Hf Advisory Group, LLC Incresed Positions in Q4 2024

Hf Advisory Group, LLC

  • $218 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
9.96K
+ 419.73%
$151.29 - $176.1 $1.51M - $1.75M
12.3K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
575
+ 2.82%
$180.88 - $232.93 $104K - $134K
21K $4.6B
GOOG
Alphabet Inc.

Communication Services
397
+ 1.42%
$163.08 - $198.16 $64.7K - $78.7K
28.4K $5.41B
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
+ 8.6%
$205.18 - $250.29 $222K - $271K
13.7K $3.28B
CRM
Salesforce, Inc.

Technology
872
+ 16.12%
$270.87 - $367.87 $236K - $321K
6.28K $2.1B
PAGP
Plains Gp Holdings LP

Energy
32.7K
+ 31.03%
$17.2 - $20.02 $562K - $654K
138K $2.54B
TFC
Truist Financial Corp

Financial Services
11.8K
+ 50.54%
$41.51 - $48.1 $489K - $567K
35.1K $1.52B
V
Visa Inc.

Financial Services
216
+ 1.96%
$273.87 - $320.91 $59.2K - $69.3K
11.2K $3.55B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
880
+ 6.4%
$172.07 - $207.36 $151K - $182K
14.6K $2.89B
KRC
Kilroy Realty Corp

Real Estate
11K
+ 39.15%
$37.51 - $43.55 $412K - $478K
39K $1.58B
SCHW
Schwab Charles Corp

Financial Services
492
+ 1.32%
$63.31 - $82.85 $31.1K - $40.8K
37.9K $2.8B
KMX
Carmax Inc

Consumer Cyclical
3.22K
+ 12.6%
$71.11 - $87.2 $229K - $281K
28.8K $2.35B
QCOM
Qualcomm Inc

Technology
2.55K
+ 58.3%
$150.4 - $178.04 $383K - $454K
6.92K $1.06B
MA
Mastercard Inc

Financial Services
349
+ 10.35%
$491.3 - $536.15 $171K - $187K
3.72K $1.96B
CHKP
Check Point Software Technologies LTD

Technology
1.6K
+ 26.45%
$170.18 - $209.01 $273K - $335K
7.66K $1.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
628
+ 7.59%
$442.29 - $483.08 $278K - $303K
8.9K $4.04B
VZ
Verizon Communications Inc

Communication Services
13K
+ 21.66%
$39.6 - $45.21 $515K - $588K
73.1K $2.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
179
+ 3.2%
$481.22 - $538.17 $86.1K - $96.3K
5.77K $2.95B
DIS
Walt Disney CO

Communication Services
63
+ 0.47%
$92.39 - $117.6 $5.82K - $7.41K
13.5K $1.5B
MCK
Mckesson Corp

Healthcare
215
+ 19.39%
$482.27 - $628.5 $104K - $135K
1.32K $754M
IQV
Iqvia Holdings Inc.

Healthcare
2.42K
+ 32.37%
$190.97 - $236.63 $462K - $572K
9.89K $1.94B
SHEL
Shell PLC

Energy
4.03K
+ 15.78%
$60.63 - $70.23 $244K - $283K
29.6K $1.85B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
911
+ 4.81%
$124.61 - $133.96 $114K - $122K
19.9K $2.56B
VGT
Vanguard Information Technolog

ETFs
53
+ 1.71%
$571.78 - $647.97 $30.3K - $34.3K
3.15K $1.96B
USFR
Wisdomtree Floating Rate Treas

ETFs
2.73K
+ 11.61%
$50.23 - $50.46 $137K - $138K
26.2K $1.32B
CAPE
Barclays Bank PLC

ETFs
3.22K
+ 3.05%
$29.04 - $32.05 $93.4K - $103K
109K $3.26B
BAC
Bank Of America Corp

Financial Services
753
+ 4.11%
$39.22 - $47.77 $29.5K - $36K
19.1K $839M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.15K
+ 8.94%
$78.43 - $87.17 $90K - $100K
14K $1.12B
SBUX
Starbucks Corp

Consumer Cyclical
2.08K
+ 14.36%
$87.44 - $102.5 $182K - $213K
16.5K $1.51B
COP
Conocophillips

Energy
1.81K
+ 12.49%
$95.12 - $114.72 $172K - $208K
16.3K $1.62B
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.04%
$204.21 - $220.18 $1.02K - $1.1K
13.9K $2.96B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 5.88%
$65.67 - $69.79 $81.4K - $86.5K
22.3K $1.49B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.16K
+ 11.65%
$24.94 - $26.14 $129K - $135K
49.4K $1.24B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.99K
+ 5.1%
$23.29 - $23.93 $139K - $143K
123K $2.9B
SHAG
Wisdomtree Yield Enhanced U.S.
1.76K
+ 9.65%
N/A
20K $942M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
925
+ 5.33%
$66.67 - $74.08 $61.7K - $68.5K
18.3K $1.24B
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
325
+ 4.37%
$120.76 - $140.58 $39.2K - $45.7K
7.77K $991M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.56K
+ 6.74%
$56.06 - $61.35 $87.3K - $95.5K
24.6K $1.39B
ENB
Enbridge Inc

Energy
5
+ 0.02%
$40.4 - $43.92 $202 - $220
30.3K $1.29B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.62K
+ 10.84%
$34.04 - $35.66 $89.3K - $93.5K
26.8K $922M
PM
Philip Morris International Inc.

Consumer Defensive
561
+ 3.89%
$118.38 - $133.06 $66.4K - $74.6K
15K $1.81B
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.48%
$280.08 - $307.97 $3.92K - $4.31K
2.91K $851M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.57K
+ 3.5%
$26.55 - $27.32 $148K - $152K
165K $4.4B
XLY
Select Sector Spdr Consumer Di

ETFs
26
+ 1.73%
$194.8 - $239.43 $5.06K - $6.23K
1.53K $343M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
920
+ 2.54%
$50.53 - $55.55 $46.5K - $51.1K
37.2K $1.89B
ABC
Amerisourcebergen Corp

Healthcare
182
+ 4.1%
N/A
4.63K $1.04B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
74
+ 0.59%
$72.18 - $81.41 $5.34K - $6.02K
12.7K $960M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.51%
$567.81 - $607.81 $6.81K - $7.29K
2.35K $1.37B
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.5%
$280.04 - $302.45 $6.16K - $6.65K
4.4K $1.27B
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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