Hfg Advisors, Inc. Portfolio Holdings

Hfg Advisors, Inc.

$108 Million
Q3 2024

Hfg Advisors, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $108 Million distributed in 96 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 $10.4M, First Trust Dorsey Wright Focu with a value of $8.09M, First Trust Rising Dividend Ac with a value of $6.02M, Vanguard Mid Cap Value Index F with a value of $5.32M, and Vanguard Mid Cap Growth Index with a value of $5.06M.

Examining the 13F form we can see an increase of $5.18M in the current position value, from $103M to 108M.

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

Portfolio value $108 Million

ETFs: $93.5 Million

Consumer Defensive: $3.24 Million

Technology: $2.81 Million

Financial Services: $2.11 Million

Industrials: $2.07 Million

Healthcare: $1.8 Million

Energy: $1.53 Million

Consumer Cyclical: $433,000

Other: $341,000

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NRZ New Residential Investment Corp. Real Estate	$5.08B	$72,000 0.07% of portfolio	10,000	Q2 2024 New

Summary

Portfolio
No. of Stocks 96
Current Value $108 Million
Prior Value $103 Million
Filing
Period Q3 2024
Filing Date October 16, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 7 stocks
Additional Purchases 22 stocks
Sold out of 0 stocks
Reduced holdings in 24 stocks

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