Hfg Advisors, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $109 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $9.92M, First Trust Dorsey Wright Focu with a value of $8.21M, First Trust Rising Dividend Ac with a value of $5.18M, Vanguard Mid Cap Value Index F with a value of $4.8M, and Vanguard Mid Cap Growth Index with a value of $4.78M.

Examining the 13F form we can see an increase of $6.56M in the current position value, from $102M to 109M.

Below you can find more details about Hfg Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $109 Million
ETFs: $90.7 Million
Consumer Defensive: $3.19 Million
Industrials: $3.13 Million
Technology: $3.07 Million
Financial Services: $2.77 Million
Energy: $2.25 Million
Healthcare: $2.02 Million
Consumer Cyclical: $1.17 Million
Other: $244,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $109 Million
  • Prior Value $102 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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