Hfg Advisors, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Million distributed in 94 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 $9.77M, First Trust Dorsey Wright Focu with a value of $7.89M, Procter & Gamble CO with a value of $5.73M, First Trust Rising Dividend Ac with a value of $5.71M, and First Tr Morningstar Dividend with a value of $5.22M.

Examining the 13F form we can see an increase of $2.09M in the current position value, from $110M to 112M.

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

Portfolio value $112 Million
ETFs: $94 Million
Consumer Defensive: $5.94 Million
Financial Services: $4.93 Million
Energy: $2.2 Million
Technology: $2.05 Million
Industrials: $1.1 Million
Healthcare: $947,000
Consumer Cyclical: $591,000
Other: $395,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $112 Million
  • Prior Value $110 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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