269.2 - $297.91 $230K - $254K
2.57K $765M
PAGP
Plains Gp Holdings LP

Energy
25.1K
+ 14.95%
$18.12 - $20.08 $455K - $504K
193K $3.52B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
379
+ 1.93%
$134.94 - $145.86 $51.1K - $55.3K
20K $2.92B
SCHW
Schwab Charles Corp

Financial Services
959
+ 2.65%
$91.03 - $98.69 $87.3K - $94.6K
37.2K $3.55B
MDT
Medtronic PLC

Healthcare
1.1K
+ 7.8%
$87.67 - $95.74 $96.6K - $106K
15.2K $1.45B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.15K
+ 5.59%
$50.02 - $53.28 $108K - $115K
40.7K $2.13B
LYG
Lloyds Banking Group PLC

Financial Services
17.3K
+ 4.51%
$4.03 - $4.63 $69.9K - $80.3K
402K $1.82B
XOM
Exxon Mobil Corp

Energy
393
+ 1.57%
$105.83 - $117.22 $41.6K - $46.1K
25.5K $2.87B
JSML
Janus Detroit Str Tr Henderson

ETFs
1.19K
+ 11.31%
$67.04 - $77.09 $79.7K - $91.7K
11.7K $875M
NVS
Novartis Ag

Healthcare
673
+ 6.56%
$113.5 - $129.73 $76.4K - $87.3K
10.9K $1.4B
SNY
Sanofi

Healthcare
4.02K
+ 14.92%
$45.07 - $51.35 $181K - $206K
31K $1.46B
IFF
International Flavors & Fragrances Inc

Basic Materials
4.47K
+ 43.96%
$60.3 - $77.46 $270K - $346K
14.6K $901M
GILD
Gilead Sciences, Inc.

Healthcare
1.34K
+ 7.26%
$108.22 - $120.47 $145K - $162K
19.9K $2.2B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
490
+ 2.61%
$67.91 - $74.71 $33.3K - $36.6K
19.3K $1.42B
VOE
Vanguard Mid Cap Value Index F

ETFs
598
+ 14.35%
$164.63 - $174.58 $98.4K - $104K
4.77K $832M
BAC
Bank Of America Corp

Financial Services
992
+ 4.53%
$44.92 - $52.42 $44.6K - $52K
22.9K $1.18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.45K
+ 5.64%
$55.15 - $58.11 $80K - $84.3K
27.2K $1.56B
UPS
United Parcel Service Inc

Industrials
6.01K
+ 28.76%
$82.58 - $105.54 $496K - $634K
26.9K $2.25B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.24K
+ 9.04%
$79.89 - $83.25 $98.8K - $103K
14.9K $1.23B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 5.08%
$70.77 - $73.59 $82.2K - $85.4K
24K $1.76B
Activity Summary
Buys All Purchases 116 New Holdings 2 Increased Positions 114 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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