Hfg Advisors, Inc. Portfolio Holdings

Hfg Advisors, Inc.

  • $130 Million
  • Q3 2025

Hfg Advisors, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Million distributed in 105 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 $12.6M, First Trust Dorsey Wright Focu with a value of $8.73M, First Trust Rising Dividend Ac with a value of $6.77M, Vanguard Mid Cap Growth Index with a value of $6.3M, and Vanguard Mid Cap Value Index F with a value of $5.66M.

Examining the 13F form we can see an increase of $7.94M in the current position value, from $122M to 130M.

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

Portfolio value $130 Million
ETFs: $108 Million
Financial Services: $6.71 Million
Consumer Defensive: $4.33 Million
Technology: $2.95 Million
Energy: $2.9 Million
Industrials: $1.88 Million
Healthcare: $1.1 Million
Communication Services: $924,000
Other: $398,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Million 9.74% of portfolio
21,017
Q3 2025 Reduced 0.25%
$0
$8.73 Million 6.73% of portfolio
140,965
Q3 2025 Reduced 1.14%
$0
$6.77 Million 5.22% of portfolio
100,649
Q3 2025 Added 1.9%
$0
$6.3 Million 4.86% of portfolio
21,458
Q3 2025 Added 0.47%
$0
$5.66 Million 4.37% of portfolio
32,434
Q3 2025 Added 0.95%
$0
$5.33 Million 4.11% of portfolio
122,685
Q3 2025 Added 0.22%
$350B
$4.13 Million 3.19% of portfolio
26,869
Q3 2025 Added 4.94%
$0
$4.13 Million 3.19% of portfolio
11,299
Q3 2025 Reduced 0.07%
$0
$3.14 Million 2.43% of portfolio
19,569
Q3 2025 Added 0.84%
$0
$2.84 Million 2.19% of portfolio
53,168
Q3 2025 Added 2.14%
$0
$2.58 Million 1.99% of portfolio
31,750
Q3 2025 Added 4.29%
$0
$2.55 Million 1.96% of portfolio
12,764
Q3 2025 Added 1.96%
$0
$2.52 Million 1.94% of portfolio
26,936
Q3 2025 Added 2.49%
$0
$2.44 Million 1.88% of portfolio
22,104
Q3 2025 Reduced 18.95%
$0
$2.38 Million 1.84% of portfolio
7,253
Q3 2025 Reduced 0.71%
$0
$2.35 Million 1.81% of portfolio
31,611
Q3 2025 Added 4.05%
$0
$2.02 Million 1.56% of portfolio
22,298
Q3 2025 Added 1.6%
$0
$1.91 Million 1.47% of portfolio
3,112
Q3 2025 Reduced 4.33%
$0
$1.9 Million 1.46% of portfolio
59,943
Q3 2025 Reduced 4.79%
$0
$1.87 Million 1.44% of portfolio
19,941
Q3 2025 Reduced 0.07%
$0
$1.74 Million 1.34% of portfolio
18,989
Q3 2025 Reduced 24.38%
$0
$1.56 Million 1.2% of portfolio
3,587
Q2 2025 Added 0.87%
$0
$1.54 Million 1.19% of portfolio
2,298
Q3 2025 Added 1.28%
$0
$1.52 Million 1.17% of portfolio
5,425
Q3 2025 Added 0.22%
$0
$1.43 Million 1.1% of portfolio
44,944
Q3 2025 Added 2.39%
$0
$1.41 Million 1.08% of portfolio
3,001
Q2 2024 Reduced 0.6%
$333B
$1.29 Million 1.0% of portfolio
4,302
Q3 2025 Added 0.44%
$0
$1.27 Million 0.98% of portfolio
21,332
Q3 2025 Added 0.31%
$52.5B
$1.19 Million 0.92% of portfolio
69,452
Q3 2025 Added 15.56%
$0
$1.15 Million 0.89% of portfolio
14,717
Q3 2025 Added 0.03%
$4.38T
$1.09 Million 0.84% of portfolio
4,266
Q3 2025 Added 0.76%
$0
$1.07 Million 0.83% of portfolio
12,856
Q3 2025 Reduced 0.13%
$70B
$1.04 Million 0.8% of portfolio
21,517
Q3 2025 Added 0.13%
$70.2B
$1.04 Million 0.8% of portfolio
33,335
Q3 2025 Added 6.08%
$0
$1 Million 0.77% of portfolio
4,806
Q3 2025 Added 4.82%
$0
$999,000 0.77% of portfolio
4,130
Q3 2025 Reduced 0.58%
$0
$973,000 0.75% of portfolio
14,910
Q3 2025 Reduced 1.65%
$0
$956,000 0.74% of portfolio
21,050
Q3 2025 Added 0.44%
$1.65T
$924,000 0.71% of portfolio
3,802
Q3 2025 Added 65.52%
$6.99B
$911,000 0.7% of portfolio
22,607
Q3 2025 Added 4.48%
$0
$884,000 0.68% of portfolio
6,981
Q3 2025 Reduced 8.52%
$3.8T
$884,000 0.68% of portfolio
1,708
Q3 2025 Added 3.02%
$26.1B
$782,000 0.6% of portfolio
4,949
Q2 2025 Added 123.63%
$0
$761,000 0.59% of portfolio
7,696
Q3 2025 Added 2.2%
$0
$706,000 0.54% of portfolio
5,948
Q3 2025 Reduced 1.15%
$29.2B
$690,000 0.53% of portfolio
15,497
Q2 2025 Added 4.68%
$0
$633,000 0.49% of portfolio
14,430
Q3 2025 Reduced 10.52%
$0
$593,000 0.46% of portfolio
3,260
Q3 2025 Reduced 1.36%
$0
$587,000 0.45% of portfolio
11,478
Q2 2025 Added 15.06%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $130 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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