Hf Advisory Group, LLC Portfolio Holdings by Sector

Hf Advisory Group, LLC

$229 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO LGLV FALN CAPE SPLG SPHY MGC QQQ 53 stocks	$68.2 Million 30.52% of portfolio	27	26	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE PANW 5 stocks	$10.3 Million 4.59% of portfolio	3	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE GILD SNY NVS LLY JNJ AMGN 7 stocks	$10.1 Million 4.53% of portfolio	6	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T VOD CMCSA 4 stocks	$9.78 Million 4.38% of portfolio	4	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$8.68 Million 3.88% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM TXN NVDA QCOM ADI 5 stocks	$8.3 Million 3.71% of portfolio	4	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy PAGP TRP ENB WMB 4 stocks	$7.6 Million 3.4% of portfolio	1	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$7.16 Million 3.2% of portfolio	2	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM BTI MO 3 stocks	$6.09 Million 2.72% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$5.93 Million 2.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL CVX 3 stocks	$5.24 Million 2.34% of portfolio	3	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5.11 Million 2.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$4.9 Million 2.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD BA LMT 4 stocks	$4.28 Million 1.91% of portfolio	1	3	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH CVS 3 stocks	$3.7 Million 1.66% of portfolio	2	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$3.46 Million 1.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEP D 3 stocks	$3.11 Million 1.39% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC LYG 2 stocks	$3.01 Million 1.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$2.97 Million 1.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$2.89 Million 1.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL IFF 3 stocks	$2.78 Million 1.24% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK CAH 3 stocks	$2.77 Million 1.24% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK 2 stocks	$2.66 Million 1.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.51 Million 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI BK CLM CRF MQT 5 stocks	$2.26 Million 1.01% of portfolio	4	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.96 Million 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.83 Million 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$1.75 Million 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.71 Million 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.7 Million 0.76% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC 1 stocks	$1.59 Million 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1.46 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$1.39 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1.33 Million 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1.3 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1.24 Million 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.21 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$1.17 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.17 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$1.03 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$892,392 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$879,121 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$852,845 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$767,217 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$664,209 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$609,237 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$552,243 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$545,660 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$409,058 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$401,888 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$366,806 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$252,456 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$243,274 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$223,837 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities NWE 1 stocks	$207,059 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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Hf Advisory Group, LLC Portfolio Holdings by Sector

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