Hfg Wealth Management, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Tr Internationa with a value of $18.9B, Toews Agility Shares Managed R with a value of $16.1B, First Trust Global Tactical CO with a value of $12.1B, First Tr Cboe Vest Gold Strate with a value of $11.4B, and First Tr Exchng Traded Fd Vi with a value of $10.3B.

Examining the 13F form we can see an decrease of $2.67B in the current position value, from $157B to 154B.

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 $154 Billion
ETFs: $88.6 Billion
Communication Services: $11.4 Billion
Energy: $4.39 Billion
Technology: $2.53 Billion
Real Estate: $853 Million
Consumer Cyclical: $351 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $154 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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