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Home > Institutional Investor > Hf Advisory Group, Llc > Profile

Instuitional Investor - Hf Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Hf Advisory Group, Llc
Portfolio Value $228,845,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 107,265 $6,626,831 2.9%
2.
Berkshire Hathaway Inc
 BRK.A 9,598 $5,111,703 2.23%
3.
Spdr Ser Tr - SSGA US LRG ETF
 29,126 $5,069,056 2.22%
4.
Ishares Tr
 182,993 $4,902,388 2.14%
5.
Microsoft Corp
 MSFT 12,757 $4,788,815 2.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)