HFG Advisors, Inc.
CIK 1911087 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- QQQ8.74%
- FV7.48%
- VBR4.54%
- IWB4.49%
- RDVY4.33%
- FDL4.02%
- VOT3.64%
- VOE3.51%
- FTC2.55%
- PG2.27%
Share classes counted separately45.57%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $9.07M | 8.74% | 22.16K shares | — | ↗▾ | |
| 02 | FVFIRST TRUST DW FOCUS 5 FUNDDORSEY WRT 5 ETF View history and evidence | $7.77M | 7.48% | 150.65K shares | — | ↗▾ | |
| 03 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $4.71M | 4.54% | 26.20K shares | — | ↗▾ | |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $4.66M | 4.49% | 17.77K shares | — | ↗▾ | |
| 05 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $4.49M | 4.33% | 86.97K shares | — | ↗▾ | |
| 06 | FDLFIRST TRUST MORN DVD LEAD INSHS View history and evidence | $4.17M | 4.02% | 116.29K shares | — | ↗▾ | |
| 07 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $3.78M | 3.64% | 17.21K shares | — | ↗▾ | |
| 08 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $3.64M | 3.51% | 25.11K shares | — | ↗▾ | |
| 09 | FTCFIRST TRUST LARGE CAP GROWTHCOM SHS View history and evidence | $2.65M | 2.55% | 24.19K shares | — | ↗▾ | |
| 10 | PGPROCTER & GAMBLE CO/THE View history and evidence | $2.36M | 2.27% | 16.09K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CHRD CHORD ENERGY CORP | Non-derivative | — | — | SEC filing ↗ | |
| FTXG FIRST TRUST NASDAQ FOOD & BE | Non-derivative | — | — | SEC filing ↗ | |
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1911087 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103847706
}Research all 103 reported holdings.
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