HA

HFG Advisors, Inc.

13F
HFG Advisors, Inc.
Last update 2024-10-17 96 Stocks (7 new)
Value $113.00 Mil Turnover 3 %
Countries:
Top Holdings: QQQ(9.20%)FV(7.16%)RDVY(5.33%)VOE(4.72%)VOT(4.48%)
Summary Stock Picks Current Portfolio
HFG Advisors, Inc. Top Holdings of 2024-09-30 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
21,294
10,392.9
-3.26%
9.200
-0.32%
0.000
+13.15%
+29.86%
327,973.8
 
FV 		First Trust Dorsey Wright Focus 5 ETF
138,770
8,086.1
-0.52%
7.160
-0.04%
0.210
+12.84%
+20.65%
4,022.9
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
101,709
6,022.2
+6.98%
5.330
+0.35%
0.050
+11.60%
+22.37%
13,174.0
 
VOE 		Vanguard Mid-Cap Value ETF
31,755
5,324.4
+2.20%
4.720
+0.10%
0.030
+5.75%
+18.75%
17,521.2
 
VOT 		Vanguard Mid-Cap Growth ETF
20,774
5,057.9
+1.41%
4.480
+0.06%
0.040
+16.44%
+23.78%
14,115.9
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
118,576
4,974.3
+0.60%
4.410
+0.03%
0.110
+3.33%
+21.09%
4,572.1
 
IWB 		iShares Russell 1000 ETF
11,970
3,763.3
+0.87%
3.330
+0.03%
0.010
+10.81%
+28.93%
40,007.1
 
PG 		Procter & Gamble Co
17,278
2,992.6
0%
2.650
0%
0.000
-0.50%
+20.33%
405,067.2
Consumer Packaged Goods
FTC 		FIRST TR L CAP GRW
21,294
2,798.9
+0.27%
2.480
+0.01%
0.260
+17.13%
+32.77%
1,164.8
 
TCAF 		T. Rowe Price Capital Appreciation Equity ETF
75,185
2,499.9
+2.01%
2.210
+0.04%
-
+7.15%
+24.99%
1,562.2
 

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
VBR 		Vanguard Small Cap Value ETF2024-03-31Reduce
-3.58%
●
172.45 ($180.45) 191.88
$211.93
17.45%
Reduce -78.84%
5,543
-20,652
JNK 		SPDR Bloomberg High Yield Bond ETF2022-12-31Sold Out
-2.04%
●
85.97 ($89.37) 92.6
$97.09
8.64%
Sold Out
0
-16,753
AGG 		iShares Core U.S. Aggregate Bond ETF2022-12-31Sold Out
-1.97%
●
92.99 ($96.32) 99.61
$98.88
2.65%
Sold Out
0
-14,696
TCAF 		T. Rowe Price Capital Appreciation Equity ETF2024-03-31New Buy
+1.75%
●
27.07 ($28.83) 30.25
$34.56
19.88%
New holding
65,352
65,352
FDV 		Federated Hermes U.S. Strategic Dividend ETF2023-03-31Sold Out
-1.74%
●
23.36 ($25.15) 26.29
$27.50
9.34%
Sold Out
0
-19,739
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2022-12-31New Buy
+1.61%
●
70.3 ($73.11) 75.71
$79.90
9.29%
New holding
18,617
18,617
FDL 		First Trust Morningstar Dividend Leaders Index Fund2022-12-31Add
+1.61%
●
32.72 ($35.69) 37.66
$42.16
18.13%
Add 44.25%
121,968
37,412
FTCS 		First Trust Capital Strength ETF2023-03-31New Buy
+1.60%
●
70.18 ($73.46) 76.37
$91.55
24.63%
New holding
19,198
19,198
EEM 		iShares MSCI Emerging Markets ETF2022-12-31New Buy
+1.58%
●
33.42 ($36.46) 38.95
$44.14
21.06%
New holding
35,554
35,554
CHRD 		Chord Energy Corp2023-12-31Sold Out
-1.56%
●
153.74 ($163.53) 173.82
$118.14
-27.76%
Sold Out
0
-8,780

HFG Advisors, Inc. Total Holding History ($B)

To

HFG Advisors, Inc.'s Asset Allocation

To

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 2024-09-30

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

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