Hf-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWE",
  "MQT",
  null,
  "MMM",
  "ADBE",
  "APD",
  "GOOGL",
  "T",
  null,
  "CAT",
  "KMX",
  "CLM",
  null,
  null,
  "D",
  "PAGP",
  null,
  "EBAY",
  "PDI",
  null,
  "GD",
  "GILD",
  "GIS",
  "HD",
  null,
  "QCOM",
  null,
  "LAMR",
  "AMAT",
  "BKNG",
  null,
  "META",
  null,
  "IQV",
  "CRF",
  null,
  "SILA",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  null,
  "NI",
  "NVS",
  null,
  "OMC",
  "ORCL",
  "VHT",
  null,
  "PANW",
  "PEP",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "ENB",
  "PFE",
  "LMT",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  "SHEL",
  "RTX",
  "SPLG",
  null,
  null,
  "SBUX",
  "TXN",
  "TFC",
  "UL",
  "UPS",
  "BIV",
  "VOE",
  "SCHW",
  null,
  null,
  "LYG",
  null,
  null,
  "SNY",
  null,
  "TSM",
  "GSK",
  "MGC",
  null,
  "ADSK",
  "FI",
  "F",
  "DEO",
  "WM",
  "CAH",
  "AEP",
  null,
  "IFF",
  "AMZN",
  null,
  null,
  "ESGD",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VEEV",
  "V",
  "WFC",
  "WELL",
  null,
  "WMB",
  null,
  null,
  null,
  "CHKP",
  "KRC",
  "SO",
  "TRP",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "ESGU",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BA",
  "BTI",
  "CVX",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CVS",
  null,
  "ADI",
  "VOD",
  "MAR",
  "QQQ",
  null,
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 160
Total Value: 228845659
Accession Number: 0001667731-25-000411
Form Type: 13F-HR
CIK: hf-advisory-group
Manager Name: Hf-Advisory-Group

Data Enrichment

74% identified

119 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $228.8M total value

160 positions • $228.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CONOCOPHILLIPS

Shares:17.4K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.8M)

British American Tobacco p.l.c.

Shares:44.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.8M)

ALTRIA GROUP, INC.

Shares:30.3K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.8M)

VODAFONE GROUP PUBLIC LTD CO

Shares:193.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.8M)

TEXAS INSTRUMENTS INC

Shares:10.0K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.8M)

NISOURCE INC.

Shares:43.6K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$228.8M)

NVIDIA CORP

Shares:16.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$228.8M)

IQVIA HOLDINGS INC.

Shares:9.7K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$228.8M)

TRUIST FINANCIAL CORP

Shares:40.1K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$228.8M)

Salesforce, Inc.

Shares:6.1K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$228.8M)

92204A702

Shares:3.0K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$228.8M)

KILROY REALTY CORP

Shares:48.5K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$228.8M)

46137V241

Shares:23.2K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$228.8M)

78468R754

Shares:12.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$228.8M)

Sanofi

Shares:26.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$228.8M)

UNITED PARCEL SERVICE INC

Shares:13.2K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$228.8M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

Shares:6.2K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.8M)

97717Y527

Shares:28.1K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.8M)

SPDR S&P 500 ETF TRUST

Shares:2.5K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.8M)

69374H881

Shares:25.5K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONOCOPHILLIPS(COPcusip20825C104)	17.4K	QoQ +6.70% (+1.1K) YoY +82.39% (+7.9K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.8M)	QoQ +13.00% (+$210.4K) YoY +50.50% (+$613.6K)
British American Tobacco p.l.c.(BTIcusip110448107)	44.1K	QoQ +10.92% (+4.3K) YoY +14.45% (+5.6K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.8M)	QoQ +26.34% (+$380.7K) YoY +55.25% (+$649.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	30.3K	QoQ +6.48% (+1.8K) YoY +2.29% (+680)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.8M)	QoQ +22.22% (+$331.0K) YoY +40.75% (+$527.2K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	193.1K	QoQ +22.59% (+35.6K) YoY +38.44% (+53.6K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.8M)	QoQ +35.29% (+$472.0K) YoY +45.75% (+$568.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	10.0K	QoQ +16.49% (+1.4K) YoY -11.96% (-1.4K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.8M)	QoQ +11.64% (+$186.5K) YoY -9.19% (-$181.1K)
NISOURCE INC.(NIcusip65473P105)	43.6K	QoQ -4.13% (-1.9K) YoY -28.15% (-17.1K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$228.8M)	QoQ +4.54% (-$76.0K) YoY +4.13% (-$69.5K)
NVIDIA CORP(NVDAcusip67066G104)	16.0K	QoQ -2.33% (-383) YoY +868.43% (+14.4K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$228.8M)	QoQ -21.17% (-$467.2K) YoY +16.16% (+$242.0K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	9.7K	QoQ -2.17% (-215) YoY +31.24% (-2.3K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$228.8M)	QoQ -12.23% (-$237.8K) YoY -8.50% (-$158.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	40.1K	QoQ +14.17% (+5.0K) YoY +279.87% (+29.5K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$228.8M)	QoQ +8.31% (+$126.6K) YoY +301.02% (+$1.2M)
Salesforce, Inc.(CRMcusip79466L302)	6.1K	QoQ -3.39% (-213) YoY +45.22% (+1.9K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$228.8M)	QoQ -22.45% (-$471.7K) YoY +29.39% (+$370.0K)
(VGTcusip92204A702)	3.0K	QoQ -5.18% (-163) YoY +9.83% (+267)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$228.8M)	QoQ -17.29% (-$338.2K) YoY +13.61% (+$193.9K)
KILROY REALTY CORP(KRCcusip49427F108)	48.5K	QoQ +24.23% (+9.5K) YoY NEW(+48.5K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$228.8M)	QoQ +0.61% (+$9.8K) YoY NEW(+$1.6M)
(cusip46137V241)✕	23.2K	QoQ +4.06% (+906) YoY +27.97% (+5.1K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$228.8M)	QoQ +2.99% (+$44.7K) YoY +40.51% (+$443.8K)
(cusip78468R754)✕	12.1K	QoQ -3.59% (-452) YoY +4.82% (+557)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$228.8M)	QoQ -2.57% (-$40.6K) YoY +7.04% (+$101.0K)
Sanofi(SNYcusip80105N105)	26.6K	QoQ -13.76% (-4.2K) YoY +10.82% (+2.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$228.8M)	QoQ -0.83% (-$12.4K) YoY +26.46% (+$308.4K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	13.2K	QoQ +27.88% (+2.9K) YoY NEW(+13.2K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$228.8M)	QoQ +11.54% (+$150.7K) YoY NEW(+$1.5M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	6.2K	QoQ -18.65% (-1.4K) YoY +21.75% (+1.1K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.8M)	QoQ -0.69% (-$10.0K) YoY +69.20% (+$581.1K)
(cusip97717Y527)✕	28.1K	QoQ +7.11% (+1.9K) YoY +54.25% (+9.9K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.8M)	QoQ +7.14% (+$94.2K) YoY +54.38% (+$497.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.5K	QoQ +6.86% (+161) YoY +65.19% (+989)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.8M)	QoQ +1.97% (+$27.2K) YoY +76.75% (+$608.8K)
(cusip69374H881)✕	25.5K	QoQ +3.51% (+865) YoY +27.57% (+5.5K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.8M)	QoQ +0.35% (+$4.9K) YoY +20.22% (+$234.9K)