Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HF ADVISORY GROUP LLC | 03-31-2024 | 03-31-2024 | 155 | 178,811,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $5,342,041 | 92,009 | 0.00 | 0.00 | 739 | 0.81 | 03-31-2024 |
| SPDR SER TR | SSGA US LRG ETF | 2 | $4,751,780 | 30,511 | 0.00 | 0.00 | -2,231 | -6.81 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 3 | $4,538,414 | 29,807 | 0.00 | 0.00 | 2,661 | 9.80 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $4,352,643 | 10,346 | 0.00 | 0.00 | -309 | -2.90 | 03-31-2024 |
