HF Advisory Group, LLC

Est. AUM

$293.4M

13F long equity, this entity only

Positions

166

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE DIV GRWTH	$9.2M	130852	3.13%	SOLE
2	ISHARES TR	FALN ANGLS USD	$7.2M	268800	2.45%	SOLE
3	VERIZON COMMUNICATIONS INC	COM	$6.5M	129463	2.21%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$6.2M	34968	2.12%	SOLE
5	MICROSOFT CORP	COM	$6.1M	16494	2.08%	SOLE
6	ALPHABET INC	CAP STK CL C	$5.9M	20435	2.00%	SOLE
7	PLAINS GP HLDGS L P	LTD PARTNR INT A	$5.5M	228046	1.89%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	229199	1.82%	SOLE
9	JPMORGAN CHASE & CO	COM	$5.3M	18123	1.82%	SOLE
10	TC ENERGY CORP	COM	$5.2M	83668	1.78%	SOLE
11	AMAZON COM INC	COM	$4.7M	22690	1.61%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	9801	1.60%	SOLE
13	SHELL PLC	SPON ADS	$4.6M	49035	1.55%	SOLE
14	EXXON MOBIL CORP	COM	$4.4M	25884	1.50%	SOLE
15	WELLS FARGO & CO	COM	$4.3M	54631	1.48%	SOLE
16	DOUBLELINE ETF TRUST	SHILLER CAPE U S	$4.2M	137689	1.45%	SOLE
17	KENVUE INC	COM	$4.1M	239546	1.41%	SOLE
18	SOUTHERN CO	COM	$4.1M	42063	1.38%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$4.0M	52460	1.37%	SOLE
20	META PLATFORMS INC	CL A	$3.9M	6883	1.34%	SOLE
21	PEPSICO INC	COM	$3.7M	23617	1.25%	SOLE
22	SCHWAB CHARLES CORP	COM	$3.6M	38372	1.23%	SOLE
23	PHILIP MORRIS INTL INC	COM	$3.5M	21174	1.19%	SOLE
24	RTX CORPORATION	COM	$3.5M	17992	1.18%	SOLE
25	AT&T INC	COM	$3.4M	116875	1.15%	SOLE
26	CONOCOPHILLIPS	COM	$3.4M	25480	1.15%	SOLE
27	BOOKING HOLDINGS INC	COM	$3.3M	788	1.13%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$3.3M	5662	1.11%	SOLE
29	VANGUARD WORLD FD	MEGA CAP INDEX	$3.2M	13633	1.10%	SOLE
30	VODAFONE GROUP PLC	SPONSORED ADR	$3.2M	210453	1.08%	SOLE
31	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.1M	9266	1.07%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	34109	1.06%	SOLE
33	NISOURCE INC	COM	$3.0M	65120	1.04%	SOLE
34	BRITISH AMERN TOB PLC	SPONSORED ADR	$3.0M	51024	1.02%	SOLE
35	GILEAD SCIENCES INC	COM	$2.9M	20919	0.99%	SOLE
36	TRUIST FINL CORP	COM	$2.9M	62226	0.97%	SOLE
37	ISHARES TR	ESG AWR MSCI USA	$2.8M	20055	0.97%	SOLE
38	KILROY REALTY CORP	COM	$2.8M	97752	0.94%	SOLE
39	APPLE INC	COM	$2.7M	10796	0.93%	SOLE
40	ALTRIA GROUP INC	COM	$2.7M	41451	0.93%	SOLE
41	PFIZER INC	COM	$2.6M	94014	0.90%	SOLE
42	NVIDIA CORPORATION	COM	$2.6M	15068	0.90%	SOLE
43	VISA INC	COM CL A	$2.6M	8600	0.89%	SOLE
44	APPLIED MATLS INC	COM	$2.4M	7133	0.83%	SOLE
45	WISDOMTREE TR	US MIDCAP DIVID	$2.4M	45794	0.82%	SOLE
46	TEXAS INSTRS INC	COM	$2.4M	12258	0.81%	SOLE
47	GENERAL MILLS INC	COM	$2.2M	59055	0.75%	SOLE
48	GENERAL DYNAMICS CORP	COM	$2.2M	6372	0.75%	SOLE
49	ELEVANCE HEALTH INC FORMERLY	COM	$2.1M	7087	0.71%	SOLE
50	UNILEVER PLC	SPON ADR NEW	$2.0M	35800	0.70%	SOLE

1–50 of 166

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.