HF Advisory Group, LLC

CIK 0001963169 • 7 13F filings • Apr 10, 2025 – Jul 9, 2026

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Filer information

Filed by: HF Advisory Group, LLC, Chief Compliance Officer
Address: 166 Defense Hwy, Suite 102, Annapolis, MD, 21401
Phone: 410-571-1415
AUM: $286.6M

AUM over time

$335.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $323.5M167 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$299K	0.1%Prev: 0.1%	1,846 SH	Increased+58 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$561K	0.2%	4,511 SH	New
ADOBE INC	COM	$1.1M	0.4%Prev: 0.6%	5,529 SH	Decreased+1,818 SH
ADVANCED MICRO DEVICES INC	COM	$205K	0.1%	353 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$655K	0.2%	2,234 SH	New
AIRBNB INC	COM CL A	$670K	0.2%	4,679 SH	New
ALPHABET INC	CAP STK CL A	$407K	0.1%Prev: 0.1%	1,139 SH	Increased-160 SH
ALPHABET INC	CAP STK CL C	$6.6M	2.0%Prev: 1.9%	18,657 SH	Increased-8,977 SH
ALTRIA GROUP INC	COM	$3.1M	1.0%Prev: 0.7%	42,957 SH	Increased+10,687 SH
AMAZON COM INC	COM	$5.0M	1.6%Prev: 1.6%	21,117 SH	Increased+2,121 SH
AMERICAN ELEC PWR CO INC	COM	$598K	0.2%Prev: 0.2%	4,371 SH	Increased+3 SH
AMGEN INC	COM	$839K	0.3%Prev: 0.2%	2,318 SH	Increased+127 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$546K	0.2%Prev: 0.2%	11,958 SH	Increased-520 SH
AMRIZE LTD	SHS	$1.1M	0.4%	21,325 SH	New
ANALOG DEVICES INC	COM	$2.1M	0.6%Prev: 0.6%	5,176 SH	Increased-1,058 SH
AON PLC	SHS CL A	$1.2M	0.4%	3,638 SH	New
APPLE INC	COM	$3.0M	0.9%Prev: 0.9%	10,525 SH	Increased-784 SH
APPLIED MATLS INC	COM	$4.5M	1.4%Prev: 0.8%	6,178 SH	Increased-4,442 SH
AT&T INC	COM	$2.7M	0.8%Prev: 1.0%	132,008 SH	Increased+44,109 SH
AUTODESK INC	COM	$678K	0.2%Prev: 0.5%	3,486 SH	Decreased-250 SH
BANK OF NY MELLON CORP	COM	$736K	0.2%	5,093 SH	New
BECTON DICKINSON & CO	COM	$1.9M	0.6%Prev: 0.4%	12,398 SH	Increased+6,509 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	1.5%Prev: 1.6%	9,924 SH	Increased+1,595 SH
BOEING CO	COM	$666K	0.2%Prev: 0.2%	3,076 SH	Increased+127 SH
BOOKING HOLDINGS INC	COM	$4.1M	1.3%Prev: 1.6%	22,909 SH	Decreased+22,197 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$3.4M	1.1%Prev: 0.9%	55,111 SH	Increased+7,987 SH
CARDINAL HEALTH INC	COM	$1.3M	0.4%Prev: 0.3%	5,518 SH	Increased+764 SH
CATERPILLAR INC	COM	$536K	0.2%Prev: 0.1%	503 SH	Increased-374 SH
CENCORA INC	COM	$519K	0.2%Prev: 0.4%	1,833 SH	Decreased-1,576 SH
CHECK POINT SOFTWARE TECH LT	ORD	$1.1M	0.3%Prev: 0.4%	8,343 SH	Increased+3,467 SH
CLOROX CO DEL	COM	$252K	0.1%	2,642 SH	New
COCA COLA CO	COM	$808K	0.2%Prev: 0.2%	9,943 SH	Increased+1,314 SH
COMCAST CORP NEW	CL A	$1.7M	0.5%Prev: 0.5%	69,989 SH	Increased+31,854 SH
CONOCOPHILLIPS	COM	$2.3M	0.7%Prev: 0.7%	22,484 SH	Increased+3,046 SH
CORNERSTONE STRATEGIC INVEST	COM	$193K	0.1%Prev: 0.1%	25,484 SH	Increased+3,545 SH
CORNERSTONE TOTAL RETURN FD	COM	$142K	0.0%Prev: 0.1%	19,779 SH	Increased+2,583 SH
COSTCO WHOLESALE CORPORATION	COM	$316K	0.1%	338 SH	New
CVS HEALTH CORP	COM	$547K	0.2%Prev: 0.1%	5,288 SH	Increased+214 SH
DISNEY WALT CO	COM	$1.0M	0.3%Prev: 0.6%	10,617 SH	Decreased-2,128 SH
DOMINION ENERGY INC	COM	$350K	0.1%Prev: 0.1%	5,127 SH	Increased+40 SH
DOUBLELINE ETF TRUST	SHIL CAP U S ETF	$4.9M	1.5%	149,640 SH	New
ECOLAB INC	COM	$933K	0.3%Prev: 0.3%	3,349 SH	Increased+133 SH
ELEVANCE HEALTH INC FORMERLY	COM	$2.6M	0.8%	6,781 SH	New
ELI LILLY & CO	COM	$2.7M	0.8%Prev: 0.5%	2,246 SH	Increased+609 SH
ENBRIDGE INC	COM	$1.5M	0.5%Prev: 0.5%	27,413 SH	Increased+753 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$401K	0.1%Prev: 0.1%	17,461 SH	Increased+3,714 SH
EXXON MOBIL CORP	COM	$3.5M	1.1%Prev: 1.1%	25,380 SH	Increased+282 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.2M	0.4%	5,000 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.6M	0.5%Prev: 0.5%	55,036 SH	Increased+11,834 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$675K	0.2%Prev: 0.2%	2,550 SH	Increased+259 SH
FIRST TR EXCHANGE-TRADED FD	FINLS ALPHADEX	$736K	0.2%	11,790 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$315K	0.1%Prev: 0.1%	1,270 SH	Increased-6 SH
FORD MTR CO	COM	$461K	0.1%Prev: 0.1%	33,174 SH	Increased-839 SH
GENERAL DYNAMICS CORP	COM	$2.4M	0.7%Prev: 0.6%	6,753 SH	Increased+1,288 SH
GENERAL MILLS INC	COM	$2.9M	0.9%	83,336 SH	New
GILEAD SCIENCES INC	COM	$3.0M	0.9%Prev: 0.8%	23,463 SH	Increased+4,943 SH
GLOBAL X FDS	NASDAQ 100 COVER	$1.3M	0.4%Prev: 0.4%	69,146 SH	Increased+8,197 SH
GSK PLC	SPONSORED ADR	$397K	0.1%Prev: 0.1%	7,578 SH	Increased-1,776 SH
HEALTHPEAK PROPERTIES INC	COM	$2.8M	0.9%	130,432 SH	New
HOME DEPOT INC	COM	$256K	0.1%Prev: 0.1%	727 SH	Increased+131 SH
INTERCONTINENTAL EXCHANGE IN	COM	$765K	0.2%	6,215 SH	New
INTERNATIONAL FLAVORS&FRAGRA	COM	$1.4M	0.4%Prev: 0.3%	17,847 SH	Increased+7,675 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$349K	0.1%Prev: 0.1%	25,438 SH	Increased+4,359 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.3M	0.7%Prev: 0.6%	25,543 SH	Increased+2,710 SH
INVESCO QQQ TR	UNIT SER 1	$4.2M	1.3%Prev: 1.3%	5,657 SH	Increased-175 SH
IQVIA HLDGS INC	COM	$1.8M	0.5%Prev: 0.7%	9,095 SH	Increased-1,663 SH
ISHARES TR	CORE DIV GRWTH	$10.3M	3.2%Prev: 2.9%	136,472 SH	Increased+20,000 SH
ISHARES TR	CRE U S REIT ETF	$615K	0.2%Prev: 0.2%	9,260 SH	Increased+285 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.4%Prev: 0.4%	13,626 SH	Increased+1,853 SH
ISHARES TR	ESG AWR MSCI USA	$3.4M	1.0%Prev: 1.1%	20,485 SH	Increased+841 SH
ISHARES TR	FALN ANGLS USD	$8.0M	2.5%Prev: 2.2%	294,108 SH	Increased+87,488 SH
ISHARES TR	ISHARES SEMICDTR	$437K	0.1%Prev: 0.1%	682 SH	Increased-174 SH
ISHARES TR	JPMORGAN USD EMG	$243K	0.1%Prev: 0.1%	2,517 SH	Increased+331 SH
ISHARES TR	MRGSTR MD CP GRW	$1.5M	0.5%Prev: 0.4%	15,258 SH	Increased+1,577 SH
ISHARES TR	PFD AND INCM SEC	$249K	0.1%Prev: 0.1%	8,157 SH	Increased+973 SH
ISHARES TR	RUSEL 2500 ETF	$1.7M	0.5%Prev: 0.5%	19,037 SH	Increased+234 SH
ISHARES TR	U.S. FINLS ETF	$976K	0.3%Prev: 0.3%	7,655 SH	Increased+885 SH
ISHARES TR	ULTRA SHORT DUR	$205K	0.1%Prev: 0.1%	4,056 SH	Decreased-345 SH
JANUS DETROIT STR TR	HENDERSN CAP ETF	$1.0M	0.3%Prev: 0.3%	11,164 SH	Increased+655 SH
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.3%	4,322 SH	Increased-700 SH
JPMORGAN CHASE & CO	COM	$5.7M	1.8%	17,377 SH	New
KENVUE INC	COM	$5.0M	1.5%Prev: 1.1%	259,626 SH	Increased+125,831 SH
KILROY REALTY CORP	COM	$3.9M	1.2%	102,793 SH	New
KRAFT HEINZ CO	COM	$288K	0.1%	12,189 SH	New
LAMAR ADVERTISING CO	CL A	$907K	0.3%	5,813 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$2.6M	0.8%Prev: 0.6%	445,833 SH	Increased+61,466 SH
LOCKHEED MARTIN CORP	COM	$586K	0.2%Prev: 0.2%	1,150 SH	Increased+78 SH
MARRIOTT INTL INC NEW	CL A	$2.1M	0.7%Prev: 0.6%	5,674 SH	Increased+219 SH
MASCO CORP	COM	$647K	0.2%	7,954 SH	New
MASTERCARD INCORPORATED	CL A	$1.2M	0.4%Prev: 0.8%	2,349 SH	Decreased-1,082 SH
MCKESSON CORP	COM	$1.1M	0.4%Prev: 0.4%	1,516 SH	Increased+294 SH
MEDTRONIC PLC	SHS	$1.8M	0.5%Prev: 0.5%	22,412 SH	Increased+8,279 SH
META PLATFORMS INC	CL A	$4.0M	1.2%Prev: 2.2%	7,080 SH	Decreased-532 SH
MICROSOFT CORP	COM	$6.4M	2.0%Prev: 2.8%	17,237 SH	Decreased+3,228 SH
MONDELEZ INTL INC	CL A	$553K	0.2%Prev: 0.2%	9,563 SH	Increased+1,781 SH
NISOURCE INC	COM	$3.3M	1.0%Prev: 0.8%	69,432 SH	Increased+18,884 SH
NOVARTIS AG	SPONSORED ADR	$1.3M	0.4%Prev: 0.5%	8,551 SH	Increased-1,703 SH
NVIDIA CORPORATION	COM	$3.0M	0.9%Prev: 1.0%	15,080 SH	Increased-546 SH
OMNICOM GROUP INC	COM	$1.2M	0.4%Prev: 0.2%	16,299 SH	Increased+9,556 SH
ORACLE CORP	COM	$1.8M	0.5%Prev: 1.2%	12,066 SH	Decreased-2,259 SH
PACER FDS TR	GLOBL CASH ETF	$396K	0.1%Prev: 0.1%	9,134 SH	Increased+499 SH
PACER FDS TR	US CASH COWS 100	$1.9M	0.6%Prev: 0.6%	30,285 SH	Increased+4,546 SH
PALO ALTO NETWORKS INC	COM	$491K	0.2%Prev: 0.1%	1,441 SH	Increased+12 SH
PEPSICO INC	COM	$3.5M	1.1%Prev: 1.0%	25,846 SH	Increased+7,584 SH
PFIZER INC	COM	$2.5M	0.8%Prev: 1.3%	102,378 SH	Decreased-35,621 SH
PHILIP MORRIS INTL INC	COM	$3.9M	1.2%Prev: 0.9%	21,384 SH	Increased+8,931 SH
PIMCO DYNAMIC INCOME FD	SHS	$1.2M	0.4%Prev: 0.4%	69,328 SH	Increased+14,723 SH
PLAINS GP HLDGS L P	LTD PARTNR INT A	$5.1M	1.6%Prev: 1.3%	211,872 SH	Increased+43,955 SH
QUALCOMM INC	COM	$870K	0.3%Prev: 0.4%	4,710 SH	Decreased-2,267 SH
RTX CORPORATION	COM	$3.9M	1.2%Prev: 1.1%	20,712 SH	Increased+2,400 SH
SALESFORCE INC	COM	$1.7M	0.5%Prev: 0.7%	10,647 SH	Decreased+4,261 SH
SANOFI SA	SPONSORED ADR	$1.6M	0.5%	37,289 SH	New
SCHWAB CHARLES CORP	COM	$3.8M	1.2%Prev: 1.3%	41,262 SH	Increased+5,059 SH
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$424K	0.1%	3,614 SH	New
SHELL PLC	SPON ADS	$3.7M	1.2%Prev: 1.1%	48,113 SH	Increased+9,648 SH
SOUTHERN CO	COM	$4.3M	1.3%Prev: 1.1%	44,799 SH	Increased+15,326 SH
SPDR SERIES TRUST	ST LONG BD ETF	$345K	0.1%	15,418 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$5.9M	1.8%	253,222 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$1.7M	0.5%	66,776 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$3.8M	1.2%	34,791 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$4.6M	1.4%	52,889 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$692K	0.2%	11,384 SH	New
SPDR SERIES TRUST	ST STR R1K LOWV	$8.7M	2.7%	50,585 SH	New
SPDR SERIES TRUST	ST STR R2K LOWV	$1.2M	0.4%	7,591 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$288K	0.1%	1,015 SH	New
SPDR SERIES TRUST	ST STR SP CAPMKT	$401K	0.1%	2,721 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$1.7M	0.5%	17,529 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$360K	0.1%	3,024 SH	New
STARBUCKS CORP	COM	$1.2M	0.4%Prev: 0.5%	11,365 SH	Decreased-3,204 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	0.5%	1,982 SH	New
STRYKER CORPORATION	COM	$541K	0.2%	1,717 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.9M	1.2%	8,069 SH	New
TC ENERGY CORP	COM	$5.4M	1.7%Prev: 1.3%	81,661 SH	Increased+15,641 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$205K	0.1%Prev: 0.0%	18,425 SH	Increased+5,006 SH
TESLA INC	COM	$2.1M	0.7%Prev: 0.6%	5,027 SH	Increased+208 SH
TEXAS INSTRS INC	COM	$3.0M	0.9%Prev: 1.0%	9,976 SH	Increased-2,334 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.2M	0.4%	2,466 SH	New
TRUIST FINL CORP	COM	$3.4M	1.0%Prev: 0.9%	67,468 SH	Increased+12,774 SH
TWILIO INC	CL A	$221K	0.1%	1,073 SH	New
UBER TECHNOLOGIES INC	COM	$283K	0.1%	3,928 SH	New
UNILEVER PLC	SPON ADR NEW	$2.6M	0.8%Prev: 0.5%	43,377 SH	Increased+22,182 SH
UNITED PARCEL SVCS INC	CL B	$1.2M	0.4%	10,997 SH	New
VALERO ENERGY CORP	COM	$224K	0.1%	859 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$570K	0.2%Prev: 0.2%	870 SH	Increased-512 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$252K	0.1%Prev: 0.1%	3,286 SH	Increased+473 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.5%Prev: 0.5%	17,067 SH	Increased+14,309 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$923K	0.3%Prev: 0.3%	4,673 SH	Increased+505 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$786K	0.2%Prev: 0.5%	2,125 SH	Decreased-2,269 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$297K	0.1%Prev: 0.1%	3,541 SH	Increased+45 SH
VANGUARD STAR FDS	VG TL INTL STK F	$967K	0.3%Prev: 0.2%	11,308 SH	Increased+2,725 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$958K	0.3%Prev: 0.2%	9,751 SH	Increased+2,462 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$632K	0.2%Prev: 0.2%	2,115 SH	Increased+140 SH
VANGUARD WORLD FD	INF TECH ETF	$2.8M	0.9%Prev: 0.8%	23,056 SH	Increased+19,975 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$3.7M	1.2%Prev: 1.2%	13,596 SH	Increased-119 SH
VEEVA SYS INC	CL A COM	$595K	0.2%Prev: 0.2%	3,354 SH	Increased+1,641 SH
VERIZON COMMUNICATIONS INC	COM	$5.8M	1.8%Prev: 1.7%	137,974 SH	Increased+40,062 SH
VISA INC	COM CL A	$3.9M	1.2%Prev: 1.4%	11,433 SH	Increased+1,447 SH
VODAFONE GROUP PLC	SPONSORED ADR	$2.9M	0.9%	220,130 SH	New
WASTE MGMT INC DEL	COM	$946K	0.3%Prev: 0.3%	4,246 SH	Increased+668 SH
WELLS FARGO & CO	COM	$5.0M	1.6%	60,883 SH	New
WELLTOWER INC	COM	$700K	0.2%Prev: 0.2%	3,086 SH	Increased-629 SH
WILLIAMS COS INC	COM	$832K	0.3%Prev: 0.3%	11,188 SH	Increased-748 SH
WISDOMTREE TR	DYNAMIC INTL EQT	$1.4M	0.4%Prev: 0.4%	29,470 SH	Increased+3,567 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.7M	0.5%Prev: 0.5%	33,560 SH	Increased+6,663 SH
WISDOMTREE TR	US MIDCAP DIVID	$2.6M	0.8%Prev: 0.8%	46,776 SH	Increased+8,257 SH
WISDOMTREE TR	YIELD ENHANCD US	$254K	0.1%Prev: 0.1%	5,844 SH	Increased+634 SH
WISDOMTREE TR	YIELD ENHANCED	$1.1M	0.4%Prev: 0.4%	24,096 SH	Increased+3,924 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $1.1M
AUTOMATIC DATA PROCESSING IN — $905K
BANK AMERICA CORP — $1.0M
BANK NEW YORK MELLON CORP — $933K
BLACKROCK MUNIYIELD QUALITY — $101K
CARMAX INC — $1.9M
COSTCO WHSL CORP NEW — $345K
DIAGEO PLC — $953K
DOUBLELINE ETF TRUST — $3.8M
EBAY INC. — $1.3M
ELEVANCE HEALTH INC — $2.1M
FIRST TR EXCHANGE TRADED FD — $648K
FISERV INC — $654K
GENERAL MLS INC — $538K
GLOBAL X FDS — $196K
JPMORGAN CHASE & CO. — $4.4M
KILROY RLTY CORP — $2.3M
LAMAR ADVERTISING CO NEW — $656K
SANOFI — $1.3M
SELECT SECTOR SPDR TR — $357K
… and 22 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR/A	0002085853-26-000077	$286.6M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001137	$335.8M	View
Oct 6, 2025	Q3 2025