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Portfolio (Quarterly) Guide ↗

HF Advisory Group, LLC

· CIK 0001963169
13F Portfolio $272M AUM Filed Oct 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 166 New
Page 5 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP Consumer Cyclical 14,420.0 $1.2M 0.45% NEW $84.60 +26.0%
82 BAC BANK AMERICA CORP Financial Services 22,879.0 $1.2M 0.43% NEW $51.59 -1.7%
83 ADSK AUTODESK INC Technology 3,690.0 $1.2M 0.43% NEW $317.67 -23.1%
84 ESGD ISHARES TR 12,500.0 $1.2M 0.43% NEW $92.98 +8.3%
85 DDWM WISDOMTREE TR 27,062.0 $1.1M 0.41% NEW $41.80 +9.5%
86 PDI PIMCO DYNAMIC INCOME FD Financial Services 55,876.0 $1.1M 0.41% NEW $19.80 -16.8%
87 QYLD GLOBAL X FDS 62,832.0 $1.1M 0.39% NEW $17.01 +3.8%
88 ABNB AIRBNB INC Consumer Cyclical 8,619.0 $1.0M 0.38% NEW $121.42 +8.0%
89 BK BANK NEW YORK MELLON CORP Financial Services 9,508.0 $1.0M 0.38% NEW $108.96 +25.1%
90 OMC OMNICOM GROUP INC Communication Services 12,692.0 $1.0M 0.38% NEW $81.53 -10.3%
91 SHAG WISDOMTREE TR 21,203.0 $1.0M 0.37% NEW $47.98 -1.4%
92 SMLV SPDR SERIES TRUST 7,625.0 $989K 0.36% NEW $129.73 +11.9%
93 QCOM QUALCOMM INC Technology 5,930.0 $986K 0.36% NEW $166.35 +22.4%
94 BDX BECTON DICKINSON & CO Healthcare 5,192.0 $972K 0.36% NEW $187.18 -21.5%
95 EBAY EBAY INC. Consumer Cyclical 10,438.0 $949K 0.35% NEW $90.95 +25.8%
96 DEO DIAGEO PLC Consumer Defensive 9,814.0 $937K 0.34% NEW $95.43 -12.2%
97 IYF ISHARES TR 7,344.0 $930K 0.34% NEW $126.64 -4.0%
98 JNJ JOHNSON & JOHNSON Healthcare 4,900.0 $909K 0.33% NEW $185.41 +23.5%
99 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 14,644.0 $901K 0.33% NEW $61.54 +19.8%
100 UNH UNITEDHEALTH GROUP INC Healthcare 2,558.0 $883K 0.32% NEW $345.30 +13.3%
Page 5 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 16.8%
Financial Services 16.8%
Communication Services 13.2%
Healthcare 11.9%
Consumer Defensive 9.5%
Energy 9.4%
Consumer Cyclical 9.0%
Industrials 6.1%
Utilities 3.4%
Real Estate 2.6%