Hfg Wealth Management, LLC Closed Holding Positions

Hfg Wealth Management, LLC

  • $157 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
Q1 2024 Filed on Jun 27, 2024
16,115
$28.16 - $31.61 $454K - $509K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2024 Filed on Jun 27, 2024
2,175
$162.5 - $248.42 $353K - $540K
BWX
Spdr Bloomberg International T

ETFs
Q1 2024 Filed on Jun 27, 2024
56,014
$21.9 - $22.96 $1.23M - $1.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2023 Filed on Jun 27, 2024
76,230
$110.2 - $125.58 $8.4M - $9.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2024 Filed on Jun 27, 2024
6,044
$32.85 - $35.9 $199K - $217K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2023 Filed on Jun 27, 2024
14,740
$35.74 - $44.36 $527K - $654K
GLD
Spdr Gold Trust

ETFs
Q4 2023 Filed on Jun 27, 2024
2,520
$168.83 - $192.59 $425K - $485K
NVDA
Nvidia Corp

Technology
Q4 2023 Filed on Jun 27, 2024
1,621
$403.26 - $504.09 $654K - $817K
META
Meta Platforms, Inc.

Communication Services
Q4 2023 Filed on Jun 27, 2024
8,112
$288.35 - $358.32 $2.34M - $2.91M
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2024 Filed on Jun 27, 2024
1,500
$278.58 - $300.53 $418K - $451K
MA
Mastercard Inc

Financial Services
Q4 2023 Filed on Jun 27, 2024
672
$364.08 - $426.51 $245K - $287K
VLO
Valero Energy Corp

Energy
Q4 2023 Filed on Jun 27, 2024
5,604
$119.92 - $138.09 $672K - $774K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2024 Filed on Jun 27, 2024
104,670
$76.34 - $77.25 $7.99M - $8.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2024 Filed on Jun 27, 2024
204,969
$71.76 - $73.66 $14.7M - $15.1M
VZ
Verizon Communications Inc

Communication Services
Q4 2023 Filed on Jun 27, 2024
7,000
$30.67 - $38.65 $215K - $271K
VDE
Vanguard Energy ETF

ETFs
Q4 2023 Filed on Jun 27, 2024
6,200
$113.37 - $128.78 $703K - $798K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2023 Filed on Jun 27, 2024
8,095
$47.36 - $51.14 $383K - $414K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2023 Filed on Jun 27, 2024
21,780
$37.74 - $41.31 $822K - $900K
VB
Vanguard Small Cap ETF

ETFs
Q1 2024 Filed on Jun 27, 2024
10,444
$204.0 - $228.59 $2.13M - $2.39M
VTV
Vanguard Value ETF

ETFs
Q4 2023 Filed on Jun 27, 2024
3,798
$131.82 - $149.95 $501K - $570K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2024 Filed on Jun 27, 2024
107,230
$232.77 - $260.14 $25M - $27.9M
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2024 Filed on Jun 27, 2024
28,485
$172.45 - $191.88 $4.91M - $5.47M
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2023 Filed on Jun 27, 2024
15,884
$71.05 - $89.54 $1.13M - $1.42M
JNJ
Johnson & Johnson

Healthcare
Q4 2023 Filed on Jun 27, 2024
15,015
$145.6 - $158.88 $2.19M - $2.39M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2023 Filed on Jun 27, 2024
9,560
$64.84 - $78.27 $620K - $748K
FSCO
Fs Cr Opportunities Corp Com
Q4 2023 Filed on Jun 27, 2024
16,137
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2023 Filed on Jun 27, 2024
12,160
$36.09 - $40.63 $439K - $494K
First Tr Exchng Traded Fd Vi
Q1 2024 Filed on Jun 27, 2024
34,630
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2024 Filed on Jun 27, 2024
7,002
$48.03 - $53.1 $336K - $372K
DIS
Walt Disney CO

Communication Services
Q4 2023 Filed on Jun 27, 2024
2,376
$79.32 - $96.06 $188K - $228K
DFAT
Dimensional ETF Tr U S Target

ETFs
Q1 2024 Filed on Jun 27, 2024
32,289
$49.45 - $54.43 $1.6M - $1.76M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
Q1 2024 Filed on Jun 27, 2024
84,193
$36.22 - $40.9 $3.05M - $3.44M
DFUS
Dimensional ETF Tr U S Equity

ETFs
Q1 2024 Filed on Jun 27, 2024
58,837
$50.79 - $56.98 $2.99M - $3.35M
DFIV
Dimensional ETF Tr

ETFs
Q1 2024 Filed on Jun 27, 2024
73,151
$33.15 - $36.75 $2.42M - $2.69M
BA
Boeing CO

Industrials
Q4 2023 Filed on Jun 27, 2024
1,725
$177.73 - $264.27 $307K - $456K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2024 Filed on Jun 27, 2024
4,540
$338.26 - $395.2 $1.54M - $1.79M
PFEB
Innovator U.S. Equity Power Bu

ETFs
Q4 2023 Filed on Jun 27, 2024
566,720
$29.66 - $32.66 $16.8M - $18.5M
IEF
Ishares Barclays

ETFs
Q4 2023 Filed on Jun 27, 2024
3,102
$88.95 - $97.0 $276K - $301K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2023 Filed on Jun 27, 2024
2,140
$125.51 - $158.2 $269K - $339K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q4 2023 Filed on Jun 27, 2024
13,660
$42.6 - $46.25 $582K - $632K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2023 Filed on Jun 27, 2024
53,837
$33.17 - $36.3 $1.79M - $1.95M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2024 Filed on Jun 27, 2024
1,076
$257.46 - $288.1 $277K - $310K
HYG
Ishares Tr

ETFs
Q4 2023 Filed on Jun 27, 2024
28,974
$71.78 - $77.94 $2.08M - $2.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2024 Filed on Jun 27, 2024
8,900
$81.49 - $82.34 $725K - $733K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2023 Filed on Jun 27, 2024
7,885
$36.53 - $40.3 $288K - $318K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2024 Filed on Jun 27, 2024
15,016
$73.11 - $80.04 $1.1M - $1.2M
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2023 Filed on Jun 27, 2024
945
$412.55 - $479.0 $390K - $453K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2024 Filed on Jun 27, 2024
12,240
$102.35 - $110.52 $1.25M - $1.35M
GOOGL
Alphabet Inc.

Communication Services
Q4 2023 Filed on Jun 27, 2024
8,313
$122.17 - $141.52 $1.02M - $1.18M
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