HFG Wealth Management

HFG Wealth Management as of March 31, 2025

Portfolio Holdings for HFG Wealth Management

HFG Wealth Management holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 11.2 $19M 530k 34.99
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 7.9 $13M 488k 26.70
Northern Lights Fd Tr Toews Agilty Shs (MRSK) 7.0 $12M 352k 33.00
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 6.8 $11M 384k 29.24
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 6.3 $10M 432k 23.93
First Tr Exchange-traded Ft Vest Gold (IGLD) 5.4 $8.9M 473k 18.88
Dimensional Etf Trust World Equity Etf (DFAW) 5.0 $8.2M 131k 62.46
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 4.5 $7.5M 179k 41.87
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 4.5 $7.4M 252k 29.44
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 3.7 $6.1M 201k 30.47
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.4 $5.6M 139k 40.49
Innovator Etfs Trust Quity Managd Flr (SFLR) 2.9 $4.9M 149k 32.65
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.8 $4.6M 111k 41.27
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 2.5 $4.1M 137k 30.23
Managed Portfolio Series Kensington Hedge (KHPI) 2.3 $3.8M 149k 25.27
Exxon Mobil Corporation (XOM) 2.3 $3.7M 35k 107.57
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 2.2 $3.7M 49k 74.02
Innovator Etfs Trust Emrgng Mkt July (EJUL) 1.5 $2.5M 102k 24.67
Apple (AAPL) 1.5 $2.5M 9.9k 250.41
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.5 $2.5M 48k 51.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $2.4M 68k 34.59
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $2.0M 70k 29.20
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 1.0 $1.7M 40k 43.23
Alps Etf Tr Alerian Mlp (AMLP) 1.0 $1.6M 34k 48.16
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.9 $1.5M 40k 37.46
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.9 $1.4M 61k 23.44
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.3M 50k 25.37
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.7 $1.2M 29k 40.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $914k 1.8k 511.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $804k 1.4k 586.12
Vanguard Index Fds Growth Etf (VUG) 0.5 $802k 2.0k 410.53
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.5 $791k 20k 39.57
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $767k 33k 22.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $726k 8.9k 81.98
Dimensional Etf Trust Short Duration F (DFSD) 0.4 $688k 15k 46.88
Prologis (PLD) 0.4 $636k 6.0k 105.71
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $608k 24k 25.84
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $557k 14k 41.17
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $496k 5.1k 96.90
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 0.3 $468k 12k 40.16
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $432k 11k 40.49
Amazon (AMZN) 0.2 $392k 1.8k 219.39
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.2 $281k 9.7k 29.00
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.2 $272k 9.8k 27.70
Spdr Gold Tr Gold Shs (GLD) 0.2 $270k 1.1k 242.13
NVIDIA Corporation (NVDA) 0.2 $270k 2.0k 134.31
Innovator Etfs Trust Innovator Intl D (IMAR) 0.1 $245k 9.8k 25.12
Tesla Motors (TSLA) 0.1 $240k 594.00 403.84
Chevron Corporation (CVX) 0.1 $221k 1.5k 144.87
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $204k 4.8k 42.83
Innovator Etfs Trust Equity Defined P (ZSEP) 0.1 $203k 8.1k 25.08