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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 $323,489,762
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 136,472 $10,343,163 3.2%
2.
Ishares Tr
 294,108 $8,011,520 2.48%
3.
Spdr Series Trust
 37,892 $6,875,921 2.13%
4.
Alphabet Inc.
 GOOGL 18,657 $6,591,919 2.04%
5.
Microsoft Corp
 MSFT 17,237 $6,429,679 1.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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