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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 $286,637,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 126,655 $8,792,442 3.07%
2.
Alphabet Inc.
 GOOGL 24,376 $7,649,295 2.67%
3.
Ishares Tr
 245,583 $6,704,428 2.34%
4.
Microsoft Corp
 MSFT 13,042 $6,307,278 2.2%
5.
Spdr Series Trust
 34,372 $6,034,754 2.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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