HFG Wealth Management

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

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

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Portfolio Holdings for HFG Wealth Management

HFG Wealth Management holds 36 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
Northern Lights Fd Tr Toews Agilty Shs (MRSK) 11.5 $20M -82% 631k 30.90
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Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 11.2 $19M +10% 699k 27.16
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 9.0 $15M +5% 404k 37.98
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 8.1 $14M +6% 382k 36.21
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 8.0 $14M NEW 216k 63.17
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 6.6 $11M +5% 471k 23.72
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First Tr Exchange-traded Ft Vest Gold (IGLD) 6.0 $10M +6% 521k 19.69
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Dimensional Etf Trust World Equity Etf (DFAW) 5.9 $10M +5% 169k 59.13
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Innovator Etfs Trust Intrnl Dev July (IJUL) 5.8 $9.9M +14% 350k 28.21
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First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 3.6 $6.2M +17% 221k 27.96
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Innovator Etfs Trust Intrnl Dev Jan (IJAN) 3.0 $5.0M -21% 161k 31.29
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $4.6M 126k 36.54
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Exxon Mobil Corporation (XOM) 2.5 $4.2M -88% 36k 116.24
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.1 $3.6M +4% 85k 41.95
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Innovator Etfs Trust Emrgng Mkt July (EJUL) 1.9 $3.2M -7% 134k 23.80
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $2.9M +4% 118k 24.72
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.7 $2.9M -54% 89k 31.95
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.5 $2.6M +2% 51k 51.36
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $1.8M +2% 61k 30.22
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Apple (AAPL) 1.0 $1.6M -89% 9.6k 171.47
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Alps Etf Tr Alerian Mlp (AMLP) 0.8 $1.4M -95% 30k 47.46
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Chevron Corporation (CVX) 0.7 $1.2M -87% 7.6k 157.74
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.1M -81% 17k 62.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $825k -90% 1.9k 443.89
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.5 $810k +4% 19k 42.11
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Prologis (PLD) 0.5 $790k 6.1k 130.22
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Dimensional Etf Trust Short Duration F (DFSD) 0.3 $536k -61% 11k 47.04
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Vanguard Index Fds Growth Etf (VUG) 0.3 $436k -88% 1.3k 344.16
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Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $359k +2% 8.7k 41.25
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Ishares Tr Mbs Etf (MBB) 0.2 $358k -88% 3.9k 92.42
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Amazon (AMZN) 0.2 $305k -74% 1.7k 180.38
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Innovator Etfs Trust Innovator Intl D (IMAR) 0.1 $251k NEW 9.8k 25.74
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $224k -6% 6.8k 32.95
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Manhattan Bridge Capital (LOAN) 0.0 $15k 16k 0.99
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Beneficient Com Cl A 0.0 $5.3k +456% 79k 0.07
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Workhorse Group Com New (WKHS) 0.0 $4.5k +11% 19k 0.23
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Past Filings by HFG Wealth Management

SEC 13F filings are viewable for HFG Wealth Management going back to 2024