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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 29.17% of HFG Advisors's stock portfolio.
Added to shares of these 10 stocks: TCAF, DFSV, VOE, IJH, VOT, IYH, DGRO, BND, CGUS, GM.
Started 14 new stock positions in EG, NVDA, CGUS, IYJ, TCAF, IWO, BINC, GM, DFSV, DFS. MPLX, IVOO, DGRO, CGDV.
Reduced shares in these 10 stocks: VBR, IWB, GOOGL, FV, FTC, SUN, MSFT, PNC, AVGO, RIO.
Sold out of its positions in AMZN, AVGO, HBAN, LMT, PNC, RIO, SUN, UNH, CB.
HFG Advisors was a net buyer of stock by $1.8M.
HFG Advisors has $113M in assets under management (AUM), dropping by 8.58%.
Central Index Key (CIK): 0001911087

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Positions held by HFG Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HFG Advisors

HFG Advisors holds 108 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.8	$9.9M		22k	444.01	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	7.3	$8.2M	-4%	144k	57.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	4.6	$5.2M	+6%	92k	56.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.3	$4.8M	+22%	31k	155.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	4.2	$4.8M	+17%	20k	235.79	View chart
First Tr Morningstar Divid L SHS (FDL)	4.1	$4.6M	+3%	121k	38.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.1	$3.5M	-32%	12k	288.02	View chart
Procter & Gamble Company (PG)	2.6	$2.9M	+12%	18k	162.25	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	2.3	$2.6M	-13%	21k	123.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.2M		8.3k	259.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.8	$2.1M		11k	180.47	View chart
Ishares Tr Core High Dv Etf (HDV)	1.8	$2.0M	+2%	19k	110.21	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.8	$2.0M	NEW	65k	30.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.7	$1.9M	+3%	60k	32.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.7	$1.9M	+21%	46k	41.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.7	$1.9M	+21%	24k	77.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.7	$1.9M	+10%	24k	79.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$1.8M	+27%	25k	72.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$1.7M	+6%	3.6k	480.70	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$1.7M		19k	85.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.4	$1.6M		5.1k	304.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.5M	+4%	2.9k	525.73	View chart
Microsoft Corporation (MSFT)	1.3	$1.4M	-19%	3.4k	420.72	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	1.2	$1.3M	+8%	20k	65.70	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$1.1M	NEW	37k	30.10	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	1.0	$1.1M		15k	72.96	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	1.0	$1.1M		5.8k	190.68	View chart
Ishares Tr Short Treas Bd (SHV)	1.0	$1.1M	-6%	9.8k	110.54	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$1.1M	-78%	5.5k	191.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.1M	+400%	18k	60.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$1.0M		4.9k	210.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.0M		3.0k	337.05	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.9	$971k		15k	64.54	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.9	$963k	+14%	61k	15.73	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.8	$891k		12k	76.00	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.8	$848k		9.4k	90.54	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.7	$846k		12k	71.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$786k	-11%	7.1k	110.52	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.7	$777k	+18%	8.5k	91.80	View chart
General Electric Com New (GE)	0.7	$756k	-2%	4.3k	175.53	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$747k	+400%	12k	61.90	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.6	$730k		7.6k	95.65	View chart
Fifth Third Ban (FITB)	0.6	$716k		19k	37.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$715k	-7%	3.9k	182.61	View chart
Apple (AAPL)	0.6	$707k	-19%	4.1k	171.48	View chart
International Business Machines (IBM)	0.6	$631k		3.3k	190.96	View chart
Stellantis SHS (STLA)	0.5	$611k		22k	28.30	View chart
Delta Air Lines Inc Del Com New (DAL)	0.5	$572k	+7%	12k	47.87	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.5	$567k	-5%	5.7k	99.24	View chart
Enterprise Products Partners (EPD)	0.5	$540k		19k	29.18	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.5	$516k		3.8k	134.82	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$516k	+67%	16k	31.99	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.4	$507k		14k	37.58	View chart
Anthem (ELV)	0.4	$468k	-4%	903.00	518.27	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.4	$438k	-10%	3.0k	147.73	View chart
American Airls (AAL)	0.4	$431k	+10%	28k	15.35	View chart
Noble Corp Ord Shs A (NE)	0.4	$428k		8.8k	48.49	View chart
Eli Lilly & Co. (LLY)	0.4	$415k	-16%	534.00	777.96	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.4	$415k		13k	32.30	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$411k		3.6k	114.14	View chart
Novo-nordisk A S Adr (NVO)	0.4	$411k	-3%	3.2k	128.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$410k	NEW	7.1k	58.06	View chart
Merck & Co (MRK)	0.3	$377k	-3%	2.9k	131.95	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.3	$359k		19k	18.73	View chart
Cigna Corp (CI)	0.3	$355k		978.00	363.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$355k	-3%	844.00	420.52	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$350k	NEW	11k	31.16	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$347k	-2%	4.1k	85.06	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$344k		3.9k	89.29	View chart
General Motors Company (GM)	0.3	$341k	NEW	7.5k	45.35	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.3	$338k		4.1k	82.62	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.3	$336k		3.7k	90.91	View chart
Diamond Offshore Drilli (DO)	0.3	$333k		24k	13.64	View chart
Everest Re Group (EG)	0.3	$328k	NEW	825.00	397.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$328k	-11%	3.9k	84.44	View chart
NVIDIA Corporation (NVDA)	0.3	$324k	NEW	358.00	903.56	View chart
Raytheon Technologies Corp (RTX)	0.3	$309k	-5%	3.2k	97.53	View chart
Hldgs (UAL)	0.3	$306k	-29%	6.4k	47.88	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$298k		1.5k	205.09	View chart
Textron (TXT)	0.3	$292k		3.0k	95.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$290k		3.6k	80.63	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$286k	-12%	3.3k	86.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$271k	NEW	8.3k	32.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$268k		3.0k	90.44	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$264k	NEW	6.4k	41.56	View chart
Bank of America Corporation (BAC)	0.2	$261k	-15%	6.9k	37.92	View chart
Pepsi (PEP)	0.2	$254k	-26%	1.5k	174.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$245k	-73%	1.6k	150.93	View chart
Vanguard World Industrial Etf (VIS)	0.2	$239k		980.00	244.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$234k	-3%	938.00	249.86	View chart
Honeywell International (HON)	0.2	$234k	-7%	1.1k	205.25	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$231k		3.5k	65.87	View chart
United Parcel Service CL B (UPS)	0.2	$230k	-6%	1.5k	148.63	View chart
Wells Fargo & Company (WFC)	0.2	$229k	-9%	4.0k	57.96	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$216k	NEW	4.1k	52.46	View chart
Home Depot (HD)	0.2	$214k	-14%	559.00	383.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$212k	NEW	784.00	270.80	View chart
Morgan Stanley Com New (MS)	0.2	$211k		2.2k	94.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$210k		1.6k	130.70	View chart
AFLAC Incorporated (AFL)	0.2	$209k		2.4k	85.86	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$209k	NEW	2.0k	103.01	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$203k	NEW	1.6k	125.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$202k		12k	17.32	View chart
Discover Financial Services (DFS)	0.2	$200k	NEW	1.5k	131.09	View chart
Transocean Registered Shs (RIG)	0.1	$149k		24k	6.28	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$148k		14k	10.35	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.1	$106k		10k	10.25	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$37k		11k	3.52	View chart

Past Filings by HFG Advisors

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

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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