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
View Full List
| 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 | +26.52% | +10.07% | 357,775.2 | ||
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 | +16.36% | +2.37% | 3,695.9 | ||
PG | Procter & Gamble Co | 33,602 | 5,726.4 | +94.28% | 4.890 | +2.37% | 0.000 | -7.91% | -5.70% | 363,638.5 | 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 | +15.73% | +7.40% | 15,206.2 | ||
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 | +7.06% | +7.42% | 5,499.8 | ||
VOE | Vanguard Mid-Cap Value ETF | 32,292 | 5,184.2 | +2.25% | 4.430 | +0.10% | 0.030 | +11.04% | +4.56% | 17,498.4 | ||
VOT | Vanguard Mid-Cap Growth ETF | 20,998 | 5,137.0 | +1.20% | 4.390 | +0.05% | 0.030 | +23.40% | +14.25% | 16,507.9 | ||
IWB | iShares Russell 1000 ETF | 11,384 | 3,492.0 | -3.55% | 2.980 | -0.12% | 0.010 | +19.79% | +7.71% | 41,628.5 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 29,117 | 2,670.9 | +47.26% | 2.280 | +0.73% | 0.010 | +1.04% | +2.30% | 41,833.2 | ||
SHV | iShares Short Treasury Bond ETF | 23,622 | 2,609.3 | +94.08% | 2.230 | +1.08% | 0.010 | +1.00% | +2.27% | 20,772.7 |
HFG Advisors, Inc.'s Historical Top Holdings Breakdowns
HFG Advisors, Inc.'s Top Stock Picks
View Full List
| 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 | $155.10 | -7.40% | 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 | $110.30 | 0.01% | 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 | $65.17 | 2.79% | Sold Out | 0 | -15,156 | |
USB | U.S. Bancorp | 2025-03-31 | New Buy New Buy | +0.78% | 40.92 ($46.14) 50.9 | $45.69 | -0.98% | 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 | $91.64 | 0.05% | 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 | $43.37 | 9.58% | 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 | $52.55 | 0.34% | 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 | $11.16 | 14.23% | New holding | 59,000 | 59,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.49% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -44.14% | 1,673 | -1,322 | |
LNC | Lincoln National Corp | 2025-03-31 | Add Add | +0.48% | 30.06 ($35.48) 39.23 | $34.55 | -2.62% | Add 189.78% | 24,226 | 15,866 |
HFG Advisors, Inc. Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
HFG Advisors, Inc.'s Holdings Bubble Chart
HFG Advisors, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers