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CIK: 0001911087
Total reported value
$160.3M
$160.3M
96 檔
21.8%
As reported in its official Q3 2024 Form 13F filing, HFG Advisors, Inc.'s tracked investment portfolio stood at $160.3M with 96 total positions.
During Q3 2024, HFG Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, FV, RDVY) accounted for 21.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.20% | +0.15% | -3.26% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 7.16% | +0.74% | -0.52% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 5.33% | +0.48% | +6.98% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.72% | -0.14% | +2.20% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.48% | +0.30% | +1.41% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 4.41% | -0.63% | +0.60% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.33% | +0.07% | +0.87% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.65% | -0.23% | — | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.48% | +0.29% | +0.27% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.21% | +0.10% | +2.01% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.01% | +0.03% | -0.80% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -0.10% | +0.62% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.96% | +0.20% | +0.28% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.85% | -0.06% | +1.34% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.83% | -0.16% | +2.12% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-Other | 1.76% | -0.14% | -2.03% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.76% | -0.17% | +1.88% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.74% | -0.24% | -3.15% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.54% | -0.06% | -0.59% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.06% | -7.89% | |
| 21 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.37% | +0.31% | +1.00% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.01% | -4.20% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.32% | — | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.08% | -27.25% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.08% | +0.02% | +1.38% | |
| 26 | FXR | First Trust Indst/producers | ETF-Other | 1.01% | — | -0.52% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.00% | +0.05% | — | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.34% | -14.24% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.95% | -0.26% | +26.00% | |
| 30 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.89% | +0.08% | -9.12% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | +0.03% | -6.26% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.01% | -3.28% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.03% | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.82% | +0.01% | -8.58% | |
| 35 | GE | General Electric | Stock-Industrials | 0.82% | +0.06% | — | |
| 36 | FXD | First Trust Consumer Discret | ETF-Other | 0.82% | — | -0.39% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.81% | -0.01% | -0.86% | |
| 38 | ET | Energy Transfer LP | Stock-Energy | 0.79% | -0.09% | — | |
| 39 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.73% | — | -1.93% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.01% | +2.40% | |
| 41 | FXZ | First Trust Materials Alphad | ETF-Other | 0.70% | — | -0.05% | |
| 42 | IYF | Ishares US Financials ETF | ETF-Other | 0.70% | -0.02% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.04% | -0.55% | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.57% | -0.11% | +125.00% | |
| 45 | FITB | Fifth Third Bancorp | Stock-Financials | 0.56% | +0.04% | -6.33% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | — | — | |
| 47 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.53% | +0.01% | — | |
| 48 | CGGR | Cap Group Growth Equity | ETF-Other | 0.50% | +0.01% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.11% | +7.72% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.42% | +0.15% | NEW |
According to official SEC Form 13F filings, HFG Advisors, Inc. reported a total U.S. public equity portfolio value of $160.3M across 96 disclosed positions in Q3 2024.
During Q3 2024, HFG Advisors, Inc.'s top holdings by market value included QQQ (9.2%)、FV (7.2%)、RDVY (5.3%). The largest single position, QQQ, represented 9.2% of total portfolio value.
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In Q3 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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