HF Advisory Group, LLC

The portfolio structure is hybrid in nature, utilizing a mix of broad market ETFs and concentrated individual stock selections. No single position represents more than 3.07% of the total assets (DGRO), indicating a risk-managed approach that avoids concentration risk in any single security. The top 10 holdings account for approximately 20.5% of the total portfolio value, which is consistent with a core-satellite or diversified equity strategy.

Key Holdings

The portfolio is currently anchored by iShares Core Dividend Growth ETF (DGRO), which holds the top position at $8.79M (3.07%). This suggests a core focus on dividend appreciation and quality income. Following this, the manager holds significant positions in "Magnificent Seven" components, with Alphabet (GOOG) at $7.65M (2.67%) and Microsoft (MSFT) at $6.31M (2.20%). Notably, Microsoft was a new addition this quarter, immediately becoming one of the largest holdings.