HA
| |
HFG Advisors, Inc.13F | |
| HFG Advisors, Inc. | |
| Last update 2025-04-21 | 94 Stocks (8 new) |
| Value $117.00 Mil | Turnover 9 % |
HFG Advisors, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 20,843 | 9,773.6 | -3.91% | 8.350 | -0.38% | 0.000 | +24.03% | +10.28% | 359,485.3 | ||
FV |
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
| 143,807 | 7,889.3 | -0.71% | 6.740 | -0.05% | 0.230 | +15.76% | +3.47% | 3,746.0 | ||
PG | Procter & Gamble Co | 33,602 | 5,726.4 | +94.28% | 4.890 | +2.37% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 97,573 | 5,711.9 | -5.68% | 4.880 | -0.30% | 0.040 | +15.14% | +8.64% | 15,635.2 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 120,118 | 5,217.9 | +1.97% | 4.460 | +0.09% | 0.090 | +8.01% | +8.12% | 5,658.9 | ||
VOE | Vanguard Mid-Cap Value ETF | 32,292 | 5,184.2 | +2.25% | 4.430 | +0.10% | 0.030 | +11.17% | +5.22% | 17,813.4 | ||
VOT | Vanguard Mid-Cap Growth ETF | 20,998 | 5,137.0 | +1.20% | 4.390 | +0.05% | 0.030 | +21.06% | +14.31% | 16,254.3 | ||
IWB | iShares Russell 1000 ETF | 11,384 | 3,492.0 | -3.55% | 2.980 | -0.12% | 0.010 | +18.52% | +8.19% | 41,860.3 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 29,117 | 2,670.9 | +47.26% | 2.280 | +0.73% | 0.010 | +0.02% | +0.27% | 41,778.1 | ||
SHV | iShares Short Treasury Bond ETF | 23,622 | 2,609.3 | +94.08% | 2.230 | +1.08% | 0.010 | -0.04% | +0.20% | 20,785.6 |
HFG Advisors, Inc.'s Historical Top Holdings Breakdowns
HFG Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +2.37% | 158.56 ($167.49) 176.26 | $158.28 | -5.50% | Add 94.28% | 33,602 | 16,306 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +1.08% | 110.11 ($110.29) 110.51 | $110.33 | 0.04% | Add 94.08% | 23,622 | 11,451 | |
FXD |
First Trust Consumer Discretionary AlphaDEX Fund
First Trust Consumer Discretionary AlphaDEX Fund
| 2025-03-31 | Sold Out Sold Out | -0.86% | 56.39 ($63.4) 68.12 | $66.86 | 5.46% | Sold Out | 0 | -15,156 | |
USB | U.S. Bancorp | 2025-03-31 | New Buy New Buy | +0.78% | 40.92 ($46.14) 50.9 | $46.29 | 0.33% | New holding | 21,556 | 21,556 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.73% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Add 47.26% | 29,117 | 9,344 | |
FXU | First Trust Utilities AlphaDEX Fund | 2025-03-31 | New Buy New Buy | +0.72% | 37.42 ($39.58) 41.14 | $44.06 | 11.32% | New holding | 20,656 | 20,656 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.59% | 51.89 ($52.37) 52.82 | $52.74 | 0.71% | Add 125.05% | 24,004 | 13,338 | |
F | Ford Motor Co | 2025-03-31 | New Buy New Buy | +0.51% | 9.12 ($9.77) 10.43 | $11.38 | 16.48% | New holding | 59,000 | 59,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.49% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -44.14% | 1,673 | -1,322 | |
LNC | Lincoln National Corp | 2025-03-31 | Add Add | +0.48% | 30.06 ($35.48) 39.23 | $35.26 | -0.62% | Add 189.78% | 24,226 | 15,866 |
HFG Advisors, Inc. Total Holding History ($B)
HFG Advisors, Inc.'s Asset Allocation
HFG Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HFG Advisors, Inc.'s Hypothetical Growth since 2025-03-31
HFG Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HFG Advisors, Inc.'s Holdings Heat Map
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HFG Advisors, Inc.'s Holdings Bubble Chart
HFG Advisors, Inc. News
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