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Size ($ in 1000's)
At 03/31/2024: $112,757 At 12/31/2023: $103,842
HFG Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from HFG Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the HFG Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by HFG Advisors Inc..
In the HFG Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by HFG Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the HFG Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
INVESCO QQQ TR |
22,352 |
+192 |
$9,924 | QQQ | 22,352 | +192 | $9,924 | FIRST TR EXCHANGE TRADED FD (FV) |
143,485 |
-7,166 |
$8,212 | FV | 143,485 | -7,166 | $8,212 | FIRST TR EXCHANGE TRADED FD (RDVY) |
92,199 |
+5,234 |
$5,179 | RDVY | 92,199 | +5,234 | $5,179 | VANGUARD INDEX FDS (VOE) |
30,781 |
+5,667 |
$4,799 | VOE | 30,781 | +5,667 | $4,799 | VANGUARD INDEX FDS (VOT) |
20,283 |
+3,073 |
$4,783 | VOT | 20,283 | +3,073 | $4,783 | FIRST TR MORNINGSTAR DIVID L (FDL) |
120,625 |
+4,333 |
$4,642 | FDL | 120,625 | +4,333 | $4,642 | ISHARES TR (IWB) |
12,018 |
-5,754 |
$3,461 | IWB | 12,018 | -5,754 | $3,461 | PROCTER AND GAMBLE CO |
18,103 |
+2,018 |
$2,937 | PG | 18,103 | +2,018 | $2,937 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
20,902 |
-3,284 |
$2,577 | FTC | 20,902 | -3,284 | $2,577 | VANGUARD INDEX FDS (VTI) |
8,308 |
-7 |
$2,159 | VTI | 8,308 | -7 | $2,159 | VANGUARD ADMIRAL FDS INC (VOOV) |
11,362 |
+63 |
$2,050 | VOOV | 11,362 | +63 | $2,050 | ISHARES TR (HDV) |
18,564 |
+536 |
$2,046 | HDV | 18,564 | +536 | $2,046 | T ROWE PRICE ETF INC (TCAF) |
65,352 |
+65,352 |
$1,976 | TCAF | 65,352 | +65,352 | $1,976 | ISHARES TR (PFF) |
60,257 |
+1,857 |
$1,942 | PFF | 60,257 | +1,857 | $1,942 | ISHARES TR (EEM) |
46,191 |
+8,187 |
$1,898 | EEM | 46,191 | +8,187 | $1,898 | ISHARES TR (HYG) |
24,291 |
+4,252 |
$1,888 | HYG | 24,291 | +4,252 | $1,888 | ISHARES TR (EFA) |
23,553 |
+2,321 |
$1,881 | EFA | 23,553 | +2,321 | $1,881 | VANGUARD BD INDEX FDS (BND) |
24,865 |
+5,419 |
$1,806 | BND | 24,865 | +5,419 | $1,806 | VANGUARD INDEX FDS (VOO) |
3,608 |
+231 |
$1,734 | VOO | 3,608 | +231 | $1,734 | FIRST TR EXCHANGE TRADED FD (FTCS) |
19,327 |
+25 |
$1,655 | FTCS | 19,327 | +25 | $1,655 | VANGUARD ADMIRAL FDS INC (VOOG) |
5,112 |
UNCH |
$1,558 | VOOG | 5,112 | UNCH | $1,558 | ISHARES TR (IVV) |
2,881 |
+133 |
$1,515 | IVV | 2,881 | +133 | $1,515 | MICROSOFT CORP |
3,365 |
-816 |
$1,416 | MSFT | 3,365 | -816 | $1,416 | FIRST TR EXCHANGE TRADED ALP (FYC) |
19,755 |
+1,488 |
$1,298 | FYC | 19,755 | +1,488 | $1,298 | DIMENSIONAL ETF TRUST (DFSV) |
37,053 |
+37,053 |
$1,115 | DFSV | 37,053 | +37,053 | $1,115 | FIRST TR EXCHANGE TRADED FD (FXR) |
15,281 |
+35 |
$1,115 | FXR | 15,281 | +35 | $1,115 | FIRST TR NASDAQ 100 TECH IND (QTEC) |
5,816 |
+13 |
$1,109 | QTEC | 5,816 | +13 | $1,109 | ISHARES TR (SHV) |
9,763 |
-725 |
$1,079 | SHV | 9,763 | -725 | $1,079 | VANGUARD INDEX FDS (VBR) |
5,543 |
-20,652 |
$1,064 | VBR | 5,543 | -20,652 | $1,064 | ISHARES TR (IJH) |
17,490 |
+13,992 |
$1,062 | IJH | 17,490 | +13,992 | $1,062 | ISHARES TR (IWM) |
4,947 |
+20 |
$1,040 | IWM | 4,947 | +20 | $1,040 | ISHARES TR (IWF) |
3,019 |
UNCH |
$1,018 | IWF | 3,019 | UNCH | $1,018 | FIRST TR EXCHANGE TRADED FD (FXD) |
15,049 |
+41 |
$971 | FXD | 15,049 | +41 | $971 | ENERGY TRANSFER L P |
61,225 |
+7,740 |
$963 | ET | 61,225 | +7,740 | $963 | SPDR SER TR (MDYV) |
11,720 |
+23 |
$891 | MDYV | 11,720 | +23 | $891 | FIRST TR EXCHANGE TRADED FD (FTXL) |
9,363 |
+23 |
$848 | FTXL | 9,363 | +23 | $848 | FIRST TR EXCHANGE TRADED FD (FXZ) |
11,854 |
+43 |
$846 | FXZ | 11,854 | +43 | $846 | ISHARES TR (IJR) |
7,110 |
-910 |
$786 | IJR | 7,110 | -910 | $786 | SPDR SER TR (BIL) |
8,464 |
+1,307 |
$777 | BIL | 8,464 | +1,307 | $777 | GENERAL ELECTRIC CO |
4,308 |
-88 |
$756 | GE | 4,308 | -88 | $756 | ISHARES TR (IYH) |
12,075 |
+9,660 |
$747 | IYH | 12,075 | +9,660 | $747 | ISHARES TR (IYF) |
7,631 |
UNCH |
$730 | IYF | 7,631 | UNCH | $730 | FIFTH THIRD BANCORP |
19,254 |
UNCH |
$716 | FITB | 19,254 | UNCH | $716 | VANGUARD SPECIALIZED FUNDS (VIG) |
3,914 |
-324 |
$715 | VIG | 3,914 | -324 | $715 | APPLE INC |
4,120 |
-973 |
$706 | AAPL | 4,120 | -973 | $706 | INTERNATIONAL BUSINESS MACHS |
3,302 |
-32 |
$631 | IBM | 3,302 | -32 | $631 | STELLANTIS N.V |
21,605 |
UNCH |
$611 | STLA | 21,605 | UNCH | $611 | DELTA AIR LINES INC DEL |
11,951 |
+880 |
$572 | DAL | 11,951 | +880 | $572 | FIRST TR LRGE CP CORE ALPHA (FEX) |
5,713 |
-356 |
$567 | FEX | 5,713 | -356 | $567 | ENTERPRISE PRODS PARTNERS L |
18,520 |
UNCH |
$540 | EPD | 18,520 | UNCH | $540 |
See Full List: All Stocks Held By HFG Advisors Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By HFG Advisors Inc.
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