HF Advisory Group, LLC
Annual return
—
SPY
—
Alpha
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Invested
$293.4M
Holdings
161
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$DGRO
ISHARES TR
Q1 2026: Exited (was 126.7k shares)
3.2%
02
$BAC
BANK AMERICA CORP
Q1 2026: Increased +31.0% (149.2k → 195.4k shares)
2.6%
03
$FALN
ISHARES TR
Q1 2026: Exited (was 245.6k shares)
2.5%
04
$LGLV
SPDR SERIES TRUST
Q1 2026: Exited (was 34.4k shares)
2.1%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +95.5% (13.0k → 25.5k shares)
2.1%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +6.3% (24.4k → 25.9k shares)
2.0%
07
$PAGP
PLAINS GP HLDGS L P
Q1 2026: Exited (was 225.6k shares)
1.9%
08
$SPHY
SPDR SERIES TRUST
Q1 2026: Exited (was 209.5k shares)
1.8%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 16.9k shares)
1.8%
10
$TRP
TC ENERGY CORP
Q1 2026: Exited (was 79.2k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:27 UTC.