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CIK: 0001911087
Total reported value
$160.3M
$160.3M
110 檔
25.2%
During the Q4 2025 filing period, HFG Advisors, Inc. (CIK: 0001911087) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $160.3M across 110 reported positions.
In Q4 2025, HFG Advisors, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.04% | +0.15% | -3.43% | |
| 2 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 6.54% | +0.74% | +1.78% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 5.21% | +0.48% | +2.77% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.34% | +0.30% | -0.02% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.17% | -0.14% | -0.06% | |
| 6 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 3.86% | -0.63% | -2.09% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.19% | +0.07% | +4.27% | |
| 8 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 2.31% | +0.29% | +1.92% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.17% | +0.20% | +3.06% | |
| 10 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.13% | +0.10% | -0.62% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.23% | -25.13% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.98% | -0.16% | +6.89% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.95% | -0.06% | +3.91% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.91% | -0.10% | +1.07% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.81% | -0.17% | +6.85% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | +0.03% | +0.11% | |
| 17 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 1.59% | +0.31% | +2.39% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.56% | -0.24% | +1.66% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.06% | +1.12% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.43% | -0.34% | -19.01% | |
| 21 | FTCS | First Trust Capital Strength | ETF-Other | 1.35% | -0.06% | +1.34% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 1.29% | -0.14% | -4.29% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.36% | +44.16% | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.08% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.01% | -1.70% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.11% | +0.02% | +4.07% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | +0.05% | +7.16% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.04% | +0.01% | -2.08% | |
| 29 | GE | General Electric | Stock-Industrials | 0.96% | +0.06% | -0.07% | |
| 30 | FXO | First Trust Financial Alphad | ETF-Other | 0.94% | — | +0.60% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.32% | +51.58% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | -0.26% | -31.62% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.03% | +1.24% | |
| 34 | FXR | First Trust Indst/producers | ETF-Other | 0.85% | — | -0.16% | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.83% | -0.09% | — | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.81% | -0.01% | +2.55% | |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.80% | — | -20.29% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.77% | -0.11% | — | |
| 39 | LNC | Lincoln National CORP | Stock-Financials | 0.73% | -0.07% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.01% | -2.93% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | +0.03% | — | |
| 42 | FXU | First Trust Utilities Alphad | ETF-Other | 0.69% | -0.09% | -0.09% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.01% | -7.91% | |
| 44 | IYF | Ishares US Financials ETF | ETF-Other | 0.65% | -0.02% | — | |
| 45 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.62% | +0.01% | +5.07% | |
| 46 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 0.58% | -0.04% | +4.37% | |
| 47 | FITB | Fifth Third Bancorp | Stock-Financials | 0.53% | +0.04% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | -0.01% | — | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.50% | +0.08% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.04% | -7.03% |
According to official SEC Form 13F filings, HFG Advisors, Inc. reported a total U.S. public equity portfolio value of $160.3M across 110 disclosed positions in Q4 2025.
During Q4 2025, HFG Advisors, Inc.'s top holdings by market value included QQQ (9.0%)、FV (6.5%)、RDVY (5.2%). The largest single position, QQQ, represented 9.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, FV, RDVY) accounted for 25.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUFQ
市值: $570.9K
Top Position Liquidated / Trimmed
USB
前期市值: $1.0M
In Q4 2025, HFG Advisors, Inc. made 48 total portfolio adjustments, initiating 14 new buys, adding to 15 positions, trimming 10 holdings, and fully liquidating 9 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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