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CIK: 0001911087
Total reported value
$160.3M
$160.3M
108 檔
20.5%
According to the latest 13F quarterly dataset, HFG Advisors, Inc. managed an equity portfolio of $160.3M at the end of Q1 2024, spanning 108 distinct U.S. exchange-listed positions.
During Q1 2024, HFG Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.80% | +0.15% | +0.87% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 7.28% | +0.74% | -4.76% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 4.59% | +0.48% | +6.02% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.26% | -0.14% | +22.57% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.24% | +0.30% | +17.86% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 4.12% | -0.63% | +3.73% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.07% | +0.07% | -32.38% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.60% | -0.23% | +12.55% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.29% | +0.29% | -13.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | +0.03% | -0.08% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.82% | -0.10% | +0.56% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 1.81% | -0.24% | +2.97% | |
| 13 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.75% | +0.10% | — | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.72% | -0.14% | +3.18% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.68% | +0.20% | +21.54% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.67% | -0.16% | +21.22% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.67% | -0.06% | +10.93% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.60% | -0.17% | +27.87% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.06% | +6.84% | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 1.47% | -0.06% | +0.13% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.08% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.01% | +4.84% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.32% | -19.52% | |
| 24 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.15% | +0.31% | +8.15% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.99% | +0.02% | — | |
| 26 | FXR | First Trust Indst/producers | ETF-Other | 0.99% | — | +0.23% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.98% | +0.08% | +0.22% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.96% | -0.34% | -6.91% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | -0.01% | -78.84% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | +0.03% | +400.00% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.01% | +0.41% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.05% | — | |
| 33 | FXD | First Trust Consumer Discret | ETF-Other | 0.86% | — | +0.27% | |
| 34 | ET | Energy Transfer LP | Stock-Energy | 0.85% | -0.09% | +14.47% | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.79% | -0.01% | +0.20% | |
| 36 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.75% | — | +0.25% | |
| 37 | FXZ | First Trust Materials Alphad | ETF-Other | 0.75% | — | +0.36% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.04% | -11.35% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | -0.26% | +18.26% | |
| 40 | GE | General Electric | Stock-Industrials | 0.67% | +0.06% | -2.00% | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.66% | — | +400.00% | |
| 42 | IYF | Ishares US Financials ETF | ETF-Other | 0.65% | -0.02% | — | |
| 43 | FITB | Fifth Third Bancorp | Stock-Financials | 0.64% | +0.04% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.01% | -7.65% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.03% | -19.10% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | — | -0.96% | |
| 47 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.54% | — | — | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.51% | — | +7.95% | |
| 49 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.50% | +0.01% | -5.87% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.48% | -0.11% | — |
According to official SEC Form 13F filings, HFG Advisors, Inc. reported a total U.S. public equity portfolio value of $160.3M across 108 disclosed positions in Q1 2024.
During Q1 2024, HFG Advisors, Inc.'s top holdings by market value included QQQ (8.8%)、FV (7.3%)、RDVY (4.6%). The largest single position, QQQ, represented 8.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FV, RDVY) accounted for 20.5% of total reported equity market value during Q1 2024.
In Q1 2024, HFG Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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