Top 50 HF Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 3.13% | 130.9K | $9.2M | +3.31%(+4.20K) | $52.01(+40.69%) | 2026-03-31 | |
| FALN | ISHARES TR | 2.45% | 268.8K | $7.2M | +9.45%(+23.22K) | $25.77(+4.61%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.21% | 129.5K | $6.5M | +3.30%(+4.14K) | $41.27(+14.40%) | 2026-03-31 | |
| LGLV | SPDR SERIES TRUST | 2.12% | 35.0K | $6.2M | +1.73%(+596) | $138.65(+27.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.08% | 16.5K | $6.1M | +26.47%(+3.45K) | $328.69(+23.28%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2% | 20.4K | $5.9M | -16.17%(-3.94K) | $111.40(+258.21%) | 2026-03-31 | |
| PAGP | PLAINS GP HLDGS L P | 1.89% | 228.0K | $5.5M | +1.11%(+2.50K) | $17.64(+33.29%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 1.82% | 229.2K | $5.3M | +9.42%(+19.73K) | $23.10(+1.29%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.82% | 18.1K | $5.3M | +7.20%(+1.22K) | $183.24(+63.85%) | 2026-03-31 | |
| TRP | TC ENERGY CORP | 1.78% | 83.7K | $5.2M | +5.66%(+4.48K) | $43.85(+52.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.63% |
| Top 20 Holdings Unweighted | +12.45% | +42.21% |
Sign up free to track HF Advisory Group, LLC, compare funds side by side, and get alerts the moment positions change.