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CIK: 0001911087
Total reported value
$160.3M
$160.3M
105 檔
25.0%
The Q3 2025 SEC filing reveals that HFG Advisors, Inc. held a total portfolio value of $160.3M, covering 105 public equity positions.
In Q3 2025, HFG Advisors, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, FV, RDVY) accounted for 25.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.31% | +0.15% | -0.25% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 6.44% | +0.74% | -1.14% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 4.99% | +0.48% | +1.90% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.65% | +0.30% | +0.47% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.18% | -0.14% | +0.95% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.93% | -0.63% | +0.22% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.05% | +0.07% | -0.07% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.04% | -0.23% | +4.94% | |
| 9 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.32% | +0.29% | +0.84% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.15% | +0.10% | +2.90% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.09% | +0.20% | +2.14% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.90% | -0.16% | +4.29% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.10% | +1.96% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.85% | -0.06% | +2.49% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.80% | -0.34% | -18.95% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | +0.03% | -0.71% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.73% | -0.17% | +4.05% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.57% | -0.24% | +1.12% | |
| 19 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.49% | +0.31% | +1.60% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.06% | -4.33% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 1.40% | -0.14% | -4.79% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 1.38% | -0.06% | -0.07% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.28% | -0.26% | -24.38% | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.08% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.01% | +1.28% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.12% | +0.01% | +0.22% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.06% | +0.02% | +2.39% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.05% | — | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.03% | — | +14.59% | |
| 30 | GE | General Electric | Stock-Industrials | 0.95% | +0.06% | +0.44% | |
| 31 | FXO | First Trust Financial Alphad | ETF-Other | 0.93% | — | +0.31% | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.88% | -0.09% | +15.56% | |
| 33 | FXR | First Trust Indst/producers | ETF-Other | 0.85% | — | +0.03% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.80% | -0.03% | +0.76% | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.79% | -0.01% | -0.13% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.77% | -0.11% | +6.08% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.77% | — | +0.13% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.74% | -0.01% | +4.82% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.74% | +0.01% | -0.58% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.03% | -1.65% | |
| 41 | FXU | First Trust Utilities Alphad | ETF-Other | 0.71% | -0.09% | +0.44% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.36% | +65.52% | |
| 43 | LNC | Lincoln National CORP | Stock-Financials | 0.67% | -0.07% | +4.48% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.32% | +3.02% | |
| 45 | IYF | Ishares US Financials ETF | ETF-Other | 0.65% | -0.02% | -8.52% | |
| 46 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.58% | +0.01% | — | |
| 47 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 0.56% | -0.04% | +2.20% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.04% | -1.15% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.01% | -1.36% | |
| 50 | FITB | Fifth Third Bancorp | Stock-Financials | 0.51% | +0.04% | — |
According to official SEC Form 13F filings, HFG Advisors, Inc. reported a total U.S. public equity portfolio value of $160.3M across 105 disclosed positions in Q3 2025.
During Q3 2025, HFG Advisors, Inc.'s top holdings by market value included QQQ (9.3%)、FV (6.4%)、RDVY (5.0%). The largest single position, QQQ, represented 9.3% of total portfolio value.
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Top New Position Initiated
QQXT
市值: $761.4K
Top Position Liquidated / Trimmed
F
前期市值: $591.8K
In Q3 2025, HFG Advisors, Inc. made 49 total portfolio adjustments, initiating 16 new buys, adding to 21 positions, trimming 6 holdings, and fully liquidating 6 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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