Hfg Wealth Management, LLC Portfolio Holdings

Hfg Wealth Management, LLC

  • $157 Billion
  • Q3 2024

Hfg Wealth Management, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Internationa with a value of $17.8B, Toews Agility Shares Managed R with a value of $16.4B, First Trust Global Tactical CO with a value of $12B, First Tr Cboe Vest Gold Strate with a value of $10.9B, and Dimensional ETF Trust with a value of $8.97B.

Examining the 13F form we can see an decrease of $97K in the current position value, from $157B to 157B.

Hfg Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Hfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $93.4 Billion
Communication Services: $10.9 Billion
Energy: $5.56 Billion
Technology: $2.03 Billion
Real Estate: $697 Million
Consumer Cyclical: $304 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.4M
$15.6 Million 0.01% of portfolio
15,589
Q4 2023 Reduced 24.79%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $157 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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