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HFG Advisors

Latest statistics and disclosures from HFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, FV, RDVY, VOE, VOT, and represent 30.89% of HFG Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY, EPD, CSWC, GEV, HD, BIL, IJT, VO, LMT, ABBV.
Started 7 new stock positions in VO, HD, CSWC, LMT, GEV, IJT, ABBV.
Reduced shares in these 10 stocks: NVDA, VOOG, QQQ, DO, SHV, , VOO, , RIG, QTEC.
Sold out of its positions in DO, EVN, EIM, NVDA, RIG.
HFG Advisors was a net seller of stock by $-84k.
HFG Advisors has $113M in assets under management (AUM), dropping by 5.42%.
Central Index Key (CIK): 0001911087

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Portfolio Holdings for HFG Advisors

HFG Advisors holds 96 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.2	$10M	-3%	21k	488.07	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	7.2	$8.1M		139k	58.27	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	5.3	$6.0M	+6%	102k	59.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.7	$5.3M	+2%	32k	167.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.5	$5.1M		21k	243.47	View chart
First Tr Morningstar Divid L SHS (FDL)	4.4	$5.0M		119k	41.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.3	$3.8M		12k	314.40	View chart
Procter & Gamble Company (PG)	2.7	$3.0M		17k	173.20	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	2.5	$2.8M		21k	131.44	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	2.2	$2.5M	+2%	75k	33.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$2.3M		8.0k	283.16	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	2.0	$2.2M		12k	190.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.0	$2.2M		48k	45.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$2.1M		25k	83.63	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.8	$2.1M	+2%	26k	80.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.8	$2.0M	-2%	60k	33.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$2.0M		26k	75.11	View chart
Ishares Tr Core High Dv Etf (HDV)	1.7	$2.0M	-3%	17k	117.62	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$1.7M		19k	90.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$1.6M	-7%	3.0k	527.67	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	1.4	$1.5M		21k	74.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.5M	-4%	2.6k	576.82	View chart
Microsoft Corporation (MSFT)	1.1	$1.3M		2.9k	430.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.1	$1.2M	-27%	3.6k	345.29	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$1.2M		40k	30.80	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	1.0	$1.1M		15k	75.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$1.1M		3.0k	375.38	View chart
Ishares Tr Short Treas Bd (SHV)	1.0	$1.1M	-14%	9.7k	110.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.0	$1.1M	+25%	12k	91.81	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.9	$1.0M	-9%	5.2k	191.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$975k	-6%	16k	62.32	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$964k	-3%	4.8k	200.79	View chart
Apple (AAPL)	0.9	$960k		4.1k	233.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$928k	-8%	4.2k	220.89	View chart
Ge Aerospace Com New (GE)	0.8	$927k		4.9k	188.58	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.8	$922k		15k	63.29	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$920k		12k	79.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.8	$892k		56k	16.05	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.7	$828k		8.9k	93.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$795k	+2%	4.0k	198.06	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.7	$795k		12k	67.04	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.7	$793k		7.6k	103.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$696k		6.0k	116.96	View chart
Enterprise Products Partners (EPD)	0.6	$642k	+125%	22k	29.11	View chart
Fifth Third Ban (FITB)	0.6	$634k	-6%	15k	42.84	View chart
International Business Machines (IBM)	0.5	$603k		2.7k	221.08	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.5	$595k		5.7k	104.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$561k		16k	34.79	View chart
Raytheon Technologies Corp (RTX)	0.4	$494k	+7%	4.1k	121.16	View chart
Anthem (ELV)	0.4	$472k		907.00	519.83	View chart
Noble Corp Ord Shs A (NE)	0.4	$444k	+63%	12k	36.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$439k		7.0k	62.69	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.4	$421k		2.8k	150.16	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.3	$389k	-13%	10k	38.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$389k		844.00	460.26	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$385k		11k	34.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$385k		3.3k	117.29	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$380k		3.9k	98.68	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$371k		4.1k	89.36	View chart
Global X Fds Global X Copper (COPX)	0.3	$366k	-7%	7.7k	47.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$365k		3.8k	95.75	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.3	$346k		4.1k	84.49	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.3	$329k		11k	28.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$318k		3.3k	96.52	View chart
Eli Lilly & Co. (LLY)	0.3	$318k		359.00	885.94	View chart
Novo-nordisk A S Adr (NVO)	0.3	$317k		2.7k	119.07	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$308k		1.5k	211.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$304k		8.3k	36.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$304k		3.6k	84.53	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.3	$297k	-18%	2.1k	138.65	View chart
Old Republic International Corporation (ORI)	0.3	$291k	+15%	8.2k	35.42	View chart
Capital Southwest Corporation (CSWC)	0.2	$281k	NEW	11k	25.29	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.2	$279k		17k	16.22	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$279k		3.0k	93.85	View chart
Merck & Co (MRK)	0.2	$277k		2.4k	113.56	View chart
AFLAC Incorporated (AFL)	0.2	$273k		2.4k	111.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$269k		1.6k	165.85	View chart
Ge Vernova (GEV)	0.2	$269k	NEW	1.1k	254.98	View chart
Everest Re Group (EG)	0.2	$265k		675.00	391.83	View chart
Vanguard World Industrial Etf (VIS)	0.2	$255k		980.00	260.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$251k		3.5k	71.73	View chart
Pepsi (PEP)	0.2	$247k		1.5k	169.99	View chart
Honeywell International (HON)	0.2	$235k		1.1k	206.71	View chart
Home Depot (HD)	0.2	$227k	NEW	559.00	405.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$223k		784.00	284.00	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$220k		4.1k	53.53	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$215k		2.0k	105.63	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$214k	NEW	1.5k	139.49	View chart
Cigna Corp (CI)	0.2	$212k		612.00	346.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$212k	NEW	803.00	263.83	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$211k		12k	18.10	View chart
Textron (TXT)	0.2	$207k		2.3k	88.58	View chart
General Motors Company (GM)	0.2	$207k		4.6k	44.84	View chart
Lockheed Martin Corporation (LMT)	0.2	$207k	NEW	354.00	584.56	View chart
Abbvie (ABBV)	0.2	$205k	NEW	1.0k	197.48	View chart
Rithm Capital Corp Com New (RITM)	0.1	$114k		10k	11.35	View chart

Past Filings by HFG Advisors

SEC 13F filings are viewable for HFG Advisors going back to 2021

HFG Advisors 2024 Q3 filed Oct. 16, 2024
HFG Advisors 2024 Q2 filed July 12, 2024
HFG Advisors 2024 Q1 filed April 18, 2024
HFG Advisors 2023 Q4 filed Jan. 12, 2024
HFG Advisors 2023 Q3 filed Oct. 25, 2023
HFG Advisors 2023 Q2 filed July 13, 2023
HFG Advisors 2023 Q1 filed April 20, 2023
HFG Advisors 2022 Q4 filed Jan. 18, 2023
HFG Advisors 2022 Q3 filed Oct. 17, 2022
HFG Advisors 2022 Q2 filed July 15, 2022
HFG Advisors 2022 Q1 filed April 20, 2022
HFG Advisors 2021 Q4 filed Feb. 14, 2022

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