HF Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Annapolis, MD
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$293,445
Net value change ($000)
+6,808 (2.4%)
New positions
7
Sold out positions
9
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VZ 1,395 27.3%
PAGP 1,220 28.3%
SHEL 1,183 35.0%
FERG 1,148 NEW
XOM 1,064 32.0%
SO 960 31.0%
COP 955 39.7%
TRP 882 20.2%
T 742 28.0%
PEP 624 20.5%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -1,787 -23.4%
EBAY -1,016 -100.0%
WFC -772 -15.1%
IQV -603 -32.8%
SILA -550 -100.0%
BKNG -546 -14.1%
UNH -517 -100.0%
PM -477 -12.0%
TSLA -421 -18.5%
LLY -366 -16.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type