Hfg Advisors, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Million distributed in 97 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 $11.6M, First Trust Dorsey Wright Focu with a value of $8.45M, First Trust Rising Dividend Ac with a value of $6.2M, Vanguard Mid Cap Growth Index with a value of $6.07M, and Vanguard Mid Cap Value Index F with a value of $5.28M.

Examining the 13F form we can see an increase of $9.22M in the current position value, from $112M to 122M.

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

Portfolio value $122 Million
ETFs: $103 Million
Financial Services: $6.65 Million
Consumer Defensive: $4.08 Million
Technology: $3.21 Million
Energy: $2.27 Million
Industrials: $1.6 Million
Healthcare: $482,000
Communication Services: $404,000
Other: $72,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $122 Million
  • Prior Value $112 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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